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

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

Plan Name	WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN
Plan identification number	002

WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT 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.
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 NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MIKE ZAHARIADES 2023-10-16
002 2021-01-01 MIKE ZAHARIADES 2022-10-14 MIKE ZAHARIADES 2022-10-14
002 2020-01-01 KYLE SOTO 2021-10-13 KYLE SOTO 2021-10-13
002 2019-01-01 KYLE SOTO 2020-10-14 KYLE SOTO 2020-10-14
002 2018-01-01 MICHAEL MOTSCHMAN 2019-10-11 MICHAEL MOTSCHMAN 2019-10-11
002 2017-01-01
002 2016-01-01
002 2011-01-01 KAREN S. CLAY KAREN S. CLAY 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	MIKE ZAHARIADES	2023-10-16
002	2021-01-01	MIKE ZAHARIADES	2022-10-14	MIKE ZAHARIADES	2022-10-14
002	2020-01-01	KYLE SOTO	2021-10-13	KYLE SOTO	2021-10-13
002	2019-01-01	KYLE SOTO	2020-10-14	KYLE SOTO	2020-10-14
002	2018-01-01	MICHAEL MOTSCHMAN	2019-10-11	MICHAEL MOTSCHMAN	2019-10-11
002	2017-01-01
002	2016-01-01
002	2011-01-01	KAREN S. CLAY		KAREN S. CLAY	2012-10-15

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

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

Measure Date Value
2022: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
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 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 63
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 38
Total of all active and inactive participants 2021-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 101
Number of participants with account balances 2021-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 61
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 31
Total of all active and inactive participants 2020-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 92
Number of participants with account balances 2020-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 72
Number of retired or separated participants receiving benefits 2019-01-01 36
Total of all active and inactive participants 2019-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 108
Number of participants with account balances 2019-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 63
Number of other retired or separated participants entitled to future benefits 2018-01-01 32
Total of all active and inactive participants 2018-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 95
Number of participants with account balances 2018-01-01 95
2017: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 63
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 9
Total of all active and inactive participants 2017-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 72
Number of participants with account balances 2017-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 92
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 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 95
Number of participants with account balances 2016-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2011: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 75
Number of other retired or separated participants entitled to future benefits 2011-01-01 22
Total of all active and inactive participants 2011-01-01 97
Total participants 2011-01-01 97
Number of participants with account balances 2011-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
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	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	63
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	38
Total of all active and inactive participants	2021-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	101
Number of participants with account balances	2021-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	61
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	31
Total of all active and inactive participants	2020-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	92
Number of participants with account balances	2020-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	72
Number of retired or separated participants receiving benefits	2019-01-01	36
Total of all active and inactive participants	2019-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	108
Number of participants with account balances	2019-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	63
Number of other retired or separated participants entitled to future benefits	2018-01-01	32
Total of all active and inactive participants	2018-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	95
Number of participants with account balances	2018-01-01	95
2017: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	63
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	9
Total of all active and inactive participants	2017-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	72
Number of participants with account balances	2017-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	92
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	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	95
Number of participants with account balances	2016-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2011: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	75
Number of other retired or separated participants entitled to future benefits	2011-01-01	22
Total of all active and inactive participants	2011-01-01	97
Total participants	2011-01-01	97
Number of participants with account balances	2011-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

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

Measure	Date	Value
2022 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$-4,987,512
Total income from all sources	2022-12-31	$-789,057
Expenses. Total of all expenses incurred	2022-12-31	$396,326
Benefits paid (including direct rollovers)	2022-12-31	$365,470
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$6,172,895
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$127,608
Contributions received from other sources (not participants or employers)	2022-12-31	$16,521
Other income received	2022-12-31	$-1,137,210
Net income (gross income less expenses)	2022-12-31	$-1,185,383
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,172,895
Assets. Value of participant loans	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$204,024
Value of certain deemed distributions of participant loans	2022-12-31	$12,172
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$18,684
2021 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,210,056
Expenses. Total of all expenses incurred	2021-12-31	$929,708
Benefits paid (including direct rollovers)	2021-12-31	$905,291
Total plan assets at end of year	2021-12-31	$6,172,895
Total plan assets at beginning of year	2021-12-31	$5,892,547
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$174,253
Contributions received from other sources (not participants or employers)	2021-12-31	$29,857
Other income received	2021-12-31	$680,201
Net income (gross income less expenses)	2021-12-31	$280,348
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,172,895
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,892,547
Assets. Value of participant loans	2021-12-31	$94,693
Total contributions received or receivable from employer(s)	2021-12-31	$325,745
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$24,417
2020 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-274,010
Total income from all sources	2020-12-31	$1,174,369
Expenses. Total of all expenses incurred	2020-12-31	$694,471
Benefits paid (including direct rollovers)	2020-12-31	$674,576
Total plan assets at end of year	2020-12-31	$5,892,547
Total plan assets at beginning of year	2020-12-31	$5,686,659
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$161,921
Contributions received from other sources (not participants or employers)	2020-12-31	$56,083
Other income received	2020-12-31	$646,714
Net income (gross income less expenses)	2020-12-31	$479,898
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,892,547
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,686,659
Assets. Value of participant loans	2020-12-31	$188,833
Total contributions received or receivable from employer(s)	2020-12-31	$309,651
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$19,895
2019 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,826,100
Expenses. Total of all expenses incurred	2019-12-31	$633,775
Benefits paid (including direct rollovers)	2019-12-31	$611,896
Total plan assets at end of year	2019-12-31	$5,686,659
Total plan assets at beginning of year	2019-12-31	$4,494,334
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$238,553
Contributions received from other sources (not participants or employers)	2019-12-31	$414,149
Other income received	2019-12-31	$765,792
Net income (gross income less expenses)	2019-12-31	$1,192,325
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,686,659
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,494,334
Assets. Value of participant loans	2019-12-31	$309,261
Total contributions received or receivable from employer(s)	2019-12-31	$407,606
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$21,879
2018 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT 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	$279,110
Expenses. Total of all expenses incurred	2018-12-31	$547,743
Benefits paid (including direct rollovers)	2018-12-31	$518,566
Total plan assets at end of year	2018-12-31	$4,494,334
Total plan assets at beginning of year	2018-12-31	$4,762,967
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$124,242
Contributions received from other sources (not participants or employers)	2018-12-31	$30,936
Other income received	2018-12-31	$-192,963
Net income (gross income less expenses)	2018-12-31	$-268,633
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,494,334
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,762,967
Assets. Value of participant loans	2018-12-31	$297,228
Total contributions received or receivable from employer(s)	2018-12-31	$316,895
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$29,177
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 NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$-9,904
Total income from all sources	2017-12-31	$1,016,348
Expenses. Total of all expenses incurred	2017-12-31	$565,331
Benefits paid (including direct rollovers)	2017-12-31	$512,315
Total plan assets at end of year	2017-12-31	$4,762,967
Total plan assets at beginning of year	2017-12-31	$4,302,046
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$131,442
Expenses. Other expenses not covered elsewhere	2017-12-31	$23,571
Contributions received from other sources (not participants or employers)	2017-12-31	$46,163
Other income received	2017-12-31	$532,673
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$451,017
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,762,967
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,311,950
Total contributions received or receivable from employer(s)	2017-12-31	$306,070
Value of certain deemed distributions of participant loans	2017-12-31	$29,445
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
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 NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$-9,904
Total income from all sources	2016-12-31	$848,710
Expenses. Total of all expenses incurred	2016-12-31	$387,865
Benefits paid (including direct rollovers)	2016-12-31	$358,398
Total plan assets at end of year	2016-12-31	$4,302,046
Total plan assets at beginning of year	2016-12-31	$3,851,105
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$148,100
Expenses. Other expenses not covered elsewhere	2016-12-31	$29,467
Contributions received from other sources (not participants or employers)	2016-12-31	$18,241
Other income received	2016-12-31	$342,431
Net income (gross income less expenses)	2016-12-31	$460,845
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,311,950
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,851,105
Total contributions received or receivable from employer(s)	2016-12-31	$339,938
Value of certain deemed distributions of participant loans	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2011 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$3,299,833
Total income from all sources	2011-12-31	$489,628
Expenses. Total of all expenses incurred	2011-12-31	$324,883
Benefits paid (including direct rollovers)	2011-12-31	$305,501
Total plan assets at end of year	2011-12-31	$3,464,578
Total plan assets at beginning of year	2011-12-31	$0
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$116,755
Contributions received from other sources (not participants or employers)	2011-12-31	$28,000
Other income received	2011-12-31	$-27,592
Net income (gross income less expenses)	2011-12-31	$164,745
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,464,578
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Assets. Value of participant loans	2011-12-31	$205,231
Total contributions received or receivable from employer(s)	2011-12-31	$372,465
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$19,382

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

2022: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT 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	Yes
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 NON-EXEMPT 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 NON-EXEMPT 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 NON-EXEMPT 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 NON-EXEMPT 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 NON-EXEMPT 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 NON-EXEMPT 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
2011: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
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

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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