WALLACE WELCH & WILLINGHAM, INC. has sponsored the creation of one or more 401k plans.
Additional information about WALLACE WELCH & WILLINGHAM, INC.
Submission information for form 5500 for 401k plan WALLACE WELCH & WILLINGHAM, INC EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2014 : WALLACE WELCH & WILLINGHAM, INC EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-05-09 | $0 |
| Total plan liabilities at end of year | 2014-05-09 | $0 |
| Total plan liabilities at beginning of year | 2014-05-09 | $0 |
| Total income from all sources | 2014-05-09 | $150 |
| Expenses. Total of all expenses incurred | 2014-05-09 | $2,663,483 |
| Benefits paid (including direct rollovers) | 2014-05-09 | $2,663,333 |
| Total plan assets at end of year | 2014-05-09 | $0 |
| Total plan assets at beginning of year | 2014-05-09 | $2,663,333 |
| Value of fidelity bond covering the plan | 2014-05-09 | $500,000 |
| Total contributions received or receivable from participants | 2014-05-09 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-05-09 | $150 |
| Contributions received from other sources (not participants or employers) | 2014-05-09 | $0 |
| Other income received | 2014-05-09 | $150 |
| Noncash contributions received | 2014-05-09 | $0 |
| Net income (gross income less expenses) | 2014-05-09 | $-2,663,333 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-09 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-09 | $2,663,333 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2014-05-09 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2014-05-09 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-05-09 | $0 |
| Total contributions received or receivable from employer(s) | 2014-05-09 | $0 |
| Value of certain deemed distributions of participant loans | 2014-05-09 | $0 |
| Value of corrective distributions | 2014-05-09 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-09 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-09 | $0 |
| 2013 : WALLACE WELCH & WILLINGHAM, INC EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $7 |
| Total income from all sources | 2013-12-31 | $4,180 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $79,372 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $79,322 |
| Total plan assets at end of year | 2013-12-31 | $2,663,333 |
| Total plan assets at beginning of year | 2013-12-31 | $2,738,532 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $50 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $4,180 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $-75,192 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,663,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,738,525 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2013-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2013-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
| Assets. Value of employer securities | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : WALLACE WELCH & WILLINGHAM, INC EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $-14,074 |
| Total plan liabilities at end of year | 2012-12-31 | $7 |
| Total plan liabilities at beginning of year | 2012-12-31 | $1,283 |
| Total income from all sources | 2012-12-31 | $-43,448 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $131,993 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $131,941 |
| Total plan assets at end of year | 2012-12-31 | $2,738,532 |
| Total plan assets at beginning of year | 2012-12-31 | $2,929,323 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $52 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $-139,448 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $-175,441 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,738,525 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,928,040 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2012-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2012-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $0 |
| Assets. Value of employer securities | 2012-12-31 | $2,738,138 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $96,000 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : WALLACE WELCH & WILLINGHAM, INC EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $1,283 |
| Total plan liabilities at beginning of year | 2011-12-31 | $1,283 |
| Total income from all sources | 2011-12-31 | $243,549 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $85,922 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $85,900 |
| Total plan assets at end of year | 2011-12-31 | $2,929,323 |
| Total plan assets at beginning of year | 2011-12-31 | $2,771,696 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $22 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $193,549 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $157,627 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,928,040 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,770,413 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2011-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2011-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $0 |
| Assets. Value of employer securities | 2011-12-31 | $2,878,915 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $50,000 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $82,367 |
| 2010 : WALLACE WELCH & WILLINGHAM, INC EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $1,283 |
| Total plan liabilities at beginning of year | 2010-12-31 | $255,541 |
| Total income from all sources | 2010-12-31 | $251,050 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $37,872 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $37,850 |
| Total plan assets at end of year | 2010-12-31 | $2,771,696 |
| Total plan assets at beginning of year | 2010-12-31 | $2,812,776 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $22 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $150,024 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $213,178 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,770,413 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,557,235 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2010-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2010-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $0 |
| Assets. Value of employer securities | 2010-12-31 | $2,670,422 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $101,026 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $24,921 |
| 2009 : WALLACE WELCH & WILLINGHAM, INC EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2014: WALLACE WELCH & WILLINGHAM, INC EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | This submission is the final filing | Yes |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WALLACE WELCH & WILLINGHAM, INC EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 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: WALLACE WELCH & WILLINGHAM, INC EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 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: WALLACE WELCH & WILLINGHAM, INC EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 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: WALLACE WELCH & WILLINGHAM, INC EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 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: WALLACE WELCH & WILLINGHAM, INC EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 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) | Yes |
| 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 |
