FRANK WELCH & SONS CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO.
401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO.
Measure | Date | Value |
---|
2022: PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2022 401k membership |
---|
Market value of plan assets | 2022-11-30 | 3,358,853 |
Acturial value of plan assets | 2022-11-30 | 3,358,853 |
Funding target for retired participants and beneficiaries receiving payment | 2022-11-30 | 258,862 |
Number of terminated vested participants | 2022-11-30 | 28 |
Fundng target for terminated vested participants | 2022-11-30 | 828,951 |
Active participant vested funding target | 2022-11-30 | 899,414 |
Number of active participants | 2022-11-30 | 11 |
Total funding liabilities for active participants | 2022-11-30 | 899,414 |
Total participant count | 2022-11-30 | 41 |
Total funding target for all participants | 2022-11-30 | 1,987,227 |
Balance at beginning of prior year after applicable adjustments | 2022-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-11-30 | 566,865 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-11-30 | 0 |
Amount remaining of carryover balance | 2022-11-30 | 0 |
Amount remaining of prefunding balance | 2022-11-30 | 566,865 |
Present value of excess contributions | 2022-11-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-11-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-11-30 | 0 |
Balance of carryovers at beginning of current year | 2022-11-30 | 0 |
Balance of prefunding at beginning of current year | 2022-11-30 | 624,969 |
Total employer contributions | 2022-11-30 | 0 |
Total employee contributions | 2022-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-11-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-11-30 | 436,322 |
Net shortfall amortization installment of oustanding balance | 2022-11-30 | 0 |
Waiver amortization installment | 2022-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-11-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-11-30 | 0 |
Additional cash requirement | 2022-11-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-11-30 | 0 |
Unpaid minimum required contributions for current year | 2022-11-30 | 0 |
Unpaid minimum required contributions for all years | 2022-11-30 | 0 |
2021: PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2021 401k membership |
---|
Market value of plan assets | 2021-11-30 | 3,186,445 |
Acturial value of plan assets | 2021-11-30 | 3,065,949 |
Funding target for retired participants and beneficiaries receiving payment | 2021-11-30 | 270,490 |
Number of terminated vested participants | 2021-11-30 | 28 |
Fundng target for terminated vested participants | 2021-11-30 | 753,744 |
Active participant vested funding target | 2021-11-30 | 554,485 |
Number of active participants | 2021-11-30 | 12 |
Total funding liabilities for active participants | 2021-11-30 | 554,906 |
Total participant count | 2021-11-30 | 42 |
Total funding target for all participants | 2021-11-30 | 1,579,140 |
Balance at beginning of prior year after applicable adjustments | 2021-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-11-30 | 524,972 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-11-30 | 0 |
Amount remaining of carryover balance | 2021-11-30 | 0 |
Amount remaining of prefunding balance | 2021-11-30 | 524,972 |
Present value of excess contributions | 2021-11-30 | 186,850 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-11-30 | 196,772 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-11-30 | 0 |
Balance of carryovers at beginning of current year | 2021-11-30 | 0 |
Balance of prefunding at beginning of current year | 2021-11-30 | 566,865 |
Total employer contributions | 2021-11-30 | 0 |
Total employee contributions | 2021-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-11-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-11-30 | 29,483 |
Net shortfall amortization installment of oustanding balance | 2021-11-30 | 0 |
Waiver amortization installment | 2021-11-30 | 0 |
Waived amount of outstanding balance | 2021-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-11-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-11-30 | 0 |
Additional cash requirement | 2021-11-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-11-30 | 0 |
Unpaid minimum required contributions for current year | 2021-11-30 | 0 |
Unpaid minimum required contributions for all years | 2021-11-30 | 0 |
2020: PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2020 401k membership |
---|
Market value of plan assets | 2020-11-30 | 3,556,838 |
Acturial value of plan assets | 2020-11-30 | 3,492,457 |
Funding target for retired participants and beneficiaries receiving payment | 2020-11-30 | 287,679 |
Number of terminated vested participants | 2020-11-30 | 25 |
Fundng target for terminated vested participants | 2020-11-30 | 706,962 |
Active participant vested funding target | 2020-11-30 | 1,091,251 |
Number of active participants | 2020-11-30 | 14 |
Total funding liabilities for active participants | 2020-11-30 | 1,091,251 |
Total participant count | 2020-11-30 | 41 |
Total funding target for all participants | 2020-11-30 | 2,085,892 |
Balance at beginning of prior year after applicable adjustments | 2020-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-11-30 | 469,186 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-11-30 | 0 |
Amount remaining of carryover balance | 2020-11-30 | 0 |
Amount remaining of prefunding balance | 2020-11-30 | 469,186 |
Present value of excess contributions | 2020-11-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-11-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-11-30 | 0 |
Balance of carryovers at beginning of current year | 2020-11-30 | 0 |
Balance of prefunding at beginning of current year | 2020-11-30 | 524,972 |
Total employer contributions | 2020-11-30 | 200,000 |
Total employee contributions | 2020-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-11-30 | 186,850 |
Unpaid minimum required contributions for all prior years | 2020-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-11-30 | 118,345 |
Net shortfall amortization installment of oustanding balance | 2020-11-30 | 0 |
Waiver amortization installment | 2020-11-30 | 0 |
Waived amount of outstanding balance | 2020-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-11-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-11-30 | 0 |
Additional cash requirement | 2020-11-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-11-30 | 186,850 |
Unpaid minimum required contributions for current year | 2020-11-30 | 0 |
Unpaid minimum required contributions for all years | 2020-11-30 | 0 |
2019: PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2019 401k membership |
---|
Market value of plan assets | 2019-11-30 | 3,212,370 |
Acturial value of plan assets | 2019-11-30 | 3,279,816 |
Funding target for retired participants and beneficiaries receiving payment | 2019-11-30 | 299,258 |
Number of terminated vested participants | 2019-11-30 | 21 |
Fundng target for terminated vested participants | 2019-11-30 | 619,442 |
Active participant vested funding target | 2019-11-30 | 705,000 |
Number of active participants | 2019-11-30 | 19 |
Total funding liabilities for active participants | 2019-11-30 | 706,012 |
Total participant count | 2019-11-30 | 42 |
Total funding target for all participants | 2019-11-30 | 1,624,712 |
Balance at beginning of prior year after applicable adjustments | 2019-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-11-30 | 470,551 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-11-30 | 0 |
Amount remaining of carryover balance | 2019-11-30 | 0 |
Amount remaining of prefunding balance | 2019-11-30 | 470,551 |
Present value of excess contributions | 2019-11-30 | 245,713 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-11-30 | 260,112 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-11-30 | 0 |
Balance of carryovers at beginning of current year | 2019-11-30 | 0 |
Balance of prefunding at beginning of current year | 2019-11-30 | 469,186 |
Total employer contributions | 2019-11-30 | 0 |
Total employee contributions | 2019-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-11-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-11-30 | 90,999 |
Net shortfall amortization installment of oustanding balance | 2019-11-30 | 0 |
Waiver amortization installment | 2019-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-11-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-11-30 | 0 |
Additional cash requirement | 2019-11-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-11-30 | 0 |
Unpaid minimum required contributions for current year | 2019-11-30 | 0 |
Unpaid minimum required contributions for all years | 2019-11-30 | 0 |
2018: PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2018 401k membership |
---|
Market value of plan assets | 2018-11-30 | 3,020,509 |
Acturial value of plan assets | 2018-11-30 | 2,937,904 |
Funding target for retired participants and beneficiaries receiving payment | 2018-11-30 | 294,430 |
Number of terminated vested participants | 2018-11-30 | 23 |
Fundng target for terminated vested participants | 2018-11-30 | 557,227 |
Active participant vested funding target | 2018-11-30 | 576,932 |
Number of active participants | 2018-11-30 | 19 |
Total funding liabilities for active participants | 2018-11-30 | 579,120 |
Total participant count | 2018-11-30 | 44 |
Total funding target for all participants | 2018-11-30 | 1,430,777 |
Balance at beginning of prior year after applicable adjustments | 2018-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-11-30 | 413,780 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-11-30 | 0 |
Amount remaining of carryover balance | 2018-11-30 | 0 |
Amount remaining of prefunding balance | 2018-11-30 | 413,780 |
Present value of excess contributions | 2018-11-30 | 342,599 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-11-30 | 363,223 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-11-30 | 0 |
Balance of carryovers at beginning of current year | 2018-11-30 | 0 |
Balance of prefunding at beginning of current year | 2018-11-30 | 470,551 |
Total employer contributions | 2018-11-30 | 250,000 |
Total employee contributions | 2018-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-11-30 | 245,713 |
Unpaid minimum required contributions for all prior years | 2018-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-11-30 | 213,643 |
Net shortfall amortization installment of oustanding balance | 2018-11-30 | 0 |
Waiver amortization installment | 2018-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-11-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-11-30 | 0 |
Additional cash requirement | 2018-11-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-11-30 | 245,713 |
Unpaid minimum required contributions for current year | 2018-11-30 | 0 |
Unpaid minimum required contributions for all years | 2018-11-30 | 0 |
2017: PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2017 401k membership |
---|
Market value of plan assets | 2017-11-30 | 2,355,249 |
Acturial value of plan assets | 2017-11-30 | 2,508,178 |
Funding target for retired participants and beneficiaries receiving payment | 2017-11-30 | 341,587 |
Number of terminated vested participants | 2017-11-30 | 21 |
Fundng target for terminated vested participants | 2017-11-30 | 688,926 |
Active participant vested funding target | 2017-11-30 | 480,212 |
Number of active participants | 2017-11-30 | 19 |
Total funding liabilities for active participants | 2017-11-30 | 483,851 |
Total participant count | 2017-11-30 | 42 |
Total funding target for all participants | 2017-11-30 | 1,514,364 |
Balance at beginning of prior year after applicable adjustments | 2017-11-30 | 161,719 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-11-30 | 913,324 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-11-30 | 0 |
Amount remaining of carryover balance | 2017-11-30 | 161,719 |
Amount remaining of prefunding balance | 2017-11-30 | 913,324 |
Present value of excess contributions | 2017-11-30 | 196,676 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-11-30 | 208,949 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-11-30 | 161,800 |
Reductions in prefunding balances due to elections or deemed elections | 2017-11-30 | 500,000 |
Balance of carryovers at beginning of current year | 2017-11-30 | 0 |
Balance of prefunding at beginning of current year | 2017-11-30 | 413,781 |
Total employer contributions | 2017-11-30 | 350,000 |
Total employee contributions | 2017-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-11-30 | 342,599 |
Unpaid minimum required contributions for all prior years | 2017-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-11-30 | 18,369 |
Net shortfall amortization installment of oustanding balance | 2017-11-30 | 0 |
Waiver amortization installment | 2017-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-11-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-11-30 | 0 |
Additional cash requirement | 2017-11-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-11-30 | 342,599 |
Unpaid minimum required contributions for current year | 2017-11-30 | 0 |
Unpaid minimum required contributions for all years | 2017-11-30 | 0 |
2014: PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-12-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 19 |
Number of retired or separated participants receiving benefits | 2014-12-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2014-12-01 | 1 |
Total of all active and inactive participants | 2014-12-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-12-01 | 1 |
Total participants | 2014-12-01 | 40 |
2013: PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-12-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 15 |
Number of retired or separated participants receiving benefits | 2013-12-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2013-12-01 | 1 |
Total of all active and inactive participants | 2013-12-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-12-01 | 1 |
Total participants | 2013-12-01 | 36 |
2012: PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-12-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 10 |
Number of retired or separated participants receiving benefits | 2012-12-01 | 21 |
Total of all active and inactive participants | 2012-12-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-12-01 | 2 |
Total participants | 2012-12-01 | 33 |
2011: PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-12-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 16 |
Number of retired or separated participants receiving benefits | 2011-12-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 17 |
Total of all active and inactive participants | 2011-12-01 | 35 |
Total participants | 2011-12-01 | 35 |
2009: PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-12-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 15 |
Number of retired or separated participants receiving benefits | 2009-12-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 15 |
Total of all active and inactive participants | 2009-12-01 | 32 |
Total participants | 2009-12-01 | 32 |
Measure | Date | Value |
---|
2015 : PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-11-30 | $0 |
Total plan liabilities at beginning of year | 2015-11-30 | $0 |
Total income from all sources | 2015-11-30 | $196,937 |
Expenses. Total of all expenses incurred | 2015-11-30 | $50,496 |
Benefits paid (including direct rollovers) | 2015-11-30 | $39,316 |
Total plan assets at end of year | 2015-11-30 | $2,393,322 |
Total plan assets at beginning of year | 2015-11-30 | $2,246,881 |
Value of fidelity bond covering the plan | 2015-11-30 | $250,000 |
Other income received | 2015-11-30 | $-28,063 |
Net income (gross income less expenses) | 2015-11-30 | $146,441 |
Net plan assets at end of year (total assets less liabilities) | 2015-11-30 | $2,393,322 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-11-30 | $2,246,881 |
Total contributions received or receivable from employer(s) | 2015-11-30 | $225,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-11-30 | $11,180 |
2014 : PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2014 401k financial data |
---|
Total income from all sources | 2014-11-30 | $126,787 |
Expenses. Total of all expenses incurred | 2014-11-30 | $58,239 |
Benefits paid (including direct rollovers) | 2014-11-30 | $47,154 |
Total plan assets at end of year | 2014-11-30 | $2,211,881 |
Total plan assets at beginning of year | 2014-11-30 | $2,143,333 |
Value of fidelity bond covering the plan | 2014-11-30 | $250,000 |
Other income received | 2014-11-30 | $91,787 |
Net income (gross income less expenses) | 2014-11-30 | $68,548 |
Net plan assets at end of year (total assets less liabilities) | 2014-11-30 | $2,211,881 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-11-30 | $2,143,333 |
Total contributions received or receivable from employer(s) | 2014-11-30 | $35,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-11-30 | $11,085 |
2013 : PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2013 401k financial data |
---|
Total income from all sources | 2013-11-30 | $288,075 |
Expenses. Total of all expenses incurred | 2013-11-30 | $107,963 |
Benefits paid (including direct rollovers) | 2013-11-30 | $70,663 |
Total plan assets at end of year | 2013-11-30 | $2,143,333 |
Total plan assets at beginning of year | 2013-11-30 | $1,963,221 |
Value of fidelity bond covering the plan | 2013-11-30 | $250,000 |
Other income received | 2013-11-30 | $188,075 |
Net income (gross income less expenses) | 2013-11-30 | $180,112 |
Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $2,143,333 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $1,963,221 |
Total contributions received or receivable from employer(s) | 2013-11-30 | $100,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-11-30 | $37,300 |
2012 : PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2012 401k financial data |
---|
Total income from all sources | 2012-11-30 | $315,467 |
Expenses. Total of all expenses incurred | 2012-11-30 | $80,034 |
Benefits paid (including direct rollovers) | 2012-11-30 | $70,663 |
Total plan assets at end of year | 2012-11-30 | $1,963,221 |
Total plan assets at beginning of year | 2012-11-30 | $1,727,788 |
Value of fidelity bond covering the plan | 2012-11-30 | $250,000 |
Other income received | 2012-11-30 | $115,467 |
Net income (gross income less expenses) | 2012-11-30 | $235,433 |
Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $1,963,221 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $1,727,788 |
Total contributions received or receivable from employer(s) | 2012-11-30 | $200,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-11-30 | $9,371 |
2011 : PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2011 401k financial data |
---|
Total income from all sources | 2011-11-30 | $226,281 |
Expenses. Total of all expenses incurred | 2011-11-30 | $79,839 |
Benefits paid (including direct rollovers) | 2011-11-30 | $70,663 |
Total plan assets at end of year | 2011-11-30 | $1,727,788 |
Total plan assets at beginning of year | 2011-11-30 | $1,581,347 |
Value of fidelity bond covering the plan | 2011-11-30 | $100,000 |
Other income received | 2011-11-30 | $26,281 |
Net income (gross income less expenses) | 2011-11-30 | $146,442 |
Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $1,727,788 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $1,581,347 |
Total contributions received or receivable from employer(s) | 2011-11-30 | $200,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-11-30 | $9,176 |