401k Plan data: WINGATE MANAGEMENT COMPANY 401(K) PLAN plan

WINGATE MANAGEMENT COMPANY 401(K) PLAN 401k Plan overview

Plan Name	WINGATE MANAGEMENT COMPANY 401(K) PLAN
Plan identification number	001

WINGATE MANAGEMENT COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WINGATE MANAGEMENT COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: WINGATE MANAGEMENT COMPANY, LLC

Employer identification number (EIN): 202388094

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Additional information about WINGATE MANAGEMENT COMPANY, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2010-12-06

Company Identification Number: 0801351876

Legal Registered Office Address: 100 WELLS AVE STE 100A

NEWTON
United States of America (USA)
02459

More information about WINGATE MANAGEMENT COMPANY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINGATE MANAGEMENT COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID GOTTLER DAVID GOTTLER 2018-10-09

Plan Statistics for WINGATE MANAGEMENT COMPANY 401(K) PLAN

401k plan membership statisitcs for WINGATE MANAGEMENT COMPANY 401(K) PLAN

Measure Date Value
2022: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 798
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 676
Number of retired or separated participants receiving benefits 2022-01-01 15
Number of other retired or separated participants entitled to future benefits 2022-01-01 141
Total of all active and inactive participants 2022-01-01 832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 832
Number of participants with account balances 2022-01-01 451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 18
2021: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 721
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 514
Number of retired or separated participants receiving benefits 2021-01-01 16
Number of other retired or separated participants entitled to future benefits 2021-01-01 128
Total of all active and inactive participants 2021-01-01 658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 658
Number of participants with account balances 2021-01-01 414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 686
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 557
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 145
Total of all active and inactive participants 2020-01-01 702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 702
Number of participants with account balances 2020-01-01 428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 19
2019: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 648
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 522
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 124
Total of all active and inactive participants 2019-01-01 646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 646
Number of participants with account balances 2019-01-01 405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 14
2018: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 626
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 510
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 118
Total of all active and inactive participants 2018-01-01 628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 628
Number of participants with account balances 2018-01-01 378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 15
2017: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 635
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 512
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 108
Total of all active and inactive participants 2017-01-01 620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 620
Number of participants with account balances 2017-01-01 345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13

Measure	Date	Value
2022: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	798
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	676
Number of retired or separated participants receiving benefits	2022-01-01	15
Number of other retired or separated participants entitled to future benefits	2022-01-01	141
Total of all active and inactive participants	2022-01-01	832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	832
Number of participants with account balances	2022-01-01	451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	18
2021: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	721
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	514
Number of retired or separated participants receiving benefits	2021-01-01	16
Number of other retired or separated participants entitled to future benefits	2021-01-01	128
Total of all active and inactive participants	2021-01-01	658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	658
Number of participants with account balances	2021-01-01	414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	686
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	557
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	145
Total of all active and inactive participants	2020-01-01	702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	702
Number of participants with account balances	2020-01-01	428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	19
2019: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	648
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	522
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	124
Total of all active and inactive participants	2019-01-01	646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	646
Number of participants with account balances	2019-01-01	405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	14
2018: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	626
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	510
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	118
Total of all active and inactive participants	2018-01-01	628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	628
Number of participants with account balances	2018-01-01	378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	15
2017: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	635
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	512
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	108
Total of all active and inactive participants	2017-01-01	620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	620
Number of participants with account balances	2017-01-01	345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13

Financial Data on WINGATE MANAGEMENT COMPANY 401(K) PLAN

Measure	Date	Value
2022 : WINGATE MANAGEMENT COMPANY 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,506,312
Total of all expenses incurred	2022-12-31	$1,290,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,242,449
Value of total corrective distributions	2022-12-31	$16,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,759,064
Value of total assets at end of year	2022-12-31	$21,607,927
Value of total assets at beginning of year	2022-12-31	$24,404,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$30,893
Total interest from all sources	2022-12-31	$38,102
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$-4,303,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$-4,303,478
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,816,530
Participant contributions at end of year	2022-12-31	$540,624
Participant contributions at beginning of year	2022-12-31	$454,115
Participant contributions at end of year	2022-12-31	$377
Participant contributions at beginning of year	2022-12-31	$155
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$618,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,796,637
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$21,607,927
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$24,404,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$30,893
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$19,551,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$22,315,756
Interest on participant loans	2022-12-31	$23,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$15,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,514,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,634,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$324,038
Employer contributions (assets) at end of year	2022-12-31	$86
Employer contributions (assets) at beginning of year	2022-12-31	$18
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,242,449
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2022-12-31	042088368
2021 : WINGATE MANAGEMENT COMPANY 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,876,162
Total of all expenses incurred	2021-12-31	$2,028,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,994,243
Value of total corrective distributions	2021-12-31	$5,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,644,824
Value of total assets at end of year	2021-12-31	$24,404,564
Value of total assets at beginning of year	2021-12-31	$21,557,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$28,754
Total interest from all sources	2021-12-31	$37,810
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,193,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,193,528
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,523,784
Participant contributions at end of year	2021-12-31	$454,115
Participant contributions at beginning of year	2021-12-31	$478,825
Participant contributions at end of year	2021-12-31	$155
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,847,201
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$24,404,564
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$21,557,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$28,754
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$22,315,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,460,427
Interest on participant loans	2021-12-31	$22,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$15,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,634,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,618,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$117,025
Employer contributions (assets) at end of year	2021-12-31	$18
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,994,243
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2021-12-31	042088368
2020 : WINGATE MANAGEMENT COMPANY 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,463,821
Total of all expenses incurred	2020-12-31	$824,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$779,668
Value of total corrective distributions	2020-12-31	$24,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,816,230
Value of total assets at end of year	2020-12-31	$21,557,363
Value of total assets at beginning of year	2020-12-31	$17,918,366
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$20,606
Total interest from all sources	2020-12-31	$38,884
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,608,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,608,707
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,432,631
Participant contributions at end of year	2020-12-31	$478,825
Participant contributions at beginning of year	2020-12-31	$430,630
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$277,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,638,997
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$21,557,363
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$17,918,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$20,606
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$19,460,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$16,276,574
Interest on participant loans	2020-12-31	$22,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$16,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,618,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,211,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$106,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$779,668
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2020-12-31	042088368
2019 : WINGATE MANAGEMENT COMPANY 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$5,554,730
Total of all expenses incurred	2019-12-31	$1,473,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,428,204
Value of total corrective distributions	2019-12-31	$30,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,532,972
Value of total assets at end of year	2019-12-31	$17,918,366
Value of total assets at beginning of year	2019-12-31	$13,837,322
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,998
Total interest from all sources	2019-12-31	$34,111
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,987,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,987,647
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,378,327
Participant contributions at end of year	2019-12-31	$430,630
Participant contributions at beginning of year	2019-12-31	$424,129
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,052,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,081,044
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,918,366
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,837,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$14,998
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$16,276,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,535,264
Interest on participant loans	2019-12-31	$21,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$12,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,211,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$877,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$101,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,428,204
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2019-12-31	042088368
2018 : WINGATE MANAGEMENT COMPANY 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$650,704
Total of all expenses incurred	2018-12-31	$2,731,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,697,334
Value of total corrective distributions	2018-12-31	$20,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,409,369
Value of total assets at end of year	2018-12-31	$13,837,322
Value of total assets at beginning of year	2018-12-31	$15,917,946
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,016
Total interest from all sources	2018-12-31	$27,863
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$-786,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$-786,528
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,197,263
Participant contributions at end of year	2018-12-31	$424,129
Participant contributions at beginning of year	2018-12-31	$482,171
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$122,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,080,624
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,837,322
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,917,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$13,016
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,535,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$14,558,257
Interest on participant loans	2018-12-31	$20,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$7,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$877,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$877,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$89,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,697,334
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2018-12-31	042088368
2017 : WINGATE MANAGEMENT COMPANY 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,373,935
Total of all expenses incurred	2017-12-31	$1,174,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,045,650
Expenses. Certain deemed distributions of participant loans	2017-12-31	$114,497
Value of total corrective distributions	2017-12-31	$4,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,201,057
Value of total assets at end of year	2017-12-31	$15,917,946
Value of total assets at beginning of year	2017-12-31	$13,718,680
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,093
Total interest from all sources	2017-12-31	$29,350
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,143,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,143,528
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,109,351
Participant contributions at end of year	2017-12-31	$482,171
Participant contributions at beginning of year	2017-12-31	$468,215
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$8,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,199,266
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,917,946
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,718,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$10,093
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$14,558,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$12,463,788
Interest on participant loans	2017-12-31	$21,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$7,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$877,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$786,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$83,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,045,650
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GRAY, GRAY & GRAY, LLP
Accountancy firm EIN	2017-12-31	042088368

Form 5500 Responses for WINGATE MANAGEMENT COMPANY 401(K) PLAN

2022: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334005-01

Policy instance

Insurance contract or identification number	334005-01
Number of Individuals Covered	227
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334005-01

Policy instance

Insurance contract or identification number	334005-01
Number of Individuals Covered	202
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334005-01

Policy instance

Insurance contract or identification number	334005-01
Number of Individuals Covered	211
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334005-01

Policy instance

Insurance contract or identification number	334005-01
Number of Individuals Covered	191
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334005-01

Policy instance

Insurance contract or identification number	334005-01
Number of Individuals Covered	160
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334005-01

Policy instance

Insurance contract or identification number	334005-01
Number of Individuals Covered	132
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	WINGATE MANAGEMENT COMPANY, LLC
Employer identification number (EIN):	202388094
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2010-12-06
Company Identification Number:	0801351876
Legal Registered Office Address:	100 WELLS AVE STE 100A NEWTON United States of America (USA) 02459