WALLACE & WALLACE, INC. has sponsored the creation of one or more 401k plans.
Additional information about WALLACE & WALLACE, INC.
Submission information for form 5500 for 401k plan WALLACE AND WALLACE, INC. PSP
401k plan membership statisitcs for WALLACE AND WALLACE, INC. PSP
Measure | Date | Value |
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2020: WALLACE AND WALLACE, INC. PSP 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 57 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9 |
Total of all active and inactive participants | 2020-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 85 |
Number of participants with account balances | 2020-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 8 |
2019: WALLACE AND WALLACE, INC. PSP 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
Total of all active and inactive participants | 2019-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 84 |
Number of participants with account balances | 2019-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: WALLACE AND WALLACE, INC. PSP 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 62 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 39 |
Total of all active and inactive participants | 2018-01-01 | 106 |
Total participants | 2018-01-01 | 106 |
Number of participants with account balances | 2018-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 10 |
2017: WALLACE AND WALLACE, INC. PSP 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 45 |
Total of all active and inactive participants | 2017-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 123 |
Number of participants with account balances | 2017-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 15 |
2016: WALLACE AND WALLACE, INC. PSP 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 75 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 23 |
Total of all active and inactive participants | 2016-07-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 108 |
Number of participants with account balances | 2016-07-01 | 105 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 3 |
2015: WALLACE AND WALLACE, INC. PSP 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 60 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 24 |
Total of all active and inactive participants | 2015-07-01 | 89 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 89 |
Number of participants with account balances | 2015-07-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 15 |
2014: WALLACE AND WALLACE, INC. PSP 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 59 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 39 |
Total of all active and inactive participants | 2014-07-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 1 |
Total participants | 2014-07-01 | 99 |
Number of participants with account balances | 2014-07-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 22 |
2013: WALLACE AND WALLACE, INC. PSP 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 89 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 53 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 34 |
Total of all active and inactive participants | 2013-07-01 | 88 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 2 |
Total participants | 2013-07-01 | 90 |
Number of participants with account balances | 2013-07-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 16 |
2012: WALLACE AND WALLACE, INC. PSP 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 53 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 19 |
Total of all active and inactive participants | 2012-07-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 2 |
Total participants | 2012-07-01 | 74 |
Number of participants with account balances | 2012-07-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 3 |
2011: WALLACE AND WALLACE, INC. PSP 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 39 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 13 |
Total of all active and inactive participants | 2011-07-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 1 |
Total participants | 2011-07-01 | 54 |
Number of participants with account balances | 2011-07-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 4 |
2010: WALLACE AND WALLACE, INC. PSP 2010 401k membership |
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Total participants, beginning-of-year | 2010-07-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 30 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 11 |
Total of all active and inactive participants | 2010-07-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 1 |
Total participants | 2010-07-01 | 42 |
Number of participants with account balances | 2010-07-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 1 |
2009: WALLACE AND WALLACE, INC. PSP 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 39 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 3 |
Total of all active and inactive participants | 2009-07-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 42 |
Number of participants with account balances | 2009-07-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
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2020 : WALLACE AND WALLACE, INC. PSP 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $687,095 |
Expenses. Total of all expenses incurred | 2020-12-31 | $163,368 |
Benefits paid (including direct rollovers) | 2020-12-31 | $133,811 |
Total plan assets at end of year | 2020-12-31 | $2,462,470 |
Total plan assets at beginning of year | 2020-12-31 | $1,938,743 |
Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
Total contributions received or receivable from participants | 2020-12-31 | $95,761 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $662 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $1,029 |
Other income received | 2020-12-31 | $415,256 |
Net income (gross income less expenses) | 2020-12-31 | $523,727 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,462,470 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,938,743 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $175,049 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $28,895 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : WALLACE AND WALLACE, INC. PSP 2019 401k financial data |
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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 | $638,657 |
Total of all expenses incurred | 2019-12-31 | $109,441 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $81,121 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $353,172 |
Value of total assets at end of year | 2019-12-31 | $1,938,743 |
Value of total assets at beginning of year | 2019-12-31 | $1,409,527 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $28,320 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $84,512 |
Administrative expenses (other) incurred | 2019-12-31 | $1,346 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $529,216 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,938,743 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,409,527 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $8,020 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $42,165 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $51,849 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $1,696,578 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,356,020 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $-3,314 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $288,798 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $268,660 |
Employer contributions (assets) at end of year | 2019-12-31 | $200,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,658 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $81,121 |
Contract administrator fees | 2019-12-31 | $18,954 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BATES, CARTER & CO., LLP |
Accountancy firm EIN | 2019-12-31 | 208004844 |
2018 : WALLACE AND WALLACE, INC. PSP 2018 401k financial data |
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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 | $418 |
Total income from all sources (including contributions) | 2018-12-31 | $69,799 |
Total of all expenses incurred | 2018-12-31 | $61,633 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $37,345 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $139,116 |
Value of total assets at end of year | 2018-12-31 | $1,409,527 |
Value of total assets at beginning of year | 2018-12-31 | $1,401,779 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $24,288 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $4,145 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $4,145 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $30,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $75,453 |
Administrative expenses (other) incurred | 2018-12-31 | $551 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $8,166 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,409,527 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,401,361 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $23,737 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $51,849 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $150,216 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,356,020 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,249,905 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-9,897 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-63,565 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $63,663 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,658 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,658 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $37,345 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $418 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BATES, CARTER & CO., LLP |
Accountancy firm EIN | 2018-12-31 | 208004844 |
2017 : WALLACE AND WALLACE, INC. PSP 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $418 |
Total plan liabilities at beginning of year | 2017-12-31 | $1,607 |
Total income from all sources | 2017-12-31 | $239,031 |
Expenses. Total of all expenses incurred | 2017-12-31 | $30,047 |
Benefits paid (including direct rollovers) | 2017-12-31 | $12,954 |
Total plan assets at end of year | 2017-12-31 | $1,401,779 |
Total plan assets at beginning of year | 2017-12-31 | $1,193,984 |
Value of fidelity bond covering the plan | 2017-12-31 | $30,000 |
Total contributions received or receivable from participants | 2017-12-31 | $69,305 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $360 |
Other income received | 2017-12-31 | $109,098 |
Net income (gross income less expenses) | 2017-12-31 | $208,984 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,401,361 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,192,377 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $60,628 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $16,733 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : WALLACE AND WALLACE, INC. PSP 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $1,607 |
Total plan liabilities at beginning of year | 2016-12-31 | $1,054 |
Total income from all sources | 2016-12-31 | $214,063 |
Expenses. Total of all expenses incurred | 2016-12-31 | $28,332 |
Benefits paid (including direct rollovers) | 2016-12-31 | $23,333 |
Total plan assets at end of year | 2016-12-31 | $1,193,984 |
Total plan assets at beginning of year | 2016-12-31 | $1,007,700 |
Value of fidelity bond covering the plan | 2016-12-31 | $30,000 |
Total contributions received or receivable from participants | 2016-12-31 | $133,405 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $713 |
Other income received | 2016-12-31 | $47,474 |
Net income (gross income less expenses) | 2016-12-31 | $185,731 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,192,377 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,006,646 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $33,184 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,286 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-06-30 | $1,054 |
Total plan liabilities at beginning of year | 2016-06-30 | $8,905 |
Total income from all sources | 2016-06-30 | $196,564 |
Expenses. Total of all expenses incurred | 2016-06-30 | $63,445 |
Benefits paid (including direct rollovers) | 2016-06-30 | $56,049 |
Total plan assets at end of year | 2016-06-30 | $1,007,700 |
Total plan assets at beginning of year | 2016-06-30 | $882,432 |
Value of fidelity bond covering the plan | 2016-06-30 | $30,000 |
Expenses. Other expenses not covered elsewhere | 2016-06-30 | $3,217 |
Other income received | 2016-06-30 | $-3,436 |
Net income (gross income less expenses) | 2016-06-30 | $133,119 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $1,006,646 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $873,527 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $200,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $4,179 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
2015 : WALLACE AND WALLACE, INC. PSP 2015 401k financial data |
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Total plan liabilities at end of year | 2015-06-30 | $8,905 |
Total income from all sources | 2015-06-30 | $84,989 |
Expenses. Total of all expenses incurred | 2015-06-30 | $17,622 |
Benefits paid (including direct rollovers) | 2015-06-30 | $11,867 |
Total plan assets at end of year | 2015-06-30 | $882,432 |
Total plan assets at beginning of year | 2015-06-30 | $806,160 |
Value of fidelity bond covering the plan | 2015-06-30 | $30,000 |
Expenses. Other expenses not covered elsewhere | 2015-06-30 | $1,190 |
Other income received | 2015-06-30 | $-15,011 |
Net income (gross income less expenses) | 2015-06-30 | $67,367 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $873,527 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $806,160 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $100,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $4,565 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
2014 : WALLACE AND WALLACE, INC. PSP 2014 401k financial data |
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Total income from all sources | 2014-06-30 | $151,086 |
Expenses. Total of all expenses incurred | 2014-06-30 | $23,141 |
Benefits paid (including direct rollovers) | 2014-06-30 | $18,336 |
Total plan assets at end of year | 2014-06-30 | $806,160 |
Total plan assets at beginning of year | 2014-06-30 | $678,215 |
Value of fidelity bond covering the plan | 2014-06-30 | $30,000 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $405 |
Other income received | 2014-06-30 | $51,086 |
Net income (gross income less expenses) | 2014-06-30 | $127,945 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $806,160 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $678,215 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $100,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $4,400 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
2013 : WALLACE AND WALLACE, INC. PSP 2013 401k financial data |
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Total income from all sources | 2013-06-30 | $270,627 |
Expenses. Total of all expenses incurred | 2013-06-30 | $9,436 |
Benefits paid (including direct rollovers) | 2013-06-30 | $3,058 |
Total plan assets at end of year | 2013-06-30 | $678,215 |
Total plan assets at beginning of year | 2013-06-30 | $417,024 |
Value of fidelity bond covering the plan | 2013-06-30 | $30,000 |
Expenses. Other expenses not covered elsewhere | 2013-06-30 | $6,378 |
Other income received | 2013-06-30 | $70,627 |
Net income (gross income less expenses) | 2013-06-30 | $261,191 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $678,215 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $417,024 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $200,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
2012 : WALLACE AND WALLACE, INC. PSP 2012 401k financial data |
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Total plan liabilities at beginning of year | 2012-06-30 | $0 |
Total income from all sources | 2012-06-30 | $26,380 |
Expenses. Total of all expenses incurred | 2012-06-30 | $6,153 |
Benefits paid (including direct rollovers) | 2012-06-30 | $166 |
Total plan assets at end of year | 2012-06-30 | $417,024 |
Total plan assets at beginning of year | 2012-06-30 | $396,797 |
Value of fidelity bond covering the plan | 2012-06-30 | $30,000 |
Expenses. Other expenses not covered elsewhere | 2012-06-30 | $5,987 |
Other income received | 2012-06-30 | $-3,620 |
Net income (gross income less expenses) | 2012-06-30 | $20,227 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $417,024 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $396,797 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $30,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
2011 : WALLACE AND WALLACE, INC. PSP 2011 401k financial data |
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Total plan liabilities at end of year | 2011-06-30 | $0 |
Total plan liabilities at beginning of year | 2011-06-30 | $0 |
Total income from all sources | 2011-06-30 | $86,223 |
Expenses. Total of all expenses incurred | 2011-06-30 | $5,873 |
Total plan assets at end of year | 2011-06-30 | $396,797 |
Total plan assets at beginning of year | 2011-06-30 | $316,447 |
Value of fidelity bond covering the plan | 2011-06-30 | $30,000 |
Expenses. Other expenses not covered elsewhere | 2011-06-30 | $5,873 |
Other income received | 2011-06-30 | $66,223 |
Net income (gross income less expenses) | 2011-06-30 | $80,350 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $396,797 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $316,447 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $20,000 |
2020: WALLACE AND WALLACE, INC. PSP 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WALLACE AND WALLACE, INC. PSP 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WALLACE AND WALLACE, INC. PSP 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WALLACE AND WALLACE, INC. PSP 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WALLACE AND WALLACE, INC. PSP 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Insurance | Yes |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement – Insurance | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: WALLACE AND WALLACE, INC. PSP 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: WALLACE AND WALLACE, INC. PSP 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: WALLACE AND WALLACE, INC. PSP 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: WALLACE AND WALLACE, INC. PSP 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: WALLACE AND WALLACE, INC. PSP 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2010: WALLACE AND WALLACE, INC. PSP 2010 form 5500 responses |
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2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-07-01 | Plan is a collectively bargained plan | No |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: WALLACE AND WALLACE, INC. PSP 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | Yes |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |