401k Plan data: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN plan

WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN
Plan identification number	001

WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

WILLIAM F. VOELP ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM F. VOELP ASSOCIATES, INC.

Employer identification number (EIN): 251348312

NAIC Classification: 425120
NAIC Description: Wholesale Trade Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-10-01 WILLIAM R VOELP 2020-03-25 WILLIAM R VOELP 2020-03-25
001 2017-10-01 WILLIAM R VOELP 2019-01-31 WILLIAM R VOELP 2019-01-31
001 2016-10-01 JOHN F. VOELP JOHN F. VOELP 2018-03-01
001 2015-10-01 JOHN F. VOELP JOHN F. VOELP 2017-03-24
001 2014-10-01 JOHN F. VOELP JOHN F. VOELP 2016-03-02
001 2014-10-01 JOHN F. VOELP JOHN F. VOELP 2016-03-02
001 2013-10-01 JOHN F. VOELP JOHN F. VOELP 2015-04-23
001 2012-10-01 JOHN F. VOELP JOHN F. VOELP 2015-07-16
001 2011-10-01 JOHN F. VOELP JOHN F. VOELP 2013-03-25
001 2009-10-01 JOHN F. VOELP JOHN F. VOELP 2011-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-10-01	WILLIAM R VOELP	2020-03-25	WILLIAM R VOELP	2020-03-25
001	2017-10-01	WILLIAM R VOELP	2019-01-31	WILLIAM R VOELP	2019-01-31
001	2016-10-01	JOHN F. VOELP		JOHN F. VOELP	2018-03-01
001	2015-10-01	JOHN F. VOELP		JOHN F. VOELP	2017-03-24
001	2014-10-01	JOHN F. VOELP		JOHN F. VOELP	2016-03-02
001	2014-10-01	JOHN F. VOELP		JOHN F. VOELP	2016-03-02
001	2013-10-01	JOHN F. VOELP		JOHN F. VOELP	2015-04-23
001	2012-10-01	JOHN F. VOELP		JOHN F. VOELP	2015-07-16
001	2011-10-01	JOHN F. VOELP		JOHN F. VOELP	2013-03-25
001	2009-10-01	JOHN F. VOELP		JOHN F. VOELP	2011-07-15

Plan Statistics for WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN

Measure Date Value
2016: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 2
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 0
Total of all active and inactive participants 2016-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 2
Number of participants with account balances 2016-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 2
Number of retired or separated participants receiving benefits 2015-10-01 0
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 2
Number of participants with account balances 2015-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 2
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 2
Number of participants with account balances 2014-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 2
Total of all active and inactive participants 2013-10-01 2
Total participants 2013-10-01 2
Number of participants with account balances 2013-10-01 2
2012: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 2
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 2
Number of participants with account balances 2012-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 2
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 2
Number of participants with account balances 2011-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 2
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 0
Total of all active and inactive participants 2009-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 2
Number of participants with account balances 2009-10-01 2

Measure	Date	Value
2016: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	2
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	0
Total of all active and inactive participants	2016-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	2
Number of participants with account balances	2016-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	2
Number of retired or separated participants receiving benefits	2015-10-01	0
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	2
Number of participants with account balances	2015-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	2
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	2
Number of participants with account balances	2014-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	2
Total of all active and inactive participants	2013-10-01	2
Total participants	2013-10-01	2
Number of participants with account balances	2013-10-01	2
2012: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	2
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	2
Number of participants with account balances	2012-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	2
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	2
Number of participants with account balances	2011-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	2
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	0
Total of all active and inactive participants	2009-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	2
Number of participants with account balances	2009-10-01	2

Financial Data on WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN

Measure	Date	Value
2017 : WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$184,579
Expenses. Total of all expenses incurred	2017-09-30	$84,472
Benefits paid (including direct rollovers)	2017-09-30	$80,000
Total plan assets at end of year	2017-09-30	$2,333,177
Total plan assets at beginning of year	2017-09-30	$2,233,070
Value of fidelity bond covering the plan	2017-09-30	$500,000
Expenses. Other expenses not covered elsewhere	2017-09-30	$247
Other income received	2017-09-30	$139,415
Net income (gross income less expenses)	2017-09-30	$100,107
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$2,333,177
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$2,233,070
Total contributions received or receivable from employer(s)	2017-09-30	$45,164
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$4,225
2016 : WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$178,319
Expenses. Total of all expenses incurred	2016-09-30	$4,040
Total plan assets at end of year	2016-09-30	$2,233,070
Total plan assets at beginning of year	2016-09-30	$2,058,791
Value of fidelity bond covering the plan	2016-09-30	$500,000
Expenses. Other expenses not covered elsewhere	2016-09-30	$271
Other income received	2016-09-30	$132,319
Net income (gross income less expenses)	2016-09-30	$174,279
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$2,233,070
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$2,058,791
Total contributions received or receivable from employer(s)	2016-09-30	$46,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$3,769
2015 : WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$3,415
Expenses. Total of all expenses incurred	2015-09-30	$1,187
Total plan assets at end of year	2015-09-30	$2,058,791
Total plan assets at beginning of year	2015-09-30	$2,056,563
Value of fidelity bond covering the plan	2015-09-30	$500,000
Expenses. Other expenses not covered elsewhere	2015-09-30	$202
Other income received	2015-09-30	$-48,210
Net income (gross income less expenses)	2015-09-30	$2,228
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$2,058,791
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$2,056,563
Total contributions received or receivable from employer(s)	2015-09-30	$51,625
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$985
2014 : WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$172,964
Expenses. Total of all expenses incurred	2014-09-30	$272
Total plan assets at end of year	2014-09-30	$2,056,563
Total plan assets at beginning of year	2014-09-30	$1,883,871
Value of fidelity bond covering the plan	2014-09-30	$500,000
Expenses. Other expenses not covered elsewhere	2014-09-30	$272
Other income received	2014-09-30	$110,964
Net income (gross income less expenses)	2014-09-30	$172,692
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$2,056,563
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$1,883,871
Total contributions received or receivable from employer(s)	2014-09-30	$62,000
2013 : WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$143,502
Total plan assets at end of year	2013-09-30	$1,883,871
Total plan assets at beginning of year	2013-09-30	$1,740,369
Value of fidelity bond covering the plan	2013-09-30	$500,000
Other income received	2013-09-30	$92,502
Net income (gross income less expenses)	2013-09-30	$143,502
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$1,883,871
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$1,740,369
Total contributions received or receivable from employer(s)	2013-09-30	$51,000
2012 : WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$253,064
Total plan assets at end of year	2012-09-30	$1,740,369
Total plan assets at beginning of year	2012-09-30	$1,487,305
Value of fidelity bond covering the plan	2012-09-30	$200,000
Other income received	2012-09-30	$205,064
Net income (gross income less expenses)	2012-09-30	$253,064
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$1,740,369
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$1,487,305
Total contributions received or receivable from employer(s)	2012-09-30	$48,000
2011 : WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$30,654
Expenses. Total of all expenses incurred	2011-09-30	$329
Total plan assets at end of year	2011-09-30	$1,487,305
Total plan assets at beginning of year	2011-09-30	$1,456,980
Value of fidelity bond covering the plan	2011-09-30	$200,000
Other income received	2011-09-30	$-15,346
Net income (gross income less expenses)	2011-09-30	$30,325
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$1,487,305
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$1,456,980
Total contributions received or receivable from employer(s)	2011-09-30	$46,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$329

Form 5500 Responses for WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN

2016: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM F. VOELP ASSOCIATES INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM F. VOELP ASSOCIATES, INC.
Employer identification number (EIN):	251348312
NAIC Classification:	425120
NAIC Description:	Wholesale Trade Agents and Brokers