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RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO.
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FITZPATRICK ACQUISITIONS LLC DBA W.M.C.R. CO. has sponsored the creation of one or more 401k plans.

Company Name:FITZPATRICK ACQUISITIONS LLC DBA W.M.C.R. CO.
Employer identification number (EIN):383387314
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01SUSAN M. STENDER2020-07-14
0012018-01-01SUSAN M. STENDER2019-10-07
0012017-01-01DOUGLAS C. HORNE
0012016-01-01DOUGLAS C. HORNE
0012015-01-01DOUGLAS C. HORNE
0012014-01-01DOUGLAS C. HORNE
0012013-01-01DOUGLAS C. HORNE
0012012-01-01DOUGLAS C. HORNE
0012011-01-01DOUGLAS C. HORNE
0012009-01-01DOUGLAS C. HORNE

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO.

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2022 401k membership
Total participants, beginning-of-year2022-01-01148
Total number of active participants reported on line 7a of the Form 55002022-01-0193
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01112
Number of participants with account balances2022-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2021 401k membership
Total participants, beginning-of-year2021-01-01157
Total number of active participants reported on line 7a of the Form 55002021-01-01116
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01132
Number of participants with account balances2021-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2020 401k membership
Total participants, beginning-of-year2020-01-01161
Total number of active participants reported on line 7a of the Form 55002020-01-01138
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01156
Number of participants with account balances2020-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2019 401k membership
Total participants, beginning-of-year2019-01-01161
Total number of active participants reported on line 7a of the Form 55002019-01-01128
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01144
Number of participants with account balances2019-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2018 401k membership
Total participants, beginning-of-year2018-01-01143
Total number of active participants reported on line 7a of the Form 55002018-01-01181
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01202
Number of participants with account balances2018-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2017 401k membership
Total participants, beginning-of-year2017-01-01307
Total number of active participants reported on line 7a of the Form 55002017-01-01142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01205
Number of participants with account balances2017-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2016 401k membership
Total participants, beginning-of-year2016-01-01374
Total number of active participants reported on line 7a of the Form 55002016-01-01176
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01123
Total of all active and inactive participants2016-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01299
Number of participants with account balances2016-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0150
2015: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2015 401k membership
Total participants, beginning-of-year2015-01-01378
Total number of active participants reported on line 7a of the Form 55002015-01-01263
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0176
Total of all active and inactive participants2015-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01339
Number of participants with account balances2015-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2014 401k membership
Total participants, beginning-of-year2014-01-01363
Total number of active participants reported on line 7a of the Form 55002014-01-01271
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01338
Number of participants with account balances2014-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2013 401k membership
Total participants, beginning-of-year2013-01-01340
Total number of active participants reported on line 7a of the Form 55002013-01-01278
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01331
Number of participants with account balances2013-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2012 401k membership
Total participants, beginning-of-year2012-01-01349
Total number of active participants reported on line 7a of the Form 55002012-01-01280
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01307
Number of participants with account balances2012-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2011 401k membership
Total participants, beginning-of-year2011-01-01380
Total number of active participants reported on line 7a of the Form 55002011-01-01278
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0150
Total of all active and inactive participants2011-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01328
Number of participants with account balances2011-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0127
2009: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2009 401k membership
Total participants, beginning-of-year2009-01-01336
Total number of active participants reported on line 7a of the Form 55002009-01-01258
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0165
Total of all active and inactive participants2009-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01323
Number of participants with account balances2009-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO.

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-325,855
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$438,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$404,772
Value of total corrective distributions2022-12-31$5,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$168,433
Value of total assets at end of year2022-12-31$2,932,430
Value of total assets at beginning of year2022-12-31$3,697,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,417
Total interest from all sources2022-12-31$337
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,555
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$122,564
Participant contributions at end of year2022-12-31$8,618
Participant contributions at beginning of year2022-12-31$6,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-764,645
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,932,430
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,697,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$350,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$382,834
Value of interest in pooled separate accounts at end of year2022-12-31$2,488
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,066
Interest on participant loans2022-12-31$337
Value of interest in common/collective trusts at end of year2022-12-31$2,571,065
Value of interest in common/collective trusts at beginning of year2022-12-31$3,305,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-69,152
Net investment gain/loss from pooled separate accounts2022-12-31$-179
Net investment gain or loss from common/collective trusts2022-12-31$-430,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$45,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$404,772
Contract administrator fees2022-12-31$28,417
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31STRALEY LAMP & KRAENZLEIN P.C.
Accountancy firm EIN2022-12-31383079404
2021 : RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$425,410
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$108,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$75,249
Value of total corrective distributions2021-12-31$969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$189,428
Value of total assets at end of year2021-12-31$3,697,075
Value of total assets at beginning of year2021-12-31$3,379,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,006
Total interest from all sources2021-12-31$129
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,190
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$139,714
Participant contributions at end of year2021-12-31$6,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$317,186
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,697,075
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,379,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$382,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$535,528
Value of interest in pooled separate accounts at end of year2021-12-31$2,066
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,229
Interest on participant loans2021-12-31$129
Value of interest in common/collective trusts at end of year2021-12-31$3,305,544
Value of interest in common/collective trusts at beginning of year2021-12-31$2,843,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$63,103
Net investment gain/loss from pooled separate accounts2021-12-31$-4,063
Net investment gain or loss from common/collective trusts2021-12-31$170,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$49,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$75,249
Contract administrator fees2021-12-31$32,006
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31STRALEY LAMP & KRAENZLEIN P.C.
Accountancy firm EIN2021-12-31383079404
2020 : RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$501,204
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$166,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$139,370
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$191,150
Value of total assets at end of year2020-12-31$3,379,889
Value of total assets at beginning of year2020-12-31$3,045,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,458
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,412
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$140,467
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$334,376
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,379,889
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,045,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$535,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$421,484
Value of interest in pooled separate accounts at end of year2020-12-31$1,229
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,143
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,843,132
Value of interest in common/collective trusts at beginning of year2020-12-31$2,621,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$49,310
Net investment gain/loss from pooled separate accounts2020-12-31$-135
Net investment gain or loss from common/collective trusts2020-12-31$255,467
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$50,683
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$139,370
Contract administrator fees2020-12-31$27,458
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31STRALEY, LAMP & KRAENZLEIN PC
Accountancy firm EIN2020-12-31383079404
2019 : RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$515,610
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$448,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$415,219
Value of total corrective distributions2019-12-31$5,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$155,185
Value of total assets at end of year2019-12-31$3,045,513
Value of total assets at beginning of year2019-12-31$2,978,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,982
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,634
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$112,175
Other income not declared elsewhere2019-12-31$2,636
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$66,846
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,045,513
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,978,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$421,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$173,851
Value of interest in pooled separate accounts at end of year2019-12-31$2,143
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,328
Value of interest in common/collective trusts at end of year2019-12-31$2,621,886
Value of interest in common/collective trusts at beginning of year2019-12-31$2,803,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$41,086
Net investment gain/loss from pooled separate accounts2019-12-31$3,341
Net investment gain or loss from common/collective trusts2019-12-31$308,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$43,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$415,219
Contract administrator fees2019-12-31$27,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31STRALEY LAMP & KRAENZLEIN PC
Accountancy firm EIN2019-12-31383079404
2018 : RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$177,792
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$316,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$223,698
Value of total corrective distributions2018-12-31$11,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$183,471
Value of total assets at end of year2018-12-31$2,978,667
Value of total assets at beginning of year2018-12-31$3,117,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$81,005
Total interest from all sources2018-12-31$-18
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,321
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$136,932
Other income not declared elsewhere2018-12-31$50,221
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$50,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-138,753
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,978,667
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,117,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$173,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,225,890
Value of interest in pooled separate accounts at end of year2018-12-31$1,328
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$2,803,488
Value of interest in common/collective trusts at beginning of year2018-12-31$1,841,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$-18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-33,597
Net investment gain/loss from pooled separate accounts2018-12-31$-196
Net investment gain or loss from common/collective trusts2018-12-31$-25,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$46,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$223,698
Contract administrator fees2018-12-31$81,005
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31STRALEY LAMP & KRAENZLEIN PC
Accountancy firm EIN2018-12-31383079404
2017 : RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$477,673
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,166,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,154,230
Value of total corrective distributions2017-12-31$8,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$182,212
Value of total assets at end of year2017-12-31$3,117,420
Value of total assets at beginning of year2017-12-31$3,806,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,789
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$106,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$106,879
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$139,329
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,553
Total non interest bearing cash at end of year2017-12-31$50,222
Total non interest bearing cash at beginning of year2017-12-31$42,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-689,168
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,117,420
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,806,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,225,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,591,740
Value of interest in common/collective trusts at end of year2017-12-31$1,841,308
Value of interest in common/collective trusts at beginning of year2017-12-31$2,166,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$151,587
Net investment gain or loss from common/collective trusts2017-12-31$36,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$42,883
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$1,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,154,230
Contract administrator fees2017-12-31$3,789
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REHMANN ROBSON LLC
Accountancy firm EIN2017-12-31382775013
2016 : RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$475,010
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$910,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$906,908
Value of total corrective distributions2016-12-31$669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$289,765
Value of total assets at end of year2016-12-31$3,806,588
Value of total assets at beginning of year2016-12-31$4,242,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,187
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$80,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$80,635
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$213,678
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,553
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,461
Total non interest bearing cash at end of year2016-12-31$42,256
Total non interest bearing cash at beginning of year2016-12-31$28,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-435,754
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,806,588
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,242,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,591,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,859,395
Value of interest in common/collective trusts at end of year2016-12-31$2,166,106
Value of interest in common/collective trusts at beginning of year2016-12-31$2,349,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$65,827
Net investment gain or loss from common/collective trusts2016-12-31$38,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$76,087
Employer contributions (assets) at end of year2016-12-31$1,933
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$906,908
Contract administrator fees2016-12-31$3,187
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REHMANN ROBSON LLC
Accountancy firm EIN2016-12-31382775013
2015 : RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$308,358
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$337,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$329,614
Value of total corrective distributions2015-12-31$3,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$269,712
Value of total assets at end of year2015-12-31$4,242,342
Value of total assets at beginning of year2015-12-31$4,270,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,533
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$120,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$120,380
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$198,876
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$-77,424
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,461
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$7,769
Total non interest bearing cash at end of year2015-12-31$28,555
Total non interest bearing cash at beginning of year2015-12-31$16,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-28,648
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,242,342
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,270,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,859,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,908,605
Value of interest in common/collective trusts at end of year2015-12-31$2,349,931
Value of interest in common/collective trusts at beginning of year2015-12-31$2,415,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-124,961
Net investment gain or loss from common/collective trusts2015-12-31$43,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$70,836
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$329,614
Contract administrator fees2015-12-31$3,533
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REHMANN ROBSON LLC
Accountancy firm EIN2015-12-31383635706
2014 : RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$397,977
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$95,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$88,769
Value of total corrective distributions2014-12-31$4,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$252,028
Value of total assets at end of year2014-12-31$4,270,990
Value of total assets at beginning of year2014-12-31$3,968,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,343
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$95,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$95,444
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$184,406
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$7,966
Assets. Other investments not covered elsewhere at end of year2014-12-31$-77,424
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$-28,524
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$7,769
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,900
Total non interest bearing cash at end of year2014-12-31$16,926
Total non interest bearing cash at beginning of year2014-12-31$2,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$302,729
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,270,990
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,968,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,908,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,334,548
Value of interest in common/collective trusts at end of year2014-12-31$2,415,114
Value of interest in common/collective trusts at beginning of year2014-12-31$2,645,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,126
Net investment gain or loss from common/collective trusts2014-12-31$42,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$67,622
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$2,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$88,769
Contract administrator fees2014-12-31$2,343
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REHMANN ROBSON, LLC
Accountancy firm EIN2014-12-31383635706
2013 : RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$594,914
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$211,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$201,307
Value of total corrective distributions2013-12-31$8,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$271,485
Value of total assets at end of year2013-12-31$3,968,261
Value of total assets at beginning of year2013-12-31$3,584,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,080
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$48,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$48,691
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$200,810
Participant contributions at end of year2013-12-31$7,966
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$-28,524
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$-106,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,900
Total non interest bearing cash at end of year2013-12-31$2,727
Total non interest bearing cash at beginning of year2013-12-31$117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$383,377
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,968,261
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,584,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,334,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,036,598
Value of interest in common/collective trusts at end of year2013-12-31$2,645,657
Value of interest in common/collective trusts at beginning of year2013-12-31$2,654,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$227,343
Net investment gain or loss from common/collective trusts2013-12-31$47,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$70,675
Employer contributions (assets) at end of year2013-12-31$2,987
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$201,307
Contract administrator fees2013-12-31$2,080
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REHMANN ROBSON, LLC
Accountancy firm EIN2013-12-31383635706
2012 : RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$473,654
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$197,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$185,162
Value of total corrective distributions2012-12-31$9,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$273,873
Value of total assets at end of year2012-12-31$3,584,884
Value of total assets at beginning of year2012-12-31$3,308,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,991
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$18,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$18,322
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$331,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$203,094
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$8,928
Assets. Other investments not covered elsewhere at end of year2012-12-31$-106,516
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$-98,606
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$117
Total non interest bearing cash at beginning of year2012-12-31$358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$276,025
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,584,884
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,308,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,036,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$940,770
Interest on participant loans2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$2,654,685
Value of interest in common/collective trusts at beginning of year2012-12-31$2,454,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$122,171
Net investment gain or loss from common/collective trusts2012-12-31$59,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$70,779
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$2,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$185,162
Contract administrator fees2012-12-31$2,991
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REHMANN ACCOUNTING, LLC
Accountancy firm EIN2012-12-31383635706
2011 : RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$286,183
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$135,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$122,236
Value of total corrective distributions2011-12-31$11,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$257,393
Value of total assets at end of year2011-12-31$3,308,859
Value of total assets at beginning of year2011-12-31$3,158,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,934
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$23,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$23,772
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$190,131
Participant contributions at end of year2011-12-31$8,928
Participant contributions at beginning of year2011-12-31$11,468
Assets. Other investments not covered elsewhere at end of year2011-12-31$-98,606
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$-45,531
Total non interest bearing cash at end of year2011-12-31$358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$150,263
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,308,859
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,158,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$940,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,063,546
Value of interest in common/collective trusts at end of year2011-12-31$2,454,557
Value of interest in common/collective trusts at beginning of year2011-12-31$2,125,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-61,133
Net investment gain or loss from common/collective trusts2011-12-31$66,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$67,262
Employer contributions (assets) at end of year2011-12-31$2,852
Employer contributions (assets) at beginning of year2011-12-31$3,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$122,236
Contract administrator fees2011-12-31$1,934
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REHMANN ACCOUNTING, LLC
Accountancy firm EIN2011-12-31383635706
2010 : RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$443,635
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$118,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$99,146
Value of total corrective distributions2010-12-31$10,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$274,866
Value of total assets at end of year2010-12-31$3,158,596
Value of total assets at beginning of year2010-12-31$2,833,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,855
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$18,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$18,397
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$201,518
Participant contributions at end of year2010-12-31$11,468
Participant contributions at beginning of year2010-12-31$5,654
Assets. Other investments not covered elsewhere at end of year2010-12-31$-45,531
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$26,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$325,278
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,158,596
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,833,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,063,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$970,151
Value of interest in common/collective trusts at end of year2010-12-31$2,125,682
Value of interest in common/collective trusts at beginning of year2010-12-31$1,830,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$79,760
Net investment gain/loss from pooled separate accounts2010-12-31$70,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$73,348
Employer contributions (assets) at end of year2010-12-31$3,431
Employer contributions (assets) at beginning of year2010-12-31$864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$99,146
Contract administrator fees2010-12-31$2,423
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REHMANN ROBSON
Accountancy firm EIN2010-12-31382775013
2009 : RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO.

2022: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 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: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF W.M.C.R. CO. 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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815753
Policy instance 1
Insurance contract or identification number815753
Number of Individuals Covered112
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815753
Policy instance 1
Insurance contract or identification number815753
Number of Individuals Covered132
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815753
Policy instance 1
Insurance contract or identification number815753
Number of Individuals Covered156
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815753
Policy instance 1
Insurance contract or identification number815753
Number of Individuals Covered112
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 $21
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
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?No
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 fees21
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815753
Policy instance 1
Insurance contract or identification number815753
Number of Individuals Covered105
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 $6,501
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
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?No
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 fees6501
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3

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