401k Plan data: WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN plan

WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN 401k Plan overview

Plan Name	WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN
Plan identification number	002

WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

WILLCOX & SAVAGE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: WILLCOX & SAVAGE, P.C.

Employer identification number (EIN): 540976999

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about WILLCOX & SAVAGE, P.C.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1974-12-18

Company Identification Number: 0156500

Legal Registered Office Address: 440 MONTICELLO AVE STE 2200
440 Monticello Ave. Ste 2200
NORFOLK
United States of America (USA)
23510

More information about WILLCOX & SAVAGE, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 MICHELLE SHEARON 2020-07-29
002 2018-01-01 WARREN L. TISDALE 2019-07-25 WARREN L. TISDALE 2019-07-25
002 2017-01-01 WARREN TISDALE 2018-07-31 WARREN TISDALE 2018-07-31
002 2016-01-01 WARREN TISDALE 2017-09-18 WARREN TISDALE 2017-09-18
002 2015-01-01 WARREN TISDALE 2016-09-23 WARREN TISDALE 2016-09-23
002 2014-01-01 WARREN TISDALE 2015-09-25 WARREN TISDALE 2015-09-25
002 2014-01-01 WARREN TISDALE 2015-09-25 WARREN TISDALE 2015-09-25
002 2013-01-01 WARREN TISDALE 2014-08-19 WARREN TISDALE 2014-08-19
002 2012-01-01 WARREN TISDALE 2013-08-28 WARREN TISDALE 2013-08-28
002 2011-01-01 WARREN TISDALE 2012-09-10
002 2010-01-01 WARREN TISDALE 2011-09-02 WARREN TISDALE 2011-09-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01	MICHELLE SHEARON	2020-07-29
002	2018-01-01	WARREN L. TISDALE	2019-07-25	WARREN L. TISDALE	2019-07-25
002	2017-01-01	WARREN TISDALE	2018-07-31	WARREN TISDALE	2018-07-31
002	2016-01-01	WARREN TISDALE	2017-09-18	WARREN TISDALE	2017-09-18
002	2015-01-01	WARREN TISDALE	2016-09-23	WARREN TISDALE	2016-09-23
002	2014-01-01	WARREN TISDALE	2015-09-25	WARREN TISDALE	2015-09-25
002	2014-01-01	WARREN TISDALE	2015-09-25	WARREN TISDALE	2015-09-25
002	2013-01-01	WARREN TISDALE	2014-08-19	WARREN TISDALE	2014-08-19
002	2012-01-01	WARREN TISDALE	2013-08-28	WARREN TISDALE	2013-08-28
002	2011-01-01	WARREN TISDALE	2012-09-10
002	2010-01-01	WARREN TISDALE	2011-09-02	WARREN TISDALE	2011-09-02

Plan Statistics for WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN

401k plan membership statisitcs for WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN

Measure Date Value
2022: WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 14
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 29
Total of all active and inactive participants 2022-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 43
Number of participants with account balances 2022-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 17
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 31
Total of all active and inactive participants 2021-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 48
Number of participants with account balances 2021-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 15
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 33
Total of all active and inactive participants 2020-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 48
Number of participants with account balances 2020-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2022: WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	14
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	29
Total of all active and inactive participants	2022-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	43
Number of participants with account balances	2022-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	17
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	31
Total of all active and inactive participants	2021-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	48
Number of participants with account balances	2021-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	15
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	33
Total of all active and inactive participants	2020-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	48
Number of participants with account balances	2020-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN

Measure	Date	Value
2022 : WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-663,879
Expenses. Total of all expenses incurred	2022-12-31	$403,701
Benefits paid (including direct rollovers)	2022-12-31	$402,926
Total plan assets at end of year	2022-12-31	$3,571,909
Total plan assets at beginning of year	2022-12-31	$4,639,489
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$112,358
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-776,237
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,067,580
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,571,909
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,639,489
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$921
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$-146
2021 : WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-26,030
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$762,713
Expenses. Total of all expenses incurred	2021-12-31	$196,840
Benefits paid (including direct rollovers)	2021-12-31	$196,842
Total plan assets at end of year	2021-12-31	$4,639,489
Total plan assets at beginning of year	2021-12-31	$4,099,646
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$131,203
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$631,510
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$565,873
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,639,489
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,099,646
Assets. Value of participant loans	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$-2
2020 : WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$669,984
Expenses. Total of all expenses incurred	2020-12-31	$208,831
Benefits paid (including direct rollovers)	2020-12-31	$208,756
Total plan assets at end of year	2020-12-31	$4,099,646
Total plan assets at beginning of year	2020-12-31	$3,638,493
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$126,908
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$28,986
Other income received	2020-12-31	$514,090
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$461,153
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,099,646
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,638,493
Assets. Value of participant loans	2020-12-31	$26,583
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$75

Form 5500 Responses for WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN

2022: WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WILLCOX AND SAVAGE, P.C. ASSOCIATES 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLCOX & SAVAGE, P.C.
Employer identification number (EIN):	540976999
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1974-12-18
Company Identification Number:	0156500
Legal Registered Office Address:	440 MONTICELLO AVE STE 2200 440 Monticello Ave. Ste 2200 NORFOLK United States of America (USA) 23510