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Plan Name | FRANK WERNTZ & ASSOCIATES 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | WERNTZ & ASSOCIATES, INC., FRANK D. |
Employer identification number (EIN): | 731522738 |
NAIC Classification: | 524290 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | R STAN ANTHIS | 2022-07-26 | R STAN ANTHIS | 2022-07-26 |
001 | 2020-01-01 | R STAN ANTHIS | 2021-07-30 | R STAN ANTHIS | 2021-07-30 |
001 | 2019-01-01 | R STAN ANTHIS | 2020-07-30 | R STAN ANTHIS | 2020-07-30 |
001 | 2018-01-01 | R STAN ANTHIS | 2019-08-28 | R STAN ANTHIS | 2019-08-28 |
001 | 2017-01-01 | R STAN ANTHIS | 2018-09-11 | R STAN ANTHIS | 2018-09-11 |
001 | 2016-01-01 | R STAN ANTHIS | 2017-09-21 | R STAN ANTHIS | 2017-09-21 |
001 | 2015-01-01 | ROBERT ANTHIS | 2016-09-26 | ROBERT ANTHIS | 2016-09-26 |
001 | 2014-01-01 | R. STAN ANTHIS | 2015-10-03 | R. STAN ANTHIS | 2015-10-03 |
001 | 2013-01-01 | R STAN ANTHIS | 2014-08-20 | R STAN ANTHIS | 2014-08-20 |
001 | 2012-01-01 | R. STAN ANTHIS | 2013-09-09 | R. STAN ANTHIS | 2013-09-09 |
001 | 2011-01-01 | R. STAN ANTHIS | 2012-10-04 | R. STAN ANTHIS | 2012-10-04 |
001 | 2010-01-01 | R. STAN ANTHIS | 2011-03-22 | R. STAN ANTHIS | 2011-03-22 |
001 | 2009-01-01 | ROBERT S ANTHIS |
Measure | Date | Value |
---|---|---|
2009: FRANK WERNTZ & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 1 |
Number of participants with account balances | 2009-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
2009: FRANK WERNTZ & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |