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Plan Name | FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | FRANK WINNE & SON, INC. |
Employer identification number (EIN): | 262982621 |
NAIC Classification: | 423990 |
NAIC Description: | Other Miscellaneous Durable Goods Merchant Wholesalers |
Additional information about FRANK WINNE & SON, INC.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 2012-06-20 |
Company Identification Number: | 603210136 |
Legal Registered Office Address: |
300 DESCHUTES WAY SW STE 208 MC-CSC1 TUMWATER United States of America (USA) 98501 |
More information about FRANK WINNE & SON, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ROBERT ADELIZZI | |||
002 | 2017-01-01 | ROBERT ADELIZZI | |||
002 | 2016-01-01 | ROBERT ADELIZZI | |||
002 | 2015-01-01 | ROBERT ADELIZZI | |||
002 | 2014-01-01 | ROBERT ADELIZZI | |||
002 | 2013-01-01 | ROBERT ADELIZZI | |||
002 | 2012-01-01 | ROBERT ADELIZZI | ROBERT ADELIZZI | 2013-09-20 | |
002 | 2011-01-01 | ROBERT P. ADELIZZI | 2012-07-10 | ROBERT P. ADELIZZI | 2012-07-10 |
002 | 2010-10-01 | ROBERT P. ADELIZZI | 2011-07-20 |
Measure | Date | Value |
---|---|---|
2022: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 7 |
Total of all active and inactive participants | 2022-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 43 |
Number of participants with account balances | 2022-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 5 |
Total of all active and inactive participants | 2021-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 42 |
Number of participants with account balances | 2021-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
Total of all active and inactive participants | 2020-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 44 |
Number of participants with account balances | 2020-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 42 |
Number of participants with account balances | 2019-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 43 |
Number of participants with account balances | 2018-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 39 |
Number of participants with account balances | 2017-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 43 |
Number of participants with account balances | 2016-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 41 |
Number of participants with account balances | 2015-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 46 |
Number of participants with account balances | 2014-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 42 |
Number of participants with account balances | 2013-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
Total of all active and inactive participants | 2012-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 44 |
Number of participants with account balances | 2012-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-729,447 |
Expenses. Total of all expenses incurred | 2022-12-31 | $80,592 |
Benefits paid (including direct rollovers) | 2022-12-31 | $58,318 |
Total plan assets at end of year | 2022-12-31 | $5,832,281 |
Total plan assets at beginning of year | 2022-12-31 | $6,642,320 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $273,319 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,042,766 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-810,039 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,832,281 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,642,320 |
Assets. Value of participant loans | 2022-12-31 | $20,967 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $40,000 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $4,679 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $17,595 |
2021 : FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $967,023 |
Expenses. Total of all expenses incurred | 2021-12-31 | $84,851 |
Benefits paid (including direct rollovers) | 2021-12-31 | $67,344 |
Total plan assets at end of year | 2021-12-31 | $6,642,320 |
Total plan assets at beginning of year | 2021-12-31 | $5,760,148 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $248,671 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $1,493 |
Other income received | 2021-12-31 | $676,859 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $882,172 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,642,320 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,760,148 |
Assets. Value of participant loans | 2021-12-31 | $32,955 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $40,000 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $4,051 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $13,456 |
2020 : FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $986,901 |
Expenses. Total of all expenses incurred | 2020-12-31 | $400,404 |
Benefits paid (including direct rollovers) | 2020-12-31 | $400,016 |
Total plan assets at end of year | 2020-12-31 | $5,760,148 |
Total plan assets at beginning of year | 2020-12-31 | $5,173,651 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $232,410 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $714,491 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $586,497 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,760,148 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,173,651 |
Assets. Value of participant loans | 2020-12-31 | $28,703 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $40,000 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $388 |
2019 : FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,059,678 |
Expenses. Total of all expenses incurred | 2019-12-31 | $93,328 |
Benefits paid (including direct rollovers) | 2019-12-31 | $92,834 |
Total plan assets at end of year | 2019-12-31 | $5,173,651 |
Total plan assets at beginning of year | 2019-12-31 | $4,207,301 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $228,001 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $791,677 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $966,350 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,173,651 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,207,301 |
Assets. Value of participant loans | 2019-12-31 | $47,050 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $40,000 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $494 |
2018 : FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $11,412 |
Expenses. Total of all expenses incurred | 2018-12-31 | $22,660 |
Benefits paid (including direct rollovers) | 2018-12-31 | $22,135 |
Total plan assets at end of year | 2018-12-31 | $4,207,301 |
Total plan assets at beginning of year | 2018-12-31 | $4,218,549 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $208,719 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-237,307 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-11,248 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,207,301 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,218,549 |
Assets. Value of participant loans | 2018-12-31 | $33,870 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $40,000 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $525 |
2017 : FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $678,936 |
Expenses. Total of all expenses incurred | 2017-12-31 | $94,828 |
Benefits paid (including direct rollovers) | 2017-12-31 | $91,773 |
Total plan assets at end of year | 2017-12-31 | $4,218,549 |
Total plan assets at beginning of year | 2017-12-31 | $3,634,441 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $208,222 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $431,376 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $584,108 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,218,549 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,634,441 |
Assets. Value of participant loans | 2017-12-31 | $57,283 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $39,338 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $2,430 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $625 |
2016 : FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $468,096 |
Expenses. Total of all expenses incurred | 2016-12-31 | $150,194 |
Benefits paid (including direct rollovers) | 2016-12-31 | $140,250 |
Total plan assets at end of year | 2016-12-31 | $3,634,441 |
Total plan assets at beginning of year | 2016-12-31 | $3,316,539 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $210,979 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $217,121 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $317,902 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,634,441 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,316,539 |
Assets. Value of participant loans | 2016-12-31 | $6,349 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $39,996 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $9,675 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $269 |
2015 : FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $201,825 |
Expenses. Total of all expenses incurred | 2015-12-31 | $258,375 |
Benefits paid (including direct rollovers) | 2015-12-31 | $256,566 |
Total plan assets at end of year | 2015-12-31 | $3,316,539 |
Total plan assets at beginning of year | 2015-12-31 | $3,373,089 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $207,024 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-45,199 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-56,550 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,316,539 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,373,089 |
Assets. Value of participant loans | 2015-12-31 | $9,177 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $40,000 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $1,615 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $194 |
2014 : FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $371,344 |
Expenses. Total of all expenses incurred | 2014-12-31 | $185,858 |
Benefits paid (including direct rollovers) | 2014-12-31 | $183,132 |
Total plan assets at end of year | 2014-12-31 | $3,373,089 |
Total plan assets at beginning of year | 2014-12-31 | $3,187,603 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $166,082 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $24,775 |
Other income received | 2014-12-31 | $140,489 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $185,486 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,373,089 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,187,603 |
Assets. Value of participant loans | 2014-12-31 | $32,146 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $39,998 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $2,026 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $700 |
2013 : FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $437,562 |
Expenses. Total of all expenses incurred | 2013-12-31 | $110,276 |
Benefits paid (including direct rollovers) | 2013-12-31 | $110,057 |
Total plan assets at end of year | 2013-12-31 | $3,187,603 |
Total plan assets at beginning of year | 2013-12-31 | $2,860,317 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $148,161 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $269,401 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $327,286 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,187,603 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,860,317 |
Assets. Value of participant loans | 2013-12-31 | $15,695 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $20,000 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $219 |
2012 : FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $407,429 |
Expenses. Total of all expenses incurred | 2012-12-31 | $206,270 |
Benefits paid (including direct rollovers) | 2012-12-31 | $205,950 |
Total plan assets at end of year | 2012-12-31 | $2,860,317 |
Total plan assets at beginning of year | 2012-12-31 | $2,659,158 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $107,538 |
Other income received | 2012-12-31 | $284,891 |
Net income (gross income less expenses) | 2012-12-31 | $201,159 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,860,317 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,659,158 |
Assets. Value of participant loans | 2012-12-31 | $18,427 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $15,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $320 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2022: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: FRANK WINNE AND SON, INC 401(K) SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |