WITHERSPOON, KELLEY, DAVENPORT & TOOLE, P.S. has sponsored the creation of one or more 401k plans.
Additional information about WITHERSPOON, KELLEY, DAVENPORT & TOOLE, P.S.
Submission information for form 5500 for 401k plan WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN
401k plan membership statisitcs for WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN
| Measure | Date | Value |
|---|
| 2021: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 51 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 26 |
| Total of all active and inactive participants | 2021-10-01 | 79 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
| Total participants | 2021-10-01 | 79 |
| Number of participants with account balances | 2021-10-01 | 77 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 0 |
| 2020: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 60 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 26 |
| Total of all active and inactive participants | 2020-10-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
| Total participants | 2020-10-01 | 88 |
| Number of participants with account balances | 2020-10-01 | 85 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
| 2019: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 64 |
| Number of retired or separated participants receiving benefits | 2019-10-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 26 |
| Total of all active and inactive participants | 2019-10-01 | 92 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
| Total participants | 2019-10-01 | 92 |
| Number of participants with account balances | 2019-10-01 | 88 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
| 2018: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 62 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 23 |
| Total of all active and inactive participants | 2018-10-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
| Total participants | 2018-10-01 | 87 |
| Number of participants with account balances | 2018-10-01 | 84 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
| 2017: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 63 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 19 |
| Total of all active and inactive participants | 2017-10-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
| Total participants | 2017-10-01 | 85 |
| Number of participants with account balances | 2017-10-01 | 82 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
| 2016: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 62 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 18 |
| Total of all active and inactive participants | 2016-10-01 | 82 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
| Total participants | 2016-10-01 | 82 |
| Number of participants with account balances | 2016-10-01 | 82 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
| 2015: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 65 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 0 |
| Total of all active and inactive participants | 2015-10-01 | 83 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 1 |
| Total participants | 2015-10-01 | 84 |
| Number of participants with account balances | 2015-10-01 | 81 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
| 2014: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 68 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 23 |
| Total of all active and inactive participants | 2014-10-01 | 91 |
| Total participants | 2014-10-01 | 91 |
| Number of participants with account balances | 2014-10-01 | 91 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
| 2009: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 82 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 15 |
| Total of all active and inactive participants | 2009-10-01 | 97 |
| Total participants | 2009-10-01 | 97 |
| Number of participants with account balances | 2009-10-01 | 95 |
| 2008: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-10-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-10-01 | 82 |
| Number of retired or separated participants receiving benefits | 2008-10-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2008-10-01 | 5 |
| Total of all active and inactive participants | 2008-10-01 | 92 |
| Total participants | 2008-10-01 | 92 |
| Number of participants with account balances | 2008-10-01 | 92 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-10-01 | 0 |
| 2007: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-10-01 | 90 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-10-01 | 78 |
| Number of retired or separated participants receiving benefits | 2007-10-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2007-10-01 | 4 |
| Total of all active and inactive participants | 2007-10-01 | 95 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-10-01 | 0 |
| Total participants | 2007-10-01 | 95 |
| Number of participants with account balances | 2007-10-01 | 82 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-10-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-09-30 | $-5,254,749 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $4,952,451 |
| Benefits paid (including direct rollovers) | 2022-09-30 | $4,752,785 |
| Total plan assets at end of year | 2022-09-30 | $36,707,915 |
| Total plan assets at beginning of year | 2022-09-30 | $46,915,115 |
| Value of fidelity bond covering the plan | 2022-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2022-09-30 | $562,570 |
| Contributions received from other sources (not participants or employers) | 2022-09-30 | $0 |
| Other income received | 2022-09-30 | $-6,933,345 |
| Net income (gross income less expenses) | 2022-09-30 | $-10,207,200 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $36,707,915 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $46,915,115 |
| Assets. Value of participant loans | 2022-09-30 | $146,486 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-09-30 | $212,936 |
| Total contributions received or receivable from employer(s) | 2022-09-30 | $1,116,026 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $199,666 |
| 2021 : WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-09-30 | $9,102,324 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $1,212,008 |
| Benefits paid (including direct rollovers) | 2021-09-30 | $985,359 |
| Total plan assets at end of year | 2021-09-30 | $46,915,115 |
| Total plan assets at beginning of year | 2021-09-30 | $39,024,799 |
| Value of fidelity bond covering the plan | 2021-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2021-09-30 | $557,007 |
| Expenses. Other expenses not covered elsewhere | 2021-09-30 | $7,404 |
| Other income received | 2021-09-30 | $7,401,037 |
| Net income (gross income less expenses) | 2021-09-30 | $7,890,316 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $46,915,115 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $39,024,799 |
| Assets. Value of participant loans | 2021-09-30 | $172,092 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-09-30 | $174,286 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $1,144,280 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $219,245 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
| 2020 : WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-09-30 | $5,344,840 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $1,505,571 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $1,363,863 |
| Total plan assets at end of year | 2020-09-30 | $39,024,799 |
| Total plan assets at beginning of year | 2020-09-30 | $35,185,530 |
| Value of fidelity bond covering the plan | 2020-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2020-09-30 | $460,325 |
| Expenses. Other expenses not covered elsewhere | 2020-09-30 | $9,239 |
| Other income received | 2020-09-30 | $3,883,831 |
| Net income (gross income less expenses) | 2020-09-30 | $3,839,269 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $39,024,799 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $35,185,530 |
| Assets. Value of participant loans | 2020-09-30 | $158,853 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-09-30 | $148,551 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $1,000,684 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $132,469 |
| 2019 : WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2019-09-30 | $0 |
| Total income from all sources | 2019-09-30 | $2,574,823 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $3,375,885 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $3,204,235 |
| Total plan assets at end of year | 2019-09-30 | $35,185,530 |
| Total plan assets at beginning of year | 2019-09-30 | $35,986,592 |
| Value of fidelity bond covering the plan | 2019-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2019-09-30 | $506,167 |
| Expenses. Other expenses not covered elsewhere | 2019-09-30 | $1,837 |
| Other income received | 2019-09-30 | $1,141,559 |
| Net income (gross income less expenses) | 2019-09-30 | $-801,062 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $35,185,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $35,986,592 |
| Assets. Value of participant loans | 2019-09-30 | $81,534 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-09-30 | $141,400 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $927,097 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $169,813 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
| 2018 : WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
| 2017 : WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-09-30 | $0 |
| Total plan liabilities at beginning of year | 2017-09-30 | $0 |
| Total income from all sources | 2017-09-30 | $5,189,536 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $378,706 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $227,701 |
| Total plan assets at end of year | 2017-09-30 | $32,374,962 |
| Total plan assets at beginning of year | 2017-09-30 | $27,564,132 |
| Value of fidelity bond covering the plan | 2017-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2017-09-30 | $488,974 |
| Expenses. Other expenses not covered elsewhere | 2017-09-30 | $1,816 |
| Contributions received from other sources (not participants or employers) | 2017-09-30 | $55,831 |
| Other income received | 2017-09-30 | $3,748,686 |
| Noncash contributions received | 2017-09-30 | $0 |
| Net income (gross income less expenses) | 2017-09-30 | $4,810,830 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $32,374,962 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $27,564,132 |
| Assets. Value of participant loans | 2017-09-30 | $70,853 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-09-30 | $105,805 |
| Total contributions received or receivable from employer(s) | 2017-09-30 | $896,045 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $149,189 |
| 2016 : WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-09-30 | $0 |
| Total plan liabilities at beginning of year | 2016-09-30 | $0 |
| Total income from all sources | 2016-09-30 | $4,076,504 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $2,349,032 |
| Benefits paid (including direct rollovers) | 2016-09-30 | $2,211,433 |
| Total plan assets at end of year | 2016-09-30 | $27,564,132 |
| Total plan assets at beginning of year | 2016-09-30 | $25,836,660 |
| Value of fidelity bond covering the plan | 2016-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2016-09-30 | $577,384 |
| Contributions received from other sources (not participants or employers) | 2016-09-30 | $1,826 |
| Other income received | 2016-09-30 | $2,587,445 |
| Noncash contributions received | 2016-09-30 | $0 |
| Net income (gross income less expenses) | 2016-09-30 | $1,727,472 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $27,564,132 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $25,836,660 |
| Assets. Value of participant loans | 2016-09-30 | $85,286 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-09-30 | $80,282 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $909,849 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $137,599 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
| 2015 : WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-09-30 | $0 |
| Total plan liabilities at beginning of year | 2015-09-30 | $0 |
| Total income from all sources | 2015-09-30 | $399,613 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $3,485,129 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $3,377,254 |
| Total plan assets at end of year | 2015-09-30 | $25,836,660 |
| Total plan assets at beginning of year | 2015-09-30 | $28,922,176 |
| Value of fidelity bond covering the plan | 2015-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2015-09-30 | $500,001 |
| Expenses. Other expenses not covered elsewhere | 2015-09-30 | $7,431 |
| Contributions received from other sources (not participants or employers) | 2015-09-30 | $15,269 |
| Other income received | 2015-09-30 | $-1,079,389 |
| Noncash contributions received | 2015-09-30 | $0 |
| Net income (gross income less expenses) | 2015-09-30 | $-3,085,516 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $25,836,660 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $28,922,176 |
| Assets. Value of participant loans | 2015-09-30 | $83,183 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-09-30 | $136,994 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $963,732 |
| Value of certain deemed distributions of participant loans | 2015-09-30 | $0 |
| Value of corrective distributions | 2015-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $100,444 |
| 2011 : WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $1,697,535 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $339,558 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $232,160 |
| Total plan assets at end of year | 2011-09-30 | $26,683,369 |
| Total plan assets at beginning of year | 2011-09-30 | $25,325,391 |
| Value of fidelity bond covering the plan | 2011-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2011-09-30 | $597,768 |
| Contributions received from other sources (not participants or employers) | 2011-09-30 | $2,826 |
| Other income received | 2011-09-30 | $-67,620 |
| Net income (gross income less expenses) | 2011-09-30 | $1,357,977 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $26,683,369 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $25,325,391 |
| Assets. Value of participant loans | 2011-09-30 | $158,424 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-09-30 | $180,880 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $1,164,561 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $107,398 |
| 2010 : WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-09-30 | $3,590,767 |
| Expenses. Total of all expenses incurred | 2010-09-30 | $542,009 |
| Benefits paid (including direct rollovers) | 2010-09-30 | $441,965 |
| Total plan assets at end of year | 2010-09-30 | $23,338,999 |
| Total plan assets at beginning of year | 2010-09-30 | $22,046,920 |
| Value of fidelity bond covering the plan | 2010-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2010-09-30 | $584,729 |
| Contributions received from other sources (not participants or employers) | 2010-09-30 | $380,389 |
| Other income received | 2010-09-30 | $1,453,698 |
| Net income (gross income less expenses) | 2010-09-30 | $3,048,758 |
| Net plan assets at end of year (total assets less liabilities) | 2010-09-30 | $23,338,999 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-09-30 | $22,046,920 |
| Assets. Value of participant loans | 2010-09-30 | $164,559 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-09-30 | $76,721 |
| Total contributions received or receivable from employer(s) | 2010-09-30 | $1,171,951 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-09-30 | $100,044 |
| 2009 : WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2009 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2009-09-30 | $0 |
| Total income from all sources | 2009-09-30 | $517,967 |
| Expenses. Total of all expenses incurred | 2009-09-30 | $288,254 |
| Benefits paid (including direct rollovers) | 2009-09-30 | $194,810 |
| Total plan assets at end of year | 2009-09-30 | $2,227,632 |
| Total plan assets at beginning of year | 2009-09-30 | $22,046,920 |
| Value of fidelity bond covering the plan | 2009-09-30 | $600,000 |
| Total contributions received or receivable from participants | 2009-09-30 | $558,631 |
| Contributions received from other sources (not participants or employers) | 2009-09-30 | $283,533 |
| Other income received | 2009-09-30 | $-1,475,285 |
| Net income (gross income less expenses) | 2009-09-30 | $229,713 |
| Net plan assets at end of year (total assets less liabilities) | 2009-09-30 | $2,227,632 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-09-30 | $22,046,920 |
| Assets. Value of participant loans | 2009-09-30 | $185,371 |
| Assets. Value of assets in partnership/joint-venture interests | 2009-09-30 | $14,056 |
| Total contributions received or receivable from employer(s) | 2009-09-30 | $1,151,088 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2009-09-30 | $93,444 |
| 2008 : WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2008 401k financial data |
|---|
| Transfers to/from the plan | 2008-09-30 | $0 |
| Total plan liabilities at end of year | 2008-09-30 | $0 |
| Total plan liabilities at beginning of year | 2008-09-30 | $0 |
| Total income from all sources | 2008-09-30 | $-2,333,130 |
| Expenses. Total of all expenses incurred | 2008-09-30 | $192,063 |
| Benefits paid (including direct rollovers) | 2008-09-30 | $69,413 |
| Total plan assets at end of year | 2008-09-30 | $22,046,920 |
| Total plan assets at beginning of year | 2008-09-30 | $24,572,113 |
| Value of fidelity bond covering the plan | 2008-09-30 | $600,000 |
| Total contributions received or receivable from participants | 2008-09-30 | $505,708 |
| Expenses. Other expenses not covered elsewhere | 2008-09-30 | $122,650 |
| Contributions received from other sources (not participants or employers) | 2008-09-30 | $0 |
| Other income received | 2008-09-30 | $-3,844,841 |
| Noncash contributions received | 2008-09-30 | $0 |
| Net income (gross income less expenses) | 2008-09-30 | $-2,525,193 |
| Net plan assets at end of year (total assets less liabilities) | 2008-09-30 | $22,046,920 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-09-30 | $24,572,113 |
| Assets. Value of participant loans | 2008-09-30 | $84,679 |
| Assets. Value of assets in partnership/joint-venture interests | 2008-09-30 | $16,426 |
| Total contributions received or receivable from employer(s) | 2008-09-30 | $1,006,003 |
| Value of certain deemed distributions of participant loans | 2008-09-30 | $0 |
| Value of corrective distributions | 2008-09-30 | $0 |
| 2021: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Submission has been amended | No |
| 2021-10-01 | This submission is the final filing | No |
| 2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-10-01 | Plan is a collectively bargained plan | No |
| 2021-10-01 | Plan funding arrangement – Insurance | Yes |
| 2021-10-01 | Plan funding arrangement – Trust | Yes |
| 2021-10-01 | Plan benefit arrangement - Trust | Yes |
| 2020: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Submission has been amended | No |
| 2020-10-01 | This submission is the final filing | No |
| 2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-10-01 | Plan is a collectively bargained plan | No |
| 2020-10-01 | Plan funding arrangement – Insurance | Yes |
| 2020-10-01 | Plan funding arrangement – Trust | Yes |
| 2020-10-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Submission has been amended | No |
| 2019-10-01 | This submission is the final filing | No |
| 2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-10-01 | Plan is a collectively bargained plan | No |
| 2019-10-01 | Plan funding arrangement – Insurance | Yes |
| 2019-10-01 | Plan funding arrangement – Trust | Yes |
| 2019-10-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Submission has been amended | No |
| 2018-10-01 | This submission is the final filing | No |
| 2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-10-01 | Plan is a collectively bargained plan | No |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan funding arrangement – Trust | Yes |
| 2018-10-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Submission has been amended | No |
| 2017-10-01 | This submission is the final filing | No |
| 2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-10-01 | Plan is a collectively bargained plan | No |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan funding arrangement – Trust | Yes |
| 2017-10-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Submission has been amended | No |
| 2016-10-01 | This submission is the final filing | No |
| 2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-10-01 | Plan is a collectively bargained plan | No |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan funding arrangement – Trust | Yes |
| 2016-10-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | First time form 5500 has been submitted | Yes |
| 2015-10-01 | Submission has been amended | No |
| 2015-10-01 | This submission is the final filing | No |
| 2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-10-01 | Plan is a collectively bargained plan | No |
| 2015-10-01 | Plan funding arrangement – Trust | Yes |
| 2015-10-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Submission has been amended | No |
| 2014-10-01 | This submission is the final filing | No |
| 2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-10-01 | Plan is a collectively bargained plan | No |
| 2014-10-01 | Plan funding arrangement – Trust | Yes |
| 2014-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | Yes |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| 2008: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2008 form 5500 responses |
|---|
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | Yes |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |
| 2008-10-01 | Plan funding arrangement – Trust | Yes |
| 2008-10-01 | Plan benefit arrangement - Trust | Yes |
| 2007: WITHERSPOON, KELLEY, DAVENPORT & TOOLE 401(K) PROFIT-SHARING PLAN 2007 form 5500 responses |
|---|
| 2007-10-01 | Type of plan entity | Single employer plan |
| 2007-10-01 | Submission has been amended | No |
| 2007-10-01 | This submission is the final filing | No |
| 2007-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-10-01 | Plan is a collectively bargained plan | No |
| 2007-10-01 | Plan funding arrangement – Trust | Yes |
| 2007-10-01 | Plan benefit arrangement - Trust | Yes |
