WAGSTAFF LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WAGSTAFF LLP 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
---|
2022: WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 20 |
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 | 1 |
Total of all active and inactive participants | 2022-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 21 |
Number of participants with account balances | 2022-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
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 | 2 |
Total of all active and inactive participants | 2021-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 21 |
Number of participants with account balances | 2021-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 17 |
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 | 1 |
Total of all active and inactive participants | 2020-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 18 |
Number of participants with account balances | 2020-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 20 |
Number of participants with account balances | 2019-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 20 |
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 | 2 |
Total of all active and inactive participants | 2018-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 22 |
Number of participants with account balances | 2018-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 20 |
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 | 3 |
Total of all active and inactive participants | 2017-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 23 |
Number of participants with account balances | 2017-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 20 |
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 | 2 |
Total of all active and inactive participants | 2016-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 23 |
Number of participants with account balances | 2016-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 23 |
Number of participants with account balances | 2015-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 24 |
Number of participants with account balances | 2014-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 21 |
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 | 2 |
Total of all active and inactive participants | 2013-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 24 |
Number of participants with account balances | 2013-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 24 |
Number of participants with account balances | 2012-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 25 |
Number of participants with account balances | 2011-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 22 |
Number of participants with account balances | 2009-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2022 : WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data |
---|
Total income from all sources | 2022-12-31 | $-127,931 |
Expenses. Total of all expenses incurred | 2022-12-31 | $74,989 |
Benefits paid (including direct rollovers) | 2022-12-31 | $7,312 |
Total plan assets at end of year | 2022-12-31 | $7,099,473 |
Total plan assets at beginning of year | 2022-12-31 | $7,302,393 |
Value of fidelity bond covering the plan | 2022-12-31 | $750,000 |
Total contributions received or receivable from participants | 2022-12-31 | $159,032 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $3,624 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-435,209 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-202,920 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,099,473 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,302,393 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $29,486 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $148,246 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $64,053 |
2021 : WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $1,100,599 |
Expenses. Total of all expenses incurred | 2021-12-31 | $120,917 |
Benefits paid (including direct rollovers) | 2021-12-31 | $57,943 |
Total plan assets at end of year | 2021-12-31 | $7,302,393 |
Total plan assets at beginning of year | 2021-12-31 | $6,322,711 |
Value of fidelity bond covering the plan | 2021-12-31 | $750,000 |
Total contributions received or receivable from participants | 2021-12-31 | $129,775 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $4,892 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $825,511 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $979,682 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,302,393 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,322,711 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $29,486 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $145,313 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $58,082 |
2020 : WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $1,224,357 |
Expenses. Total of all expenses incurred | 2020-12-31 | $721,536 |
Benefits paid (including direct rollovers) | 2020-12-31 | $661,046 |
Total plan assets at end of year | 2020-12-31 | $6,322,711 |
Total plan assets at beginning of year | 2020-12-31 | $5,819,890 |
Value of fidelity bond covering the plan | 2020-12-31 | $750,000 |
Total contributions received or receivable from participants | 2020-12-31 | $115,134 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $4,855 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $945,507 |
Net income (gross income less expenses) | 2020-12-31 | $502,821 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,322,711 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,819,890 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $29,486 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $163,716 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $55,635 |
2019 : WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $1,167,023 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,206,364 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,147,353 |
Total plan assets at end of year | 2019-12-31 | $5,819,890 |
Total plan assets at beginning of year | 2019-12-31 | $5,859,231 |
Value of fidelity bond covering the plan | 2019-12-31 | $750,000 |
Total contributions received or receivable from participants | 2019-12-31 | $103,549 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $5,485 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $469 |
Other income received | 2019-12-31 | $908,216 |
Net income (gross income less expenses) | 2019-12-31 | $-39,341 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,819,890 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,859,231 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $29,486 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $154,789 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $53,526 |
2018 : WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data |
---|
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-18,531 |
Expenses. Total of all expenses incurred | 2018-12-31 | $820,615 |
Benefits paid (including direct rollovers) | 2018-12-31 | $754,702 |
Total plan assets at end of year | 2018-12-31 | $5,859,231 |
Total plan assets at beginning of year | 2018-12-31 | $6,698,377 |
Value of fidelity bond covering the plan | 2018-12-31 | $750,000 |
Total contributions received or receivable from participants | 2018-12-31 | $83,003 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $8,785 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-272,201 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-839,146 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,859,231 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,698,377 |
Assets. Value of participant loans | 2018-12-31 | $21,942 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $29,486 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $170,667 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $57,128 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $20,000 |
2017 : WAGSTAFF LLP 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 | $0 |
Total income from all sources | 2017-12-31 | $1,103,480 |
Expenses. Total of all expenses incurred | 2017-12-31 | $262,460 |
Benefits paid (including direct rollovers) | 2017-12-31 | $207,627 |
Total plan assets at end of year | 2017-12-31 | $6,698,377 |
Total plan assets at beginning of year | 2017-12-31 | $5,857,357 |
Value of fidelity bond covering the plan | 2017-12-31 | $750,000 |
Total contributions received or receivable from participants | 2017-12-31 | $16,785 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $5,473 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $870,744 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $841,020 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $6,698,377 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,857,357 |
Assets. Value of participant loans | 2017-12-31 | $47,999 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $112,656 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $215,951 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $49,360 |
2016 : WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data |
---|
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $553,129 |
Expenses. Total of all expenses incurred | 2016-12-31 | $292,716 |
Benefits paid (including direct rollovers) | 2016-12-31 | $241,140 |
Total plan assets at end of year | 2016-12-31 | $5,857,357 |
Total plan assets at beginning of year | 2016-12-31 | $5,596,944 |
Value of fidelity bond covering the plan | 2016-12-31 | $750,000 |
Total contributions received or receivable from participants | 2016-12-31 | $149,865 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $8,433 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $357,027 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $260,413 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,857,357 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,596,944 |
Assets. Value of participant loans | 2016-12-31 | $75,597 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $103,784 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $46,237 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $43,143 |
2015 : WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $99,535 |
Expenses. Total of all expenses incurred | 2015-12-31 | $216,732 |
Benefits paid (including direct rollovers) | 2015-12-31 | $165,510 |
Total plan assets at end of year | 2015-12-31 | $5,596,944 |
Total plan assets at beginning of year | 2015-12-31 | $5,714,141 |
Value of fidelity bond covering the plan | 2015-12-31 | $750,000 |
Total contributions received or receivable from participants | 2015-12-31 | $96,285 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $6,767 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-62,956 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-117,197 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,596,944 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,714,141 |
Assets. Value of participant loans | 2015-12-31 | $109,015 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $147,864 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $66,206 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $44,455 |
2014 : WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $4,693 |
Total income from all sources | 2014-12-31 | $710,770 |
Expenses. Total of all expenses incurred | 2014-12-31 | $257,613 |
Benefits paid (including direct rollovers) | 2014-12-31 | $210,909 |
Total plan assets at end of year | 2014-12-31 | $5,714,141 |
Total plan assets at beginning of year | 2014-12-31 | $5,265,677 |
Value of fidelity bond covering the plan | 2014-12-31 | $750,000 |
Total contributions received or receivable from participants | 2014-12-31 | $109,811 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $5,853 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $2,205 |
Other income received | 2014-12-31 | $474,421 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $453,157 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,714,141 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,260,984 |
Assets. Value of participant loans | 2014-12-31 | $39,282 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $79,644 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $124,333 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $40,851 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : WAGSTAFF LLP 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 | $4,693 |
Total plan liabilities at beginning of year | 2013-12-31 | $4,172 |
Total income from all sources | 2013-12-31 | $1,028,386 |
Expenses. Total of all expenses incurred | 2013-12-31 | $422,421 |
Benefits paid (including direct rollovers) | 2013-12-31 | $381,196 |
Total plan assets at end of year | 2013-12-31 | $5,265,677 |
Total plan assets at beginning of year | 2013-12-31 | $4,659,191 |
Value of fidelity bond covering the plan | 2013-12-31 | $750,000 |
Total contributions received or receivable from participants | 2013-12-31 | $126,593 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $5,005 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $796,689 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $605,965 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,260,984 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,655,019 |
Assets. Value of participant loans | 2013-12-31 | $53,988 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $85,424 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $105,104 |
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 | $36,220 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $4,172 |
Total plan liabilities at beginning of year | 2012-12-31 | $4,273 |
Total income from all sources | 2012-12-31 | $484,392 |
Expenses. Total of all expenses incurred | 2012-12-31 | $315,099 |
Benefits paid (including direct rollovers) | 2012-12-31 | $253,187 |
Total plan assets at end of year | 2012-12-31 | $4,659,191 |
Total plan assets at beginning of year | 2012-12-31 | $4,489,999 |
Value of fidelity bond covering the plan | 2012-12-31 | $750,000 |
Total contributions received or receivable from participants | 2012-12-31 | $106,199 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $8,634 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $260,355 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $169,293 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,655,019 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,485,726 |
Assets. Value of participant loans | 2012-12-31 | $87,139 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $53,684 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $117,838 |
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 | $53,278 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $4,273 |
Total plan liabilities at beginning of year | 2011-12-31 | $3,906 |
Total income from all sources | 2011-12-31 | $258,924 |
Expenses. Total of all expenses incurred | 2011-12-31 | $202,110 |
Benefits paid (including direct rollovers) | 2011-12-31 | $167,076 |
Total plan assets at end of year | 2011-12-31 | $4,489,999 |
Total plan assets at beginning of year | 2011-12-31 | $4,432,818 |
Value of fidelity bond covering the plan | 2011-12-31 | $750,000 |
Total contributions received or receivable from participants | 2011-12-31 | $104,510 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $6,703 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $58,419 |
Net income (gross income less expenses) | 2011-12-31 | $56,814 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,485,726 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,428,912 |
Assets. Value of participant loans | 2011-12-31 | $103,382 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $105,997 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $95,995 |
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 | $28,331 |
2010 : WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $3,906 |
Total plan liabilities at beginning of year | 2010-12-31 | $10,644 |
Total income from all sources | 2010-12-31 | $498,937 |
Expenses. Total of all expenses incurred | 2010-12-31 | $136,788 |
Benefits paid (including direct rollovers) | 2010-12-31 | $109,088 |
Total plan assets at end of year | 2010-12-31 | $4,432,818 |
Total plan assets at beginning of year | 2010-12-31 | $4,077,407 |
Value of fidelity bond covering the plan | 2010-12-31 | $750,000 |
Total contributions received or receivable from participants | 2010-12-31 | $88,904 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $6,398 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $364,149 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $362,149 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,428,912 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,066,763 |
Assets. Value of participant loans | 2010-12-31 | $86,554 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $103,150 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $45,884 |
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 | $21,302 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: WAGSTAFF LLP 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: WAGSTAFF LLP 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: WAGSTAFF LLP 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: WAGSTAFF LLP 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: WAGSTAFF LLP 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: WAGSTAFF LLP 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: WAGSTAFF LLP 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 |
2015: WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WAGSTAFF LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: WAGSTAFF LLP 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: WAGSTAFF LLP 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: WAGSTAFF LLP 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 |
2009: WAGSTAFF LLP 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 |