401k Plan data: EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC plan

EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC 401k Plan overview

Plan Name	EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC
Plan identification number	002

EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE WENNER GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE WENNER GROUP, LLC

Employer identification number (EIN): 840535452

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about THE WENNER GROUP, LLC

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2005-08-04

Company Identification Number: 20051297789

Legal Registered Office Address: 4600 S Ulster St Ste 900

Denver
United States of America (USA)
80237

More information about THE WENNER GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 BRUCE R. BENDELL 2019-06-20
002 2018-01-01 BRUCE R. BENDELL 2019-06-20
002 2017-01-01 BRUCE R. BENDELL 2018-07-02
002 2016-01-01 BRUCE R. BENDELL 2017-08-16
002 2015-01-01 GARY P. SALTZMAN 2016-07-26
002 2014-01-01 GARY P. SALTZMAN 2015-02-21
002 2013-01-01 STEPHEN L. WENNER 2014-07-25 STEPHEN L. WENNER 2014-08-05
002 2012-01-01 STEPHEN L. WENNER 2013-06-07 STEPHEN L. WENNER 2013-06-13
002 2011-01-01 STEPHEN WENNER
002 2009-01-01 STEPHEN WENNER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	BRUCE R. BENDELL	2019-06-20
002	2018-01-01	BRUCE R. BENDELL	2019-06-20
002	2017-01-01	BRUCE R. BENDELL	2018-07-02
002	2016-01-01	BRUCE R. BENDELL	2017-08-16
002	2015-01-01	GARY P. SALTZMAN	2016-07-26
002	2014-01-01	GARY P. SALTZMAN	2015-02-21
002	2013-01-01	STEPHEN L. WENNER	2014-07-25	STEPHEN L. WENNER	2014-08-05
002	2012-01-01	STEPHEN L. WENNER	2013-06-07	STEPHEN L. WENNER	2013-06-13
002	2011-01-01	STEPHEN WENNER
002	2009-01-01	STEPHEN WENNER

Plan Statistics for EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC

401k plan membership statisitcs for EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC

Measure Date Value
2011: EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Total of all active and inactive participants 2011-01-01 19
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 19
2009: EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Total of all active and inactive participants 2009-01-01 16
Total participants 2009-01-01 16
Number of participants with account balances 2009-01-01 16

Measure	Date	Value
2011: EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Total of all active and inactive participants	2011-01-01	19
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	19
2009: EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Total of all active and inactive participants	2009-01-01	16
Total participants	2009-01-01	16
Number of participants with account balances	2009-01-01	16

Financial Data on EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC

Measure	Date	Value
2011 : EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC 2011 401k financial data
Total income from all sources	2011-12-31	$16,031
Expenses. Total of all expenses incurred	2011-12-31	$671,657
Benefits paid (including direct rollovers)	2011-12-31	$671,657
Total plan assets at end of year	2011-12-31	$2,281,509
Total plan assets at beginning of year	2011-12-31	$2,937,135
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$133,354
Other income received	2011-12-31	$-117,323
Net income (gross income less expenses)	2011-12-31	$-655,626
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,281,509
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,937,135
2010 : EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC 2010 401k financial data
Total income from all sources	2010-12-31	$550,623
Expenses. Total of all expenses incurred	2010-12-31	$48,315
Benefits paid (including direct rollovers)	2010-12-31	$48,315
Total plan assets at end of year	2010-12-31	$2,937,135
Total plan assets at beginning of year	2010-12-31	$2,434,827
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$150,688
Other income received	2010-12-31	$399,935
Net income (gross income less expenses)	2010-12-31	$502,308
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,937,135
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,434,827

Form 5500 Responses for EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC

2011: EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF THE WENNER GROUP, LLC 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE WENNER GROUP, LLC
Employer identification number (EIN):	840535452
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2005-08-04
Company Identification Number:	20051297789
Legal Registered Office Address:	4600 S Ulster St Ste 900 Denver United States of America (USA) 80237