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EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 401k Plan overview

Plan NameEASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN
Plan identification number 001

EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EASTER SEALS SOUTHEAST WISCONSIN, INC. has sponsored the creation of one or more 401k plans.

Company Name:EASTER SEALS SOUTHEAST WISCONSIN, INC.
Employer identification number (EIN):390816849
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LORI VANDALEN
0012016-01-01ROBERT GLOWACKI
0012015-01-01KEVIN CORREA
0012014-01-01ROBERT GLOWACKI
0012013-01-01ROBERT S GLOWACKI
0012012-01-01ROBERT S GLOWACKI
0012011-01-01ROBERT S GLOWACKI
0012010-01-01ROBERT S GLOWACKI
0012009-01-01ROBERT S GLOWACKI

Plan Statistics for EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN

401k plan membership statisitcs for EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN

Measure Date Value
2022: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01110
Total number of active participants reported on line 7a of the Form 55002022-01-0155
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01107
Number of participants with account balances2022-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01128
Total number of active participants reported on line 7a of the Form 55002021-01-0158
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01109
Number of participants with account balances2021-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2020: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01172
Total number of active participants reported on line 7a of the Form 55002020-01-0186
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0142
Total of all active and inactive participants2020-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01128
Number of participants with account balances2020-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01196
Total number of active participants reported on line 7a of the Form 55002019-01-01110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01164
Number of participants with account balances2019-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01214
Total number of active participants reported on line 7a of the Form 55002018-01-01126
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0168
Total of all active and inactive participants2018-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01196
Number of participants with account balances2018-01-01179
2017: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01216
Total number of active participants reported on line 7a of the Form 55002017-01-01137
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01203
Number of participants with account balances2017-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01204
Total number of active participants reported on line 7a of the Form 55002016-01-01161
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01213
Number of participants with account balances2016-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01196
Total number of active participants reported on line 7a of the Form 55002015-01-01152
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01190
Number of participants with account balances2015-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01208
Total number of active participants reported on line 7a of the Form 55002014-01-01148
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01189
Number of participants with account balances2014-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01217
Total number of active participants reported on line 7a of the Form 55002013-01-01149
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01195
Number of participants with account balances2013-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01195
Total number of active participants reported on line 7a of the Form 55002012-01-01165
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01213
Number of participants with account balances2012-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01186
Total number of active participants reported on line 7a of the Form 55002011-01-01146
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01176
Number of participants with account balances2011-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01146
Total number of active participants reported on line 7a of the Form 55002010-01-01103
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0129
Total of all active and inactive participants2010-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01132
Number of participants with account balances2010-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01100
Total number of active participants reported on line 7a of the Form 55002009-01-0191
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01108
Number of participants with account balances2009-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN

Measure Date Value
2022 : EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING 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$27,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$122,770
Total income from all sources (including contributions)2022-12-31$-185,909
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$436,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$414,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$237,798
Value of total assets at end of year2022-12-31$1,948,240
Value of total assets at beginning of year2022-12-31$2,665,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,467
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$44,390
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$44,390
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$112,438
Participant contributions at end of year2022-12-31$4,612
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$61,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$27,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$122,770
Total non interest bearing cash at end of year2022-12-31$23,366
Total non interest bearing cash at beginning of year2022-12-31$122,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-622,764
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,920,262
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,543,026
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$22,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,789,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,405,819
Value of interest in common/collective trusts at end of year2022-12-31$67,021
Value of interest in common/collective trusts at beginning of year2022-12-31$80,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-468,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$63,991
Employer contributions (assets) at end of year2022-12-31$63,991
Employer contributions (assets) at beginning of year2022-12-31$57,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$414,388
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 name2022-12-31WEGNER CPAS
Accountancy firm EIN2022-12-31390974031
2021 : EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING 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$122,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$27,711
Total income from all sources (including contributions)2021-12-31$637,540
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$239,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$216,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$260,877
Value of total assets at end of year2021-12-31$2,665,796
Value of total assets at beginning of year2021-12-31$2,172,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,868
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$187,650
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$187,650
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$134,260
Participant contributions at beginning of year2021-12-31$6,267
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$69,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$122,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$27,711
Total non interest bearing cash at end of year2021-12-31$122,770
Total non interest bearing cash at beginning of year2021-12-31$21,444
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$398,226
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,543,026
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,144,800
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$22,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,405,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,994,367
Value of interest in common/collective trusts at end of year2021-12-31$80,033
Value of interest in common/collective trusts at beginning of year2021-12-31$77,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$189,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$57,174
Employer contributions (assets) at end of year2021-12-31$57,174
Employer contributions (assets) at beginning of year2021-12-31$73,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$216,446
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 name2021-12-31WEGNER CPAS
Accountancy firm EIN2021-12-31390974031
2020 : EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$27,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$20,939
Total income from all sources (including contributions)2020-12-31$621,176
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$366,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$343,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$334,124
Value of total assets at end of year2020-12-31$2,172,511
Value of total assets at beginning of year2020-12-31$1,910,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,454
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$65,419
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$65,419
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$155,336
Participant contributions at end of year2020-12-31$6,267
Participant contributions at beginning of year2020-12-31$6,134
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$105,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$27,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$20,939
Total non interest bearing cash at end of year2020-12-31$21,444
Total non interest bearing cash at beginning of year2020-12-31$21,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$255,093
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,144,800
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,889,707
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$22,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,994,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,753,117
Value of interest in common/collective trusts at end of year2020-12-31$77,171
Value of interest in common/collective trusts at beginning of year2020-12-31$75,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$221,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$73,262
Employer contributions (assets) at end of year2020-12-31$73,262
Employer contributions (assets) at beginning of year2020-12-31$54,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$343,629
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEGNER CPAS
Accountancy firm EIN2020-12-31390974031
2019 : EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,939
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$597,050
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$323,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$294,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$231,124
Value of total assets at end of year2019-12-31$1,910,646
Value of total assets at beginning of year2019-12-31$1,616,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,746
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$51,683
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$51,683
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$156,730
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$153,935
Participant contributions at end of year2019-12-31$6,134
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$20,939
Total non interest bearing cash at end of year2019-12-31$21,529
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$273,182
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,889,707
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,616,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$29,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,753,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,443,143
Value of interest in common/collective trusts at end of year2019-12-31$75,113
Value of interest in common/collective trusts at beginning of year2019-12-31$124,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$314,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$55,130
Employer contributions (assets) at end of year2019-12-31$54,753
Employer contributions (assets) at beginning of year2019-12-31$49,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$294,122
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEGNER CPA'S
Accountancy firm EIN2019-12-31390974031
2018 : EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$129,386
Total of all expenses incurred2018-12-31$459,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$434,785
Value of total corrective distributions2018-12-31$57
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$236,093
Value of total assets at end of year2018-12-31$1,616,525
Value of total assets at beginning of year2018-12-31$1,946,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,545
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$27,788
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$27,788
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$161,653
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
Contributions received from participants2018-12-31$186,785
Other income not declared elsewhere2018-12-31$-1
Administrative expenses (other) incurred2018-12-31$2,910
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-330,001
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,616,525
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,946,526
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$21,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,443,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,703,560
Value of interest in common/collective trusts at end of year2018-12-31$124,157
Value of interest in common/collective trusts at beginning of year2018-12-31$131,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-135,659
Net investment gain or loss from common/collective trusts2018-12-31$1,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$49,308
Employer contributions (assets) at end of year2018-12-31$49,225
Employer contributions (assets) at beginning of year2018-12-31$111,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$434,785
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 name2018-12-31WEGNER CPA'S
Accountancy firm EIN2018-12-31390974031
2017 : EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$559,346
Total of all expenses incurred2017-12-31$313,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$287,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$280,734
Value of total assets at end of year2017-12-31$1,946,526
Value of total assets at beginning of year2017-12-31$1,700,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,920
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$27,464
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$27,464
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$170,029
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$168,496
Administrative expenses (other) incurred2017-12-31$2,650
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$7,847
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$246,245
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,946,526
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,700,281
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$23,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,703,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,436,972
Value of interest in common/collective trusts at end of year2017-12-31$131,273
Value of interest in common/collective trusts at beginning of year2017-12-31$139,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$247,668
Net investment gain or loss from common/collective trusts2017-12-31$3,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$112,238
Employer contributions (assets) at end of year2017-12-31$111,693
Employer contributions (assets) at beginning of year2017-12-31$115,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$287,181
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 name2017-12-31WEGNER CPA
Accountancy firm EIN2017-12-31390974031
2016 : EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$408,525
Total of all expenses incurred2016-12-31$178,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$154,496
Value of total corrective distributions2016-12-31$3,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$284,088
Value of total assets at end of year2016-12-31$1,700,281
Value of total assets at beginning of year2016-12-31$1,470,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,887
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$24,216
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$24,216
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$167,827
Participant contributions at beginning of year2016-12-31$260
Other income not declared elsewhere2016-12-31$383
Administrative expenses (other) incurred2016-12-31$2,125
Total non interest bearing cash at end of year2016-12-31$7,847
Total non interest bearing cash at beginning of year2016-12-31$5,373
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$230,096
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,700,281
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,470,185
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$18,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,436,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,210,270
Value of interest in common/collective trusts at end of year2016-12-31$139,661
Value of interest in common/collective trusts at beginning of year2016-12-31$158,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$96,912
Net investment gain or loss from common/collective trusts2016-12-31$2,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$116,261
Employer contributions (assets) at end of year2016-12-31$115,801
Employer contributions (assets) at beginning of year2016-12-31$95,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$154,496
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 name2016-12-31WEGNER CPAS
Accountancy firm EIN2016-12-31390974031
2015 : EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$247,636
Total of all expenses incurred2015-12-31$275,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$249,402
Value of total corrective distributions2015-12-31$4,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$264,917
Value of total assets at end of year2015-12-31$1,470,185
Value of total assets at beginning of year2015-12-31$1,497,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,002
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$21,035
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$21,035
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$146,766
Participant contributions at end of year2015-12-31$260
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$22,245
Other income not declared elsewhere2015-12-31$876
Administrative expenses (other) incurred2015-12-31$1,756
Total non interest bearing cash at end of year2015-12-31$5,373
Total non interest bearing cash at beginning of year2015-12-31$6,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-27,481
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,470,185
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,497,666
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$19,246
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,210,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,232,598
Value of interest in common/collective trusts at end of year2015-12-31$158,449
Value of interest in common/collective trusts at beginning of year2015-12-31$210,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-42,714
Net investment gain or loss from common/collective trusts2015-12-31$3,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$95,906
Employer contributions (assets) at end of year2015-12-31$95,833
Employer contributions (assets) at beginning of year2015-12-31$48,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$249,402
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEGNER CPAS LLP
Accountancy firm EIN2015-12-31390974031
2014 : EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$419,576
Total of all expenses incurred2014-12-31$220,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$205,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$325,625
Value of total assets at end of year2014-12-31$1,497,666
Value of total assets at beginning of year2014-12-31$1,298,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,167
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$19,133
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$19,133
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,600,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$143,411
Administrative expenses (other) incurred2014-12-31$1,755
Total non interest bearing cash at end of year2014-12-31$6,182
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$199,404
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,497,666
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,298,262
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$9,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,232,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,241,219
Value of interest in common/collective trusts at end of year2014-12-31$210,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$57,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$57,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$73,132
Net investment gain or loss from common/collective trusts2014-12-31$1,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$182,214
Employer contributions (assets) at end of year2014-12-31$48,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$205,005
Contract administrator fees2014-12-31$4,217
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$484,609
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$138,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$126,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$270,566
Value of total assets at end of year2013-12-31$1,298,262
Value of total assets at beginning of year2013-12-31$952,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,803
Total interest from all sources2013-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$19,634
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$19,634
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$138,700
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$30,189
Other income not declared elsewhere2013-12-31$286
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$345,929
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,298,262
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$952,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,241,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$905,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$57,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$46,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$46,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$194,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$101,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$126,877
Contract administrator fees2013-12-31$11,803
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$315,200
Total loss/gain on sale of assets2012-12-31$1
Total of all expenses incurred2012-12-31$125,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$116,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$214,527
Value of total assets at end of year2012-12-31$952,333
Value of total assets at beginning of year2012-12-31$762,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,659
Total interest from all sources2012-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$17,562
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$17,562
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$130,627
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,228
Other income not declared elsewhere2012-12-31$409
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$189,725
Value of net assets at end of year (total assets less liabilities)2012-12-31$952,333
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$762,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$905,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$728,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$46,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$34,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$34,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$82,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$79,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$116,816
Contract administrator fees2012-12-31$8,659
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$189,963
Aggregate carrying amount (costs) on sale of assets2012-12-31$189,962
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 : EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$172,912
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$42,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$37,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$184,322
Value of total assets at end of year2011-12-31$762,608
Value of total assets at beginning of year2011-12-31$631,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,353
Total interest from all sources2011-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$13,263
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$13,263
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$112,260
Other income not declared elsewhere2011-12-31$91
Administrative expenses (other) incurred2011-12-31$4,353
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$130,623
Value of net assets at end of year (total assets less liabilities)2011-12-31$762,608
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$631,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$728,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$595,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$34,570
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$36,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$36,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-24,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$72,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$37,936
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$275,466
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$23,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$204,838
Value of total assets at end of year2010-12-31$631,985
Value of total assets at beginning of year2010-12-31$380,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,934
Total interest from all sources2010-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$9,202
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$9,202
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$108,851
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$65,901
Other income not declared elsewhere2010-12-31$331
Administrative expenses (other) incurred2010-12-31$6,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$251,569
Value of net assets at end of year (total assets less liabilities)2010-12-31$631,985
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$380,416
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$595,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$342,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$36,767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$37,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$37,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$61,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$30,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,963
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BRUCE MICHAEL REDLIN, CPA, LLC
Accountancy firm EIN2010-12-31391999235

Form 5500 Responses for EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN

2022: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING 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 planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING 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 planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING 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 planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING 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 planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFT SHARING 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 planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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