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THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameTHE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN
Plan identification number 001

THE WESTERVELT COMPANY SAVINGS AND INVESTMENT 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE WESTERVELT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE WESTERVELT COMPANY
Employer identification number (EIN):631158654
NAIC Classification:322100

Additional information about THE WESTERVELT COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2563016

More information about THE WESTERVELT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WESTERVELT COMPANY SAVINGS AND INVESTMENT 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
0012017-01-01GARY DAILEY GARY DAILEY2018-10-11
0012016-01-01GARY DAILEY GARY DAILEY2017-10-12
0012015-01-01RHONDA STRICKLAND GARY DAILEY2016-10-13
0012014-01-01GARY DAILEY
0012013-01-01MARC HAMILTON MARC HAMILTON2014-09-22
0012012-01-01MARC HAMILTON MARC HAMILTON2013-09-24
0012011-01-01MARC HAMILTON MARC HAMILTON2012-10-11
0012010-01-01MARC HAMILTON
0012009-01-01MARC HAMILTON

Plan Statistics for THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN

Measure Date Value
2022: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01883
Total number of active participants reported on line 7a of the Form 55002022-01-01686
Number of retired or separated participants receiving benefits2022-01-0157
Number of other retired or separated participants entitled to future benefits2022-01-01147
Total of all active and inactive participants2022-01-01890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0117
Total participants2022-01-01907
Number of participants with account balances2022-01-01882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0158
2021: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01798
Total number of active participants reported on line 7a of the Form 55002021-01-01651
Number of retired or separated participants receiving benefits2021-01-0155
Number of other retired or separated participants entitled to future benefits2021-01-01159
Total of all active and inactive participants2021-01-01865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0118
Total participants2021-01-01883
Number of participants with account balances2021-01-01855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0142
2020: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01751
Total number of active participants reported on line 7a of the Form 55002020-01-01585
Number of retired or separated participants receiving benefits2020-01-0151
Number of other retired or separated participants entitled to future benefits2020-01-01145
Total of all active and inactive participants2020-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0117
Total participants2020-01-01798
Number of participants with account balances2020-01-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01760
Total number of active participants reported on line 7a of the Form 55002019-01-01543
Number of retired or separated participants receiving benefits2019-01-0159
Number of other retired or separated participants entitled to future benefits2019-01-01135
Total of all active and inactive participants2019-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0114
Total participants2019-01-01751
Number of participants with account balances2019-01-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01751
Total number of active participants reported on line 7a of the Form 55002018-01-01549
Number of retired or separated participants receiving benefits2018-01-0161
Number of other retired or separated participants entitled to future benefits2018-01-01137
Total of all active and inactive participants2018-01-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0113
Total participants2018-01-01760
Number of participants with account balances2018-01-01697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01772
Total number of active participants reported on line 7a of the Form 55002017-01-01521
Number of retired or separated participants receiving benefits2017-01-0166
Number of other retired or separated participants entitled to future benefits2017-01-01150
Total of all active and inactive participants2017-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0114
Total participants2017-01-01751
Number of participants with account balances2017-01-01736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01755
Total number of active participants reported on line 7a of the Form 55002016-01-01537
Number of retired or separated participants receiving benefits2016-01-0166
Number of other retired or separated participants entitled to future benefits2016-01-01155
Total of all active and inactive participants2016-01-01758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-01772
Number of participants with account balances2016-01-01755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01775
Total number of active participants reported on line 7a of the Form 55002015-01-01515
Number of retired or separated participants receiving benefits2015-01-0168
Number of other retired or separated participants entitled to future benefits2015-01-01156
Total of all active and inactive participants2015-01-01739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0116
Total participants2015-01-01755
Number of participants with account balances2015-01-01750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01762
Total number of active participants reported on line 7a of the Form 55002014-01-01525
Number of retired or separated participants receiving benefits2014-01-0167
Number of other retired or separated participants entitled to future benefits2014-01-01165
Total of all active and inactive participants2014-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0118
Total participants2014-01-01775
Number of participants with account balances2014-01-01755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01775
Total number of active participants reported on line 7a of the Form 55002013-01-01474
Number of retired or separated participants receiving benefits2013-01-0175
Number of other retired or separated participants entitled to future benefits2013-01-01203
Total of all active and inactive participants2013-01-01752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-01762
Number of participants with account balances2013-01-01747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01849
Total number of active participants reported on line 7a of the Form 55002012-01-01454
Number of retired or separated participants receiving benefits2012-01-0177
Number of other retired or separated participants entitled to future benefits2012-01-01232
Total of all active and inactive participants2012-01-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0112
Total participants2012-01-01775
Number of participants with account balances2012-01-01750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0142
2011: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01833
Total number of active participants reported on line 7a of the Form 55002011-01-01519
Number of retired or separated participants receiving benefits2011-01-0183
Number of other retired or separated participants entitled to future benefits2011-01-01237
Total of all active and inactive participants2011-01-01839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-01849
Number of participants with account balances2011-01-01828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0158
2010: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01856
Total number of active participants reported on line 7a of the Form 55002010-01-01517
Number of retired or separated participants receiving benefits2010-01-0185
Number of other retired or separated participants entitled to future benefits2010-01-01223
Total of all active and inactive participants2010-01-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-018
Total participants2010-01-01833
Number of participants with account balances2010-01-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0135
2009: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01926
Total number of active participants reported on line 7a of the Form 55002009-01-01511
Number of retired or separated participants receiving benefits2009-01-0175
Number of other retired or separated participants entitled to future benefits2009-01-01262
Total of all active and inactive participants2009-01-01848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-01856
Number of participants with account balances2009-01-01832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0132

Financial Data on THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN

Measure Date Value
2022 : THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,113,957
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,609,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,480,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,679,002
Value of total assets at end of year2022-12-31$108,063,874
Value of total assets at beginning of year2022-12-31$129,787,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$128,984
Total interest from all sources2022-12-31$48,849
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,741,645
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$3,741,645
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$4,384,323
Participant contributions at end of year2022-12-31$1,162,142
Participant contributions at beginning of year2022-12-31$1,107,215
Participant contributions at end of year2022-12-31$44,275
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$285,560
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,439
Other income not declared elsewhere2022-12-31$33,441
Administrative expenses (other) incurred2022-12-31$128,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,723,540
Value of net assets at end of year (total assets less liabilities)2022-12-31$108,063,874
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$129,787,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$87,891,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$110,451,948
Interest on participant loans2022-12-31$48,849
Value of interest in common/collective trusts at end of year2022-12-31$18,931,696
Value of interest in common/collective trusts at beginning of year2022-12-31$18,228,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,911,765
Net investment gain or loss from common/collective trusts2022-12-31$294,871
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$3,009,119
Employer contributions (assets) at end of year2022-12-31$34,313
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,479,160
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 name2022-12-31WARREN AVERETT, LLC.
Accountancy firm EIN2022-12-31454084437
2021 : THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$21,382,320
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,068,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,953,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,824,680
Value of total assets at end of year2021-12-31$129,787,414
Value of total assets at beginning of year2021-12-31$119,473,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,170
Total interest from all sources2021-12-31$57,860
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,289,847
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$5,289,847
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,778,175
Participant contributions at end of year2021-12-31$1,107,215
Participant contributions at beginning of year2021-12-31$1,224,366
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$491,399
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$211
Other income not declared elsewhere2021-12-31$963
Administrative expenses (other) incurred2021-12-31$115,170
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$10,313,873
Value of net assets at end of year (total assets less liabilities)2021-12-31$129,787,414
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$119,473,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$110,451,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$98,127,949
Interest on participant loans2021-12-31$57,860
Value of interest in common/collective trusts at end of year2021-12-31$18,228,251
Value of interest in common/collective trusts at beginning of year2021-12-31$20,121,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,937,347
Net investment gain or loss from common/collective trusts2021-12-31$271,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,555,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,953,066
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 name2021-12-31WARREN AVERETT, LLC.
Accountancy firm EIN2021-12-31454084437
2020 : THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$3,582,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$22,265,648
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,459,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,447,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,863,449
Value of total assets at end of year2020-12-31$119,473,541
Value of total assets at beginning of year2020-12-31$108,085,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,630
Total interest from all sources2020-12-31$70,925
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,145,521
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$3,145,521
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,263,484
Participant contributions at end of year2020-12-31$1,224,366
Participant contributions at beginning of year2020-12-31$1,422,769
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$386,530
Other income not declared elsewhere2020-12-31$-1,981
Administrative expenses (other) incurred2020-12-31$12,630
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$7,805,779
Value of net assets at end of year (total assets less liabilities)2020-12-31$119,473,541
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$108,085,762
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$98,127,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$87,547,192
Interest on participant loans2020-12-31$70,925
Value of interest in common/collective trusts at end of year2020-12-31$20,121,226
Value of interest in common/collective trusts at beginning of year2020-12-31$19,115,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,775,949
Net investment gain or loss from common/collective trusts2020-12-31$411,785
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$2,213,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,447,239
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WARREN AVERETT, LLC.
Accountancy firm EIN2020-12-31454084437
2019 : THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$25,745,907
Total income from all sources (including contributions)2019-12-31$25,745,907
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,517,525
Total of all expenses incurred2019-12-31$7,517,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,508,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,508,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,191,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,191,386
Value of total assets at end of year2019-12-31$108,085,762
Value of total assets at end of year2019-12-31$108,085,762
Value of total assets at beginning of year2019-12-31$89,857,380
Value of total assets at beginning of year2019-12-31$89,857,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,501
Total interest from all sources2019-12-31$77,696
Total interest from all sources2019-12-31$77,696
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,510,322
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,510,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,510,322
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,510,322
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,940,095
Contributions received from participants2019-12-31$2,940,095
Participant contributions at end of year2019-12-31$1,422,769
Participant contributions at end of year2019-12-31$1,422,769
Participant contributions at beginning of year2019-12-31$1,569,676
Participant contributions at beginning of year2019-12-31$1,569,676
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,217,017
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,217,017
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$44
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$44
Other income not declared elsewhere2019-12-31$1,210
Other income not declared elsewhere2019-12-31$1,210
Administrative expenses (other) incurred2019-12-31$9,501
Administrative expenses (other) incurred2019-12-31$9,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,228,382
Value of net income/loss2019-12-31$18,228,382
Value of net assets at end of year (total assets less liabilities)2019-12-31$108,085,762
Value of net assets at end of year (total assets less liabilities)2019-12-31$108,085,762
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$89,857,380
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$89,857,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$87,547,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$87,547,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,302,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,302,578
Interest on participant loans2019-12-31$77,696
Interest on participant loans2019-12-31$77,696
Value of interest in common/collective trusts at end of year2019-12-31$19,115,801
Value of interest in common/collective trusts at end of year2019-12-31$19,115,801
Value of interest in common/collective trusts at beginning of year2019-12-31$20,985,126
Value of interest in common/collective trusts at beginning of year2019-12-31$20,985,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,496,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,496,049
Net investment gain or loss from common/collective trusts2019-12-31$469,244
Net investment gain or loss from common/collective trusts2019-12-31$469,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,034,274
Contributions received in cash from employer2019-12-31$2,034,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,507,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,507,980
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WARREN AVERETT, INC.
Accountancy firm name2019-12-31WARREN AVERETT, INC.
Accountancy firm EIN2019-12-31454084437
Accountancy firm EIN2019-12-31454084437
2018 : THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$561,174
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,976,844
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,972,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,968,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,008,349
Value of total assets at end of year2018-12-31$89,857,380
Value of total assets at beginning of year2018-12-31$96,414,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,060
Total interest from all sources2018-12-31$80,694
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,067,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,067,652
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,772,476
Participant contributions at end of year2018-12-31$1,569,676
Participant contributions at beginning of year2018-12-31$1,836,547
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$291,169
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$435
Other income not declared elsewhere2018-12-31$1,141
Administrative expenses (other) incurred2018-12-31$4,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,995,834
Value of net assets at end of year (total assets less liabilities)2018-12-31$89,857,380
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$96,414,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$67,302,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$71,590,316
Interest on participant loans2018-12-31$80,694
Value of interest in common/collective trusts at end of year2018-12-31$20,985,126
Value of interest in common/collective trusts at beginning of year2018-12-31$22,987,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,628,990
Net investment gain or loss from common/collective trusts2018-12-31$447,998
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$1,944,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,968,183
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 name2018-12-31WARREN AVERETT, INC.
Accountancy firm EIN2018-12-31454084437
2017 : THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$16,275,440
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,765,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,760,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,101,900
Value of total assets at end of year2017-12-31$96,414,388
Value of total assets at beginning of year2017-12-31$86,904,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,540
Total interest from all sources2017-12-31$79,086
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,453,589
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$2,453,589
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,428,107
Participant contributions at end of year2017-12-31$1,836,547
Participant contributions at beginning of year2017-12-31$1,868,434
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,582
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$462
Other income not declared elsewhere2017-12-31$6,167
Administrative expenses (other) incurred2017-12-31$4,540
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$9,509,945
Value of net assets at end of year (total assets less liabilities)2017-12-31$96,414,388
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$86,904,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$71,590,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$59,907,088
Interest on participant loans2017-12-31$79,086
Value of interest in common/collective trusts at end of year2017-12-31$22,987,525
Value of interest in common/collective trusts at beginning of year2017-12-31$25,128,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,210,135
Net investment gain or loss from common/collective trusts2017-12-31$424,563
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$1,658,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,760,493
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 name2017-12-31WARREN AVERETT, INC
Accountancy firm EIN2017-12-31454084437
2016 : THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,818,497
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,842,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,836,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,380,725
Value of total assets at end of year2016-12-31$86,904,443
Value of total assets at beginning of year2016-12-31$83,928,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,020
Total interest from all sources2016-12-31$81,688
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,601,281
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$1,601,281
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,462,118
Participant contributions at end of year2016-12-31$1,868,434
Participant contributions at beginning of year2016-12-31$2,083,812
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$112,843
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$2,099
Other income not declared elsewhere2016-12-31$4,729
Administrative expenses (other) incurred2016-12-31$6,020
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$2,976,357
Value of net assets at end of year (total assets less liabilities)2016-12-31$86,904,443
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$83,928,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$59,907,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$55,327,855
Interest on participant loans2016-12-31$81,688
Value of interest in common/collective trusts at end of year2016-12-31$25,128,921
Value of interest in common/collective trusts at beginning of year2016-12-31$26,516,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,266,377
Net investment gain or loss from common/collective trusts2016-12-31$483,697
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$1,805,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,834,021
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 name2016-12-31WARREN AVERETT, INC.
Accountancy firm EIN2016-12-31454084437
2015 : THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,113,521
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,058,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,053,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,368,552
Value of total assets at end of year2015-12-31$83,928,086
Value of total assets at beginning of year2015-12-31$84,873,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,460
Total interest from all sources2015-12-31$79,458
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,372,941
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$2,372,941
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,362,028
Participant contributions at end of year2015-12-31$2,083,812
Participant contributions at beginning of year2015-12-31$1,672,858
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$271,835
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$272
Other income not declared elsewhere2015-12-31$4,243
Administrative expenses (other) incurred2015-12-31$5,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-945,121
Value of net assets at end of year (total assets less liabilities)2015-12-31$83,928,086
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$84,873,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$55,327,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$55,301,917
Interest on participant loans2015-12-31$79,458
Value of interest in common/collective trusts at end of year2015-12-31$26,516,419
Value of interest in common/collective trusts at beginning of year2015-12-31$27,898,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,398,326
Net investment gain or loss from common/collective trusts2015-12-31$-313,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,734,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,052,910
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 name2015-12-31WARREN AVERETT, LLC
Accountancy firm EIN2015-12-31454084437
2014 : THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,739,313
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,152,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,146,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,934,788
Value of total assets at end of year2014-12-31$84,873,207
Value of total assets at beginning of year2014-12-31$81,286,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,400
Total interest from all sources2014-12-31$74,020
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,188,027
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$2,188,027
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,073,566
Participant contributions at end of year2014-12-31$1,672,858
Participant contributions at beginning of year2014-12-31$1,635,466
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$326,268
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$246
Other income not declared elsewhere2014-12-31$646
Administrative expenses (other) incurred2014-12-31$5,400
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$3,586,963
Value of net assets at end of year (total assets less liabilities)2014-12-31$84,873,207
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$81,286,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$55,301,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$49,694,650
Interest on participant loans2014-12-31$74,020
Value of interest in common/collective trusts at end of year2014-12-31$27,898,432
Value of interest in common/collective trusts at beginning of year2014-12-31$29,956,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,001,391
Net investment gain or loss from common/collective trusts2014-12-31$540,441
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$1,534,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,146,704
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 name2014-12-31WARREN AVERETT, LLC
Accountancy firm EIN2014-12-31454084437
2013 : THE WESTERVELT COMPANY SAVINGS AND INVESTMENT 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$12,914,834
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,621,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,610,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,527,132
Value of total assets at end of year2013-12-31$81,286,244
Value of total assets at beginning of year2013-12-31$76,993,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,079
Total interest from all sources2013-12-31$79,756
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,692,898
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$1,692,898
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,846,124
Participant contributions at end of year2013-12-31$1,635,466
Participant contributions at beginning of year2013-12-31$1,589,546
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$251,355
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$85
Other income not declared elsewhere2013-12-31$9,966
Administrative expenses (other) incurred2013-12-31$11,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,293,028
Value of net assets at end of year (total assets less liabilities)2013-12-31$81,286,244
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$76,993,216
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$49,694,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$41,256,501
Interest on participant loans2013-12-31$79,756
Value of interest in common/collective trusts at end of year2013-12-31$29,956,128
Value of interest in common/collective trusts at beginning of year2013-12-31$34,147,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,939,500
Net investment gain or loss from common/collective trusts2013-12-31$-334,418
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$1,429,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,610,642
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 name2013-12-31WARREN AVERETT, LLC
Accountancy firm EIN2013-12-31454084437
2012 : THE WESTERVELT COMPANY SAVINGS AND INVESTMENT 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$9,359,209
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,401,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,379,869
Expenses. Certain deemed distributions of participant loans2012-12-31$10,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,943,499
Value of total assets at end of year2012-12-31$76,993,216
Value of total assets at beginning of year2012-12-31$75,035,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,738
Total interest from all sources2012-12-31$84,413
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,138,753
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$1,138,753
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,679,982
Participant contributions at end of year2012-12-31$1,589,546
Participant contributions at beginning of year2012-12-31$1,594,126
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$11,947
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$25,828
Other income not declared elsewhere2012-12-31$4,096
Administrative expenses (other) incurred2012-12-31$11,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,957,443
Value of net assets at end of year (total assets less liabilities)2012-12-31$76,993,216
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$75,035,773
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$41,256,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$40,041,650
Interest on participant loans2012-12-31$84,413
Value of interest in common/collective trusts at end of year2012-12-31$34,147,169
Value of interest in common/collective trusts at beginning of year2012-12-31$33,377,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,280,711
Net investment gain or loss from common/collective trusts2012-12-31$907,737
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$1,263,517
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$10,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,354,041
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WARREN AVERETT, LLC
Accountancy firm EIN2012-12-31454084437
2011 : THE WESTERVELT COMPANY SAVINGS AND INVESTMENT 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$4,713,123
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,895,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,884,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,141,373
Value of total assets at end of year2011-12-31$75,035,773
Value of total assets at beginning of year2011-12-31$74,218,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,215
Total interest from all sources2011-12-31$76,102
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$917,890
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$917,890
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,749,978
Participant contributions at end of year2011-12-31$1,594,126
Participant contributions at beginning of year2011-12-31$1,292,412
Participant contributions at end of year2011-12-31$11,947
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,199
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$27,893
Other income not declared elsewhere2011-12-31$2,834
Administrative expenses (other) incurred2011-12-31$11,215
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$817,196
Value of net assets at end of year (total assets less liabilities)2011-12-31$75,035,773
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$74,218,577
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$40,041,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$40,474,227
Interest on participant loans2011-12-31$76,102
Value of interest in common/collective trusts at end of year2011-12-31$33,377,418
Value of interest in common/collective trusts at beginning of year2011-12-31$32,451,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-600,525
Net investment gain or loss from common/collective trusts2011-12-31$1,175,449
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$1,367,196
Employer contributions (assets) at end of year2011-12-31$10,632
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,856,819
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 name2011-12-31WARREN AVERETT, LLC
Accountancy firm EIN2011-12-31454084437
2010 : THE WESTERVELT COMPANY SAVINGS AND INVESTMENT 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$9,613,449
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,025,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,014,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,929,033
Value of total assets at end of year2010-12-31$74,218,577
Value of total assets at beginning of year2010-12-31$69,631,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,934
Total interest from all sources2010-12-31$68,211
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$784,596
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$784,596
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,611,015
Participant contributions at end of year2010-12-31$1,292,412
Participant contributions at beginning of year2010-12-31$1,016,985
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$70,816
Other income not declared elsewhere2010-12-31$4,024
Administrative expenses (other) incurred2010-12-31$10,934
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$4,587,518
Value of net assets at end of year (total assets less liabilities)2010-12-31$74,218,577
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$69,631,059
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$40,474,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$36,985,178
Interest on participant loans2010-12-31$68,211
Value of interest in common/collective trusts at end of year2010-12-31$32,451,938
Value of interest in common/collective trusts at beginning of year2010-12-31$31,628,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,328,021
Net investment gain or loss from common/collective trusts2010-12-31$1,499,564
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$1,247,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,014,997
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 name2010-12-31WARREN, AVERETT, KIMBROUGH & MARINO
Accountancy firm EIN2010-12-31631239864

Form 5500 Responses for THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN

2022: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT 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: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT 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: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT 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: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT 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: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT 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: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT 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: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT 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: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT 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: THE WESTERVELT COMPANY SAVINGS AND INVESTMENT 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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