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WAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameWAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

WAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

WAGSTAFF & CARTMELL, LLP has sponsored the creation of one or more 401k plans.

Company Name:WAGSTAFF & CARTMELL, LLP
Employer identification number (EIN):431790331
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01VINCENT GRISELL
0012023-01-01
0012023-01-01INGRID AHRENS
0012022-01-01
0012022-01-01INGRID AHRENS
0012021-01-01
0012021-01-01INGRID AHRENS
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS WAGSTAFF2018-07-17
0012016-01-01THOMAS WAGSTAFF2017-07-27
0012015-01-01THOMAS WAGSTAFF2016-10-13
0012014-01-01THOMAS WAGSTAFF2015-06-03 THOMAS WAGSTAFF2015-06-03
0012013-01-01THOMAS WAGSTAFF2014-06-05 THOMAS WAGSTAFF2014-06-05
0012012-01-01THOMAS WAGSTAFF2013-06-24 THOMAS WAGSTAFF2013-06-24
0012011-01-01THOMAS W WAGSTAFF2012-06-20 THOMAS W WAGSTAFF2012-06-20
0012010-01-01THOMAS W WAGSTAFF2011-05-04 THOMAS W WAGSTAFF2011-05-04

Financial Data on WAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : WAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$3,473,445
Expenses. Total of all expenses incurred2023-12-31$1,908,544
Benefits paid (including direct rollovers)2023-12-31$1,867,651
Total plan assets at end of year2023-12-31$14,696,734
Total plan assets at beginning of year2023-12-31$13,131,833
Value of fidelity bond covering the plan2023-12-31$1,000,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$909,489
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$10,159
Other income received2023-12-31$2,221,011
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,564,901
Net plan assets at end of year (total assets less liabilities)2023-12-31$14,696,734
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$13,131,833
Assets. Value of participant loans2023-12-31$47,845
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$332,786
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$40,893
2022 : WAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,827,063
Expenses. Total of all expenses incurred2022-12-31$391,881
Benefits paid (including direct rollovers)2022-12-31$348,765
Total plan assets at end of year2022-12-31$13,131,833
Total plan assets at beginning of year2022-12-31$15,350,777
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$730,036
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-2,838,543
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,218,944
Net plan assets at end of year (total assets less liabilities)2022-12-31$13,131,833
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$15,350,777
Assets. Value of participant loans2022-12-31$53,971
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$281,444
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$43,116
2021 : WAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$3,032,764
Expenses. Total of all expenses incurred2021-12-31$888,656
Benefits paid (including direct rollovers)2021-12-31$846,776
Total plan assets at end of year2021-12-31$15,350,777
Total plan assets at beginning of year2021-12-31$13,206,669
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$384,468
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$224,184
Other income received2021-12-31$1,813,415
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,144,108
Net plan assets at end of year (total assets less liabilities)2021-12-31$15,350,777
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$13,206,669
Assets. Value of participant loans2021-12-31$69,966
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$610,697
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$41,880
2020 : WAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$3,056,016
Expenses. Total of all expenses incurred2020-12-31$1,045,572
Benefits paid (including direct rollovers)2020-12-31$1,011,520
Total plan assets at end of year2020-12-31$13,206,669
Total plan assets at beginning of year2020-12-31$11,196,225
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$1,070,714
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,985,302
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$2,010,444
Net plan assets at end of year (total assets less liabilities)2020-12-31$13,206,669
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$11,196,225
Assets. Value of participant loans2020-12-31$69,242
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$34,052
2019 : WAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,749,428
Expenses. Total of all expenses incurred2019-12-31$570,191
Benefits paid (including direct rollovers)2019-12-31$559,602
Total plan assets at end of year2019-12-31$11,196,225
Total plan assets at beginning of year2019-12-31$9,016,988
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$573,776
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,900,233
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,179,237
Net plan assets at end of year (total assets less liabilities)2019-12-31$11,196,225
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$9,016,988
Assets. Value of participant loans2019-12-31$45,333
Total contributions received or receivable from employer(s)2019-12-31$275,419
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,589

Form 5500 Responses for WAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST

2023: WAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WAGSTAFF & CARTMELL, LLP 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813122
Policy instance 1

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