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| Plan Name | COLE & WEBER, INC. RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | COLE & WEBER, INC. |
| Employer identification number (EIN): | 930678259 |
| NAIC Classification: | 541800 |
Additional information about COLE & WEBER, INC.
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 1977-01-31 |
| Company Identification Number: | 11929916 |
| Legal Registered Office Address: |
5708 SE 136TH AVE #2 PORTLAND United States of America (USA) 97236 |
More information about COLE & WEBER, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ROD KIRKS | |||
| 001 | 2016-01-01 | ROD KIRKS | |||
| 001 | 2015-01-01 | ROD KIRKS | |||
| 001 | 2014-01-01 | ROD KIRKS | |||
| 001 | 2013-01-01 | ROD KIRKS | |||
| 001 | 2012-01-01 | MIKE OSOTIO | |||
| 001 | 2011-01-01 | ROD KIRKS | 2012-08-08 | ||
| 001 | 2010-01-01 | MIKE OSOTIO | 2011-10-11 | ||
| 001 | 2009-01-01 | JENNIFER DEBRULER |
| Measure | Date | Value |
|---|---|---|
| 2018: COLE & WEBER, INC. RETIREMENT PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 48 |
| 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 | 40 |
| Total of all active and inactive participants | 2018-01-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 88 |
| Number of participants with account balances | 2018-01-01 | 85 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: COLE & WEBER, INC. RETIREMENT PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 53 |
| 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 | 31 |
| Total of all active and inactive participants | 2017-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 84 |
| Number of participants with account balances | 2017-01-01 | 79 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: COLE & WEBER, INC. RETIREMENT PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 54 |
| 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 | 33 |
| Total of all active and inactive participants | 2016-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 87 |
| Number of participants with account balances | 2016-01-01 | 79 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: COLE & WEBER, INC. RETIREMENT PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 46 |
| 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 | 37 |
| Total of all active and inactive participants | 2015-01-01 | 83 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 83 |
| Number of participants with account balances | 2015-01-01 | 64 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: COLE & WEBER, INC. RETIREMENT PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 30 |
| 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 | 36 |
| Total of all active and inactive participants | 2014-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 66 |
| Number of participants with account balances | 2014-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: COLE & WEBER, INC. RETIREMENT PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 29 |
| 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 | 38 |
| Total of all active and inactive participants | 2013-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 67 |
| Number of participants with account balances | 2013-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: COLE & WEBER, INC. RETIREMENT PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 42 |
| 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 | 52 |
| Total of all active and inactive participants | 2012-01-01 | 94 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 94 |
| Number of participants with account balances | 2012-01-01 | 86 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2009: COLE & WEBER, INC. RETIREMENT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 75 |
| 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 | 39 |
| Total of all active and inactive participants | 2009-01-01 | 114 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 114 |
| Number of participants with account balances | 2009-01-01 | 85 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2018 : COLE & WEBER, INC. RETIREMENT 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 | $250,151 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,085,159 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,084,909 |
| Total plan assets at end of year | 2018-12-31 | $5,717,434 |
| Total plan assets at beginning of year | 2018-12-31 | $6,552,442 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $474,587 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $38,630 |
| Other income received | 2018-12-31 | $-334,667 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-835,008 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,717,434 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,552,442 |
| Assets. Value of participant loans | 2018-12-31 | $15,981 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $71,601 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $250 |
| 2017 : COLE & WEBER, INC. RETIREMENT 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 | $1,405,277 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $163,243 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $162,974 |
| Total plan assets at end of year | 2017-12-31 | $6,552,442 |
| Total plan assets at beginning of year | 2017-12-31 | $5,310,408 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $454,967 |
| 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 | $14,715 |
| Other income received | 2017-12-31 | $857,580 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $1,242,034 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $6,552,442 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,310,408 |
| Assets. Value of participant loans | 2017-12-31 | $3,759 |
| 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 | $78,015 |
| 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 | $269 |
| 2016 : COLE & WEBER, INC. RETIREMENT 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 | $850,108 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $158,914 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $158,889 |
| Total plan assets at end of year | 2016-12-31 | $5,310,408 |
| Total plan assets at beginning of year | 2016-12-31 | $4,619,214 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $388,448 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $69,159 |
| Other income received | 2016-12-31 | $357,423 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $691,194 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,310,408 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,619,214 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $35,078 |
| 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 | $25 |
| 2015 : COLE & WEBER, INC. RETIREMENT 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 | $307,063 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $532,816 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $532,791 |
| Total plan assets at end of year | 2015-12-31 | $4,619,214 |
| Total plan assets at beginning of year | 2015-12-31 | $4,844,967 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $217,531 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $30,742 |
| Other income received | 2015-12-31 | $29,426 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-225,753 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,619,214 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,844,967 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $29,364 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $25 |
| 2014 : COLE & WEBER, INC. RETIREMENT 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 | $616,987 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $236,387 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $229,350 |
| Total plan assets at end of year | 2014-12-31 | $4,844,967 |
| Total plan assets at beginning of year | 2014-12-31 | $4,464,367 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $174,799 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $79,428 |
| Other income received | 2014-12-31 | $337,020 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $380,600 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,844,967 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,464,367 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $25,740 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $5,077 |
| Value of corrective distributions | 2014-12-31 | $1,839 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $121 |
| 2013 : COLE & WEBER, INC. RETIREMENT 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 | $946,591 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $628,412 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $628,387 |
| Total plan assets at end of year | 2013-12-31 | $4,464,367 |
| Total plan assets at beginning of year | 2013-12-31 | $4,146,188 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $202,470 |
| 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 | $698,548 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $318,179 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,464,367 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,146,188 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $45,573 |
| 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 | $25 |
| 2012 : COLE & WEBER, INC. RETIREMENT PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $807,584 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,040,038 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,007,045 |
| Total plan assets at end of year | 2012-12-31 | $4,146,188 |
| Total plan assets at beginning of year | 2012-12-31 | $4,378,642 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $224,742 |
| Other income received | 2012-12-31 | $540,167 |
| Net income (gross income less expenses) | 2012-12-31 | $-232,454 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,146,188 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,378,642 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $42,675 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $32,993 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2018: COLE & WEBER, INC. RETIREMENT 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: COLE & WEBER, INC. RETIREMENT 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: COLE & WEBER, INC. RETIREMENT 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: COLE & WEBER, INC. RETIREMENT 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: COLE & WEBER, INC. RETIREMENT 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: COLE & WEBER, INC. RETIREMENT 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: COLE & WEBER, INC. RETIREMENT 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 |
| 2009: COLE & WEBER, INC. RETIREMENT 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 is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |