401k Plan data: THOMAS H. WEILERT PROFIT SHARING PLAN plan

THOMAS H. WEILERT PROFIT SHARING PLAN 401k Plan overview

Plan Name	THOMAS H. WEILERT PROFIT SHARING PLAN
Plan identification number	001

THOMAS H. WEILERT PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THOMAS WEILERT has sponsored the creation of one or more 401k plans.

Company Name: THOMAS WEILERT

Employer identification number (EIN): 751809996

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS H. WEILERT PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 THOMAS H. WEILERT
001 2013-01-01
001 2012-01-01 CINDY L YARBROUGH CINDY L YARBROUGH 2013-10-14
001 2011-01-01 CINDY L YARBROUGH 2012-10-15 CINDY L YARBROUGH 2012-10-15
001 2010-01-01 CINDY L YARBROUGH 2011-10-17 CINDY L YARBROUGH 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	THOMAS H. WEILERT
001	2013-01-01
001	2012-01-01	CINDY L YARBROUGH		CINDY L YARBROUGH	2013-10-14
001	2011-01-01	CINDY L YARBROUGH	2012-10-15	CINDY L YARBROUGH	2012-10-15
001	2010-01-01	CINDY L YARBROUGH	2011-10-17	CINDY L YARBROUGH	2011-10-17

Plan Statistics for THOMAS H. WEILERT PROFIT SHARING PLAN

401k plan membership statisitcs for THOMAS H. WEILERT PROFIT SHARING PLAN

Measure Date Value
2014: THOMAS H. WEILERT PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
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 1
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THOMAS H. WEILERT PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 1
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THOMAS H. WEILERT PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1

Measure	Date	Value
2014: THOMAS H. WEILERT PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
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	1
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THOMAS H. WEILERT PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	1
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THOMAS H. WEILERT PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1

Financial Data on THOMAS H. WEILERT PROFIT SHARING PLAN

Measure	Date	Value
2014 : THOMAS H. WEILERT 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	$60,460
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$508,892
Total plan assets at beginning of year	2014-12-31	$448,432
Total contributions received or receivable from participants	2014-12-31	$28,000
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	$-7,540
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$60,460
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$508,892
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$448,432
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$75,795
Total contributions received or receivable from employer(s)	2014-12-31	$40,000
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	$0
2013 : THOMAS H. WEILERT PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$71,266
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$448,432
Total plan assets at beginning of year	2013-12-31	$377,166
Total contributions received or receivable from participants	2013-12-31	$15,396
Other income received	2013-12-31	$28,768
Net income (gross income less expenses)	2013-12-31	$71,266
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$448,432
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$377,166
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$98,516
Total contributions received or receivable from employer(s)	2013-12-31	$27,102
2012 : THOMAS H. WEILERT PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$84,101
Expenses. Total of all expenses incurred	2012-12-31	$33,441
Benefits paid (including direct rollovers)	2012-12-31	$33,441
Total plan assets at end of year	2012-12-31	$377,166
Total plan assets at beginning of year	2012-12-31	$326,506
Total contributions received or receivable from participants	2012-12-31	$27,181
Other income received	2012-12-31	$26,920
Net income (gross income less expenses)	2012-12-31	$50,660
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$377,166
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$326,506
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$99,906
Total contributions received or receivable from employer(s)	2012-12-31	$30,000

Form 5500 Responses for THOMAS H. WEILERT PROFIT SHARING PLAN

2014: THOMAS H. WEILERT 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: THOMAS H. WEILERT 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: THOMAS H. WEILERT 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THOMAS WEILERT
Employer identification number (EIN):	751809996
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages