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WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN 401k Plan overview

Plan NameWILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN
Plan identification number 001

WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • 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.
  • Plan covering Self-Employed individuals.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

JAMES M. WILSON has sponsored the creation of one or more 401k plans.

Company Name:JAMES M. WILSON
Employer identification number (EIN):371279620
NAIC Classification:531320
NAIC Description:Offices of Real Estate Appraisers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01JAMES M. WILSON JAMES M. WILSON2017-02-10
0012015-01-01JAMES WILSON JAMES WILSON2017-01-16
0012014-01-01JAMES WILSON JAMES WILSON2016-12-08
0012013-01-01JAMES M. WILSON JAMES M. WILSON2014-08-04
0012012-01-01JAMES M. WILSON JAMES M. WILSON2013-08-01
0012011-01-01JAMES M. WILSON JAMES M. WILSON2012-07-25
0012009-01-01JAMES M. WILSON JAMES M. WILSON2010-06-07

Financial Data on WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN

Measure Date Value
2016 : WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$59,959
Expenses. Total of all expenses incurred2016-12-31$685,019
Benefits paid (including direct rollovers)2016-12-31$685,009
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$625,060
Expenses. Other expenses not covered elsewhere2016-12-31$10
Other income received2016-12-31$59,959
Net income (gross income less expenses)2016-12-31$-625,060
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$625,060
2015 : WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$53,191
Expenses. Total of all expenses incurred2015-12-31$8
Total plan assets at end of year2015-12-31$662,336
Total plan assets at beginning of year2015-12-31$609,153
Expenses. Other expenses not covered elsewhere2015-12-31$8
Other income received2015-12-31$43,471
Net income (gross income less expenses)2015-12-31$53,183
Net plan assets at end of year (total assets less liabilities)2015-12-31$662,336
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$609,153
Total contributions received or receivable from employer(s)2015-12-31$9,720
2014 : WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$3,756
Expenses. Total of all expenses incurred2014-12-31$22,272
Benefits paid (including direct rollovers)2014-12-31$22,260
Total plan assets at end of year2014-12-31$609,153
Total plan assets at beginning of year2014-12-31$627,669
Expenses. Other expenses not covered elsewhere2014-12-31$12
Other income received2014-12-31$-36,853
Net income (gross income less expenses)2014-12-31$-18,516
Net plan assets at end of year (total assets less liabilities)2014-12-31$609,153
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$627,669
Total contributions received or receivable from employer(s)2014-12-31$40,609
2013 : WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$103,731
Expenses. Total of all expenses incurred2013-12-31$20,013
Benefits paid (including direct rollovers)2013-12-31$20,000
Total plan assets at end of year2013-12-31$627,669
Total plan assets at beginning of year2013-12-31$543,951
Total contributions received or receivable from participants2013-12-31$22,000
Expenses. Other expenses not covered elsewhere2013-12-31$13
Other income received2013-12-31$42,876
Net income (gross income less expenses)2013-12-31$83,718
Net plan assets at end of year (total assets less liabilities)2013-12-31$627,669
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$543,951
Total contributions received or receivable from employer(s)2013-12-31$38,855
2012 : WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$64,938
Expenses. Total of all expenses incurred2012-12-31$16,923
Benefits paid (including direct rollovers)2012-12-31$16,923
Total plan assets at end of year2012-12-31$543,951
Total plan assets at beginning of year2012-12-31$495,936
Other income received2012-12-31$37,650
Net income (gross income less expenses)2012-12-31$48,015
Net plan assets at end of year (total assets less liabilities)2012-12-31$543,951
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$495,936
Total contributions received or receivable from employer(s)2012-12-31$27,288
2011 : WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$31,925
Total plan assets at end of year2011-12-31$495,936
Total plan assets at beginning of year2011-12-31$464,011
Other income received2011-12-31$3,830
Net income (gross income less expenses)2011-12-31$31,925
Net plan assets at end of year (total assets less liabilities)2011-12-31$495,936
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$464,011
Total contributions received or receivable from employer(s)2011-12-31$28,095
2010 : WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$71,584
Expenses. Total of all expenses incurred2010-12-31$23
Total plan assets at end of year2010-12-31$464,011
Total plan assets at beginning of year2010-12-31$392,450
Other income received2010-12-31$39,693
Net income (gross income less expenses)2010-12-31$71,561
Net plan assets at end of year (total assets less liabilities)2010-12-31$464,011
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$392,450
Total contributions received or receivable from employer(s)2010-12-31$31,891
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$23

Form 5500 Responses for WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN

2016: WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILSON REAL ESTATE & APPRAISAL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number2014531
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number2014531
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number2014531
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number2014531
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number2014531
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number2014531
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number2014531
Policy instance 1

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