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Plan Name | F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | F. W. OFFENHAUSER & COMPANY, INC. |
Employer identification number (EIN): | 751677226 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about F. W. OFFENHAUSER & COMPANY, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1979-11-01 |
Company Identification Number: | 0049598600 |
Legal Registered Office Address: |
518 PINE ST TEXARKANA United States of America (USA) 75501 |
More information about F. W. OFFENHAUSER & COMPANY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | DON MORRISS | |||
002 | 2017-01-01 | DON MORRISS | |||
002 | 2016-01-01 | DON MORRISS | |||
002 | 2015-01-01 | DON MORRISS | |||
002 | 2014-01-01 | DON MORRISS | |||
002 | 2013-01-01 | DON MORRISS | |||
002 | 2012-01-01 | BRENDA MURPHY | DON MORRISS | 2013-06-18 | |
002 | 2011-01-01 | BRENDA MURPHY | DON MORRISS | 2012-10-09 | |
002 | 2009-01-01 | BRENDA MURPHY | DON MORRISS | 2010-05-03 |
Measure | Date | Value |
---|---|---|
2020: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
2019: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
Total of all active and inactive participants | 2019-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 49 |
Number of participants with account balances | 2019-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 6 |
Total of all active and inactive participants | 2018-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 45 |
Number of participants with account balances | 2018-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 9 |
Total of all active and inactive participants | 2017-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 49 |
Number of participants with account balances | 2017-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
Total of all active and inactive participants | 2016-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 55 |
Number of participants with account balances | 2016-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 10 |
Total of all active and inactive participants | 2015-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 49 |
Number of participants with account balances | 2015-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 9 |
Total of all active and inactive participants | 2014-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 48 |
Number of participants with account balances | 2014-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 53 |
Number of participants with account balances | 2013-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 54 |
Number of participants with account balances | 2012-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 55 |
Number of participants with account balances | 2011-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 57 |
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 | 10 |
Total of all active and inactive participants | 2009-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 68 |
Number of participants with account balances | 2009-01-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2020 : F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-05-08 | $0 |
Total plan liabilities at end of year | 2020-05-08 | $0 |
Total plan liabilities at beginning of year | 2020-05-08 | $0 |
Total income from all sources | 2020-05-08 | $18,335 |
Expenses. Total of all expenses incurred | 2020-05-08 | $2,691,185 |
Benefits paid (including direct rollovers) | 2020-05-08 | $2,682,884 |
Total plan assets at end of year | 2020-05-08 | $0 |
Total plan assets at beginning of year | 2020-05-08 | $2,672,850 |
Value of fidelity bond covering the plan | 2020-05-08 | $500,000 |
Total contributions received or receivable from participants | 2020-05-08 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-05-08 | $0 |
Contributions received from other sources (not participants or employers) | 2020-05-08 | $0 |
Other income received | 2020-05-08 | $18,335 |
Noncash contributions received | 2020-05-08 | $0 |
Net income (gross income less expenses) | 2020-05-08 | $-2,672,850 |
Net plan assets at end of year (total assets less liabilities) | 2020-05-08 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-05-08 | $2,672,850 |
Total contributions received or receivable from employer(s) | 2020-05-08 | $0 |
Value of certain deemed distributions of participant loans | 2020-05-08 | $0 |
Value of corrective distributions | 2020-05-08 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-05-08 | $8,301 |
2019 : F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $3,233,035 |
Expenses. Total of all expenses incurred | 2019-12-31 | $17,389,324 |
Benefits paid (including direct rollovers) | 2019-12-31 | $17,380,100 |
Total plan assets at end of year | 2019-12-31 | $2,672,850 |
Total plan assets at beginning of year | 2019-12-31 | $16,829,139 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $115,659 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $2,841,142 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $-14,156,289 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,672,850 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $16,829,139 |
Assets. Value of participant loans | 2019-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $276,234 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $9,224 |
2018 : F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-643,037 |
Expenses. Total of all expenses incurred | 2018-12-31 | $176,767 |
Benefits paid (including direct rollovers) | 2018-12-31 | $166,049 |
Total plan assets at end of year | 2018-12-31 | $16,829,139 |
Total plan assets at beginning of year | 2018-12-31 | $17,648,943 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $124,541 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-863,794 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-819,804 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $16,829,139 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $17,648,943 |
Assets. Value of participant loans | 2018-12-31 | $130,615 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $96,216 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $1,498 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $9,220 |
2017 : F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $2,461,585 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,974,719 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,967,662 |
Total plan assets at end of year | 2017-12-31 | $17,648,943 |
Total plan assets at beginning of year | 2017-12-31 | $17,162,077 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $132,930 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $2,245,174 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $486,866 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $17,648,943 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $17,162,077 |
Assets. Value of participant loans | 2017-12-31 | $111,035 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $83,481 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $7,057 |
2016 : F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,316,575 |
Expenses. Total of all expenses incurred | 2016-12-31 | $157,146 |
Benefits paid (including direct rollovers) | 2016-12-31 | $148,819 |
Total plan assets at end of year | 2016-12-31 | $17,162,077 |
Total plan assets at beginning of year | 2016-12-31 | $16,002,648 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $145,040 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $1,031,419 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $1,159,429 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $17,162,077 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $16,002,648 |
Assets. Value of participant loans | 2016-12-31 | $111,167 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $140,116 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $8,327 |
2015 : F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $169,496 |
Expenses. Total of all expenses incurred | 2015-12-31 | $505,120 |
Benefits paid (including direct rollovers) | 2015-12-31 | $492,912 |
Total plan assets at end of year | 2015-12-31 | $16,002,648 |
Total plan assets at beginning of year | 2015-12-31 | $16,338,272 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $135,744 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-106,344 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-335,624 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $16,002,648 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $16,338,272 |
Assets. Value of participant loans | 2015-12-31 | $96,571 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $140,096 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $3,199 |
Value of corrective distributions | 2015-12-31 | $2,066 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $6,943 |
2014 : F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $997,660 |
Expenses. Total of all expenses incurred | 2014-12-31 | $740,670 |
Benefits paid (including direct rollovers) | 2014-12-31 | $734,819 |
Total plan assets at end of year | 2014-12-31 | $16,338,272 |
Total plan assets at beginning of year | 2014-12-31 | $16,081,282 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $145,815 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $702,709 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $256,990 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $16,338,272 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $16,081,282 |
Assets. Value of participant loans | 2014-12-31 | $92,535 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $149,136 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,851 |
2013 : F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $2,211,407 |
Expenses. Total of all expenses incurred | 2013-12-31 | $983,840 |
Benefits paid (including direct rollovers) | 2013-12-31 | $974,265 |
Total plan assets at end of year | 2013-12-31 | $16,081,282 |
Total plan assets at beginning of year | 2013-12-31 | $14,853,715 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $156,269 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $1,905,160 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $1,227,567 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $16,081,282 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $14,853,715 |
Assets. Value of participant loans | 2013-12-31 | $145,473 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $149,978 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $9,575 |
2012 : F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $1,558,389 |
Expenses. Total of all expenses incurred | 2012-12-31 | $293,410 |
Benefits paid (including direct rollovers) | 2012-12-31 | $283,492 |
Total plan assets at end of year | 2012-12-31 | $14,853,715 |
Total plan assets at beginning of year | 2012-12-31 | $13,588,736 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $155,590 |
Other income received | 2012-12-31 | $1,249,026 |
Net income (gross income less expenses) | 2012-12-31 | $1,264,979 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $14,853,715 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $13,588,736 |
Assets. Value of participant loans | 2012-12-31 | $156,079 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $153,773 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $9,918 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $236,700 |
Expenses. Total of all expenses incurred | 2011-12-31 | $940,438 |
Benefits paid (including direct rollovers) | 2011-12-31 | $931,040 |
Total plan assets at end of year | 2011-12-31 | $13,588,736 |
Total plan assets at beginning of year | 2011-12-31 | $14,292,474 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $159,149 |
Other income received | 2011-12-31 | $-76,454 |
Net income (gross income less expenses) | 2011-12-31 | $-703,738 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $13,588,736 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $14,292,474 |
Assets. Value of participant loans | 2011-12-31 | $149,884 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $154,005 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $9,398 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $1,626,775 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,022,732 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,013,458 |
Total plan assets at end of year | 2010-12-31 | $14,292,474 |
Total plan assets at beginning of year | 2010-12-31 | $13,688,431 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $156,187 |
Other income received | 2010-12-31 | $1,301,049 |
Net income (gross income less expenses) | 2010-12-31 | $604,043 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $14,292,474 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $13,688,431 |
Assets. Value of participant loans | 2010-12-31 | $152,558 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $169,539 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $9,274 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2020: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | Yes |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: F. W. OFFENHAUSER & CO., INC. AND AFFILIATES 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 funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |