401k Plan data: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN plan

WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN
Plan identification number	001

WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC has sponsored the creation of one or more 401k plans.

Company Name: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC

Employer identification number (EIN): 582482895

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MIKE ZAHARIADES 2023-10-16
001 2021-01-01 MIKE ZAHARIADES 2022-10-14 MIKE ZAHARIADES 2022-10-14
001 2020-01-01 KYLE SOTO 2021-10-13 KYLE SOTO 2021-10-13
001 2019-01-01 KYLE SOTO 2020-10-14 KYLE SOTO 2020-10-14
001 2018-01-01 MICHAEL MOTSCHMAN 2019-10-11 MICHAEL MOTSCHMAN 2019-10-11
001 2017-01-01
001 2016-01-01
001 2013-01-01
001 2012-01-01 KAREN S. CLAY KAREN S. CLAY 2013-10-14
001 2011-01-01 KAREN S. CLAY KAREN S. CLAY 2012-10-15
001 2010-01-01 FREDERICK N. SAGER, JR. FREDERICK N. SAGER, JR. 2012-03-30
001 2009-01-01 KAREN CLAY KAREN CLAY 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MIKE ZAHARIADES	2023-10-16
001	2021-01-01	MIKE ZAHARIADES	2022-10-14	MIKE ZAHARIADES	2022-10-14
001	2020-01-01	KYLE SOTO	2021-10-13	KYLE SOTO	2021-10-13
001	2019-01-01	KYLE SOTO	2020-10-14	KYLE SOTO	2020-10-14
001	2018-01-01	MICHAEL MOTSCHMAN	2019-10-11	MICHAEL MOTSCHMAN	2019-10-11
001	2017-01-01
001	2016-01-01
001	2013-01-01
001	2012-01-01	KAREN S. CLAY		KAREN S. CLAY	2013-10-14
001	2011-01-01	KAREN S. CLAY		KAREN S. CLAY	2012-10-15
001	2010-01-01	FREDERICK N. SAGER, JR.		FREDERICK N. SAGER, JR.	2012-03-30
001	2009-01-01	KAREN CLAY		KAREN CLAY	2010-10-14

Plan Statistics for WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 161
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 90
Total of all active and inactive participants 2022-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 251
Number of participants with account balances 2022-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 14
2021: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 89
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 27
Total of all active and inactive participants 2021-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 116
Number of participants with account balances 2021-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 92
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 22
Total of all active and inactive participants 2020-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 114
Number of participants with account balances 2020-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 88
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 103
Number of participants with account balances 2019-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 84
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 97
Total participants 2018-01-01 97
Number of participants with account balances 2018-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 87
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 93
Number of participants with account balances 2017-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 91
Number of retired or separated participants receiving benefits 2016-01-01 13
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 104
Number of participants with account balances 2016-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2013: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 83
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 90
Number of participants with account balances 2013-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 83
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 93
Total participants 2012-01-01 93
Number of participants with account balances 2012-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 85
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 93
Total participants 2011-01-01 93
Number of participants with account balances 2011-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 145
Number of other retired or separated participants entitled to future benefits 2010-01-01 34
Total of all active and inactive participants 2010-01-01 179
Total participants 2010-01-01 179
Number of participants with account balances 2010-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 155
Number of other retired or separated participants entitled to future benefits 2009-01-01 28
Total of all active and inactive participants 2009-01-01 183
Total participants 2009-01-01 183
Number of participants with account balances 2009-01-01 181

Measure	Date	Value
2022: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	161
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	90
Total of all active and inactive participants	2022-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	251
Number of participants with account balances	2022-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	14
2021: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	89
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	27
Total of all active and inactive participants	2021-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	116
Number of participants with account balances	2021-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	92
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	22
Total of all active and inactive participants	2020-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	114
Number of participants with account balances	2020-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	88
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	103
Number of participants with account balances	2019-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	84
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	97
Total participants	2018-01-01	97
Number of participants with account balances	2018-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	87
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	93
Number of participants with account balances	2017-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	91
Number of retired or separated participants receiving benefits	2016-01-01	13
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	104
Number of participants with account balances	2016-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2013: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	83
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	90
Number of participants with account balances	2013-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	83
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	93
Total participants	2012-01-01	93
Number of participants with account balances	2012-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	85
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	93
Total participants	2011-01-01	93
Number of participants with account balances	2011-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	145
Number of other retired or separated participants entitled to future benefits	2010-01-01	34
Total of all active and inactive participants	2010-01-01	179
Total participants	2010-01-01	179
Number of participants with account balances	2010-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	155
Number of other retired or separated participants entitled to future benefits	2009-01-01	28
Total of all active and inactive participants	2009-01-01	183
Total participants	2009-01-01	183
Number of participants with account balances	2009-01-01	181

Financial Data on WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$4,987,512
Total plan liabilities at beginning of year	2022-12-31	$1,432
Total income from all sources	2022-12-31	$-5,400,578
Expenses. Total of all expenses incurred	2022-12-31	$1,332,215
Benefits paid (including direct rollovers)	2022-12-31	$1,090,107
Total plan assets at end of year	2022-12-31	$54,220,947
Total plan assets at beginning of year	2022-12-31	$55,967,660
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$1,420,926
Contributions received from other sources (not participants or employers)	2022-12-31	$94,065
Other income received	2022-12-31	$-8,701,521
Net income (gross income less expenses)	2022-12-31	$-6,732,793
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$54,220,947
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$55,966,228
Assets. Value of participant loans	2022-12-31	$18,793
Total contributions received or receivable from employer(s)	2022-12-31	$1,785,952
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$242,108
2021 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$1,432
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$9,886,286
Expenses. Total of all expenses incurred	2021-12-31	$3,431,727
Benefits paid (including direct rollovers)	2021-12-31	$3,151,559
Total plan assets at end of year	2021-12-31	$55,967,660
Total plan assets at beginning of year	2021-12-31	$49,511,669
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$1,236,916
Other income received	2021-12-31	$6,986,683
Net income (gross income less expenses)	2021-12-31	$6,454,559
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$55,966,228
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$49,511,669
Assets. Value of participant loans	2021-12-31	$123,354
Total contributions received or receivable from employer(s)	2021-12-31	$1,662,687
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$280,168
2020 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$274,010
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$1,405
Total income from all sources	2020-12-31	$9,521,639
Expenses. Total of all expenses incurred	2020-12-31	$3,933,768
Benefits paid (including direct rollovers)	2020-12-31	$3,719,154
Total plan assets at end of year	2020-12-31	$49,511,669
Total plan assets at beginning of year	2020-12-31	$43,651,193
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$1,324,696
Contributions received from other sources (not participants or employers)	2020-12-31	$24,237
Other income received	2020-12-31	$6,410,457
Net income (gross income less expenses)	2020-12-31	$5,587,871
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$49,511,669
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$43,649,788
Assets. Value of participant loans	2020-12-31	$305,705
Total contributions received or receivable from employer(s)	2020-12-31	$1,762,249
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$214,614
2019 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$1,405
Total income from all sources	2019-12-31	$10,319,271
Expenses. Total of all expenses incurred	2019-12-31	$1,983,485
Benefits paid (including direct rollovers)	2019-12-31	$1,777,246
Total plan assets at end of year	2019-12-31	$43,651,193
Total plan assets at beginning of year	2019-12-31	$35,314,002
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$1,227,301
Contributions received from other sources (not participants or employers)	2019-12-31	$161,592
Other income received	2019-12-31	$7,173,233
Net income (gross income less expenses)	2019-12-31	$8,335,786
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$43,649,788
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$35,314,002
Assets. Value of participant loans	2019-12-31	$294,182
Total contributions received or receivable from employer(s)	2019-12-31	$1,757,145
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$206,239
2018 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$1,224,273
Expenses. Total of all expenses incurred	2018-12-31	$1,976,229
Benefits paid (including direct rollovers)	2018-12-31	$1,781,685
Total plan assets at end of year	2018-12-31	$35,314,002
Total plan assets at beginning of year	2018-12-31	$36,065,958
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$1,135,867
Contributions received from other sources (not participants or employers)	2018-12-31	$374,855
Other income received	2018-12-31	$-1,968,169
Net income (gross income less expenses)	2018-12-31	$-751,956
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$35,314,002
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$36,065,958
Assets. Value of participant loans	2018-12-31	$324,428
Total contributions received or receivable from employer(s)	2018-12-31	$1,681,720
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$194,544
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total income from all sources	2017-12-31	$7,243,509
Expenses. Total of all expenses incurred	2017-12-31	$2,494,466
Benefits paid (including direct rollovers)	2017-12-31	$2,330,443
Total plan assets at end of year	2017-12-31	$36,065,958
Total plan assets at beginning of year	2017-12-31	$31,316,915
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$1,075,828
Expenses. Other expenses not covered elsewhere	2017-12-31	$164,023
Other income received	2017-12-31	$4,523,961
Net income (gross income less expenses)	2017-12-31	$4,749,043
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$36,065,958
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$31,316,915
Total contributions received or receivable from employer(s)	2017-12-31	$1,643,720
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$5,174,953
Expenses. Total of all expenses incurred	2016-12-31	$2,014,270
Benefits paid (including direct rollovers)	2016-12-31	$1,808,793
Total plan assets at end of year	2016-12-31	$31,316,915
Total plan assets at beginning of year	2016-12-31	$28,156,232
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$1,051,399
Contributions received from other sources (not participants or employers)	2016-12-31	$141,976
Other income received	2016-12-31	$2,371,390
Net income (gross income less expenses)	2016-12-31	$3,160,683
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$31,316,915
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$28,156,232
Total contributions received or receivable from employer(s)	2016-12-31	$1,610,188
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$205,477
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2013 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$8,622
Total income from all sources	2013-12-31	$5,763,967
Expenses. Total of all expenses incurred	2013-12-31	$737,560
Benefits paid (including direct rollovers)	2013-12-31	$615,774
Total plan assets at end of year	2013-12-31	$26,965,065
Total plan assets at beginning of year	2013-12-31	$21,930,036
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$926,077
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$19,986
Other income received	2013-12-31	$3,455,025
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$5,026,407
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$26,956,443
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$21,930,036
Assets. Value of participant loans	2013-12-31	$319,966
Total contributions received or receivable from employer(s)	2013-12-31	$1,362,879
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$121,786
2012 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$23,266
Total income from all sources	2012-12-31	$4,942,030
Expenses. Total of all expenses incurred	2012-12-31	$610,069
Benefits paid (including direct rollovers)	2012-12-31	$525,894
Total plan assets at end of year	2012-12-31	$21,930,036
Total plan assets at beginning of year	2012-12-31	$17,621,341
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$962,828
Contributions received from other sources (not participants or employers)	2012-12-31	$519,010
Other income received	2012-12-31	$2,079,784
Net income (gross income less expenses)	2012-12-31	$4,331,961
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$21,930,036
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$17,598,075
Assets. Value of participant loans	2012-12-31	$314,731
Total contributions received or receivable from employer(s)	2012-12-31	$1,380,408
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$84,175
2011 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$-3,299,833
Total plan liabilities at end of year	2011-12-31	$23,266
Total plan liabilities at beginning of year	2011-12-31	$23,724
Total income from all sources	2011-12-31	$1,994,594
Expenses. Total of all expenses incurred	2011-12-31	$609,289
Benefits paid (including direct rollovers)	2011-12-31	$500,388
Total plan assets at end of year	2011-12-31	$17,621,341
Total plan assets at beginning of year	2011-12-31	$19,536,327
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$803,794
Other income received	2011-12-31	$-239,304
Net income (gross income less expenses)	2011-12-31	$1,385,305
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$17,598,075
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$19,512,603
Assets. Value of participant loans	2011-12-31	$215,513
Total contributions received or receivable from employer(s)	2011-12-31	$1,430,104
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$108,901
2010 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$23,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$157,804
Total income from all sources (including contributions)	2010-12-31	$4,367,368
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$613,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$511,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,691,414
Value of total assets at end of year	2010-12-31	$19,536,327
Value of total assets at beginning of year	2010-12-31	$15,916,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$101,917
Total interest from all sources	2010-12-31	$291,499
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$880,567
Participant contributions at end of year	2010-12-31	$367,002
Participant contributions at beginning of year	2010-12-31	$232,301
Participant contributions at end of year	2010-12-31	$134,565
Participant contributions at beginning of year	2010-12-31	$101,366
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$29,033
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$6,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$3,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$134,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,753,936
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$19,512,603
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$15,758,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$110,210
Investment advisory and management fees	2010-12-31	$101,917
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,994,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,430,099
Interest on participant loans	2010-12-31	$16,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,930,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,951,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,951,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$274,793
Asset value of US Government securities at end of year	2010-12-31	$335,751
Asset value of US Government securities at beginning of year	2010-12-31	$344,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,384,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,781,814
Employer contributions (assets) at end of year	2010-12-31	$363,537
Employer contributions (assets) at beginning of year	2010-12-31	$229,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$511,515
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$6,404,333
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$4,513,630
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$23,724
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$23,724
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	AHEARN, JASCO & COMPANY, P.A.
Accountancy firm EIN	2010-12-31	592008973

Form 5500 Responses for WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN

2022: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2013: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC
Employer identification number (EIN):	582482895
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers