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THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN 401k Plan overview

Plan NameTHE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN
Plan identification number 001

THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

THE WESTEN GROUP 401K PLAN has sponsored the creation of one or more 401k plans.

Company Name:THE WESTEN GROUP 401K PLAN
Employer identification number (EIN):263706769

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01CURT WESTEN

Plan Statistics for THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN

401k plan membership statisitcs for THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN

Measure Date Value
2020: THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-010
2019: THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-010
2018: THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012

Financial Data on THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN

Measure Date Value
2020 : THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$86,522
Expenses. Total of all expenses incurred2020-12-31$100
Total plan assets at end of year2020-12-31$559,328
Total plan assets at beginning of year2020-12-31$472,906
Total contributions received or receivable from participants2020-12-31$52,000
Expenses. Other expenses not covered elsewhere2020-12-31$100
Other income received2020-12-31$34,522
Net income (gross income less expenses)2020-12-31$86,422
Net plan assets at end of year (total assets less liabilities)2020-12-31$559,328
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$472,906
2019 : THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$112,484
Expenses. Total of all expenses incurred2019-12-31$100
Total plan assets at end of year2019-12-31$472,906
Total plan assets at beginning of year2019-12-31$360,522
Total contributions received or receivable from participants2019-12-31$50,000
Expenses. Other expenses not covered elsewhere2019-12-31$100
Other income received2019-12-31$62,484
Net income (gross income less expenses)2019-12-31$112,384
Net plan assets at end of year (total assets less liabilities)2019-12-31$472,906
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$360,522
2018 : THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$9,955
Expenses. Total of all expenses incurred2018-12-31$100
Total plan assets at end of year2018-12-31$360,522
Total plan assets at beginning of year2018-12-31$350,667
Total contributions received or receivable from participants2018-12-31$49,000
Expenses. Other expenses not covered elsewhere2018-12-31$100
Other income received2018-12-31$-39,045
Net income (gross income less expenses)2018-12-31$9,855
Net plan assets at end of year (total assets less liabilities)2018-12-31$360,522
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$350,667

Form 5500 Responses for THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN

2020: THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE WESTEN GROUP LLC INDIVIDUAL ROTH 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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