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TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameTERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST
Plan identification number 001

TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TERRILL & WALDROP PLLC has sponsored the creation of one or more 401k plans.

Company Name:TERRILL & WALDROP PLLC
Employer identification number (EIN):810946217
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAUL TERRILL2024-08-08 PAUL TERRILL2024-08-08
0012022-01-01PAUL TERRILL2023-10-13
0012021-01-01PAUL TERRILL2022-10-14 PAUL TERRILL2022-10-14
0012020-01-01PAUL TERRILL2021-10-14 PAUL TERRILL2021-10-14
0012019-01-01PAUL TERRILL2020-10-13 PAUL TERRILL2020-10-13
0012019-01-01PAUL TERRILL2021-01-15 PAUL TERRILL2021-01-15
0012018-01-01
0012017-01-01PAUL TERRILL2018-09-11 PAUL TERRILL2018-09-11
0012016-01-01PAUL TERRILL2017-07-05 PAUL TERRILL2017-07-05

Financial Data on TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$566,954
Expenses. Total of all expenses incurred2023-12-31$229,620
Benefits paid (including direct rollovers)2023-12-31$229,405
Total plan assets at end of year2023-12-31$2,873,286
Total plan assets at beginning of year2023-12-31$2,535,952
Value of fidelity bond covering the plan2023-12-31$1,260,000
Total contributions received or receivable from participants2023-12-31$144,654
Expenses. Other expenses not covered elsewhere2023-12-31$180
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$306,777
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$337,334
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,873,286
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,535,952
Assets. Value of assets in partnership/joint-venture interests2023-12-31$445,799
Total contributions received or receivable from employer(s)2023-12-31$115,523
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$35
2022 : TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-5,377
Expenses. Total of all expenses incurred2022-12-31$3,637,466
Benefits paid (including direct rollovers)2022-12-31$3,637,351
Total plan assets at end of year2022-12-31$2,535,952
Total plan assets at beginning of year2022-12-31$6,178,795
Value of fidelity bond covering the plan2022-12-31$1,027,000
Total contributions received or receivable from participants2022-12-31$129,600
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-240,932
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-3,642,843
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,535,952
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,178,795
Assets. Value of assets in partnership/joint-venture interests2022-12-31$373,268
Total contributions received or receivable from employer(s)2022-12-31$105,955
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$115
2021 : TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,238,327
Expenses. Total of all expenses incurred2021-12-31$132
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$6,178,795
Total plan assets at beginning of year2021-12-31$4,940,600
Value of fidelity bond covering the plan2021-12-31$807,000
Total contributions received or receivable from participants2021-12-31$125,467
Expenses. Other expenses not covered elsewhere2021-12-31$132
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,017,232
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,238,195
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,178,795
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,940,600
Assets. Value of assets in partnership/joint-venture interests2021-12-31$261,237
Total contributions received or receivable from employer(s)2021-12-31$95,628
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$918,785
Expenses. Total of all expenses incurred2020-12-31$25,109
Benefits paid (including direct rollovers)2020-12-31$25,000
Total plan assets at end of year2020-12-31$4,940,600
Total plan assets at beginning of year2020-12-31$4,046,924
Value of fidelity bond covering the plan2020-12-31$807,000
Total contributions received or receivable from participants2020-12-31$129,500
Expenses. Other expenses not covered elsewhere2020-12-31$109
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$654,895
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$893,676
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,940,600
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,046,924
Assets. Value of assets in partnership/joint-venture interests2020-12-31$192,122
Total contributions received or receivable from employer(s)2020-12-31$134,390
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,024,398
Expenses. Total of all expenses incurred2019-12-31$30,725
Benefits paid (including direct rollovers)2019-12-31$25,000
Total plan assets at end of year2019-12-31$4,046,924
Total plan assets at beginning of year2019-12-31$3,053,251
Value of fidelity bond covering the plan2019-12-31$650,000
Total contributions received or receivable from participants2019-12-31$131,000
Expenses. Other expenses not covered elsewhere2019-12-31$5,725
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$781,991
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$993,673
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,046,924
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,053,251
Assets. Value of assets in partnership/joint-venture interests2019-12-31$199,744
Total contributions received or receivable from employer(s)2019-12-31$111,407
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$92,572
Expenses. Total of all expenses incurred2018-12-31$117,131
Benefits paid (including direct rollovers)2018-12-31$117,131
Total plan assets at end of year2018-12-31$3,053,251
Total plan assets at beginning of year2018-12-31$3,077,810
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$123,250
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-131,914
Net income (gross income less expenses)2018-12-31$-24,559
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,053,251
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,077,810
Assets. Value of assets in partnership/joint-venture interests2018-12-31$200,999
Total contributions received or receivable from employer(s)2018-12-31$101,236
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0

Form 5500 Responses for TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST

2023: TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TERRILL & WALDROP PLLC PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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