401k Plan data: WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN AND TRUST plan

WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	002

WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

WORLDBRIDGE PARTNERS CHICAGO, INC. has sponsored the creation of one or more 401k plans.

Company Name: WORLDBRIDGE PARTNERS CHICAGO, INC.

Employer identification number (EIN): 364221216

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN AND TRUST

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
002 2017-01-01
002 2016-01-01
002 2014-01-01 SALLY SALZER
002 2013-01-01 SALLY SALZER SALLY SALZER 2014-06-09

Financial Data on WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-02	200
Net assets as of the end of the plan year	2022-05-02	2812102
Total assets as of the beginning of the plan year	2022-05-02	2391666
Value of plan covered by a fidelity bond	2022-05-02	239167
Participant contributions to plan in this plan year	2022-05-02	52000
Other income to plan in this plan year	2022-05-02	349491
Plan net income in this plan year	2022-05-02	420436
Net assets as of the end of the plan year	2022-05-02	2812102
Net assets as of the beginning of the plan year	2022-05-02	2391666
Employer contributions to plan in this plan year	2022-05-02	19145
Fees paid to broker by Benefit Provider	2022-05-02	6689
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-02	200
2014 : WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$80,182
Expenses. Total of all expenses incurred	2014-12-31	$458
Benefits paid (including direct rollovers)	2014-12-31	$359
Total plan assets at end of year	2014-12-31	$1,265,415
Total plan assets at beginning of year	2014-12-31	$1,185,691
Value of fidelity bond covering the plan	2014-12-31	$110,000
Total contributions received or receivable from participants	2014-12-31	$47,807
Expenses. Other expenses not covered elsewhere	2014-12-31	$99
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$28,584
Net income (gross income less expenses)	2014-12-31	$79,724
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,265,415
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,185,691
Assets. Value of participant loans	2014-12-31	$84
Total contributions received or receivable from employer(s)	2014-12-31	$3,791
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$177,998
Expenses. Total of all expenses incurred	2013-12-31	$73,212
Benefits paid (including direct rollovers)	2013-12-31	$73,162
Total plan assets at end of year	2013-12-31	$1,185,691
Total plan assets at beginning of year	2013-12-31	$1,080,905
Value of fidelity bond covering the plan	2013-12-31	$110,000
Total contributions received or receivable from participants	2013-12-31	$51,798
Expenses. Other expenses not covered elsewhere	2013-12-31	$50
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$118,651
Net income (gross income less expenses)	2013-12-31	$104,786
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,185,691
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,080,905
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$7,549
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0

Form 5500 Responses for WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN AND TRUST

2014: WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-829110
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-829110
Policy instance	1

Potentially related plans

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Company Name:	WORLDBRIDGE PARTNERS CHICAGO, INC.
Employer identification number (EIN):	364221216
NAIC Classification:	561300

Plan id#	Filing Submission Date	Name of Administrator	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
002	2017-01-01
002	2016-01-01
002	2014-01-01	SALLY SALZER
002	2013-01-01	SALLY SALZER	SALLY SALZER	2014-06-09