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WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN
Plan identification number 001

WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

WYRICK ROBBINS YATES & PONTON LLP has sponsored the creation of one or more 401k plans.

Company Name:WYRICK ROBBINS YATES & PONTON LLP
Employer identification number (EIN):561400994
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CAROLYN MINSHALL
0012016-01-01CAROLYN MINSHALL
0012015-01-01CAROLYN MINSHALL
0012014-01-01CAROLYN MINSHALL
0012013-01-01CAROLYN W. MINSHALL, PARTNER
0012012-01-01CAROLYN W. MINSHALL, PARTNER
0012011-01-01CAROLYN W. MINSHALL, PARTNER
0012009-01-01CAROLYN W. MINSHALL, PARTNER

Plan Statistics for WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01221
Total number of active participants reported on line 7a of the Form 55002022-01-01153
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0151
Total of all active and inactive participants2022-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01205
Number of participants with account balances2022-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01210
Total number of active participants reported on line 7a of the Form 55002021-01-01178
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01221
Number of participants with account balances2021-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01203
Total number of active participants reported on line 7a of the Form 55002020-01-01173
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01210
Number of participants with account balances2020-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01212
Total number of active participants reported on line 7a of the Form 55002019-01-01163
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01203
Number of participants with account balances2019-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01210
Total number of active participants reported on line 7a of the Form 55002018-01-01178
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01212
Number of participants with account balances2018-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01216
Total number of active participants reported on line 7a of the Form 55002017-01-01178
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01210
Number of participants with account balances2017-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01216
Total number of active participants reported on line 7a of the Form 55002016-01-01178
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01216
Number of participants with account balances2016-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01189
Total number of active participants reported on line 7a of the Form 55002015-01-01182
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01216
Number of participants with account balances2015-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01177
Total number of active participants reported on line 7a of the Form 55002014-01-01154
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01189
Number of participants with account balances2014-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01185
Total number of active participants reported on line 7a of the Form 55002013-01-01135
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01177
Number of participants with account balances2013-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01160
Total number of active participants reported on line 7a of the Form 55002012-01-01138
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01185
Number of participants with account balances2012-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01161
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 benefits2011-01-0136
Total of all active and inactive participants2011-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01160
Number of participants with account balances2011-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01161
Total number of active participants reported on line 7a of the Form 55002009-01-01132
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01158
Number of participants with account balances2009-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,111
Total income from all sources (including contributions)2022-12-31$-9,071,882
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,434,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,275,027
Value of total corrective distributions2022-12-31$9,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,967,162
Value of total assets at end of year2022-12-31$70,432,327
Value of total assets at beginning of year2022-12-31$84,941,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$149,288
Total interest from all sources2022-12-31$3,199
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,093,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,093,372
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,572,058
Participant contributions at end of year2022-12-31$57,417
Participant contributions at beginning of year2022-12-31$77,789
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$14,456
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,196,074
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,438,129
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$35,707
Other income not declared elsewhere2022-12-31$-475,072
Administrative expenses (other) incurred2022-12-31$58,112
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$3,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,506,092
Value of net assets at end of year (total assets less liabilities)2022-12-31$70,432,327
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$84,938,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$91,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$57,423,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$70,541,722
Value of interest in pooled separate accounts at end of year2022-12-31$5,396,101
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,597,103
Interest on participant loans2022-12-31$3,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,795,167
Net investment gain or loss from common/collective trusts2022-12-31$134,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,359,397
Employer contributions (assets) at end of year2022-12-31$2,359,397
Employer contributions (assets) at beginning of year2022-12-31$2,272,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,275,027
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BATCHELOR, TILLERY & ROBERTS, LLP
Accountancy firm EIN2022-12-31561750124
2021 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,391
Total income from all sources (including contributions)2021-12-31$15,336,758
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,481,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,292,431
Value of total corrective distributions2021-12-31$6,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,889,130
Value of total assets at end of year2021-12-31$84,941,530
Value of total assets at beginning of year2021-12-31$75,087,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$182,783
Total interest from all sources2021-12-31$4,273
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,263,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,263,430
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,322,848
Participant contributions at end of year2021-12-31$77,789
Participant contributions at beginning of year2021-12-31$97,766
Participant contributions at end of year2021-12-31$14,456
Participant contributions at beginning of year2021-12-31$8,994
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,438,129
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,527,848
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$293,951
Other income not declared elsewhere2021-12-31$543,280
Administrative expenses (other) incurred2021-12-31$66,884
Liabilities. Value of operating payables at end of year2021-12-31$3,111
Liabilities. Value of operating payables at beginning of year2021-12-31$4,391
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,855,308
Value of net assets at end of year (total assets less liabilities)2021-12-31$84,938,419
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$75,083,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$115,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$70,541,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$61,108,789
Value of interest in pooled separate accounts at end of year2021-12-31$6,597,103
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,298,917
Interest on participant loans2021-12-31$4,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,500,483
Net investment gain/loss from pooled separate accounts2021-12-31$136,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,272,331
Employer contributions (assets) at end of year2021-12-31$2,272,331
Employer contributions (assets) at beginning of year2021-12-31$2,045,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,292,431
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BATCHELOR, TILLERY & ROBERTS, LLP
Accountancy firm EIN2021-12-31561750124
2020 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,870
Total income from all sources (including contributions)2020-12-31$14,174,351
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,705,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,514,911
Value of total corrective distributions2020-12-31$5,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,362,291
Value of total assets at end of year2020-12-31$75,087,502
Value of total assets at beginning of year2020-12-31$62,617,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$185,141
Total interest from all sources2020-12-31$5,764
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,924,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,924,837
Administrative expenses professional fees incurred2020-12-31$9,945
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,209,592
Participant contributions at end of year2020-12-31$97,766
Participant contributions at beginning of year2020-12-31$92,510
Participant contributions at end of year2020-12-31$8,994
Participant contributions at beginning of year2020-12-31$6,245
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,527,848
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,410,942
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$107,511
Other income not declared elsewhere2020-12-31$474,446
Administrative expenses (other) incurred2020-12-31$57,869
Liabilities. Value of operating payables at end of year2020-12-31$4,391
Liabilities. Value of operating payables at beginning of year2020-12-31$2,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,468,848
Value of net assets at end of year (total assets less liabilities)2020-12-31$75,083,111
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$62,614,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$117,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$61,108,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$51,140,453
Value of interest in pooled separate accounts at end of year2020-12-31$7,298,917
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,198,048
Interest on participant loans2020-12-31$5,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,257,776
Net investment gain/loss from pooled separate accounts2020-12-31$149,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,045,188
Employer contributions (assets) at end of year2020-12-31$2,045,188
Employer contributions (assets) at beginning of year2020-12-31$1,768,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,514,911
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BATCHELOR, TILLERY & ROBERTS, LLP
Accountancy firm EIN2020-12-31561750124
2019 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,870
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$15,154,329
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,927,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,800,793
Value of total corrective distributions2019-12-31$3,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,196,368
Value of total assets at end of year2019-12-31$62,617,133
Value of total assets at beginning of year2019-12-31$49,387,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$123,570
Total interest from all sources2019-12-31$6,006
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,097,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,097,826
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$2,069,501
Participant contributions at end of year2019-12-31$92,510
Participant contributions at beginning of year2019-12-31$165,315
Participant contributions at end of year2019-12-31$6,245
Participant contributions at beginning of year2019-12-31$1,210
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,410,942
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,877,755
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$357,932
Other income not declared elsewhere2019-12-31$619,104
Administrative expenses (other) incurred2019-12-31$62,300
Liabilities. Value of operating payables at end of year2019-12-31$2,870
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$13,226,591
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,614,263
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$49,387,672
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
Investment advisory and management fees2019-12-31$61,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$51,140,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,954,074
Value of interest in pooled separate accounts at end of year2019-12-31$6,198,048
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,619,861
Interest on participant loans2019-12-31$6,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,090,845
Net investment gain/loss from pooled separate accounts2019-12-31$144,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,768,935
Employer contributions (assets) at end of year2019-12-31$1,768,935
Employer contributions (assets) at beginning of year2019-12-31$1,769,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,800,793
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BATCHELOR, TILLERY & ROBERTS, LLP
Accountancy firm EIN2019-12-31561750124
2018 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,670,838
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,219,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,074,030
Value of total corrective distributions2018-12-31$1,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,053,794
Value of total assets at end of year2018-12-31$49,387,672
Value of total assets at beginning of year2018-12-31$51,936,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$144,622
Total interest from all sources2018-12-31$6,231
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,418,360
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$6,418,360
Administrative expenses professional fees incurred2018-12-31$3,353
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,977,440
Participant contributions at end of year2018-12-31$165,315
Participant contributions at beginning of year2018-12-31$152,814
Participant contributions at end of year2018-12-31$1,210
Participant contributions at beginning of year2018-12-31$21,821
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,877,755
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,722,446
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$306,897
Other income not declared elsewhere2018-12-31$-118,586
Administrative expenses (other) incurred2018-12-31$39,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,548,918
Value of net assets at end of year (total assets less liabilities)2018-12-31$49,387,672
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$51,936,590
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$102,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$38,954,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$43,173,636
Value of interest in pooled separate accounts at end of year2018-12-31$5,619,861
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,189,956
Interest on participant loans2018-12-31$6,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,783,453
Net investment gain/loss from pooled separate accounts2018-12-31$94,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,769,457
Employer contributions (assets) at end of year2018-12-31$1,769,457
Employer contributions (assets) at beginning of year2018-12-31$1,675,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,074,030
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
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 name2018-12-31BATCHELOR, TILLERY & ROBERTS, LLP
Accountancy firm EIN2018-12-31561750124
2017 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,436
Total income from all sources (including contributions)2017-12-31$11,189,116
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,581,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,561,687
Value of total corrective distributions2017-12-31$2,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,677,427
Value of total assets at end of year2017-12-31$51,936,590
Value of total assets at beginning of year2017-12-31$45,331,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,854
Total interest from all sources2017-12-31$269,673
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,372,246
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$2,372,246
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,823,129
Participant contributions at end of year2017-12-31$152,814
Participant contributions at beginning of year2017-12-31$164,199
Participant contributions at end of year2017-12-31$21,821
Participant contributions at beginning of year2017-12-31$17,795
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,722,446
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,670,150
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$178,381
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,436
Other income not declared elsewhere2017-12-31$307,170
Administrative expenses (other) incurred2017-12-31$373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,607,414
Value of net assets at end of year (total assets less liabilities)2017-12-31$51,936,590
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,329,176
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$17,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$43,173,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$35,872,658
Value of interest in pooled separate accounts at end of year2017-12-31$4,189,956
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,145,255
Interest on participant loans2017-12-31$6,747
Interest earned on other investments2017-12-31$262,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,467,405
Net investment gain/loss from pooled separate accounts2017-12-31$95,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,675,917
Employer contributions (assets) at end of year2017-12-31$1,675,917
Employer contributions (assets) at beginning of year2017-12-31$1,461,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,561,687
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
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 name2017-12-31BATCHELOR, TILLERY & ROBERTS, LLP
Accountancy firm EIN2017-12-31561750124
2016 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 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$2,436
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$5,756,493
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,609,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,593,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,246,099
Value of total assets at end of year2016-12-31$45,331,612
Value of total assets at beginning of year2016-12-31$41,181,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,549
Total interest from all sources2016-12-31$6,163
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,454,854
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$1,454,854
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Contributions received from participants2016-12-31$1,606,697
Participant contributions at end of year2016-12-31$164,199
Participant contributions at beginning of year2016-12-31$144,820
Participant contributions at end of year2016-12-31$17,795
Participant contributions at beginning of year2016-12-31$5,726
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,670,150
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,437,425
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$177,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$111,217
Administrative expenses (other) incurred2016-12-31$307
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$4,147,214
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,329,176
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$41,181,962
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$15,242
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$35,872,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,352,535
Value of interest in pooled separate accounts at end of year2016-12-31$6,145,255
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,904,913
Interest on participant loans2016-12-31$6,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$828,268
Net investment gain/loss from pooled separate accounts2016-12-31$109,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$1,461,555
Employer contributions (assets) at end of year2016-12-31$1,461,555
Employer contributions (assets) at beginning of year2016-12-31$1,336,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,593,730
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
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 name2016-12-31BATCHELOR, TILLERY & ROBERTS, LLP
Accountancy firm EIN2016-12-31561750124
2015 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 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$1,380
Total income from all sources (including contributions)2015-12-31$2,457,055
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$457,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$440,147
Value of total corrective distributions2015-12-31$2,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,923,640
Value of total assets at end of year2015-12-31$41,181,962
Value of total assets at beginning of year2015-12-31$39,183,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,702
Total interest from all sources2015-12-31$3,377
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,633,383
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$2,633,383
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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
Contributions received from participants2015-12-31$1,440,816
Participant contributions at end of year2015-12-31$144,820
Participant contributions at beginning of year2015-12-31$79,104
Participant contributions at end of year2015-12-31$5,726
Participant contributions at beginning of year2015-12-31$7,943
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,437,425
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,350,653
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$146,602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,380
Other income not declared elsewhere2015-12-31$-38,208
Administrative expenses (other) incurred2015-12-31$375
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$1,999,661
Value of net assets at end of year (total assets less liabilities)2015-12-31$41,181,962
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$39,182,301
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$14,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$32,352,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,564,084
Value of interest in pooled separate accounts at end of year2015-12-31$5,904,913
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,980,614
Interest on participant loans2015-12-31$3,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,152,394
Net investment gain/loss from pooled separate accounts2015-12-31$87,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$1,336,222
Employer contributions (assets) at end of year2015-12-31$1,336,543
Employer contributions (assets) at beginning of year2015-12-31$1,201,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$440,147
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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
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 name2015-12-31BATCHELOR, TILLERY & ROBERTS LLP
Accountancy firm EIN2015-12-31561750124
2014 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 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$1,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$54,063
Total income from all sources (including contributions)2014-12-31$5,970,128
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,921,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,871,315
Expenses. Certain deemed distributions of participant loans2014-12-31$1,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,805,025
Value of total assets at end of year2014-12-31$39,183,681
Value of total assets at beginning of year2014-12-31$35,187,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$48,318
Total interest from all sources2014-12-31$2,047
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,099,240
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$2,099,240
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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
Contributions received from participants2014-12-31$1,365,506
Participant contributions at end of year2014-12-31$79,104
Participant contributions at beginning of year2014-12-31$54,553
Participant contributions at end of year2014-12-31$7,943
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,350,653
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,136,296
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$217,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$54,063
Other income not declared elsewhere2014-12-31$51,099
Administrative expenses (other) incurred2014-12-31$38,051
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$4,048,997
Value of net assets at end of year (total assets less liabilities)2014-12-31$39,182,301
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,133,304
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$7,302
Investment advisory and management fees2014-12-31$10,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$30,564,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,905,636
Value of interest in pooled separate accounts at end of year2014-12-31$5,980,614
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$2,047
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$5,071,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-94,818
Net investment gain/loss from pooled separate accounts2014-12-31$107,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,222,447
Employer contributions (assets) at end of year2014-12-31$1,201,283
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,871,315
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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
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 name2014-12-31BATCHELOR, TILLERY & ROBERTS LLP
Accountancy firm EIN2014-12-31561750124
2013 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,409
Total unrealized appreciation/depreciation of assets2013-12-31$1,409
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$54,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,219
Total income from all sources (including contributions)2013-12-31$7,640,853
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,789,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,769,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,193,832
Value of total assets at end of year2013-12-31$35,187,367
Value of total assets at beginning of year2013-12-31$31,286,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,103
Total interest from all sources2013-12-31$2,546
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$385,278
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$385,278
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Contributions received from participants2013-12-31$1,173,773
Participant contributions at end of year2013-12-31$54,553
Participant contributions at beginning of year2013-12-31$66,221
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,136,296
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,679,426
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,825
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$17,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$54,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,219
Other income not declared elsewhere2013-12-31$373,096
Administrative expenses (other) incurred2013-12-31$13,431
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$3,851,693
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,133,304
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,281,611
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
Assets. partnership/joint venture interests at end of year2013-12-31$7,302
Investment advisory and management fees2013-12-31$6,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,905,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,798,138
Interest on participant loans2013-12-31$2,477
Interest earned on other investments2013-12-31$69
Value of interest in common/collective trusts at end of year2013-12-31$5,071,612
Value of interest in common/collective trusts at beginning of year2013-12-31$3,725,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,712,106
Net investment gain or loss from common/collective trusts2013-12-31$-27,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,018,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,769,057
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
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 name2013-12-31BATCHELOR, TILLERY & ROBERTS LLP
Accountancy firm EIN2013-12-31561750124
2012 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 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$5,219
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$5,829,850
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,074,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,060,788
Expenses. Certain deemed distributions of participant loans2012-12-31$1,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,238,571
Value of total assets at end of year2012-12-31$31,286,830
Value of total assets at beginning of year2012-12-31$26,526,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,122
Total interest from all sources2012-12-31$3,209
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$523,397
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$523,397
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Contributions received from participants2012-12-31$1,084,107
Participant contributions at end of year2012-12-31$66,221
Participant contributions at beginning of year2012-12-31$89,388
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,679,426
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$796,578
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$202,533
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$17,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$21,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,219
Other income not declared elsewhere2012-12-31$142,363
Administrative expenses (other) incurred2012-12-31$8,864
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$4,755,442
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,281,611
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,526,169
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$3,258
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,798,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,014,511
Interest on participant loans2012-12-31$3,209
Value of interest in common/collective trusts at end of year2012-12-31$3,725,542
Value of interest in common/collective trusts at beginning of year2012-12-31$3,603,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,807,156
Net investment gain or loss from common/collective trusts2012-12-31$115,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$951,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,060,788
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
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 name2012-12-31BATCHELOR, TILLERY & ROBERTS LLP
Accountancy firm EIN2012-12-31561750124
2011 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$1,174,506
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,172,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,164,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,980,282
Value of total assets at end of year2011-12-31$26,526,169
Value of total assets at beginning of year2011-12-31$26,523,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,767
Total interest from all sources2011-12-31$6,322
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$640,342
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$640,342
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Contributions received from participants2011-12-31$1,050,104
Participant contributions at end of year2011-12-31$89,388
Participant contributions at beginning of year2011-12-31$139,288
Assets. Other investments not covered elsewhere at end of year2011-12-31$796,578
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$588,235
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$21,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$40,647
Other income not declared elsewhere2011-12-31$24,647
Administrative expenses (other) incurred2011-12-31$7,767
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$2,397
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,526,169
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,523,772
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$22,014,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,099,446
Interest on participant loans2011-12-31$6,322
Value of interest in common/collective trusts at end of year2011-12-31$3,603,775
Value of interest in common/collective trusts at beginning of year2011-12-31$2,656,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,605,260
Net investment gain or loss from common/collective trusts2011-12-31$128,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$930,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,164,342
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
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 name2011-12-31BATCHELOR, TILLERY & ROBERTS LLP
Accountancy firm EIN2011-12-31561750124
2010 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 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$5,213,043
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$173,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$173,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,033,640
Value of total assets at end of year2010-12-31$26,523,772
Value of total assets at beginning of year2010-12-31$21,484,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$375
Total interest from all sources2010-12-31$9,067
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$463,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$463,329
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
Contributions received from participants2010-12-31$1,142,019
Participant contributions at end of year2010-12-31$139,288
Participant contributions at beginning of year2010-12-31$105,308
Assets. Other investments not covered elsewhere at end of year2010-12-31$588,235
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$525,883
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,063
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$40,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$16,240
Other income not declared elsewhere2010-12-31$46,704
Administrative expenses (other) incurred2010-12-31$375
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$5,039,635
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,523,772
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,484,137
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$23,099,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,711,252
Interest on participant loans2010-12-31$9,067
Value of interest in common/collective trusts at end of year2010-12-31$2,656,156
Value of interest in common/collective trusts at beginning of year2010-12-31$2,125,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,550,134
Net investment gain or loss from common/collective trusts2010-12-31$110,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$888,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$173,033
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 name2010-12-31BATCHELOR, TILLERY & ROBERTS LLP
Accountancy firm EIN2010-12-31561750124
2009 : WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN

2022: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 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: WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31626
Policy instance 1
Insurance contract or identification numberGA31626
Number of Individuals Covered49
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31626
Policy instance 1
Insurance contract or identification numberGA31626
Number of Individuals Covered46
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31626
Policy instance 1
Insurance contract or identification numberGA31626
Number of Individuals Covered66
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31626
Policy instance 1
Insurance contract or identification numberGA31626
Number of Individuals Covered43
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31626
Policy instance 1
Insurance contract or identification numberGA31626
Number of Individuals Covered45
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31626
Policy instance 1
Insurance contract or identification numberGA31626
Number of Individuals Covered48
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31626
Policy instance 1
Insurance contract or identification numberGA31626
Number of Individuals Covered56
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31626
Policy instance 1
Insurance contract or identification numberGA31626
Number of Individuals Covered57
Insurance policy start date2014-04-02
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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