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WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameWESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN
Plan identification number 002

WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

WESTERN INDUSTRIES INC. has sponsored the creation of one or more 401k plans.

Company Name:WESTERN INDUSTRIES INC.
Employer identification number (EIN):390808688
NAIC Classification:332110

Additional information about WESTERN INDUSTRIES INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2000-07-18
Company Identification Number: 2532466
Legal Registered Office Address: 263 CLASSON AVENUE
Kings
BROOKLYN
United States of America (USA)
11205

More information about WESTERN INDUSTRIES INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ALEK MIKOLAJCZYK
0022016-01-01ROBERT S. DAVIS PAUL E. NELSON2017-10-16
0022015-01-01ROBERT S. DAVIS ROBERT A. SCHNEIDER2016-10-12
0022014-01-01ROBERT S. DAVIS ROBERT A. SCHNEIDER2015-10-14
0022013-01-01ROBERT S. DAVIS ROBERT A. SCHNEIDER2014-10-10
0022012-01-01ROBERT S. DAVIS ROBERT S. SCHNEIDER2013-10-09
0022011-01-01ROBERT S. DAVIS ROBERT A. SCHNEIDER2012-10-11
0022010-01-01ROBERT S. DAVIS
0022009-01-01ROBERT S. DAVIS ROBERT A. SCHNEIDER2010-10-14

Plan Statistics for WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN

401k plan membership statisitcs for WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN

Measure Date Value
2022: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3122,818,566
Acturial value of plan assets2022-12-3121,487,672
Funding target for retired participants and beneficiaries receiving payment2022-12-3115,077,866
Number of terminated vested participants2022-12-31214
Fundng target for terminated vested participants2022-12-315,437,805
Active participant vested funding target2022-12-310
Number of active participants2022-12-310
Total funding liabilities for active participants2022-12-310
Total participant count2022-12-31671
Total funding target for all participants2022-12-3120,515,671
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-314,944
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-314,944
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-315,379
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31395,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01659
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01440
Number of other retired or separated participants entitled to future benefits2022-01-01196
Total of all active and inactive participants2022-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-01647
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3122,859,669
Acturial value of plan assets2021-12-3120,833,298
Funding target for retired participants and beneficiaries receiving payment2021-12-3115,199,010
Number of terminated vested participants2021-12-31225
Fundng target for terminated vested participants2021-12-315,429,344
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-31685
Total funding target for all participants2021-12-3120,628,354
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31112,710
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31112,710
Present value of excess contributions2021-12-3133,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3135,329
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3135,329
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-31159,303
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-314,944
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31200,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01675
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01447
Number of other retired or separated participants entitled to future benefits2021-01-01209
Total of all active and inactive participants2021-01-01656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01661
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3121,614,997
Acturial value of plan assets2020-12-3121,062,346
Funding target for retired participants and beneficiaries receiving payment2020-12-3115,583,519
Number of terminated vested participants2020-12-31240
Fundng target for terminated vested participants2020-12-315,664,531
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-31713
Total funding target for all participants2020-12-3121,248,050
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31106,895
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31112,710
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31112,710
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31112,710
Total employer contributions2020-12-31407,830
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31403,029
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31335,000
Net shortfall amortization installment of oustanding balance2020-12-31298,414
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31369,586
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31369,586
Contributions allocatedtoward minimum required contributions for current year2020-12-31403,029
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01690
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01452
Number of other retired or separated participants entitled to future benefits2020-01-01218
Total of all active and inactive participants2020-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01676
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3119,456,422
Acturial value of plan assets2019-12-3120,614,089
Funding target for retired participants and beneficiaries receiving payment2019-12-3116,281,020
Number of terminated vested participants2019-12-31248
Fundng target for terminated vested participants2019-12-315,887,097
Active participant vested funding target2019-12-3116,497
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-3116,497
Total participant count2019-12-31728
Total funding target for all participants2019-12-3122,184,614
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31465,000
Net shortfall amortization installment of oustanding balance2019-12-311,570,525
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31720,191
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31720,191
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-31720,191
Unpaid minimum required contributions for all years2019-12-31720,191
Total participants, beginning-of-year2019-01-01728
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01418
Number of other retired or separated participants entitled to future benefits2019-01-01236
Total of all active and inactive participants2019-01-01654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0160
Total participants2019-01-01714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3126,537,894
Acturial value of plan assets2018-12-3124,861,833
Funding target for retired participants and beneficiaries receiving payment2018-12-3114,657,541
Number of terminated vested participants2018-12-31321
Fundng target for terminated vested participants2018-12-316,988,780
Active participant vested funding target2018-12-312,665,075
Number of active participants2018-12-3177
Total funding liabilities for active participants2018-12-312,666,004
Total participant count2018-12-31860
Total funding target for all participants2018-12-3124,312,325
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31420,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01860
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-01418
Number of other retired or separated participants entitled to future benefits2018-01-01248
Total of all active and inactive participants2018-01-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0160
Total participants2018-01-01728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3124,628,742
Acturial value of plan assets2017-12-3125,113,750
Funding target for retired participants and beneficiaries receiving payment2017-12-3114,606,932
Number of terminated vested participants2017-12-31340
Fundng target for terminated vested participants2017-12-317,023,430
Active participant vested funding target2017-12-312,485,138
Number of active participants2017-12-3178
Total funding liabilities for active participants2017-12-312,486,766
Total participant count2017-12-31886
Total funding target for all participants2017-12-3124,117,128
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31350,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01883
Total number of active participants reported on line 7a of the Form 55002017-01-0177
Number of retired or separated participants receiving benefits2017-01-01401
Number of other retired or separated participants entitled to future benefits2017-01-01321
Total of all active and inactive participants2017-01-01799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0161
Total participants2017-01-01860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3124,862,608
Acturial value of plan assets2016-12-3125,972,142
Funding target for retired participants and beneficiaries receiving payment2016-12-3113,663,285
Number of terminated vested participants2016-12-31375
Fundng target for terminated vested participants2016-12-317,482,034
Active participant vested funding target2016-12-312,485,562
Number of active participants2016-12-3183
Total funding liabilities for active participants2016-12-312,536,465
Total participant count2016-12-31901
Total funding target for all participants2016-12-3123,681,784
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31360,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01898
Total number of active participants reported on line 7a of the Form 55002016-01-0178
Number of retired or separated participants receiving benefits2016-01-01403
Number of other retired or separated participants entitled to future benefits2016-01-01340
Total of all active and inactive participants2016-01-01821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0162
Total participants2016-01-01883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01912
Total number of active participants reported on line 7a of the Form 55002015-01-0183
Number of retired or separated participants receiving benefits2015-01-01387
Number of other retired or separated participants entitled to future benefits2015-01-01367
Total of all active and inactive participants2015-01-01837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0161
Total participants2015-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01926
Total number of active participants reported on line 7a of the Form 55002014-01-0188
Number of retired or separated participants receiving benefits2014-01-01380
Number of other retired or separated participants entitled to future benefits2014-01-01386
Total of all active and inactive participants2014-01-01854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0158
Total participants2014-01-01912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01940
Total number of active participants reported on line 7a of the Form 55002013-01-0198
Number of retired or separated participants receiving benefits2013-01-01376
Number of other retired or separated participants entitled to future benefits2013-01-01390
Total of all active and inactive participants2013-01-01864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0162
Total participants2013-01-01926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01953
Total number of active participants reported on line 7a of the Form 55002012-01-01113
Number of retired or separated participants receiving benefits2012-01-01364
Number of other retired or separated participants entitled to future benefits2012-01-01405
Total of all active and inactive participants2012-01-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0158
Total participants2012-01-01940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01965
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of retired or separated participants receiving benefits2011-01-01349
Number of other retired or separated participants entitled to future benefits2011-01-01412
Total of all active and inactive participants2011-01-01894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0159
Total participants2011-01-01953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01987
Total number of active participants reported on line 7a of the Form 55002010-01-01135
Number of retired or separated participants receiving benefits2010-01-01337
Number of other retired or separated participants entitled to future benefits2010-01-01434
Total of all active and inactive participants2010-01-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0159
Total participants2010-01-01965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,048
Total number of active participants reported on line 7a of the Form 55002009-01-01141
Number of retired or separated participants receiving benefits2009-01-01334
Number of other retired or separated participants entitled to future benefits2009-01-01450
Total of all active and inactive participants2009-01-01925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0162
Total participants2009-01-01987
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN

Measure Date Value
2022 : WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-1,867,808
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,947,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,545,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$19,003,675
Value of total assets at beginning of year2022-12-31$22,818,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$401,104
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$189,379
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$189,379
Administrative expenses professional fees incurred2022-12-31$19,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$212,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,814,891
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,003,675
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,818,566
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
Investment advisory and management fees2022-12-31$82,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,812,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,981,758
Value of interest in pooled separate accounts at end of year2022-12-31$12,190,931
Value of interest in pooled separate accounts at beginning of year2022-12-31$20,836,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,898,864
Net investment gain/loss from pooled separate accounts2022-12-31$-158,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,545,979
Contract administrator fees2022-12-31$86,807
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 name2022-12-31WIPFLI
Accountancy firm EIN2022-12-31390758449
2021 : WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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$1,924,531
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,965,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,571,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$22,818,566
Value of total assets at beginning of year2021-12-31$22,859,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$393,995
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$107,016
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$107,016
Administrative expenses professional fees incurred2021-12-31$34,294
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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
Other income not declared elsewhere2021-12-31$624
Administrative expenses (other) incurred2021-12-31$154,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-41,103
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,818,566
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,859,669
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
Investment advisory and management fees2021-12-31$83,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,981,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,071,490
Value of interest in pooled separate accounts at end of year2021-12-31$20,836,808
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,788,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,782,204
Net investment gain/loss from pooled separate accounts2021-12-31$34,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,571,639
Contract administrator fees2021-12-31$120,870
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 name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,104,709
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,100,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,581,589
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,208,330
Value of total assets at end of year2020-12-31$22,859,669
Value of total assets at beginning of year2020-12-31$20,855,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$518,696
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$12,396
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$147,595
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$147,595
Administrative expenses professional fees incurred2020-12-31$116,700
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$0
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$1,827
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$241,419
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$26,164
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$2,004,424
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,859,669
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,855,245
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$56,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,071,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,512,044
Value of interest in pooled separate accounts at end of year2020-12-31$14,788,179
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
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
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,315,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,315,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$12,396
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$2,284,253
Net investment gain/loss from pooled separate accounts2020-12-31$452,135
Net investment gain or loss from common/collective trusts2020-12-31$0
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 assets2020-12-31Yes
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$1,208,330
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$1,581,589
Contract administrator fees2020-12-31$104,384
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$3,467,428
Total income from all sources (including contributions)2019-12-31$3,467,428
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,088,494
Total of all expenses incurred2019-12-31$2,088,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,600,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,600,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$20,855,245
Value of total assets at end of year2019-12-31$20,855,245
Value of total assets at beginning of year2019-12-31$19,476,311
Value of total assets at beginning of year2019-12-31$19,476,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$487,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$487,781
Total interest from all sources2019-12-31$16,414
Total interest from all sources2019-12-31$16,414
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$478,698
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$478,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$478,698
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$478,698
Administrative expenses professional fees incurred2019-12-31$125,733
Administrative expenses professional fees incurred2019-12-31$125,733
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,827
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,827
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$14,818
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$14,818
Other income not declared elsewhere2019-12-31$2,390
Other income not declared elsewhere2019-12-31$2,390
Administrative expenses (other) incurred2019-12-31$278,891
Administrative expenses (other) incurred2019-12-31$278,891
Total non interest bearing cash at end of year2019-12-31$26,164
Total non interest bearing cash at end of year2019-12-31$26,164
Total non interest bearing cash at beginning of year2019-12-31$5,072
Total non interest bearing cash at beginning of year2019-12-31$5,072
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
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$1,378,934
Value of net income/loss2019-12-31$1,378,934
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,855,245
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,855,245
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,476,311
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,476,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$83,157
Investment advisory and management fees2019-12-31$83,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,512,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,512,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,147,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,147,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,315,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,315,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$309,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$309,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$309,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$309,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$16,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$16,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,969,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,969,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,600,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,600,713
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
Accountancy firm EIN2019-12-31390758449
2018 : WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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$0
Total income from all sources (including contributions)2018-12-31$-1,331,619
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,729,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,456,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$19,476,311
Value of total assets at beginning of year2018-12-31$26,537,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$273,615
Total interest from all sources2018-12-31$4,102
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$544,201
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$544,201
Administrative expenses professional fees incurred2018-12-31$183,371
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$14,818
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$1,587
Total non interest bearing cash at end of year2018-12-31$5,072
Total non interest bearing cash at beginning of year2018-12-31$13,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,061,583
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,476,311
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,537,894
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
Investment advisory and management fees2018-12-31$90,244
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,147,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,246,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$309,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$277,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$277,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,881,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,456,349
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 name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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$6,913
Total income from all sources (including contributions)2017-12-31$3,989,805
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,073,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,525,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$26,537,894
Value of total assets at beginning of year2017-12-31$24,628,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$548,304
Total interest from all sources2017-12-31$2,498
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$576,959
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$576,959
Administrative expenses professional fees incurred2017-12-31$262,579
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000,000
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
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$10
Other income not declared elsewhere2017-12-31$1,409
Administrative expenses (other) incurred2017-12-31$200,496
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$6,913
Total non interest bearing cash at end of year2017-12-31$13,971
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,916,066
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,537,894
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,621,828
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
Investment advisory and management fees2017-12-31$85,229
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,246,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,604,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$277,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$24,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$24,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,408,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,525,435
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 name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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$6,913
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$91,009
Total income from all sources (including contributions)2016-12-31$1,833,707
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,983,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,492,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$24,628,741
Value of total assets at beginning of year2016-12-31$24,862,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$490,832
Total interest from all sources2016-12-31$30
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$0
Administrative expenses professional fees incurred2016-12-31$316,245
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,715
Other income not declared elsewhere2016-12-31$523
Administrative expenses (other) incurred2016-12-31$166,072
Liabilities. Value of operating payables at end of year2016-12-31$6,913
Liabilities. Value of operating payables at beginning of year2016-12-31$91,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-149,771
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,621,828
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,771,599
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
Investment advisory and management fees2016-12-31$8,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,604,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,733,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$24,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$122,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$122,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,833,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,492,646
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 name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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$91,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$108,839
Total income from all sources (including contributions)2015-12-31$-312,424
Total loss/gain on sale of assets2015-12-31$35,500
Total of all expenses incurred2015-12-31$1,925,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,469,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$24,862,608
Value of total assets at beginning of year2015-12-31$27,117,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$455,727
Total interest from all sources2015-12-31$53
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$269,735
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$77,577
Administrative expenses professional fees incurred2015-12-31$158,105
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$65,421
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,399
Other income not declared elsewhere2015-12-31$5,844
Administrative expenses (other) incurred2015-12-31$224,257
Liabilities. Value of operating payables at end of year2015-12-31$91,009
Liabilities. Value of operating payables at beginning of year2015-12-31$108,839
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$121,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,237,429
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,771,599
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,009,028
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
Investment advisory and management fees2015-12-31$73,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,733,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,243,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$122,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$208,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$208,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$53
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-623,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$925,000
Income. Dividends from preferred stock2015-12-31$1,848
Income. Dividends from common stock2015-12-31$190,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,469,278
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$11,541,426
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
Aggregate proceeds on sale of assets2015-12-31$48,450,569
Aggregate carrying amount (costs) on sale of assets2015-12-31$48,415,069
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 name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,090,547
Total unrealized appreciation/depreciation of assets2014-12-31$1,090,547
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$108,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$81,480
Total income from all sources (including contributions)2014-12-31$3,194,081
Total loss/gain on sale of assets2014-12-31$103,240
Total of all expenses incurred2014-12-31$1,828,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,426,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$925,000
Value of total assets at end of year2014-12-31$27,117,867
Value of total assets at beginning of year2014-12-31$25,724,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$401,907
Total interest from all sources2014-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$313,510
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$101,486
Administrative expenses professional fees incurred2014-12-31$211,856
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$65,421
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$52,494
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$12,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$22,123
Other income not declared elsewhere2014-12-31$3,250
Administrative expenses (other) incurred2014-12-31$110,939
Liabilities. Value of operating payables at end of year2014-12-31$108,839
Liabilities. Value of operating payables at beginning of year2014-12-31$81,480
Total non interest bearing cash at end of year2014-12-31$121,424
Total non interest bearing cash at beginning of year2014-12-31$116,946
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$1,365,530
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,009,028
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,643,498
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
Investment advisory and management fees2014-12-31$79,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,243,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,072,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$208,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$194,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$194,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$758,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$925,000
Employer contributions (assets) at end of year2014-12-31$925,000
Employer contributions (assets) at beginning of year2014-12-31$815,000
Income. Dividends from preferred stock2014-12-31$1,896
Income. Dividends from common stock2014-12-31$210,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,426,644
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$11,541,426
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$10,451,332
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
Aggregate proceeds on sale of assets2014-12-31$8,953,067
Aggregate carrying amount (costs) on sale of assets2014-12-31$8,849,827
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 name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,020,134
Total unrealized appreciation/depreciation of assets2013-12-31$2,020,134
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$81,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$75,922
Total income from all sources (including contributions)2013-12-31$6,139,374
Total loss/gain on sale of assets2013-12-31$637,251
Total of all expenses incurred2013-12-31$1,816,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,375,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$815,000
Value of total assets at end of year2013-12-31$25,724,978
Value of total assets at beginning of year2013-12-31$21,397,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$441,190
Total interest from all sources2013-12-31$22
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$362,271
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$168,324
Administrative expenses professional fees incurred2013-12-31$305,929
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$52,494
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$58,493
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$22,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$19,352
Other income not declared elsewhere2013-12-31$471
Administrative expenses (other) incurred2013-12-31$103,480
Liabilities. Value of operating payables at end of year2013-12-31$81,480
Liabilities. Value of operating payables at beginning of year2013-12-31$75,922
Total non interest bearing cash at end of year2013-12-31$116,946
Total non interest bearing cash at beginning of year2013-12-31$112,358
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$4,322,396
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,643,498
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,321,102
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
Investment advisory and management fees2013-12-31$31,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,072,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,289,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$194,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$246,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$246,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,304,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$815,000
Employer contributions (assets) at end of year2013-12-31$815,000
Employer contributions (assets) at beginning of year2013-12-31$766,000
Income. Dividends from preferred stock2013-12-31$1,633
Income. Dividends from common stock2013-12-31$192,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,375,788
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$10,451,332
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$7,904,339
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
Aggregate proceeds on sale of assets2013-12-31$8,197,061
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,559,810
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 name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$812,480
Total unrealized appreciation/depreciation of assets2012-12-31$812,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$75,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$45,371
Total income from all sources (including contributions)2012-12-31$3,095,720
Total loss/gain on sale of assets2012-12-31$1,131,042
Total of all expenses incurred2012-12-31$1,699,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,299,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$841,000
Value of total assets at end of year2012-12-31$21,397,024
Value of total assets at beginning of year2012-12-31$19,970,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$399,885
Total interest from all sources2012-12-31$21
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$310,720
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$149,061
Administrative expenses professional fees incurred2012-12-31$269,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$58,493
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$21,376
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$19,352
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$24,200
Other income not declared elsewhere2012-12-31$457
Administrative expenses (other) incurred2012-12-31$90,418
Liabilities. Value of operating payables at end of year2012-12-31$75,922
Liabilities. Value of operating payables at beginning of year2012-12-31$45,371
Total non interest bearing cash at end of year2012-12-31$112,358
Total non interest bearing cash at beginning of year2012-12-31$103,432
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$1,395,932
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,321,102
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,925,170
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
Investment advisory and management fees2012-12-31$40,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,289,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,028,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$246,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$90,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$90,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$21
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$841,000
Employer contributions (assets) at end of year2012-12-31$766,000
Employer contributions (assets) at beginning of year2012-12-31$1,651,167
Income. Dividends from preferred stock2012-12-31$390
Income. Dividends from common stock2012-12-31$161,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,299,903
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$7,904,339
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$7,051,894
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
Aggregate proceeds on sale of assets2012-12-31$10,705,050
Aggregate carrying amount (costs) on sale of assets2012-12-31$9,574,008
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-371,814
Total unrealized appreciation/depreciation of assets2011-12-31$-371,814
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$45,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$31,448
Total income from all sources (including contributions)2011-12-31$2,224,619
Total loss/gain on sale of assets2011-12-31$501,147
Total of all expenses incurred2011-12-31$1,636,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,293,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,807,417
Value of total assets at end of year2011-12-31$19,970,541
Value of total assets at beginning of year2011-12-31$19,368,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$343,290
Total interest from all sources2011-12-31$21
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$284,954
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$141,508
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$228,974
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$21,376
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$36,136
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$24,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$19,006
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$2,894
Administrative expenses (other) incurred2011-12-31$76,376
Liabilities. Value of operating payables at end of year2011-12-31$45,371
Liabilities. Value of operating payables at beginning of year2011-12-31$31,448
Total non interest bearing cash at end of year2011-12-31$103,432
Total non interest bearing cash at beginning of year2011-12-31$121,699
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$587,658
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,925,170
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,337,512
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$37,940
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,028,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,062,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$90,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$11,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$11,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$21
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$1,807,417
Employer contributions (assets) at end of year2011-12-31$1,651,167
Employer contributions (assets) at beginning of year2011-12-31$1,650,683
Income. Dividends from preferred stock2011-12-31$711
Income. Dividends from common stock2011-12-31$142,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,293,671
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$7,051,894
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$7,467,240
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$12,025,754
Aggregate carrying amount (costs) on sale of assets2011-12-31$11,524,607
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,841,161
Total unrealized appreciation/depreciation of assets2010-12-31$1,841,161
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$31,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$50,749
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,097,218
Total loss/gain on sale of assets2010-12-31$323,312
Total of all expenses incurred2010-12-31$1,675,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,299,128
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,650,683
Value of total assets at end of year2010-12-31$19,368,960
Value of total assets at beginning of year2010-12-31$16,966,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$376,251
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$69
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$285,505
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$149,006
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$248,582
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$36,136
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$60,172
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$3,980
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$19,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$27,621
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$5,102
Administrative expenses (other) incurred2010-12-31$93,618
Liabilities. Value of operating payables at end of year2010-12-31$31,448
Liabilities. Value of operating payables at beginning of year2010-12-31$50,749
Total non interest bearing cash at end of year2010-12-31$121,699
Total non interest bearing cash at beginning of year2010-12-31$91,700
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$2,421,839
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,337,512
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,915,673
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$34,051
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,062,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,443,693
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$11,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$42,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$42,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$69
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-8,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$1,650,683
Employer contributions (assets) at end of year2010-12-31$1,650,683
Employer contributions (assets) at beginning of year2010-12-31$491,423
Income. Dividends from preferred stock2010-12-31$1,044
Income. Dividends from common stock2010-12-31$135,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,295,148
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$7,467,240
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$6,809,078
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$8,673,474
Aggregate carrying amount (costs) on sale of assets2010-12-31$8,350,162
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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 WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN

2022: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WESTERN INDUSTRIES, INC. EMPLOYEES PENSION PLAN 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 planYes
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 number470476
Policy instance 1
Insurance contract or identification number470476
Number of Individuals Covered647
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 number470476
Policy instance 1
Insurance contract or identification number470476
Number of Individuals Covered661
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 number470476
Policy instance 1
Insurance contract or identification number470476
Number of Individuals Covered676
Insurance policy start date2020-03-01
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

Potentially related plans

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