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RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P.
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

JOHN L. WORTHAM & SON, L.P. has sponsored the creation of one or more 401k plans.

Company Name:JOHN L. WORTHAM & SON, L.P.
Employer identification number (EIN):741169859
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about JOHN L. WORTHAM & SON, L.P.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2003-12-01
Company Identification Number: 0800273814
Legal Registered Office Address: 13926 KINGSRIDE LN

HOUSTON
United States of America (USA)
77079

More information about JOHN L. WORTHAM & SON, L.P.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-02-01
0012019-02-01
0012018-02-01
0012017-02-01DEIDRE SCINTA
0012016-02-01DEIDRE SCINTA
0012015-02-01DEIDRE SCINTA
0012014-02-01DEIDRE SCINTA
0012013-02-01ALWYN L. HAHN ALWYN L. HAHN2014-11-12
0012012-02-01ALWYN L. HAHN ALWYN L. HAHN2013-10-31
0012011-02-01ALWYN L. HAHN ALWYN L. HAHN2012-11-08
0012010-02-01ALWYN L. HAHN ALWYN L. HAHN2011-11-15
0012009-02-01ALWYN L. HAHN ALWYN L. HAHN2010-11-12

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P.

Measure Date Value
2021: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2021 401k membership
Market value of plan assets2021-01-3120,713,161
Acturial value of plan assets2021-01-3121,759,818
Funding target for retired participants and beneficiaries receiving payment2021-01-3111,862,658
Number of terminated vested participants2021-01-3112
Fundng target for terminated vested participants2021-01-31696,508
Active participant vested funding target2021-01-310
Number of active participants2021-01-310
Total funding liabilities for active participants2021-01-310
Total participant count2021-01-31153
Total funding target for all participants2021-01-3112,559,166
Balance at beginning of prior year after applicable adjustments2021-01-310
Prefunding balance at beginning of prior year after applicable adjustments2021-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-01-310
Prefunding balanced used to offset prior years funding requirement2021-01-310
Amount remaining of carryover balance2021-01-310
Amount remaining of prefunding balance2021-01-310
Present value of excess contributions2021-01-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-01-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-01-310
Reductions in caryover balances due to elections or deemed elections2021-01-310
Reductions in prefunding balances due to elections or deemed elections2021-01-310
Balance of carryovers at beginning of current year2021-01-310
Balance of prefunding at beginning of current year2021-01-310
Total employer contributions2021-01-310
Total employee contributions2021-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-01-310
Contributions made to avoid restrictions adjusted to valuation date2021-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-01-310
Unpaid minimum required contributions for all prior years2021-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-01-310
Remaining amount of unpaid minimum required contributions2021-01-310
Minimum required contributions for current year target normal cost2021-01-310
Net shortfall amortization installment of oustanding balance2021-01-310
Waiver amortization installment2021-01-310
Total funding amount beforereflecting carryover/prefunding balances2021-01-310
Carryover balance elected to use to offset funding requirement2021-01-310
Prefunding balance elected to use to offset funding requirement2021-01-310
Additional cash requirement2021-01-310
Contributions allocatedtoward minimum required contributions for current year2021-01-310
Unpaid minimum required contributions for current year2021-01-310
Unpaid minimum required contributions for all years2021-01-310
2020: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2020 401k membership
Total participants, beginning-of-year2020-02-01153
Total number of active participants reported on line 7a of the Form 55002020-02-010
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-010
Total of all active and inactive participants2020-02-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-010
Total participants2020-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-010
Market value of plan assets2020-01-3121,990,840
Acturial value of plan assets2020-01-3122,653,774
Funding target for retired participants and beneficiaries receiving payment2020-01-3112,298,649
Number of terminated vested participants2020-01-3120
Fundng target for terminated vested participants2020-01-311,118,966
Active participant vested funding target2020-01-3193,968
Number of active participants2020-01-312
Total funding liabilities for active participants2020-01-3193,968
Total participant count2020-01-31166
Total funding target for all participants2020-01-3113,511,583
Balance at beginning of prior year after applicable adjustments2020-01-310
Prefunding balance at beginning of prior year after applicable adjustments2020-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-01-310
Prefunding balanced used to offset prior years funding requirement2020-01-310
Amount remaining of carryover balance2020-01-310
Amount remaining of prefunding balance2020-01-310
Present value of excess contributions2020-01-314,870,827
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-01-315,134,826
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-01-310
Reductions in caryover balances due to elections or deemed elections2020-01-310
Reductions in prefunding balances due to elections or deemed elections2020-01-310
Balance of carryovers at beginning of current year2020-01-310
Balance of prefunding at beginning of current year2020-01-310
Total employer contributions2020-01-310
Total employee contributions2020-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-01-310
Contributions made to avoid restrictions adjusted to valuation date2020-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-01-310
Unpaid minimum required contributions for all prior years2020-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-01-310
Remaining amount of unpaid minimum required contributions2020-01-310
Minimum required contributions for current year target normal cost2020-01-310
Net shortfall amortization installment of oustanding balance2020-01-310
Waiver amortization installment2020-01-310
Total funding amount beforereflecting carryover/prefunding balances2020-01-310
Carryover balance elected to use to offset funding requirement2020-01-310
Prefunding balance elected to use to offset funding requirement2020-01-310
Additional cash requirement2020-01-310
Contributions allocatedtoward minimum required contributions for current year2020-01-310
Unpaid minimum required contributions for current year2020-01-310
Unpaid minimum required contributions for all years2020-01-310
2019: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2019 401k membership
Total participants, beginning-of-year2019-02-01166
Total number of active participants reported on line 7a of the Form 55002019-02-010
Number of retired or separated participants receiving benefits2019-02-01131
Number of other retired or separated participants entitled to future benefits2019-02-0112
Total of all active and inactive participants2019-02-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-0110
Total participants2019-02-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-010
Market value of plan assets2019-01-3124,750,154
Acturial value of plan assets2019-01-3123,458,926
Funding target for retired participants and beneficiaries receiving payment2019-01-3112,304,846
Number of terminated vested participants2019-01-3116
Fundng target for terminated vested participants2019-01-31713,916
Active participant vested funding target2019-01-315,705,909
Number of active participants2019-01-3182
Total funding liabilities for active participants2019-01-315,705,909
Total participant count2019-01-31240
Total funding target for all participants2019-01-3118,724,671
Balance at beginning of prior year after applicable adjustments2019-01-310
Prefunding balance at beginning of prior year after applicable adjustments2019-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-01-310
Prefunding balanced used to offset prior years funding requirement2019-01-310
Amount remaining of carryover balance2019-01-310
Amount remaining of prefunding balance2019-01-310
Present value of excess contributions2019-01-311,420,611
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-01-311,500,449
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-01-310
Reductions in caryover balances due to elections or deemed elections2019-01-310
Reductions in prefunding balances due to elections or deemed elections2019-01-310
Balance of carryovers at beginning of current year2019-01-310
Balance of prefunding at beginning of current year2019-01-310
Total employer contributions2019-01-315,000,000
Total employee contributions2019-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-01-310
Contributions made to avoid restrictions adjusted to valuation date2019-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-01-314,870,827
Unpaid minimum required contributions for all prior years2019-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-01-310
Remaining amount of unpaid minimum required contributions2019-01-310
Minimum required contributions for current year target normal cost2019-01-310
Net shortfall amortization installment of oustanding balance2019-01-310
Waiver amortization installment2019-01-310
Total funding amount beforereflecting carryover/prefunding balances2019-01-310
Carryover balance elected to use to offset funding requirement2019-01-310
Prefunding balance elected to use to offset funding requirement2019-01-310
Additional cash requirement2019-01-310
Contributions allocatedtoward minimum required contributions for current year2019-01-314,870,827
Unpaid minimum required contributions for current year2019-01-310
Unpaid minimum required contributions for all years2019-01-310
2018: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2018 401k membership
Total participants, beginning-of-year2018-02-01240
Total number of active participants reported on line 7a of the Form 55002018-02-012
Number of retired or separated participants receiving benefits2018-02-01133
Number of other retired or separated participants entitled to future benefits2018-02-0120
Total of all active and inactive participants2018-02-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-0111
Total participants2018-02-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-010
Market value of plan assets2018-01-3122,123,226
Acturial value of plan assets2018-01-3122,303,591
Funding target for retired participants and beneficiaries receiving payment2018-01-3112,050,039
Number of terminated vested participants2018-01-3123
Fundng target for terminated vested participants2018-01-31885,125
Active participant vested funding target2018-01-315,277,065
Number of active participants2018-01-3185
Total funding liabilities for active participants2018-01-315,277,065
Total participant count2018-01-31253
Total funding target for all participants2018-01-3118,212,229
Balance at beginning of prior year after applicable adjustments2018-01-310
Prefunding balance at beginning of prior year after applicable adjustments2018-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-01-310
Prefunding balanced used to offset prior years funding requirement2018-01-310
Amount remaining of carryover balance2018-01-310
Amount remaining of prefunding balance2018-01-310
Present value of excess contributions2018-01-311,133,551
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-01-311,201,337
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-01-310
Reductions in caryover balances due to elections or deemed elections2018-01-310
Reductions in prefunding balances due to elections or deemed elections2018-01-310
Balance of carryovers at beginning of current year2018-01-310
Balance of prefunding at beginning of current year2018-01-310
Total employer contributions2018-01-311,500,000
Total employee contributions2018-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-01-310
Contributions made to avoid restrictions adjusted to valuation date2018-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-01-311,420,611
Unpaid minimum required contributions for all prior years2018-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-01-310
Remaining amount of unpaid minimum required contributions2018-01-310
Minimum required contributions for current year target normal cost2018-01-310
Net shortfall amortization installment of oustanding balance2018-01-310
Waiver amortization installment2018-01-310
Total funding amount beforereflecting carryover/prefunding balances2018-01-310
Carryover balance elected to use to offset funding requirement2018-01-310
Prefunding balance elected to use to offset funding requirement2018-01-310
Additional cash requirement2018-01-310
Contributions allocatedtoward minimum required contributions for current year2018-01-311,420,611
Unpaid minimum required contributions for current year2018-01-310
Unpaid minimum required contributions for all years2018-01-310
2017: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2017 401k membership
Total participants, beginning-of-year2017-02-01253
Total number of active participants reported on line 7a of the Form 55002017-02-0182
Number of retired or separated participants receiving benefits2017-02-01134
Number of other retired or separated participants entitled to future benefits2017-02-0116
Total of all active and inactive participants2017-02-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-018
Total participants2017-02-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-010
Market value of plan assets2017-01-3120,605,976
Acturial value of plan assets2017-01-3122,236,527
Funding target for retired participants and beneficiaries receiving payment2017-01-3110,933,532
Number of terminated vested participants2017-01-3140
Fundng target for terminated vested participants2017-01-311,470,018
Active participant vested funding target2017-01-315,870,588
Number of active participants2017-01-3193
Total funding liabilities for active participants2017-01-315,870,588
Total participant count2017-01-31270
Total funding target for all participants2017-01-3118,274,138
Balance at beginning of prior year after applicable adjustments2017-01-310
Prefunding balance at beginning of prior year after applicable adjustments2017-01-310
Amount remaining of carryover balance2017-01-310
Amount remaining of prefunding balance2017-01-310
Present value of excess contributions2017-01-311,746,628
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-01-311,854,744
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-01-310
Reductions in caryover balances due to elections or deemed elections2017-01-310
Reductions in prefunding balances due to elections or deemed elections2017-01-310
Balance of carryovers at beginning of current year2017-01-310
Balance of prefunding at beginning of current year2017-01-310
Total employer contributions2017-01-311,200,000
Total employee contributions2017-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-01-310
Contributions made to avoid restrictions adjusted to valuation date2017-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-01-311,133,551
Unpaid minimum required contributions for all prior years2017-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-01-310
Remaining amount of unpaid minimum required contributions2017-01-310
Minimum required contributions for current year target normal cost2017-01-310
Net shortfall amortization installment of oustanding balance2017-01-310
Waiver amortization installment2017-01-310
Total funding amount beforereflecting carryover/prefunding balances2017-01-310
Carryover balance elected to use to offset funding requirement2017-01-310
Prefunding balance elected to use to offset funding requirement2017-01-310
Additional cash requirement2017-01-310
Contributions allocatedtoward minimum required contributions for current year2017-01-311,133,551
Unpaid minimum required contributions for current year2017-01-310
Unpaid minimum required contributions for all years2017-01-310
2016: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2016 401k membership
Total participants, beginning-of-year2016-02-01270
Total number of active participants reported on line 7a of the Form 55002016-02-0185
Number of retired or separated participants receiving benefits2016-02-01135
Number of other retired or separated participants entitled to future benefits2016-02-0123
Total of all active and inactive participants2016-02-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-0110
Total participants2016-02-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2015 401k membership
Total participants, beginning-of-year2015-02-01276
Total number of active participants reported on line 7a of the Form 55002015-02-0193
Number of retired or separated participants receiving benefits2015-02-01125
Number of other retired or separated participants entitled to future benefits2015-02-0140
Total of all active and inactive participants2015-02-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-0112
Total participants2015-02-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2014 401k membership
Total participants, beginning-of-year2014-02-01323
Total number of active participants reported on line 7a of the Form 55002014-02-01104
Number of retired or separated participants receiving benefits2014-02-01128
Number of other retired or separated participants entitled to future benefits2014-02-0139
Total of all active and inactive participants2014-02-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-015
Total participants2014-02-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2013 401k membership
Total participants, beginning-of-year2013-02-01332
Total number of active participants reported on line 7a of the Form 55002013-02-01113
Number of retired or separated participants receiving benefits2013-02-01131
Number of other retired or separated participants entitled to future benefits2013-02-0180
Total of all active and inactive participants2013-02-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2012 401k membership
Total participants, beginning-of-year2012-02-01334
Total number of active participants reported on line 7a of the Form 55002012-02-01128
Number of retired or separated participants receiving benefits2012-02-01114
Number of other retired or separated participants entitled to future benefits2012-02-0192
Total of all active and inactive participants2012-02-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2011 401k membership
Total participants, beginning-of-year2011-02-01338
Total number of active participants reported on line 7a of the Form 55002011-02-01136
Number of retired or separated participants receiving benefits2011-02-01108
Number of other retired or separated participants entitled to future benefits2011-02-0190
Total of all active and inactive participants2011-02-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2010 401k membership
Total participants, beginning-of-year2010-02-01340
Total number of active participants reported on line 7a of the Form 55002010-02-01150
Number of retired or separated participants receiving benefits2010-02-0193
Number of other retired or separated participants entitled to future benefits2010-02-0194
Total of all active and inactive participants2010-02-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-010
Total participants2010-02-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-02-010
2009: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2009 401k membership
Total participants, beginning-of-year2009-02-01345
Total number of active participants reported on line 7a of the Form 55002009-02-01171
Number of retired or separated participants receiving benefits2009-02-0195
Number of other retired or separated participants entitled to future benefits2009-02-0176
Total of all active and inactive participants2009-02-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-013
Total participants2009-02-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P.

Measure Date Value
2021 : RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-01-31$-523,101
Total unrealized appreciation/depreciation of assets2021-01-31$-523,101
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total income from all sources (including contributions)2021-01-31$-468,973
Total loss/gain on sale of assets2021-01-31$0
Total of all expenses incurred2021-01-31$20,244,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$19,873,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$0
Value of total assets at end of year2021-01-31$0
Value of total assets at beginning of year2021-01-31$20,713,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$370,429
Total interest from all sources2021-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$54,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-01-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$54,128
Administrative expenses professional fees incurred2021-01-31$370,429
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-31$0
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$-20,713,161
Value of net assets at end of year (total assets less liabilities)2021-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$20,713,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$20,613,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-01-31$99,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-01-31$99,958
Expenses. Payments to insurance carriers foe the provision of benefits2021-01-31$18,465,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31Yes
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Employer contributions (assets) at end of year2021-01-31$0
Employer contributions (assets) at beginning of year2021-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$1,408,079
Did the plan have assets held for investment2021-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31Yes
Opinion of an independent qualified public accountant for this plan2021-01-31Disclaimer
Accountancy firm name2021-01-31PANNELL KERR FORSTER OF TEXAS P.C.
Accountancy firm EIN2021-01-31760356844
2020 : RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-01-31$20,696
Unrealized appreciation/depreciation of real estate assets2020-01-31$20,696
Total unrealized appreciation/depreciation of assets2020-01-31$20,696
Total unrealized appreciation/depreciation of assets2020-01-31$20,696
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total income from all sources (including contributions)2020-01-31$568,960
Total income from all sources (including contributions)2020-01-31$568,960
Total loss/gain on sale of assets2020-01-31$0
Total loss/gain on sale of assets2020-01-31$0
Total of all expenses incurred2020-01-31$1,846,639
Total of all expenses incurred2020-01-31$1,846,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$1,846,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$1,846,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$0
Value of total assets at end of year2020-01-31$20,713,161
Value of total assets at end of year2020-01-31$20,713,161
Value of total assets at beginning of year2020-01-31$21,990,840
Value of total assets at beginning of year2020-01-31$21,990,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$0
Total interest from all sources2020-01-31$0
Total interest from all sources2020-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$548,264
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$548,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$548,264
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$548,264
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$10,000,000
Value of fidelity bond cover2020-01-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$-1,277,679
Value of net income/loss2020-01-31$-1,277,679
Value of net assets at end of year (total assets less liabilities)2020-01-31$20,713,161
Value of net assets at end of year (total assets less liabilities)2020-01-31$20,713,161
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$21,990,840
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$21,990,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$20,613,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$20,613,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$21,889,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$21,889,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$99,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$99,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$100,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$100,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$100,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$100,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31Yes
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Employer contributions (assets) at end of year2020-01-31$0
Employer contributions (assets) at end of year2020-01-31$0
Employer contributions (assets) at beginning of year2020-01-31$0
Employer contributions (assets) at beginning of year2020-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$1,846,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$1,846,639
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Accountancy firm name2020-01-31PANNELL KERR FORSTER OF TEXAS P.C.
Accountancy firm name2020-01-31PANNELL KERR FORSTER OF TEXAS P.C.
Accountancy firm EIN2020-01-31760356844
Accountancy firm EIN2020-01-31760356844
2019 : RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-01-31$-698,275
Total unrealized appreciation/depreciation of assets2019-01-31$-698,275
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$0
Total income from all sources (including contributions)2019-01-31$4,774,935
Total loss/gain on sale of assets2019-01-31$0
Total of all expenses incurred2019-01-31$7,534,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-31$7,534,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-31$5,000,000
Value of total assets at end of year2019-01-31$21,990,840
Value of total assets at beginning of year2019-01-31$24,750,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-31$0
Total interest from all sources2019-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-01-31$473,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-01-31$473,210
Was this plan covered by a fidelity bond2019-01-31Yes
Value of fidelity bond cover2019-01-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-31$0
Were there any nonexempt tranactions with any party-in-interest2019-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Value of net income/loss2019-01-31$-2,759,314
Value of net assets at end of year (total assets less liabilities)2019-01-31$21,990,840
Value of net assets at beginning of year (total assets less liabilities)2019-01-31$24,750,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-31No
Were any leases to which the plan was party in default or uncollectible2019-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-01-31$21,889,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-01-31$24,408,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-01-31$100,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-01-31$341,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-01-31$341,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-31Yes
Was there a failure to transmit to the plan any participant contributions2019-01-31No
Has the plan failed to provide any benefit when due under the plan2019-01-31No
Contributions received in cash from employer2019-01-31$5,000,000
Employer contributions (assets) at end of year2019-01-31$0
Employer contributions (assets) at beginning of year2019-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-31$7,534,249
Did the plan have assets held for investment2019-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-01-31Yes
Opinion of an independent qualified public accountant for this plan2019-01-31Disclaimer
Accountancy firm name2019-01-31PANNELL KERR FORSTER OF TEXAS P.C.
Accountancy firm EIN2019-01-31760356844
2018 : RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-01-31$1,902,104
Total unrealized appreciation/depreciation of assets2018-01-31$1,902,104
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total income from all sources (including contributions)2018-01-31$4,298,052
Total loss/gain on sale of assets2018-01-31$0
Total of all expenses incurred2018-01-31$1,671,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$1,671,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$1,500,000
Value of total assets at end of year2018-01-31$24,750,154
Value of total assets at beginning of year2018-01-31$22,123,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$0
Total interest from all sources2018-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$895,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-31$895,948
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-31$0
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$2,626,928
Value of net assets at end of year (total assets less liabilities)2018-01-31$24,750,154
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$22,123,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$24,408,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$21,116,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-01-31$341,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-01-31$1,006,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-01-31$1,006,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31Yes
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$1,500,000
Employer contributions (assets) at end of year2018-01-31$0
Employer contributions (assets) at beginning of year2018-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$1,671,124
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31Yes
Opinion of an independent qualified public accountant for this plan2018-01-31Disclaimer
Accountancy firm name2018-01-31PANNELL KERR FOSTER OF TEXAS P.C.
Accountancy firm EIN2018-01-31760356844
2017 : RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-01-31$1,307,436
Total unrealized appreciation/depreciation of assets2017-01-31$1,307,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Total income from all sources (including contributions)2017-01-31$3,219,942
Total loss/gain on sale of assets2017-01-31$0
Total of all expenses incurred2017-01-31$1,702,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$1,702,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$1,200,000
Value of total assets at end of year2017-01-31$22,123,226
Value of total assets at beginning of year2017-01-31$20,605,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$0
Total interest from all sources2017-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$712,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-01-31$712,506
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-31$0
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$1,517,250
Value of net assets at end of year (total assets less liabilities)2017-01-31$22,123,226
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$20,605,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$21,116,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$19,737,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-01-31$1,006,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-01-31$868,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-01-31$868,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31Yes
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Contributions received in cash from employer2017-01-31$1,200,000
Employer contributions (assets) at end of year2017-01-31$0
Employer contributions (assets) at beginning of year2017-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$1,702,692
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31Yes
Opinion of an independent qualified public accountant for this plan2017-01-31Disclaimer
Accountancy firm name2017-01-31PANNELL KERR FOSTER OF TEXAS P.C.
Accountancy firm EIN2017-01-31760356844
2016 : RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-01-31$-1,803,803
Total unrealized appreciation/depreciation of assets2016-01-31$-1,803,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$0
Total income from all sources (including contributions)2016-01-31$866,521
Total loss/gain on sale of assets2016-01-31$0
Total of all expenses incurred2016-01-31$1,161,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$1,161,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$1,842,665
Value of total assets at end of year2016-01-31$20,605,976
Value of total assets at beginning of year2016-01-31$20,901,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$0
Total interest from all sources2016-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$827,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-31$827,659
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-31$0
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$-295,062
Value of net assets at end of year (total assets less liabilities)2016-01-31$20,605,976
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$20,901,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$19,737,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$20,301,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-01-31$868,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-01-31$599,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-01-31$599,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31Yes
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$1,842,665
Employer contributions (assets) at end of year2016-01-31$0
Employer contributions (assets) at beginning of year2016-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$1,161,583
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31Yes
Opinion of an independent qualified public accountant for this plan2016-01-31Disclaimer
Accountancy firm name2016-01-31PANNELL KERR FOSTER OF TEXAS P.C.
Accountancy firm EIN2016-01-31760356844
2015 : RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-01-31$-642,318
Total unrealized appreciation/depreciation of assets2015-01-31$-642,318
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$0
Total income from all sources (including contributions)2015-01-31$1,866,666
Total loss/gain on sale of assets2015-01-31$0
Total of all expenses incurred2015-01-31$3,219,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$3,219,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$1,102,600
Value of total assets at end of year2015-01-31$20,901,038
Value of total assets at beginning of year2015-01-31$22,254,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$0
Total interest from all sources2015-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$1,406,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-01-31$1,406,384
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-31$0
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$-1,353,050
Value of net assets at end of year (total assets less liabilities)2015-01-31$20,901,038
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$22,254,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-31$20,301,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-31$22,156,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-01-31$599,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-01-31$97,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-01-31$97,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31Yes
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$1,102,600
Employer contributions (assets) at end of year2015-01-31$0
Employer contributions (assets) at beginning of year2015-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$3,219,716
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31Yes
Opinion of an independent qualified public accountant for this plan2015-01-31Disclaimer
Accountancy firm name2015-01-31PANNELL KERR FOSTER OF TEXAS P.C.
Accountancy firm EIN2015-01-31760356844
2014 : RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total income from all sources (including contributions)2014-01-31$2,602,460
Total loss/gain on sale of assets2014-01-31$0
Total of all expenses incurred2014-01-31$1,038,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$1,038,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$1,147,000
Value of total assets at end of year2014-01-31$22,254,088
Value of total assets at beginning of year2014-01-31$20,690,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$0
Total interest from all sources2014-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Other income not declared elsewhere2014-01-31$1,455,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$1,563,530
Value of net assets at end of year (total assets less liabilities)2014-01-31$22,254,088
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$20,690,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$22,156,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$20,529,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-31$97,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-31$161,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-31$161,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31Yes
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$1,147,000
Employer contributions (assets) at end of year2014-01-31$0
Employer contributions (assets) at beginning of year2014-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$1,038,930
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31Yes
Opinion of an independent qualified public accountant for this plan2014-01-31Disclaimer
Accountancy firm name2014-01-31PANNELL KERR FOSTER OF TEXAS P.C.
Accountancy firm EIN2014-01-31760356844
2013 : RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total income from all sources (including contributions)2013-01-31$2,810,138
Total loss/gain on sale of assets2013-01-31$0
Total of all expenses incurred2013-01-31$948,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$948,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$1,000,000
Value of total assets at end of year2013-01-31$20,690,558
Value of total assets at beginning of year2013-01-31$18,828,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$0
Total interest from all sources2013-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Other income not declared elsewhere2013-01-31$1,810,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$1,861,774
Value of net assets at end of year (total assets less liabilities)2013-01-31$20,690,558
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$18,828,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$20,529,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$17,847,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-01-31$161,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-01-31$980,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-01-31$980,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$1,000,000
Employer contributions (assets) at end of year2013-01-31$0
Employer contributions (assets) at beginning of year2013-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$948,364
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31PANNELL KERR FOSTER OF TEXAS P.C.
Accountancy firm EIN2013-01-31760356844
2012 : RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total income from all sources (including contributions)2012-01-31$1,163,861
Total loss/gain on sale of assets2012-01-31$0
Total of all expenses incurred2012-01-31$886,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$886,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$900,000
Value of total assets at end of year2012-01-31$18,828,784
Value of total assets at beginning of year2012-01-31$18,550,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$0
Total interest from all sources2012-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-31$0
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$277,842
Value of net assets at end of year (total assets less liabilities)2012-01-31$18,828,784
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$18,550,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$17,847,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$17,563,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-01-31$980,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-01-31$187,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-01-31$187,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$263,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$900,000
Employer contributions (assets) at end of year2012-01-31$0
Employer contributions (assets) at beginning of year2012-01-31$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$886,019
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31Yes
Opinion of an independent qualified public accountant for this plan2012-01-31Disclaimer
Accountancy firm name2012-01-31PANNELL KERR FOSTER OF TEXAS PC
Accountancy firm EIN2012-01-31760356844
2011 : RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$743,453
Total income from all sources (including contributions)2011-01-31$2,354,516
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$746,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$746,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$1,285,000
Value of total assets at end of year2011-01-31$18,550,942
Value of total assets at beginning of year2011-01-31$17,686,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$0
Total interest from all sources2011-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-01-31$743,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$1,607,774
Value of net assets at end of year (total assets less liabilities)2011-01-31$18,550,942
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$16,943,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$17,563,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$16,506,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-01-31$187,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-01-31$1,180,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-01-31$1,180,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$1,069,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$1,285,000
Employer contributions (assets) at end of year2011-01-31$800,000
Employer contributions (assets) at beginning of year2011-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$746,742
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31Yes
Opinion of an independent qualified public accountant for this plan2011-01-31Disclaimer
Accountancy firm name2011-01-31PANNELL KERR FOSTER OF TEXAS PC
Accountancy firm EIN2011-01-31760356844
2010 : RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P.

2020: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planNo
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement – InsuranceYes
2020-02-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planNo
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planNo
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planNo
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planNo
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Submission has been amendedNo
2010-02-01This submission is the final filingNo
2010-02-01This return/report is a short plan year return/report (less than 12 months)No
2010-02-01Plan is a collectively bargained planNo
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF JOHN L. WORTHAM & SON, L.L.P. 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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