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Plan Name | SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SHANNON & WILSON, INC. |
Employer identification number (EIN): | 910745357 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about SHANNON & WILSON, INC.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1962-02-23 |
Company Identification Number: | 578058207 |
Legal Registered Office Address: |
400 N 34TH ST STE 100 SEATTLE United States of America (USA) 981038636 |
More information about SHANNON & WILSON, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | NOELANI BEVILL | |||
002 | 2016-01-01 | NOELANI BEVILL | |||
002 | 2015-01-01 | NOELANI BEVILL | |||
002 | 2014-01-01 | NOELANI BEVILL | |||
002 | 2013-01-01 | JEANNIE BROZIK | |||
002 | 2012-01-01 | JEANNIE BROZIK | JEANNIE BROZIK | 2013-10-12 | |
002 | 2011-01-01 | JEANNIE BROZIK | JEANNIE BROZIK | 2012-09-24 | |
002 | 2010-01-01 | JEANNIE BROZIK | JEANNIE BROZIK | 2011-10-11 | |
002 | 2009-01-01 | JEANNIE BROZIK | JEANNIE BROZIK | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2022: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 272 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 231 |
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 | 17 |
Total of all active and inactive participants | 2022-01-01 | 248 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 248 |
Number of participants with account balances | 2022-01-01 | 147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 318 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 257 |
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 | 15 |
Total of all active and inactive participants | 2021-01-01 | 272 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 272 |
Number of participants with account balances | 2021-01-01 | 147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 255 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 278 |
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 | 40 |
Total of all active and inactive participants | 2020-01-01 | 318 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 318 |
Number of participants with account balances | 2020-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 273 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 232 |
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 | 23 |
Total of all active and inactive participants | 2019-01-01 | 255 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 255 |
Number of participants with account balances | 2019-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 301 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 256 |
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 | 17 |
Total of all active and inactive participants | 2018-01-01 | 273 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 273 |
Number of participants with account balances | 2018-01-01 | 152 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 290 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 283 |
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 | 18 |
Total of all active and inactive participants | 2017-01-01 | 301 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 301 |
Number of participants with account balances | 2017-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 319 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 280 |
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 | 10 |
Total of all active and inactive participants | 2016-01-01 | 290 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 290 |
Number of participants with account balances | 2016-01-01 | 156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 317 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 311 |
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 | 8 |
Total of all active and inactive participants | 2015-01-01 | 319 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 319 |
Number of participants with account balances | 2015-01-01 | 164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 298 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 301 |
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 | 16 |
Total of all active and inactive participants | 2014-01-01 | 317 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 317 |
Number of participants with account balances | 2014-01-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 303 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 286 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 298 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 298 |
Number of participants with account balances | 2013-01-01 | 160 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 270 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 287 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 16 |
Total of all active and inactive participants | 2012-01-01 | 303 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 303 |
Number of participants with account balances | 2012-01-01 | 179 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 267 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 263 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
Total of all active and inactive participants | 2011-01-01 | 270 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 270 |
Number of participants with account balances | 2011-01-01 | 173 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 242 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 263 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 267 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 267 |
Number of participants with account balances | 2010-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 238 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 234 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 242 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 242 |
Number of participants with account balances | 2009-01-01 | 154 |
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 : SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $3,794,142 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $3,794,142 |
Total transfer of assets to this plan | 2022-12-31 | $608,604 |
Total transfer of assets from this plan | 2022-12-31 | $1,145,111 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $47,743 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,413,067 |
Total income from all sources (including contributions) | 2022-12-31 | $4,365,745 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $523,860 |
Value of total assets at end of year | 2022-12-31 | $34,602,635 |
Value of total assets at beginning of year | 2022-12-31 | $32,138,721 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $47,743 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $47,743 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $1,413,067 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $1,169,057 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $4,365,745 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $34,554,892 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $30,725,654 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $34,554,892 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $30,725,654 |
Contributions received in cash from employer | 2022-12-31 | $523,860 |
Employer contributions (assets) at end of year | 2022-12-31 | $47,743 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $244,010 |
Income. Dividends from common stock | 2022-12-31 | $47,743 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | VWC, PS |
Accountancy firm EIN | 2022-12-31 | 911007261 |
2021 : SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $4,939,485 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $4,939,485 |
Total transfer of assets to this plan | 2021-12-31 | $1,169,057 |
Total transfer of assets from this plan | 2021-12-31 | $1,981,767 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,413,067 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,808,908 |
Total income from all sources (including contributions) | 2021-12-31 | $5,400,710 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $442,323 |
Value of total assets at end of year | 2021-12-31 | $32,138,721 |
Value of total assets at beginning of year | 2021-12-31 | $27,946,562 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $18,902 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,413,067 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1,808,908 |
Total non interest bearing cash at end of year | 2021-12-31 | $1,169,057 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $787,136 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $5,400,710 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $30,725,654 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $26,137,654 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $30,725,654 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $26,137,654 |
Contributions received in cash from employer | 2021-12-31 | $442,323 |
Employer contributions (assets) at end of year | 2021-12-31 | $244,010 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,021,772 |
Income. Dividends from common stock | 2021-12-31 | $18,902 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | VWC, PS |
Accountancy firm EIN | 2021-12-31 | 911007261 |
2020 : SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $2,216,434 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $2,216,434 |
Total transfer of assets to this plan | 2020-12-31 | $787,136 |
Total transfer of assets from this plan | 2020-12-31 | $3,410,621 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,808,908 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $726,910 |
Total income from all sources (including contributions) | 2020-12-31 | $3,655,908 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $417,702 |
Value of total assets at end of year | 2020-12-31 | $27,946,562 |
Value of total assets at beginning of year | 2020-12-31 | $25,832,141 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,021,772 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $317,596 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $1,808,908 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $726,910 |
Total non interest bearing cash at end of year | 2020-12-31 | $787,136 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $710,806 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,655,908 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $26,137,654 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $25,105,231 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $26,137,654 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $24,787,635 |
Contributions received in cash from employer | 2020-12-31 | $417,702 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,021,772 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $16,104 |
Income. Dividends from common stock | 2020-12-31 | $1,021,772 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | VWC, PS |
Accountancy firm EIN | 2020-12-31 | 911007261 |
2019 : SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $4,068,238 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $4,068,238 |
Total transfer of assets to this plan | 2019-12-31 | $710,806 |
Total transfer of assets from this plan | 2019-12-31 | $1,871,290 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $726,910 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $484,438 |
Total income from all sources (including contributions) | 2019-12-31 | $4,554,300 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $469,958 |
Value of total assets at end of year | 2019-12-31 | $25,832,141 |
Value of total assets at beginning of year | 2019-12-31 | $22,195,853 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $16,104 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $317,596 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $472,490 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $726,910 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $484,438 |
Total non interest bearing cash at end of year | 2019-12-31 | $710,806 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,554,300 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $25,105,231 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $21,711,415 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $24,787,635 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $21,711,415 |
Contributions received in cash from employer | 2019-12-31 | $469,958 |
Employer contributions (assets) at end of year | 2019-12-31 | $16,104 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $11,948 |
Income. Dividends from common stock | 2019-12-31 | $16,104 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | VWC, PS |
Accountancy firm EIN | 2019-12-31 | 911007261 |
2018 : SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $2,521,164 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $2,521,164 |
Total transfer of assets to this plan | 2018-12-31 | $472,490 |
Total transfer of assets from this plan | 2018-12-31 | $1,366,956 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $484,438 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $486,777 |
Total income from all sources (including contributions) | 2018-12-31 | $2,992,430 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $459,318 |
Value of total assets at end of year | 2018-12-31 | $22,195,853 |
Value of total assets at beginning of year | 2018-12-31 | $20,100,228 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $11,948 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $472,490 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $486,777 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $484,438 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $486,777 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $2,992,430 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $21,711,415 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $19,613,451 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $21,711,415 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $19,613,451 |
Contributions received in cash from employer | 2018-12-31 | $459,318 |
Employer contributions (assets) at end of year | 2018-12-31 | $11,948 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $11,948 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | VWC, PS |
Accountancy firm EIN | 2018-12-31 | 911007261 |
2017 : SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $3,531,109 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $3,531,109 |
Total transfer of assets to this plan | 2017-12-31 | $486,777 |
Total transfer of assets from this plan | 2017-12-31 | $1,137,075 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $486,777 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $3,938,077 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $394,345 |
Value of total assets at end of year | 2017-12-31 | $20,100,228 |
Value of total assets at beginning of year | 2017-12-31 | $16,325,672 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $12,623 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $486,777 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $486,777 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,938,077 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $19,613,451 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $16,325,672 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $19,613,451 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $16,325,672 |
Contributions received in cash from employer | 2017-12-31 | $394,345 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $12,623 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | VWC, PS |
Accountancy firm EIN | 2017-12-31 | 911107261 |
2016 : SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $1,545,600 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $1,545,600 |
Total transfer of assets to this plan | 2016-12-31 | $462,399 |
Total transfer of assets from this plan | 2016-12-31 | $1,709,303 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,890,162 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $331,259 |
Value of total assets at end of year | 2016-12-31 | $16,325,672 |
Value of total assets at beginning of year | 2016-12-31 | $15,682,414 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $13,303 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,890,162 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $16,325,672 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $15,682,414 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $16,325,672 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $15,682,414 |
Contributions received in cash from employer | 2016-12-31 | $331,259 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $13,303 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | VWC, PS |
Accountancy firm EIN | 2016-12-31 | 911107261 |
2015 : SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $1,436,320 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $1,436,320 |
Total transfer of assets to this plan | 2015-12-31 | $526,978 |
Total transfer of assets from this plan | 2015-12-31 | $877,260 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $101,165 |
Total income from all sources (including contributions) | 2015-12-31 | $1,789,119 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $329,333 |
Value of total assets at end of year | 2015-12-31 | $15,682,414 |
Value of total assets at beginning of year | 2015-12-31 | $14,344,742 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $23,466 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $30,449 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $101,165 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,789,119 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $15,682,414 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $14,243,577 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $15,682,414 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $14,243,577 |
Contributions received in cash from employer | 2015-12-31 | $329,333 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $70,716 |
Income. Dividends from common stock | 2015-12-31 | $23,466 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | VWC, PS |
Accountancy firm EIN | 2015-12-31 | 911107261 |
2014 : SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $1,614,117 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $1,614,117 |
Total transfer of assets to this plan | 2014-12-31 | $546,404 |
Total transfer of assets from this plan | 2014-12-31 | $861,980 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $101,165 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,014,793 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $370,227 |
Value of total assets at end of year | 2014-12-31 | $14,344,742 |
Value of total assets at beginning of year | 2014-12-31 | $12,544,360 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $30,449 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $30,449 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $101,165 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Income. Non cash contributions | 2014-12-31 | $299,511 |
Value of net income/loss | 2014-12-31 | $2,014,793 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $14,243,577 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,544,360 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $14,243,577 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $12,544,360 |
Contributions received in cash from employer | 2014-12-31 | $70,716 |
Employer contributions (assets) at end of year | 2014-12-31 | $70,716 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $30,449 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | VWC, PS |
Accountancy firm EIN | 2014-12-31 | 911107261 |
2013 : SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $2,285,309 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $2,285,309 |
Total transfer of assets to this plan | 2013-12-31 | $373,603 |
Total transfer of assets from this plan | 2013-12-31 | $1,124,164 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,599,526 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $287,084 |
Value of total assets at end of year | 2013-12-31 | $12,544,360 |
Value of total assets at beginning of year | 2013-12-31 | $10,695,395 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $27,133 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $225,884 |
Value of net income/loss | 2013-12-31 | $2,599,526 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $12,544,360 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,695,395 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $12,544,360 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $10,695,395 |
Contributions received in cash from employer | 2013-12-31 | $61,200 |
Income. Dividends from common stock | 2013-12-31 | $27,133 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | VOLDAL WARTELLE & CO PS |
Accountancy firm EIN | 2013-12-31 | 911107261 |
2012 : SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $1,043,382 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $1,043,382 |
Total transfer of assets to this plan | 2012-12-31 | $296,072 |
Total transfer of assets from this plan | 2012-12-31 | $801,394 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,296,933 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $246,847 |
Value of total assets at end of year | 2012-12-31 | $10,695,395 |
Value of total assets at beginning of year | 2012-12-31 | $9,903,784 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $6,704 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,296,933 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,695,395 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,903,784 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $10,695,395 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $9,903,784 |
Contributions received in cash from employer | 2012-12-31 | $246,847 |
Income. Dividends from common stock | 2012-12-31 | $6,704 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | VOLDAL WARTELLE & CO PS |
Accountancy firm EIN | 2012-12-31 | 911107261 |
2011 : SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $1,039,926 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $1,039,926 |
Total transfer of assets to this plan | 2011-12-31 | $436,898 |
Total transfer of assets from this plan | 2011-12-31 | $475,492 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $57,756 |
Total income from all sources (including contributions) | 2011-12-31 | $1,395,426 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $350,851 |
Value of total assets at end of year | 2011-12-31 | $9,903,784 |
Value of total assets at beginning of year | 2011-12-31 | $8,604,708 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $4,649 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $57,756 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,395,426 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,903,784 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,546,952 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $9,903,784 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $8,546,952 |
Contributions received in cash from employer | 2011-12-31 | $350,851 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $57,756 |
Income. Dividends from common stock | 2011-12-31 | $4,649 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | VOLDAL WARTELLE & CO PS |
Accountancy firm EIN | 2011-12-31 | 911107261 |
2010 : SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $783,532 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $783,532 |
Total transfer of assets to this plan | 2010-12-31 | $266,170 |
Total transfer of assets from this plan | 2010-12-31 | $294,541 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $57,756 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,397 |
Total income from all sources (including contributions) | 2010-12-31 | $1,965,643 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,174,139 |
Value of total assets at end of year | 2010-12-31 | $8,604,708 |
Value of total assets at beginning of year | 2010-12-31 | $6,611,077 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $7,972 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $1,397 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $57,756 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $1,397 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,965,643 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,546,952 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,609,680 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $8,546,952 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $6,609,680 |
Contributions received in cash from employer | 2010-12-31 | $1,174,139 |
Employer contributions (assets) at end of year | 2010-12-31 | $57,756 |
Income. Dividends from common stock | 2010-12-31 | $7,972 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | VOLDAL WARTELLE & CO PS |
Accountancy firm EIN | 2010-12-31 | 911107261 |
2022: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT 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: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT 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: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT 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: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT 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: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT 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: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT 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: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT 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: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT 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: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT 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: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT 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: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT 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: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
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: SHANNON & WILSON, INC. ELIGIBLE INDIVIDUAL ACCOUNT 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 |