?>
Logo

WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 401k Plan overview

Plan NameWILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN
Plan identification number 001

WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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

WILKINSON BARKER KNAUER,LLP has sponsored the creation of one or more 401k plans.

Company Name:WILKINSON BARKER KNAUER,LLP
Employer identification number (EIN):521264167
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JEFF DELCHER
0012016-01-01MELDODY K. WATSON
0012015-01-01PAMELA WILSON PAMELA WILSON2016-08-16
0012014-01-01PAMELA C. WILSON PAMELA C. WILSON2015-07-29
0012013-01-01JANEANNE R GORMAN
0012012-01-01JANEANNE R GORMAN
0012011-01-01JANEANNE R GORMAN
0012010-01-01JANEANNE R GORMAN
0012009-01-01F. THOMAS MORAN

Plan Statistics for WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN

401k plan membership statisitcs for WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN

Measure Date Value
2022: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01153
Total number of active participants reported on line 7a of the Form 55002022-01-01104
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01158
Number of participants with account balances2022-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01138
Total number of active participants reported on line 7a of the Form 55002021-01-0198
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01151
Number of participants with account balances2021-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01139
Total number of active participants reported on line 7a of the Form 55002020-01-0196
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01138
Number of participants with account balances2020-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01139
Total number of active participants reported on line 7a of the Form 55002019-01-0196
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01139
Number of participants with account balances2019-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01144
Total number of active participants reported on line 7a of the Form 55002018-01-0197
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01138
Number of participants with account balances2018-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01154
Total number of active participants reported on line 7a of the Form 55002017-01-01101
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01144
Number of participants with account balances2017-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01106
Total number of active participants reported on line 7a of the Form 55002016-01-0198
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01141
Number of participants with account balances2016-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01115
Total number of active participants reported on line 7a of the Form 55002015-01-0164
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01106
Number of participants with account balances2015-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01109
Total number of active participants reported on line 7a of the Form 55002014-01-0166
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01109
Number of participants with account balances2014-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01101
Total number of active participants reported on line 7a of the Form 55002013-01-0166
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01109
Number of participants with account balances2013-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0184
Total number of active participants reported on line 7a of the Form 55002012-01-0168
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01101
Number of participants with account balances2012-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0187
Total number of active participants reported on line 7a of the Form 55002011-01-0159
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01103
Number of participants with account balances2011-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0183
Total number of active participants reported on line 7a of the Form 55002010-01-0145
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0140
Total of all active and inactive participants2010-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0187
Number of participants with account balances2010-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0187
Total number of active participants reported on line 7a of the Form 55002009-01-0146
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0183
Number of participants with account balances2009-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN

Measure Date Value
2022 : WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,707,943
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,712,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,654,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,565,662
Value of total assets at end of year2022-12-31$48,996,706
Value of total assets at beginning of year2022-12-31$61,416,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$57,387
Total interest from all sources2022-12-31$85,385
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$527,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$527,503
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,746,540
Participant contributions at end of year2022-12-31$173,186
Participant contributions at beginning of year2022-12-31$214,969
Assets. Other investments not covered elsewhere at end of year2022-12-31$6,238,886
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$7,778,953
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$155,335
Other income not declared elsewhere2022-12-31$-1,003,325
Administrative expenses (other) incurred2022-12-31$314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,420,292
Value of net assets at end of year (total assets less liabilities)2022-12-31$48,996,706
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,416,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$26,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,662,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,262,446
Value of interest in pooled separate accounts at end of year2022-12-31$2,845,635
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,671,857
Interest on participant loans2022-12-31$10,003
Interest earned on other investments2022-12-31$75,382
Value of interest in common/collective trusts at end of year2022-12-31$16,076,798
Value of interest in common/collective trusts at beginning of year2022-12-31$16,488,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,825,488
Net investment gain/loss from pooled separate accounts2022-12-31$-1,797,637
Net investment gain or loss from common/collective trusts2022-12-31$-3,260,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,663,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,654,962
Contract administrator fees2022-12-31$30,420
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,343,585
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,292,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,186,247
Expenses. Certain deemed distributions of participant loans2021-12-31$-2,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,240,455
Value of total assets at end of year2021-12-31$61,416,998
Value of total assets at beginning of year2021-12-31$52,365,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$108,324
Total interest from all sources2021-12-31$84,243
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$505,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$505,599
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,550,156
Participant contributions at end of year2021-12-31$214,969
Participant contributions at beginning of year2021-12-31$209,557
Assets. Other investments not covered elsewhere at end of year2021-12-31$7,778,953
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,330,192
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$78,797
Other income not declared elsewhere2021-12-31$358,526
Administrative expenses (other) incurred2021-12-31$108,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,051,081
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,416,998
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$52,365,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,262,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,960,418
Value of interest in pooled separate accounts at end of year2021-12-31$4,671,857
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,691,288
Interest on participant loans2021-12-31$12,405
Interest earned on other investments2021-12-31$71,838
Value of interest in common/collective trusts at end of year2021-12-31$16,488,773
Value of interest in common/collective trusts at beginning of year2021-12-31$14,174,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,633,604
Net investment gain/loss from pooled separate accounts2021-12-31$784,956
Net investment gain or loss from common/collective trusts2021-12-31$2,736,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,611,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,186,247
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,396,209
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,653,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,558,296
Expenses. Certain deemed distributions of participant loans2020-12-31$-923
Value of total corrective distributions2020-12-31$48
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,041,525
Value of total assets at end of year2020-12-31$52,365,917
Value of total assets at beginning of year2020-12-31$46,623,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$96,311
Total interest from all sources2020-12-31$87,098
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$329,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$329,858
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,451,329
Participant contributions at end of year2020-12-31$209,557
Participant contributions at beginning of year2020-12-31$157,349
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,330,192
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$10,824,146
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$58,835
Other income not declared elsewhere2020-12-31$958,506
Administrative expenses (other) incurred2020-12-31$96,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,742,477
Value of net assets at end of year (total assets less liabilities)2020-12-31$52,365,917
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$46,623,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at beginning of year2020-12-31$227,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,960,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,253,681
Value of interest in pooled separate accounts at end of year2020-12-31$5,691,288
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,001,192
Interest on participant loans2020-12-31$11,793
Interest earned on other investments2020-12-31$75,305
Value of interest in common/collective trusts at end of year2020-12-31$14,174,462
Value of interest in common/collective trusts at beginning of year2020-12-31$11,159,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,070,872
Net investment gain/loss from pooled separate accounts2020-12-31$1,338,622
Net investment gain or loss from common/collective trusts2020-12-31$2,569,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,531,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,558,296
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$11,433
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$11,433
Total unrealized appreciation/depreciation of assets2019-12-31$11,433
Total unrealized appreciation/depreciation of assets2019-12-31$11,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,109,789
Total income from all sources (including contributions)2019-12-31$11,109,789
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,783,658
Total of all expenses incurred2019-12-31$1,783,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,710,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,710,057
Expenses. Certain deemed distributions of participant loans2019-12-31$797
Expenses. Certain deemed distributions of participant loans2019-12-31$797
Value of total corrective distributions2019-12-31$711
Value of total corrective distributions2019-12-31$711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,376,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,376,667
Value of total assets at end of year2019-12-31$46,623,440
Value of total assets at end of year2019-12-31$46,623,440
Value of total assets at beginning of year2019-12-31$37,297,309
Value of total assets at beginning of year2019-12-31$37,297,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$72,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$72,093
Total interest from all sources2019-12-31$96,348
Total interest from all sources2019-12-31$96,348
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$410,766
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$410,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$410,766
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$410,766
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,282,009
Contributions received from participants2019-12-31$1,282,009
Participant contributions at end of year2019-12-31$157,349
Participant contributions at end of year2019-12-31$157,349
Participant contributions at beginning of year2019-12-31$131,948
Participant contributions at beginning of year2019-12-31$131,948
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,824,146
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,824,146
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,016,636
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,016,636
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$731,047
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$731,047
Other income not declared elsewhere2019-12-31$926,319
Other income not declared elsewhere2019-12-31$926,319
Administrative expenses (other) incurred2019-12-31$72,093
Administrative expenses (other) incurred2019-12-31$72,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,326,131
Value of net income/loss2019-12-31$9,326,131
Value of net assets at end of year (total assets less liabilities)2019-12-31$46,623,440
Value of net assets at end of year (total assets less liabilities)2019-12-31$46,623,440
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,297,309
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,297,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$227,568
Assets. partnership/joint venture interests at end of year2019-12-31$227,568
Assets. partnership/joint venture interests at beginning of year2019-12-31$59,020
Assets. partnership/joint venture interests at beginning of year2019-12-31$59,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,253,681
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,253,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,662,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,662,881
Value of interest in pooled separate accounts at end of year2019-12-31$4,001,192
Value of interest in pooled separate accounts at end of year2019-12-31$4,001,192
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,206,923
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,206,923
Interest on participant loans2019-12-31$9,230
Interest on participant loans2019-12-31$9,230
Interest earned on other investments2019-12-31$87,118
Interest earned on other investments2019-12-31$87,118
Value of interest in common/collective trusts at end of year2019-12-31$11,159,504
Value of interest in common/collective trusts at end of year2019-12-31$11,159,504
Value of interest in common/collective trusts at beginning of year2019-12-31$8,219,901
Value of interest in common/collective trusts at beginning of year2019-12-31$8,219,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,039,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,039,205
Net investment gain/loss from pooled separate accounts2019-12-31$908,772
Net investment gain/loss from pooled separate accounts2019-12-31$908,772
Net investment gain or loss from common/collective trusts2019-12-31$2,340,279
Net investment gain or loss from common/collective trusts2019-12-31$2,340,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,363,611
Contributions received in cash from employer2019-12-31$1,363,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,710,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,710,057
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
Accountancy firm EIN2019-12-31560747981
2018 : WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-7,385
Total unrealized appreciation/depreciation of assets2018-12-31$-7,385
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$826,258
Total loss/gain on sale of assets2018-12-31$-66,405
Total of all expenses incurred2018-12-31$3,090,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,913,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,858,702
Value of total assets at end of year2018-12-31$37,297,309
Value of total assets at beginning of year2018-12-31$39,561,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$176,778
Total interest from all sources2018-12-31$80,729
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$341,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$341,811
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,256,643
Participant contributions at end of year2018-12-31$131,948
Participant contributions at beginning of year2018-12-31$110,817
Assets. Other investments not covered elsewhere at end of year2018-12-31$10,016,636
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,253,151
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$381,622
Other income not declared elsewhere2018-12-31$-94,859
Administrative expenses (other) incurred2018-12-31$176,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,263,854
Value of net assets at end of year (total assets less liabilities)2018-12-31$37,297,309
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,561,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$59,020
Assets. partnership/joint venture interests at beginning of year2018-12-31$66,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,662,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,916,919
Value of interest in pooled separate accounts at end of year2018-12-31$3,206,923
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,213,871
Interest on participant loans2018-12-31$5,831
Interest earned on other investments2018-12-31$74,898
Value of interest in common/collective trusts at end of year2018-12-31$8,219,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,532,650
Net investment gain/loss from pooled separate accounts2018-12-31$-159,664
Net investment gain or loss from common/collective trusts2018-12-31$-594,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,220,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,913,334
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31Yes
Aggregate carrying amount (costs) on sale of assets2018-12-31$66,405
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-4,650
Total unrealized appreciation/depreciation of assets2017-12-31$-4,650
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,081,340
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,108,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$978,543
Expenses. Certain deemed distributions of participant loans2017-12-31$-4,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,397,437
Value of total assets at end of year2017-12-31$39,561,163
Value of total assets at beginning of year2017-12-31$32,588,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$134,595
Total interest from all sources2017-12-31$74,098
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$274,483
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$274,483
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,158,056
Participant contributions at end of year2017-12-31$110,817
Participant contributions at beginning of year2017-12-31$117,005
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,253,151
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$9,428,460
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$23,343
Other income not declared elsewhere2017-12-31$1,105,833
Administrative expenses (other) incurred2017-12-31$134,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,972,346
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,561,163
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,588,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$66,405
Assets. partnership/joint venture interests at beginning of year2017-12-31$71,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,916,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,597,879
Value of interest in pooled separate accounts at end of year2017-12-31$8,213,871
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,374,418
Interest on participant loans2017-12-31$5,859
Interest earned on other investments2017-12-31$68,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,376,002
Net investment gain/loss from pooled separate accounts2017-12-31$858,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,216,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$978,543
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$2,250,365
Expenses. Total of all expenses incurred2016-12-31$3,067,441
Benefits paid (including direct rollovers)2016-12-31$3,053,111
Total plan assets at end of year2016-12-31$32,588,817
Total plan assets at beginning of year2016-12-31$33,405,893
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$293,807
Contributions received from other sources (not participants or employers)2016-12-31$124,425
Other income received2016-12-31$1,832,133
Net income (gross income less expenses)2016-12-31$-817,076
Net plan assets at end of year (total assets less liabilities)2016-12-31$32,588,817
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$33,405,893
Assets. Value of participant loans2016-12-31$117,005
Value of certain deemed distributions of participant loans2016-12-31$7,134
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,196
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$2,016,376
Expenses. Total of all expenses incurred2015-12-31$2,632,721
Benefits paid (including direct rollovers)2015-12-31$2,631,406
Total plan assets at end of year2015-12-31$33,405,893
Total plan assets at beginning of year2015-12-31$34,022,238
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$867,740
Contributions received from other sources (not participants or employers)2015-12-31$2,246
Other income received2015-12-31$875
Net income (gross income less expenses)2015-12-31$-616,345
Net plan assets at end of year (total assets less liabilities)2015-12-31$33,405,893
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$34,022,238
Assets. Value of participant loans2015-12-31$221,721
Total contributions received or receivable from employer(s)2015-12-31$1,145,515
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,315
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$3,998,051
Expenses. Total of all expenses incurred2014-12-31$903,584
Benefits paid (including direct rollovers)2014-12-31$873,657
Total plan assets at end of year2014-12-31$34,022,238
Total plan assets at beginning of year2014-12-31$30,927,771
Total contributions received or receivable from participants2014-12-31$823,256
Expenses. Other expenses not covered elsewhere2014-12-31$1,262
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$2,038,138
Net income (gross income less expenses)2014-12-31$3,094,467
Net plan assets at end of year (total assets less liabilities)2014-12-31$34,022,238
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$30,927,771
Assets. Value of participant loans2014-12-31$328,010
Total contributions received or receivable from employer(s)2014-12-31$1,136,657
Value of certain deemed distributions of participant loans2014-12-31$28,665
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$6,344,883
Expenses. Total of all expenses incurred2013-12-31$916,240
Benefits paid (including direct rollovers)2013-12-31$915,094
Total plan assets at end of year2013-12-31$30,927,771
Total plan assets at beginning of year2013-12-31$25,499,128
Total contributions received or receivable from participants2013-12-31$759,398
Expenses. Other expenses not covered elsewhere2013-12-31$1,146
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$4,507,029
Net income (gross income less expenses)2013-12-31$5,428,643
Net plan assets at end of year (total assets less liabilities)2013-12-31$30,927,771
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$25,499,128
Assets. Value of participant loans2013-12-31$247,538
Total contributions received or receivable from employer(s)2013-12-31$1,078,456
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$4,020,035
Expenses. Total of all expenses incurred2012-12-31$1,880,327
Benefits paid (including direct rollovers)2012-12-31$1,879,508
Total plan assets at end of year2012-12-31$25,499,128
Total plan assets at beginning of year2012-12-31$23,359,420
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$712,429
Expenses. Other expenses not covered elsewhere2012-12-31$819
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$2,353,705
Net income (gross income less expenses)2012-12-31$2,139,708
Net plan assets at end of year (total assets less liabilities)2012-12-31$25,499,128
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$23,359,420
Assets. Value of participant loans2012-12-31$286,891
Total contributions received or receivable from employer(s)2012-12-31$953,901
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,983,097
Expenses. Total of all expenses incurred2011-12-31$159,727
Benefits paid (including direct rollovers)2011-12-31$128,073
Total plan assets at end of year2011-12-31$23,359,420
Total plan assets at beginning of year2011-12-31$21,536,052
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$870,916
Expenses. Other expenses not covered elsewhere2011-12-31$585
Contributions received from other sources (not participants or employers)2011-12-31$61,989
Other income received2011-12-31$205,640
Net income (gross income less expenses)2011-12-31$1,823,370
Net plan assets at end of year (total assets less liabilities)2011-12-31$23,359,420
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$21,536,052
Assets. Value of participant loans2011-12-31$279,660
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$149
Total contributions received or receivable from employer(s)2011-12-31$844,552
Value of certain deemed distributions of participant loans2011-12-31$31,069
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$3,366,862
Expenses. Total of all expenses incurred2010-12-31$898,899
Benefits paid (including direct rollovers)2010-12-31$898,428
Total plan assets at end of year2010-12-31$21,536,052
Total plan assets at beginning of year2010-12-31$19,068,089
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$468,059
Expenses. Other expenses not covered elsewhere2010-12-31$471
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$2,091,668
Net income (gross income less expenses)2010-12-31$2,467,963
Net plan assets at end of year (total assets less liabilities)2010-12-31$21,536,052
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$19,068,089
Assets. Value of participant loans2010-12-31$251,542
Total contributions received or receivable from employer(s)2010-12-31$807,135
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN

2022: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 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
2018: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: WILKINSON BARKER KNAUER LLP PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILKINSON BARKER KNAUER LLP PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074941
Policy instance 1
Insurance contract or identification number074941
Number of Individuals Covered158
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074941
Policy instance 1
Insurance contract or identification number074941
Number of Individuals Covered151
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074941
Policy instance 1
Insurance contract or identification number074941
Number of Individuals Covered138
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074941
Policy instance 1
Insurance contract or identification number074941
Number of Individuals Covered139
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074941
Policy instance 1
Insurance contract or identification number074941
Number of Individuals Covered138
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074941
Policy instance 1
Insurance contract or identification number074941
Number of Individuals Covered144
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3