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WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameWHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WHEATLAND INSURANCE CENTER INC. has sponsored the creation of one or more 401k plans.

Company Name:WHEATLAND INSURANCE CENTER INC.
Employer identification number (EIN):930563533
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHAEL COREY2023-06-14
0012021-01-01KAREN GIPSON2022-04-24
0012020-01-01KAREN GIPSON2021-04-20
0012019-01-01KAREN GIPSON2020-05-06
0012018-01-01
0012018-01-01KAREN GIPSON2019-04-10
0012017-01-01
0012016-01-01LESLIE K. HUNKAPILLAR
0012015-01-01LESLIE K. HUNKAPILLAR
0012014-01-01LESLIE K. HUNKAPILLAR
0012013-01-01LESLIE K. HUNKAPILLAR LESLIE K. HUNKAPILLAR2014-07-09
0012012-01-01LESLIE K. HUNKAPILLAR LESLIE K. HUNKAPILLAR2013-07-24
0012011-01-01LESLIE K. HUNKAPILLAR LESLIE K. HUNKAPILLAR2012-07-26
0012010-01-01JERALD L. LEWIS JERALD L. LEWIS2011-07-14
0012009-01-01JERALD L. LEWIS JERALD L. LEWIS2010-07-08
0012009-01-01JERALD L. LEWIS JERALD L. LEWIS2010-07-08

Plan Statistics for WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0164
Total number of active participants reported on line 7a of the Form 55002022-01-0148
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0168
Number of participants with account balances2022-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0159
Total number of active participants reported on line 7a of the Form 55002021-01-0152
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0162
Number of participants with account balances2021-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0159
Total number of active participants reported on line 7a of the Form 55002020-01-0149
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0160
Number of participants with account balances2020-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0159
Total number of active participants reported on line 7a of the Form 55002019-01-0152
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0158
Number of participants with account balances2019-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0154
Total number of active participants reported on line 7a of the Form 55002018-01-0150
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0158
Number of participants with account balances2018-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0148
Total number of active participants reported on line 7a of the Form 55002017-01-0143
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0148
Total participants2017-01-0148
Number of participants with account balances2017-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0146
Total number of active participants reported on line 7a of the Form 55002016-01-0140
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0145
Number of participants with account balances2016-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0148
Total number of active participants reported on line 7a of the Form 55002015-01-0142
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0145
Number of participants with account balances2015-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0145
Total number of active participants reported on line 7a of the Form 55002014-01-0144
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0147
Number of participants with account balances2014-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0143
Total number of active participants reported on line 7a of the Form 55002013-01-0144
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0147
Number of participants with account balances2013-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0149
Total number of active participants reported on line 7a of the Form 55002012-01-0145
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0149
Number of participants with account balances2012-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0147
Total number of active participants reported on line 7a of the Form 55002011-01-0146
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0149
Number of participants with account balances2011-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0145
Total number of active participants reported on line 7a of the Form 55002010-01-0144
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0144
Number of participants with account balances2010-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0139
Total number of active participants reported on line 7a of the Form 55002009-01-0143
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0144
Number of participants with account balances2009-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources2022-12-31$-395,169
Expenses. Total of all expenses incurred2022-12-31$121,803
Benefits paid (including direct rollovers)2022-12-31$116,451
Total plan assets at end of year2022-12-31$5,658,917
Total plan assets at beginning of year2022-12-31$6,175,889
Value of fidelity bond covering the plan2022-12-31$565,892
Total contributions received or receivable from participants2022-12-31$208,686
Expenses. Other expenses not covered elsewhere2022-12-31$3,274
Other income received2022-12-31$-677,200
Net income (gross income less expenses)2022-12-31$-516,972
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,658,917
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,175,889
Assets. Value of participant loans2022-12-31$49,281
Total contributions received or receivable from employer(s)2022-12-31$73,345
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,078
2021 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$664,394
Expenses. Total of all expenses incurred2021-12-31$97,967
Benefits paid (including direct rollovers)2021-12-31$91,960
Total plan assets at end of year2021-12-31$6,175,889
Total plan assets at beginning of year2021-12-31$5,609,462
Value of fidelity bond covering the plan2021-12-31$617,589
Total contributions received or receivable from participants2021-12-31$225,301
Expenses. Other expenses not covered elsewhere2021-12-31$5,230
Other income received2021-12-31$403,418
Net income (gross income less expenses)2021-12-31$566,427
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,175,889
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,609,462
Assets. Value of participant loans2021-12-31$49,404
Total contributions received or receivable from employer(s)2021-12-31$35,675
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$777
2020 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$954,276
Expenses. Total of all expenses incurred2020-12-31$775,287
Benefits paid (including direct rollovers)2020-12-31$768,318
Total plan assets at end of year2020-12-31$5,609,462
Total plan assets at beginning of year2020-12-31$5,430,473
Value of fidelity bond covering the plan2020-12-31$561,000
Total contributions received or receivable from participants2020-12-31$244,246
Expenses. Other expenses not covered elsewhere2020-12-31$6,247
Other income received2020-12-31$666,491
Net income (gross income less expenses)2020-12-31$178,989
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,609,462
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,430,473
Assets. Value of participant loans2020-12-31$70,530
Total contributions received or receivable from employer(s)2020-12-31$43,539
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$722
2019 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$969,994
Expenses. Total of all expenses incurred2019-12-31$483,136
Benefits paid (including direct rollovers)2019-12-31$477,172
Total plan assets at end of year2019-12-31$5,430,473
Total plan assets at beginning of year2019-12-31$4,943,615
Value of fidelity bond covering the plan2019-12-31$544,000
Total contributions received or receivable from participants2019-12-31$248,545
Expenses. Other expenses not covered elsewhere2019-12-31$5,164
Other income received2019-12-31$679,856
Net income (gross income less expenses)2019-12-31$486,858
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,430,473
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,943,615
Assets. Value of participant loans2019-12-31$84,046
Total contributions received or receivable from employer(s)2019-12-31$41,593
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$800
2018 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$151,367
Expenses. Total of all expenses incurred2018-12-31$126,363
Benefits paid (including direct rollovers)2018-12-31$121,955
Total plan assets at end of year2018-12-31$4,943,615
Total plan assets at beginning of year2018-12-31$4,918,610
Value of fidelity bond covering the plan2018-12-31$495,000
Total contributions received or receivable from participants2018-12-31$286,466
Expenses. Other expenses not covered elsewhere2018-12-31$3,854
Contributions received from other sources (not participants or employers)2018-12-31$2,251
Other income received2018-12-31$-213,180
Net income (gross income less expenses)2018-12-31$25,004
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,943,615
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,918,610
Assets. Value of participant loans2018-12-31$86,087
Total contributions received or receivable from employer(s)2018-12-31$75,830
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$554
2017 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$795,391
Expenses. Total of all expenses incurred2017-12-31$261,171
Benefits paid (including direct rollovers)2017-12-31$260,753
Total plan assets at end of year2017-12-31$4,918,610
Total plan assets at beginning of year2017-12-31$4,384,390
Value of fidelity bond covering the plan2017-12-31$495,000
Total contributions received or receivable from participants2017-12-31$285,698
Other income received2017-12-31$468,767
Net income (gross income less expenses)2017-12-31$534,220
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,918,610
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,384,390
Assets. Value of participant loans2017-12-31$109,465
Total contributions received or receivable from employer(s)2017-12-31$40,926
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$418
2016 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$568,898
Expenses. Total of all expenses incurred2016-12-31$162,120
Benefits paid (including direct rollovers)2016-12-31$161,672
Total plan assets at end of year2016-12-31$4,384,390
Total plan assets at beginning of year2016-12-31$3,977,612
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$278,543
Expenses. Other expenses not covered elsewhere2016-12-31$448
Other income received2016-12-31$252,406
Net income (gross income less expenses)2016-12-31$406,778
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,384,390
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,977,612
Assets. Value of participant loans2016-12-31$110,035
Total contributions received or receivable from employer(s)2016-12-31$37,949
2015 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$339,432
Expenses. Total of all expenses incurred2015-12-31$609,197
Benefits paid (including direct rollovers)2015-12-31$608,813
Total plan assets at end of year2015-12-31$3,977,612
Total plan assets at beginning of year2015-12-31$4,247,377
Value of fidelity bond covering the plan2015-12-31$450,000
Total contributions received or receivable from participants2015-12-31$308,688
Other income received2015-12-31$-6,829
Net income (gross income less expenses)2015-12-31$-269,765
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,977,612
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,247,377
Assets. Value of participant loans2015-12-31$95,478
Total contributions received or receivable from employer(s)2015-12-31$37,573
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$384
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$440,468
Expenses. Total of all expenses incurred2014-12-31$4,646
Benefits paid (including direct rollovers)2014-12-31$4,302
Total plan assets at end of year2014-12-31$4,247,377
Total plan assets at beginning of year2014-12-31$3,811,555
Value of fidelity bond covering the plan2014-12-31$450,000
Total contributions received or receivable from participants2014-12-31$300,927
Other income received2014-12-31$119,441
Net income (gross income less expenses)2014-12-31$435,822
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,247,377
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,811,555
Assets. Value of participant loans2014-12-31$88,955
Total contributions received or receivable from employer(s)2014-12-31$20,100
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$344
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$719,844
Expenses. Total of all expenses incurred2013-12-31$34,553
Benefits paid (including direct rollovers)2013-12-31$34,271
Total plan assets at end of year2013-12-31$3,811,555
Total plan assets at beginning of year2013-12-31$3,126,264
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$307,258
Other income received2013-12-31$392,896
Net income (gross income less expenses)2013-12-31$685,291
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,811,555
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,126,264
Assets. Value of participant loans2013-12-31$91,759
Total contributions received or receivable from employer(s)2013-12-31$19,690
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$564,168
Expenses. Total of all expenses incurred2012-12-31$315
Benefits paid (including direct rollovers)2012-12-31$75
Total plan assets at end of year2012-12-31$3,126,264
Total plan assets at beginning of year2012-12-31$2,562,411
Value of fidelity bond covering the plan2012-12-31$320,000
Total contributions received or receivable from participants2012-12-31$286,936
Noncash contributions received2012-12-31$257,232
Net income (gross income less expenses)2012-12-31$563,853
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,126,264
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,562,411
Assets. Value of participant loans2012-12-31$87,932
Total contributions received or receivable from employer(s)2012-12-31$20,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$240
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$237,805
Expenses. Total of all expenses incurred2011-12-31$5,451
Benefits paid (including direct rollovers)2011-12-31$5,317
Total plan assets at end of year2011-12-31$2,562,411
Total plan assets at beginning of year2011-12-31$2,330,057
Value of fidelity bond covering the plan2011-12-31$260,000
Total contributions received or receivable from participants2011-12-31$254,515
Contributions received from other sources (not participants or employers)2011-12-31$1,527
Other income received2011-12-31$-36,337
Net income (gross income less expenses)2011-12-31$232,354
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,562,411
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,330,057
Assets. Value of participant loans2011-12-31$84,226
Total contributions received or receivable from employer(s)2011-12-31$18,100
Value of certain deemed distributions of participant loans2011-12-31$134
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$562,372
Expenses. Total of all expenses incurred2010-12-31$32,213
Benefits paid (including direct rollovers)2010-12-31$31,023
Total plan assets at end of year2010-12-31$2,330,057
Total plan assets at beginning of year2010-12-31$1,799,898
Value of fidelity bond covering the plan2010-12-31$235,000
Total contributions received or receivable from participants2010-12-31$375,729
Other income received2010-12-31$169,495
Net income (gross income less expenses)2010-12-31$530,159
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,330,057
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,799,898
Assets. Value of participant loans2010-12-31$18,049
Total contributions received or receivable from employer(s)2010-12-31$17,148
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST

2022: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98607
Policy instance 1
Insurance contract or identification number98607
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,123
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14003
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98607
Policy instance 1
Insurance contract or identification number98607
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,682
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14521
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98607
Policy instance 1
Insurance contract or identification number98607
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,742
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13650
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98607
Policy instance 1
Insurance contract or identification number98607
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,533
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12531
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98607
Policy instance 1
Insurance contract or identification number98607
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,281
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12297
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98607
Policy instance 1
Insurance contract or identification number98607
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6
Total amount of fees paid to insurance companyUSD $3,519
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6
Amount paid for insurance broker fees3519
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?4
Insurance broker nameEDWARD D. JONES & COMPANY

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