401k Plan data: WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST plan

WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
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

WESTERN ENGINEERING & RESEARCH has sponsored the creation of one or more 401k plans.

Company Name: WESTERN ENGINEERING & RESEARCH

Employer identification number (EIN): 841436263

NAIC Classification: 236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 H. JAMES ROYSTON 2024-12-16
001 2022-01-01 H. JAMES ROYSTON 2024-12-16
001 2021-01-01 PATTIJO JEFFERS 2022-07-22
001 2020-01-01 PATTIJO JEFFERS 2022-04-15
001 2018-01-01 H. JAMES ROYSTON 2019-07-17
001 2017-01-01 LORI CALLAWAY 2018-04-15
001 2016-01-01 LORI CALLAWAY 2017-05-15
001 2015-01-01 LORI CALLAWAY 2016-05-09
001 2014-01-01 LORI CALLAWAY
001 2013-01-01 JIM ROYSTON 2014-07-18
001 2012-01-01 JIM ROYSTON 2013-07-21 JIM ROYSTON 2013-07-21
001 2011-01-01 JIM ROYSTON 2012-07-31 JIM ROYSTON 2012-07-31
001 2010-01-01 JIM ROYSTON 2011-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	H. JAMES ROYSTON	2024-12-16
001	2022-01-01	H. JAMES ROYSTON	2024-12-16
001	2021-01-01	PATTIJO JEFFERS	2022-07-22
001	2020-01-01	PATTIJO JEFFERS	2022-04-15
001	2018-01-01	H. JAMES ROYSTON	2019-07-17
001	2017-01-01	LORI CALLAWAY	2018-04-15
001	2016-01-01	LORI CALLAWAY	2017-05-15
001	2015-01-01	LORI CALLAWAY	2016-05-09
001	2014-01-01	LORI CALLAWAY
001	2013-01-01	JIM ROYSTON	2014-07-18
001	2012-01-01	JIM ROYSTON	2013-07-21	JIM ROYSTON	2013-07-21
001	2011-01-01	JIM ROYSTON	2012-07-31	JIM ROYSTON	2012-07-31
001	2010-01-01	JIM ROYSTON	2011-07-12

Plan Statistics for WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-05-01 5
Total number of particpants at end of year 2025-05-01 4
Number of Participants With Account Balances 2025-05-01 4
2024: WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-12-16 5
Total number of particpants at end of year 2024-12-16 5
Number of Participants With Account Balances 2024-12-16 4
2022: WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year 2022-07-22 4
Total number of particpants at end of year 2022-07-22 5
Number of Participants With Account Balances 2022-07-22 4
2014: WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
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 0
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2025: WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-05-01	5
Total number of particpants at end of year	2025-05-01	4
Number of Participants With Account Balances	2025-05-01	4
2024: WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-12-16	5
Total number of particpants at end of year	2024-12-16	5
Number of Participants With Account Balances	2024-12-16	4
2022: WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year	2022-07-22	4
Total number of particpants at end of year	2022-07-22	5
Number of Participants With Account Balances	2022-07-22	4
2014: WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
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	0
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2025 : WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year	2025-05-01	0
Total liabilities as of the end of the plan year	2025-05-01	0
Total liabilities as of the beginning of the plan year	2025-05-01	0
Total expenses incurred by plan in this plan year	2025-05-01	2982
Net assets as of the end of the plan year	2025-05-01	444941
Total assets as of the beginning of the plan year	2025-05-01	355530
Value of plan covered by a fidelity bond	2025-05-01	35553
Participant contributions to plan in this plan year	2025-05-01	34939
Other expenses paid from plan in this plan year	2025-05-01	0
Other contributions to plan in this plan year	2025-05-01	0
Other income to plan in this plan year	2025-05-01	47944
Plan net income in this plan year	2025-05-01	89411
Net assets as of the end of the plan year	2025-05-01	444941
Net assets as of the beginning of the plan year	2025-05-01	355530
Employer contributions to plan in this plan year	2025-05-01	9510
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-01	2982
2024 : WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-12-16	0
Total liabilities as of the end of the plan year	2024-12-16	0
Total liabilities as of the beginning of the plan year	2024-12-16	0
Total expenses incurred by plan in this plan year	2024-12-16	2412
Net assets as of the end of the plan year	2024-12-16	355530
Total assets as of the beginning of the plan year	2024-12-16	274760
Value of plan covered by a fidelity bond	2024-12-16	30000
Participant contributions to plan in this plan year	2024-12-16	32570
Other expenses paid from plan in this plan year	2024-12-16	0
Other contributions to plan in this plan year	2024-12-16	0
Other income to plan in this plan year	2024-12-16	42052
Plan net income in this plan year	2024-12-16	80770
Net assets as of the end of the plan year	2024-12-16	355530
Net assets as of the beginning of the plan year	2024-12-16	274760
Employer contributions to plan in this plan year	2024-12-16	8560
Expensese paid to adminstrative service provicers from plan in this plan year	2024-12-16	2412
2022 : WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year	2022-07-22	0
Total liabilities as of the end of the plan year	2022-07-22	0
Total liabilities as of the beginning of the plan year	2022-07-22	0
Total expenses incurred by plan in this plan year	2022-07-22	2141
Net assets as of the end of the plan year	2022-07-22	287944
Total assets as of the beginning of the plan year	2022-07-22	215399
Value of plan covered by a fidelity bond	2022-07-22	30000
Participant contributions to plan in this plan year	2022-07-22	26481
Other expenses paid from plan in this plan year	2022-07-22	0
Other contributions to plan in this plan year	2022-07-22	0
Other income to plan in this plan year	2022-07-22	41927
Plan net income in this plan year	2022-07-22	72545
Net assets as of the end of the plan year	2022-07-22	287944
Net assets as of the beginning of the plan year	2022-07-22	215399
Employer contributions to plan in this plan year	2022-07-22	6278
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-22	2141
2014 : WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST 2014 401k financial data
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	$-630,653
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$630,653
Value of fidelity bond covering the plan	2014-12-31	$0
Other income received	2014-12-31	$-630,653
Net income (gross income less expenses)	2014-12-31	$-630,653
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$630,653

Form 5500 Responses for WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST

2014: WESTERN ENGINEERING RESEARCH 401 K PROFIT SHARING PLAN TRUST 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

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Company Name:	WESTERN ENGINEERING & RESEARCH
Employer identification number (EIN):	841436263
NAIC Classification:	236110