JERRY R WERWIE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2016 : STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $81,746 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,097,037 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,097,037 |
| Total plan assets at end of year | 2016-12-31 | $0 |
| Total plan assets at beginning of year | 2016-12-31 | $1,015,291 |
| Other income received | 2016-12-31 | $81,746 |
| Net income (gross income less expenses) | 2016-12-31 | $-1,015,291 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,015,291 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
| 2015 : STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-5,578 |
| Total plan assets at end of year | 2015-12-31 | $1,015,291 |
| Total plan assets at beginning of year | 2015-12-31 | $1,020,869 |
| Value of fidelity bond covering the plan | 2015-12-31 | $120,000 |
| Other income received | 2015-12-31 | $-27,997 |
| Net income (gross income less expenses) | 2015-12-31 | $-5,578 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,015,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,020,869 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $22,419 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
| 2014 : STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $74,781 |
| Total plan assets at end of year | 2014-12-31 | $1,020,869 |
| Total plan assets at beginning of year | 2014-12-31 | $946,088 |
| Value of fidelity bond covering the plan | 2014-12-31 | $120,000 |
| Other income received | 2014-12-31 | $53,090 |
| Net income (gross income less expenses) | 2014-12-31 | $74,781 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,020,869 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $946,088 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $21,691 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $134,899 |
| Total plan assets at end of year | 2013-12-31 | $946,088 |
| Total plan assets at beginning of year | 2013-12-31 | $811,189 |
| Value of fidelity bond covering the plan | 2013-12-31 | $120,000 |
| Other income received | 2013-12-31 | $107,905 |
| Net income (gross income less expenses) | 2013-12-31 | $134,899 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $946,088 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $811,189 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $26,994 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $82,735 |
| Total plan assets at end of year | 2012-12-31 | $811,189 |
| Total plan assets at beginning of year | 2012-12-31 | $728,454 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Other income received | 2012-12-31 | $56,619 |
| Net income (gross income less expenses) | 2012-12-31 | $82,735 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $811,189 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $728,454 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $26,116 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $29,914 |
| Total plan assets at end of year | 2011-12-31 | $728,454 |
| Total plan assets at beginning of year | 2011-12-31 | $698,540 |
| Value of fidelity bond covering the plan | 2011-12-31 | $90,000 |
| Other income received | 2011-12-31 | $7,186 |
| Net income (gross income less expenses) | 2011-12-31 | $29,914 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $728,454 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $698,540 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $22,728 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $82,018 |
| Total plan assets at end of year | 2010-12-31 | $698,540 |
| Total plan assets at beginning of year | 2010-12-31 | $616,522 |
| Value of fidelity bond covering the plan | 2010-12-31 | $90,000 |
| Other income received | 2010-12-31 | $59,016 |
| Net income (gross income less expenses) | 2010-12-31 | $82,018 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $698,540 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $616,522 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $23,002 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2016: STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | This submission is the final filing | Yes |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: STATE FARM PROTOTYPE RETIREMENT PLAN JERRY R WERWIE PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
