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RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 401k Plan overview

Plan NameRETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN
Plan identification number 004

RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

WILLIAMS MULLEN CLARK & DOBBINS has sponsored the creation of one or more 401k plans.

Company Name:WILLIAMS MULLEN CLARK & DOBBINS
Employer identification number (EIN):541246519
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about WILLIAMS MULLEN CLARK & DOBBINS

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1983-09-30
Company Identification Number: 0247086
Legal Registered Office Address: 200 SOUTH 10TH STREET, SUITE 1600
P.O. BOX 1320
RICHMOND
United States of America (USA)
23218-1320

More information about WILLIAMS MULLEN CLARK & DOBBINS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01CRAIG L. RASCOE
0042016-01-01CRAIG L. RASCOE
0042015-01-01CRAIG L. RASCOE
0042014-01-01CRAIG L. RASCOE
0042013-01-01CATHERINE M. MARRIOT CRAIG L. RASCOE2014-10-14
0042012-12-01HAYS FALCONBURG2013-10-01
0042012-01-01CATHERINE M. MARRIOT CRAIG L. RASCOE2013-10-14
0042011-01-01CATHERINE M. MARRIOT CRAIG L. RASCOE2012-10-15
0042009-01-01CATHERINE M. MARRIOT CRAIG L. RASCOE2010-10-13

Plan Statistics for RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN

401k plan membership statisitcs for RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN

Measure Date Value
2020: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2020 401k membership
Market value of plan assets2020-11-3024,893,043
Acturial value of plan assets2020-11-3024,893,043
Funding target for retired participants and beneficiaries receiving payment2020-11-30156,451
Number of terminated vested participants2020-11-3011
Fundng target for terminated vested participants2020-11-301,248,252
Active participant vested funding target2020-11-3020,691,526
Number of active participants2020-11-3092
Total funding liabilities for active participants2020-11-3020,762,029
Total participant count2020-11-30104
Total funding target for all participants2020-11-3022,166,732
Balance at beginning of prior year after applicable adjustments2020-11-300
Prefunding balance at beginning of prior year after applicable adjustments2020-11-301,161,108
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-300
Amount remaining of carryover balance2020-11-300
Amount remaining of prefunding balance2020-11-301,161,108
Present value of excess contributions2020-11-301,407,100
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-301,479,706
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-300
Balance of carryovers at beginning of current year2020-11-300
Balance of prefunding at beginning of current year2020-11-301,321,689
Total employer contributions2020-11-300
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-300
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-30115,000
Net shortfall amortization installment of oustanding balance2020-11-300
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-300
Carryover balance elected to use to offset funding requirement2020-11-300
Prefunding balance elected to use to offset funding requirement2020-11-300
Additional cash requirement2020-11-300
Contributions allocatedtoward minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
Total participants, beginning-of-year2020-01-01104
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2019 401k membership
Market value of plan assets2019-12-3119,939,187
Acturial value of plan assets2019-12-3119,939,187
Funding target for retired participants and beneficiaries receiving payment2019-12-31159,084
Number of terminated vested participants2019-12-3117
Fundng target for terminated vested participants2019-12-311,586,858
Active participant vested funding target2019-12-3115,695,604
Number of active participants2019-12-3185
Total funding liabilities for active participants2019-12-3115,746,287
Total participant count2019-12-31103
Total funding target for all participants2019-12-3117,492,229
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,244,756
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-311,244,756
Present value of excess contributions2019-12-31777,648
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31818,630
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-311,161,108
Total employer contributions2019-12-313,343,374
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-313,088,609
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,967,359
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,681,509
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,681,509
Contributions allocatedtoward minimum required contributions for current year2019-12-313,088,609
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01103
Total number of active participants reported on line 7a of the Form 55002019-01-0192
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2018 401k membership
Market value of plan assets2018-12-3121,760,993
Acturial value of plan assets2018-12-3121,760,993
Funding target for retired participants and beneficiaries receiving payment2018-12-31161,626
Number of terminated vested participants2018-12-3117
Fundng target for terminated vested participants2018-12-311,563,902
Active participant vested funding target2018-12-3117,616,315
Number of active participants2018-12-3193
Total funding liabilities for active participants2018-12-3117,713,536
Total participant count2018-12-31111
Total funding target for all participants2018-12-3119,439,064
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,123,122
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-311,123,122
Present value of excess contributions2018-12-311,695,428
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,786,472
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-311,244,756
Total employer contributions2018-12-312,996,500
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-312,787,041
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-313,086,566
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-312,009,393
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-312,009,393
Contributions allocatedtoward minimum required contributions for current year2018-12-312,787,041
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01111
Total number of active participants reported on line 7a of the Form 55002018-01-0185
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2017 401k membership
Market value of plan assets2017-12-3122,711,215
Acturial value of plan assets2017-12-3122,711,215
Funding target for retired participants and beneficiaries receiving payment2017-12-31157,726
Number of terminated vested participants2017-12-3116
Fundng target for terminated vested participants2017-12-311,622,137
Active participant vested funding target2017-12-3118,435,080
Number of active participants2017-12-3198
Total funding liabilities for active participants2017-12-3118,440,189
Total participant count2017-12-31115
Total funding target for all participants2017-12-3120,220,052
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,085,771
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-311,085,771
Present value of excess contributions2017-12-311,569,059
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,656,926
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-311,123,122
Total employer contributions2017-12-313,351,852
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-313,113,826
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,786,439
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,418,398
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,418,398
Contributions allocatedtoward minimum required contributions for current year2017-12-313,113,826
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01115
Total number of active participants reported on line 7a of the Form 55002017-01-0193
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2016 401k membership
Market value of plan assets2016-12-3123,331,035
Acturial value of plan assets2016-12-3123,331,035
Funding target for retired participants and beneficiaries receiving payment2016-12-31158,718
Number of terminated vested participants2016-12-3113
Fundng target for terminated vested participants2016-12-311,684,778
Active participant vested funding target2016-12-3119,051,873
Number of active participants2016-12-31108
Total funding liabilities for active participants2016-12-3119,051,873
Total participant count2016-12-31122
Total funding target for all participants2016-12-3120,895,369
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,073,002
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-311,073,002
Present value of excess contributions2016-12-311,582,477
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,676,476
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-311,085,771
Total employer contributions2016-12-312,583,750
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,397,917
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,178,753
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31828,858
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31828,858
Contributions allocatedtoward minimum required contributions for current year2016-12-312,397,917
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01122
Total number of active participants reported on line 7a of the Form 55002016-01-0198
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2015 401k membership
Total participants, beginning-of-year2015-01-01123
Total number of active participants reported on line 7a of the Form 55002015-01-01108
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2014 401k membership
Total participants, beginning-of-year2014-01-01122
Total number of active participants reported on line 7a of the Form 55002014-01-01106
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2013 401k membership
Total participants, beginning-of-year2013-01-01127
Total number of active participants reported on line 7a of the Form 55002013-01-01111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2012 401k membership
Total participants, beginning-of-year2012-01-01131
Total number of active participants reported on line 7a of the Form 55002012-01-01118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2011 401k membership
Total participants, beginning-of-year2011-01-01132
Total number of active participants reported on line 7a of the Form 55002011-01-01124
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2009 401k membership
Total participants, beginning-of-year2009-01-01137
Total number of active participants reported on line 7a of the Form 55002009-01-01125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN

Measure Date Value
2020 : RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$13,567
Total income from all sources (including contributions)2020-11-30$88,144
Total loss/gain on sale of assets2020-11-30$0
Total of all expenses incurred2020-11-30$25,062,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-11-30$25,011,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-11-30$10,000
Value of total assets at end of year2020-11-30$0
Value of total assets at beginning of year2020-11-30$24,988,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-11-30$51,014
Total interest from all sources2020-11-30$76,001
Total dividends received (eg from common stock, registered investment company shares)2020-11-30$2,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-11-30$0
Administrative expenses professional fees incurred2020-11-30$53,275
Was this plan covered by a fidelity bond2020-11-30Yes
Value of fidelity bond cover2020-11-30$5,000,000
If this is an individual account plan, was there a blackout period2020-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-11-30$0
Were there any nonexempt tranactions with any party-in-interest2020-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-11-30$512
Liabilities. Value of operating payables at end of year2020-11-30$0
Liabilities. Value of operating payables at beginning of year2020-11-30$13,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Value of net income/loss2020-11-30$-24,974,612
Value of net assets at end of year (total assets less liabilities)2020-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2020-11-30$24,974,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-11-30No
Were any leases to which the plan was party in default or uncollectible2020-11-30No
Investment advisory and management fees2020-11-30$-13,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-11-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-11-30$21,644,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-11-30$21,644,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-11-30$76,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-11-30Yes
Was there a failure to transmit to the plan any participant contributions2020-11-30No
Has the plan failed to provide any benefit when due under the plan2020-11-30No
Contributions received in cash from employer2020-11-30$10,000
Employer contributions (assets) at end of year2020-11-30$0
Employer contributions (assets) at beginning of year2020-11-30$3,343,374
Income. Dividends from common stock2020-11-30$2,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-11-30$25,011,742
Contract administrator fees2020-11-30$11,338
Did the plan have assets held for investment2020-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-11-30Yes
Opinion of an independent qualified public accountant for this plan2020-11-30Disclaimer
Accountancy firm name2020-11-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-11-30560747981
2019 : RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$139,444
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$139,444
Total unrealized appreciation/depreciation of assets2019-12-31$139,444
Total unrealized appreciation/depreciation of assets2019-12-31$139,444
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,454
Total income from all sources (including contributions)2019-12-31$5,837,468
Total income from all sources (including contributions)2019-12-31$5,837,468
Total loss/gain on sale of assets2019-12-31$144,234
Total loss/gain on sale of assets2019-12-31$144,234
Total of all expenses incurred2019-12-31$850,822
Total of all expenses incurred2019-12-31$850,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$687,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$687,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,343,374
Value of total assets at end of year2019-12-31$24,988,179
Value of total assets at beginning of year2019-12-31$20,004,420
Value of total assets at beginning of year2019-12-31$20,004,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$163,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$163,519
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$464,421
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$464,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$440,245
Administrative expenses professional fees incurred2019-12-31$93,506
Administrative expenses professional fees incurred2019-12-31$93,506
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$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$512
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$512
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,034
Liabilities. Value of operating payables at end of year2019-12-31$13,567
Liabilities. Value of operating payables at beginning of year2019-12-31$13,803
Liabilities. Value of operating payables at beginning of year2019-12-31$13,803
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$4,986,646
Value of net income/loss2019-12-31$4,986,646
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,974,612
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,987,966
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,987,966
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 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
Investment advisory and management fees2019-12-31$49,596
Investment advisory and management fees2019-12-31$49,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,708,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,708,952
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$3,359,980
Value of interest in common/collective trusts at beginning of year2019-12-31$3,359,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$21,644,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$21,644,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$802,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$802,125
Net investment gain or loss from common/collective trusts2019-12-31$943,870
Net investment gain or loss from common/collective trusts2019-12-31$943,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$3,343,374
Employer contributions (assets) at end of year2019-12-31$3,343,374
Employer contributions (assets) at end of year2019-12-31$3,343,374
Employer contributions (assets) at beginning of year2019-12-31$2,996,500
Employer contributions (assets) at beginning of year2019-12-31$2,996,500
Income. Dividends from common stock2019-12-31$24,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$687,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$687,303
Contract administrator fees2019-12-31$20,417
Contract administrator fees2019-12-31$20,417
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$937,954
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$937,954
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
Aggregate proceeds on sale of assets2019-12-31$2,260,854
Aggregate proceeds on sale of assets2019-12-31$2,260,854
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,116,620
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,116,620
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$2,651
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$2,651
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-139,443
Total unrealized appreciation/depreciation of assets2018-12-31$-139,443
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,897
Total income from all sources (including contributions)2018-12-31$2,236,694
Total loss/gain on sale of assets2018-12-31$-13,961
Total of all expenses incurred2018-12-31$4,069,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,917,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,996,500
Value of total assets at end of year2018-12-31$20,004,420
Value of total assets at beginning of year2018-12-31$21,831,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$151,956
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$356,834
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$340,285
Administrative expenses professional fees incurred2018-12-31$92,480
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,491
Other income not declared elsewhere2018-12-31$47
Liabilities. Value of operating payables at end of year2018-12-31$13,803
Liabilities. Value of operating payables at beginning of year2018-12-31$10,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,832,943
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,987,966
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,820,909
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
Investment advisory and management fees2018-12-31$36,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,708,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,799,216
Value of interest in common/collective trusts at end of year2018-12-31$3,359,980
Value of interest in common/collective trusts at beginning of year2018-12-31$3,679,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-981,166
Net investment gain or loss from common/collective trusts2018-12-31$17,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$2,996,500
Employer contributions (assets) at end of year2018-12-31$2,996,500
Employer contributions (assets) at beginning of year2018-12-31$3,351,852
Income. Dividends from common stock2018-12-31$16,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,917,681
Contract administrator fees2018-12-31$22,918
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$937,954
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
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 PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$563,051
Aggregate carrying amount (costs) on sale of assets2018-12-31$577,012
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$2,651
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 : RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$60,889
Total income from all sources (including contributions)2017-12-31$5,578,786
Total loss/gain on sale of assets2017-12-31$242,811
Total of all expenses incurred2017-12-31$6,459,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,291,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,351,852
Value of total assets at end of year2017-12-31$21,831,806
Value of total assets at beginning of year2017-12-31$22,762,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$168,055
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$482,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$464,460
Administrative expenses professional fees incurred2017-12-31$91,366
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,491
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$386
Liabilities. Value of operating payables at end of year2017-12-31$10,897
Liabilities. Value of operating payables at beginning of year2017-12-31$60,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-880,967
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,820,909
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,701,876
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
Investment advisory and management fees2017-12-31$55,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,799,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,120,627
Value of interest in common/collective trusts at end of year2017-12-31$3,679,247
Value of interest in common/collective trusts at beginning of year2017-12-31$2,058,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$810,725
Net investment gain or loss from common/collective trusts2017-12-31$690,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$3,351,852
Employer contributions (assets) at end of year2017-12-31$3,351,852
Employer contributions (assets) at beginning of year2017-12-31$2,583,750
Income. Dividends from common stock2017-12-31$18,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,291,698
Contract administrator fees2017-12-31$20,855
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 PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$2,413,122
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,170,311
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 : RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$60,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,595,328
Total loss/gain on sale of assets2016-12-31$58,575
Total of all expenses incurred2016-12-31$4,260,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,073,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,583,750
Value of total assets at end of year2016-12-31$22,762,765
Value of total assets at beginning of year2016-12-31$23,366,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$186,859
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$376,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$356,166
Administrative expenses professional fees incurred2016-12-31$94,630
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,848
Liabilities. Value of operating payables at end of year2016-12-31$60,889
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-664,683
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,701,876
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,366,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$70,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,120,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,715,978
Value of interest in common/collective trusts at end of year2016-12-31$2,058,388
Value of interest in common/collective trusts at beginning of year2016-12-31$3,256,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$334,150
Net investment gain or loss from common/collective trusts2016-12-31$242,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,583,750
Employer contributions (assets) at end of year2016-12-31$2,583,750
Employer contributions (assets) at beginning of year2016-12-31$1,712,000
Income. Dividends from common stock2016-12-31$20,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,073,152
Contract administrator fees2016-12-31$21,332
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,680,387
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,491,163
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,432,588
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,990,953
Total loss/gain on sale of assets2015-12-31$6,335
Total of all expenses incurred2015-12-31$1,038,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$884,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,712,000
Value of total assets at end of year2015-12-31$23,366,559
Value of total assets at beginning of year2015-12-31$22,414,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$154,517
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$409,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$384,681
Administrative expenses professional fees incurred2015-12-31$72,290
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,010
Other income not declared elsewhere2015-12-31$48
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$952,298
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,366,559
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,414,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$60,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,715,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,211,312
Value of interest in common/collective trusts at end of year2015-12-31$3,256,346
Value of interest in common/collective trusts at beginning of year2015-12-31$2,006,439
Net investment gain or loss from common/collective trusts2015-12-31$309,197
Net gain/loss from 103.12 investment entities2015-12-31$-446,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,712,000
Employer contributions (assets) at end of year2015-12-31$1,712,000
Employer contributions (assets) at beginning of year2015-12-31$2,194,500
Income. Dividends from common stock2015-12-31$25,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$884,138
Contract administrator fees2015-12-31$21,279
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,680,387
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$983,484
Aggregate carrying amount (costs) on sale of assets2015-12-31$977,149
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,397,384
Total loss/gain on sale of assets2014-12-31$162,177
Total of all expenses incurred2014-12-31$457,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$275,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,194,500
Value of total assets at end of year2014-12-31$22,414,261
Value of total assets at beginning of year2014-12-31$19,474,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$181,947
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$375,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$358,803
Administrative expenses professional fees incurred2014-12-31$75,442
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$304
Other income not declared elsewhere2014-12-31$-28,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,939,445
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,414,261
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,474,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$87,588
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,211,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,421,262
Value of interest in common/collective trusts at end of year2014-12-31$2,006,439
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$352,580
Net investment gain or loss from common/collective trusts2014-12-31$340,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,194,500
Employer contributions (assets) at end of year2014-12-31$2,194,500
Employer contributions (assets) at beginning of year2014-12-31$2,053,250
Income. Dividends from common stock2014-12-31$16,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$275,992
Contract administrator fees2014-12-31$18,917
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,377,599
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,215,422
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,623,710
Total loss/gain on sale of assets2013-12-31$263,376
Total of all expenses incurred2013-12-31$599,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$491,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,053,250
Value of total assets at end of year2013-12-31$19,474,816
Value of total assets at beginning of year2013-12-31$17,450,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$107,489
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$192,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$179,217
Administrative expenses professional fees incurred2013-12-31$63,638
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$304
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,727
Other income not declared elsewhere2013-12-31$178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,024,244
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,474,816
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,450,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$27,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,421,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,498,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$113,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,053,250
Employer contributions (assets) at end of year2013-12-31$2,053,250
Employer contributions (assets) at beginning of year2013-12-31$1,946,500
Income. Dividends from common stock2013-12-31$13,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$491,977
Contract administrator fees2013-12-31$16,324
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,157,777
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,894,401
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,852,676
Total loss/gain on sale of assets2012-12-31$85,363
Total of all expenses incurred2012-12-31$928,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$833,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,946,500
Value of total assets at end of year2012-12-31$17,450,572
Value of total assets at beginning of year2012-12-31$15,526,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$94,832
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$301,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$289,458
Administrative expenses professional fees incurred2012-12-31$50,671
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,252
Other income not declared elsewhere2012-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,924,012
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,450,572
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,526,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$29,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,498,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,683,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$519,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,946,500
Employer contributions (assets) at end of year2012-12-31$1,946,500
Employer contributions (assets) at beginning of year2012-12-31$2,568,672
Income. Dividends from common stock2012-12-31$12,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$833,832
Contract administrator fees2012-12-31$14,421
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,273,555
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$2,056,525
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,971,162
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-88,138
Total unrealized appreciation/depreciation of assets2011-12-31$-88,138
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,558,855
Total loss/gain on sale of assets2011-12-31$-36,984
Total of all expenses incurred2011-12-31$504,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$475,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,568,672
Value of total assets at end of year2011-12-31$15,526,560
Value of total assets at beginning of year2011-12-31$13,471,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,460
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$274,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$250,531
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,252
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,054,839
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,526,560
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,471,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$28,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,683,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,766,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-159,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,568,672
Employer contributions (assets) at end of year2011-12-31$2,568,672
Employer contributions (assets) at beginning of year2011-12-31$2,705,485
Income. Dividends from common stock2011-12-31$23,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$475,556
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,273,555
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,145,829
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,182,813
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,738,288
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$89,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$89,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,705,485
Value of total assets at end of year2010-12-31$13,471,721
Value of total assets at beginning of year2010-12-31$10,823,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,648,640
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,471,721
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,823,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,766,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,394,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$32,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,705,485
Employer contributions (assets) at end of year2010-12-31$2,705,485
Employer contributions (assets) at beginning of year2010-12-31$3,427,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$89,648
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981
2009 : RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 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

Form 5500 Responses for RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN

2020: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 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 filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 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: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 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: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 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: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 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: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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
2009: RETIREMENT PLAN FOR SHAREHOLDERS OF WILLIAMS MULLEN 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

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