Logo

WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameWESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

WESTECH ENGINEERING, LLC has sponsored the creation of one or more 401k plans.

Company Name:WESTECH ENGINEERING, LLC
Employer identification number (EIN):942229674
NAIC Classification:333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022021-07-01
0022021-07-01ANNE ERICKSON
0022020-07-01
0022019-07-01
0022019-07-01
0022019-07-01
0022016-07-01RUSSELL WRIGHT RUSSELL WRIGHT2018-04-06
0022015-07-01RUSSELL WRIGHT RUSSELL WRIGHT2017-04-13
0022014-07-01RUSSELL WRIGHT RUSSELL WRIGHT2016-04-07
0022013-07-01RUSSELL WRIGHT RUSSELL WRIGHT2015-03-30
0022012-07-01RUSSELL WRIGHT RUSSELL WRIGHT2014-04-07
0022011-07-01SCOTT ALLEN
0022009-07-01STEVEN T. BREWSTER STEVEN T. BREWSTER2011-04-13

Plan Statistics for WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01532
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-010
Number of participants with account balances2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01519
Total number of active participants reported on line 7a of the Form 55002020-07-01509
Number of retired or separated participants receiving benefits2020-07-0112
Number of other retired or separated participants entitled to future benefits2020-07-019
Total of all active and inactive participants2020-07-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01532
Number of participants with account balances2020-07-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01520
Total number of active participants reported on line 7a of the Form 55002019-07-01478
Number of retired or separated participants receiving benefits2019-07-0110
Number of other retired or separated participants entitled to future benefits2019-07-0129
Total of all active and inactive participants2019-07-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01518
Number of participants with account balances2019-07-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0116
2016: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01480
Total number of active participants reported on line 7a of the Form 55002016-07-01414
Number of retired or separated participants receiving benefits2016-07-0110
Number of other retired or separated participants entitled to future benefits2016-07-0159
Total of all active and inactive participants2016-07-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01486
Number of participants with account balances2016-07-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0122
2015: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01481
Total number of active participants reported on line 7a of the Form 55002015-07-01419
Number of retired or separated participants receiving benefits2015-07-017
Number of other retired or separated participants entitled to future benefits2015-07-0151
Total of all active and inactive participants2015-07-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-013
Total participants2015-07-01480
Number of participants with account balances2015-07-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0124
2014: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01496
Total number of active participants reported on line 7a of the Form 55002014-07-01427
Number of retired or separated participants receiving benefits2014-07-016
Number of other retired or separated participants entitled to future benefits2014-07-0143
Total of all active and inactive participants2014-07-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-015
Total participants2014-07-01481
Number of participants with account balances2014-07-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0116
2013: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01469
Total number of active participants reported on line 7a of the Form 55002013-07-01464
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-0127
Total of all active and inactive participants2013-07-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-014
Total participants2013-07-01496
Number of participants with account balances2013-07-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0114
2012: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01349
Total number of active participants reported on line 7a of the Form 55002012-07-01435
Number of retired or separated participants receiving benefits2012-07-0112
Number of other retired or separated participants entitled to future benefits2012-07-0120
Total of all active and inactive participants2012-07-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01468
Number of participants with account balances2012-07-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-018
2011: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01329
Total number of active participants reported on line 7a of the Form 55002011-07-01325
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-0122
Total of all active and inactive participants2011-07-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01349
Number of participants with account balances2011-07-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-017
2009: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01274
Total number of active participants reported on line 7a of the Form 55002009-07-01317
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-019
Total of all active and inactive participants2009-07-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01326
Number of participants with account balances2009-07-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$851,910
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$557,457
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$27,555,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$27,555,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$0
Value of total assets at end of year2022-06-30$851,910
Value of total assets at beginning of year2022-06-30$26,997,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$0
Total interest from all sources2022-06-30$1,457
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Other income not declared elsewhere2022-06-30$556,000
Total non interest bearing cash at end of year2022-06-30$555,765
Total non interest bearing cash at beginning of year2022-06-30$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-26,997,555
Value of net assets at end of year (total assets less liabilities)2022-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$26,997,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Income. Interest from corporate debt instruments2022-06-30$1,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$27,555,012
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$296,145
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$26,997,541
Liabilities. Value of benefit claims payable at end of year2022-06-30$851,910
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WSRP, LLC
Accountancy firm EIN2022-06-30870517754
2021 : WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$6,186,309
Total unrealized appreciation/depreciation of assets2021-06-30$6,186,309
Total transfer of assets to this plan2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,291,183
Expenses. Interest paid2021-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-06-30$0
Total income from all sources (including contributions)2021-06-30$15,943,286
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$40,206,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$40,206,391
Value of total corrective distributions2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$160,427
Value of total assets at end of year2021-06-30$26,997,555
Value of total assets at beginning of year2021-06-30$52,552,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$217
Total income from rents2021-06-30$0
Total interest from all sources2021-06-30$7,311
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$0
Administrative expenses professional fees incurred2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Amount of non-exempt transactions with any party-in-interest2021-06-30$0
Contributions received from participants2021-06-30$0
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$1,293,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$1,291,183
Other income not declared elsewhere2021-06-30$9,589,239
Administrative expenses (other) incurred2021-06-30$217
Liabilities. Value of operating payables at beginning of year2021-06-30$0
Total non interest bearing cash at end of year2021-06-30$14
Total non interest bearing cash at beginning of year2021-06-30$892,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Income. Non cash contributions2021-06-30$0
Value of net income/loss2021-06-30$-24,263,322
Value of net assets at end of year (total assets less liabilities)2021-06-30$26,997,555
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$51,260,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2021-06-30$0
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2021-06-30$0
Investment advisory and management fees2021-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$63,785
Income. Interest from loans (other than to participants)2021-06-30$0
Interest earned on other investments2021-06-30$0
Income. Interest from US Government securities2021-06-30$0
Income. Interest from corporate debt instruments2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$172,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$172,357
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$7,311
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$0
Net investment gain or loss from common/collective trusts2021-06-30$0
Net gain/loss from 103.12 investment entities2021-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Assets. Invements in employer securities at end of year2021-06-30$0
Assets. Invements in employer securities at beginning of year2021-06-30$49,830,013
Contributions received in cash from employer2021-06-30$160,427
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$75,655
Income. Dividends from preferred stock2021-06-30$0
Income. Dividends from common stock2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$40,206,391
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$26,997,541
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$223,703
Contract administrator fees2021-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$0
Aggregate carrying amount (costs) on sale of assets2021-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-06-30$0
2020 : WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$1,895,922
Total unrealized appreciation/depreciation of assets2020-06-30$1,895,922
Total transfer of assets to this plan2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,291,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$566
Expenses. Interest paid2020-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-06-30$0
Total income from all sources (including contributions)2020-06-30$4,406,471
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$4,268,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,976,636
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,154,792
Value of total assets at end of year2020-06-30$52,552,060
Value of total assets at beginning of year2020-06-30$51,122,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,291,378
Total income from rents2020-06-30$0
Total interest from all sources2020-06-30$42,590
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$0
Administrative expenses professional fees incurred2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Amount of non-exempt transactions with any party-in-interest2020-06-30$0
Contributions received from participants2020-06-30$0
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$1,293,749
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$4,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$1,291,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$1,291,750
Administrative expenses (other) incurred2020-06-30$1,291,378
Liabilities. Value of operating payables at beginning of year2020-06-30$0
Total non interest bearing cash at end of year2020-06-30$892,798
Total non interest bearing cash at beginning of year2020-06-30$97,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Income. Non cash contributions2020-06-30$0
Value of net income/loss2020-06-30$138,457
Value of net assets at end of year (total assets less liabilities)2020-06-30$51,260,877
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$51,122,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-06-30$0
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-06-30$0
Investment advisory and management fees2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$63,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,319,117
Income. Interest from loans (other than to participants)2020-06-30$0
Interest earned on other investments2020-06-30$0
Income. Interest from US Government securities2020-06-30$0
Income. Interest from corporate debt instruments2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$172,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$668,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$668,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$42,590
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$21,417
Net investment gain/loss from pooled separate accounts2020-06-30$0
Net investment gain or loss from common/collective trusts2020-06-30$0
Net gain/loss from 103.12 investment entities2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Assets. Invements in employer securities at end of year2020-06-30$49,830,013
Assets. Invements in employer securities at beginning of year2020-06-30$48,021,696
Contributions received in cash from employer2020-06-30$1,154,792
Employer contributions (assets) at end of year2020-06-30$75,655
Employer contributions (assets) at beginning of year2020-06-30$513,918
Income. Dividends from preferred stock2020-06-30$0
Income. Dividends from common stock2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,976,636
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$223,703
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$498,032
Contract administrator fees2020-06-30$0
Liabilities. Value of benefit claims payable at end of year2020-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$566
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$0
Aggregate carrying amount (costs) on sale of assets2020-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30WSRP, LLC
Accountancy firm EIN2020-06-30870517754
2019 : WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$2,015,589
Total unrealized appreciation/depreciation of assets2019-06-30$2,015,589
Total transfer of assets to this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$566
Expenses. Interest paid2019-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-06-30$0
Total income from all sources (including contributions)2019-06-30$3,080,697
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$2,083,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,083,085
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$948,377
Value of total assets at end of year2019-06-30$51,122,986
Value of total assets at beginning of year2019-06-30$50,125,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$30
Total income from rents2019-06-30$0
Total interest from all sources2019-06-30$67,745
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$0
Administrative expenses professional fees incurred2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Amount of non-exempt transactions with any party-in-interest2019-06-30$0
Contributions received from participants2019-06-30$0
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$4,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$500,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Other income not declared elsewhere2019-06-30$2,026
Administrative expenses (other) incurred2019-06-30$30
Liabilities. Value of operating payables at beginning of year2019-06-30$0
Total non interest bearing cash at end of year2019-06-30$97,174
Total non interest bearing cash at beginning of year2019-06-30$250,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Income. Non cash contributions2019-06-30$0
Value of net income/loss2019-06-30$997,582
Value of net assets at end of year (total assets less liabilities)2019-06-30$51,122,420
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$50,124,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-06-30$0
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-06-30$0
Investment advisory and management fees2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,319,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,333,799
Income. Interest from loans (other than to participants)2019-06-30$0
Interest earned on other investments2019-06-30$0
Income. Interest from US Government securities2019-06-30$0
Income. Interest from corporate debt instruments2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$668,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$915,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$915,499
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$67,745
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$46,960
Net investment gain/loss from pooled separate accounts2019-06-30$0
Net investment gain or loss from common/collective trusts2019-06-30$0
Net gain/loss from 103.12 investment entities2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Assets. Invements in employer securities at end of year2019-06-30$48,021,696
Assets. Invements in employer securities at beginning of year2019-06-30$45,937,421
Contributions received in cash from employer2019-06-30$948,377
Employer contributions (assets) at end of year2019-06-30$513,918
Employer contributions (assets) at beginning of year2019-06-30$705,940
Income. Dividends from preferred stock2019-06-30$0
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,083,085
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$498,032
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$481,608
Contract administrator fees2019-06-30$0
Liabilities. Value of benefit claims payable at end of year2019-06-30$566
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$566
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$0
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30WSRP, LLC
Accountancy firm EIN2019-06-30870517754
2018 : WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$7,672,408
Total unrealized appreciation/depreciation of assets2018-06-30$7,672,408
Total transfer of assets to this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$41,260
Expenses. Interest paid2018-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-06-30$0
Total income from all sources (including contributions)2018-06-30$10,651,310
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,515,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,515,234
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,390,218
Value of total assets at end of year2018-06-30$50,125,404
Value of total assets at beginning of year2018-06-30$41,030,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$180
Total income from rents2018-06-30$0
Total interest from all sources2018-06-30$36,952
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$17,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$17,815
Administrative expenses professional fees incurred2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Amount of non-exempt transactions with any party-in-interest2018-06-30$0
Contributions received from participants2018-06-30$0
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$500,761
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$43,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$40,694
Other income not declared elsewhere2018-06-30$532,142
Administrative expenses (other) incurred2018-06-30$180
Liabilities. Value of operating payables at beginning of year2018-06-30$0
Total non interest bearing cash at end of year2018-06-30$250,376
Total non interest bearing cash at beginning of year2018-06-30$46,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$0
Value of net income/loss2018-06-30$9,135,896
Value of net assets at end of year (total assets less liabilities)2018-06-30$50,124,838
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$40,988,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-06-30$0
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-06-30$0
Investment advisory and management fees2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,333,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,233,813
Income. Interest from loans (other than to participants)2018-06-30$0
Interest earned on other investments2018-06-30$0
Income. Interest from US Government securities2018-06-30$0
Income. Interest from corporate debt instruments2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$915,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,069,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,069,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$36,952
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,775
Net investment gain/loss from pooled separate accounts2018-06-30$0
Net investment gain or loss from common/collective trusts2018-06-30$0
Net gain/loss from 103.12 investment entities2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Assets. Invements in employer securities at end of year2018-06-30$45,937,421
Assets. Invements in employer securities at beginning of year2018-06-30$38,350,660
Contributions received in cash from employer2018-06-30$2,390,218
Employer contributions (assets) at end of year2018-06-30$705,940
Employer contributions (assets) at beginning of year2018-06-30$0
Income. Dividends from preferred stock2018-06-30$0
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,515,234
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$481,608
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$286,466
Contract administrator fees2018-06-30$0
Liabilities. Value of benefit claims payable at end of year2018-06-30$566
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$566
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$0
Aggregate carrying amount (costs) on sale of assets2018-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30WSRP
Accountancy firm EIN2018-06-30870517754
2017 : WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$3,918,447
Total unrealized appreciation/depreciation of assets2017-06-30$3,918,447
Total transfer of assets to this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$41,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$566
Expenses. Interest paid2017-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-06-30$0
Total income from all sources (including contributions)2017-06-30$4,996,174
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,316,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,276,098
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$604,929
Value of total assets at end of year2017-06-30$41,030,202
Value of total assets at beginning of year2017-06-30$37,310,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$40,889
Total income from rents2017-06-30$0
Total interest from all sources2017-06-30$38,597
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$20,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$20,139
Administrative expenses professional fees incurred2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Amount of non-exempt transactions with any party-in-interest2017-06-30$0
Contributions received from participants2017-06-30$0
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$922
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$43,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$40,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$414,062
Administrative expenses (other) incurred2017-06-30$40,889
Liabilities. Value of operating payables at beginning of year2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$46,857
Total non interest bearing cash at beginning of year2017-06-30$93,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$0
Value of net income/loss2017-06-30$3,679,187
Value of net assets at end of year (total assets less liabilities)2017-06-30$40,988,942
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$37,309,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-06-30$0
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-06-30$0
Investment advisory and management fees2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,233,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,096,325
Interest on participant loans2017-06-30$21
Income. Interest from loans (other than to participants)2017-06-30$0
Interest earned on other investments2017-06-30$0
Income. Interest from US Government securities2017-06-30$0
Income. Interest from corporate debt instruments2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,069,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$1,213,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$1,213,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$38,576
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$0
Net investment gain or loss from common/collective trusts2017-06-30$0
Net gain/loss from 103.12 investment entities2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Assets. Invements in employer securities at end of year2017-06-30$38,350,660
Assets. Invements in employer securities at beginning of year2017-06-30$34,598,965
Contributions received in cash from employer2017-06-30$604,929
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$0
Income. Dividends from preferred stock2017-06-30$0
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,276,098
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$286,466
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$306,489
Contract administrator fees2017-06-30$0
Liabilities. Value of benefit claims payable at end of year2017-06-30$566
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$566
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$0
Aggregate carrying amount (costs) on sale of assets2017-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30WSRP, LLC
Accountancy firm EIN2017-06-30870517754
2016 : WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$2,751,226
Total unrealized appreciation/depreciation of assets2016-06-30$2,751,226
Total transfer of assets to this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$28,566
Expenses. Interest paid2016-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-06-30$0
Total income from all sources (including contributions)2016-06-30$4,483,806
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,261,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,261,506
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$956,885
Value of total assets at end of year2016-06-30$37,310,321
Value of total assets at beginning of year2016-06-30$34,116,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$460
Total income from rents2016-06-30$0
Total interest from all sources2016-06-30$34,031
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$21,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$21,557
Administrative expenses professional fees incurred2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Amount of non-exempt transactions with any party-in-interest2016-06-30$0
Contributions received from participants2016-06-30$0
Participant contributions at end of year2016-06-30$922
Participant contributions at beginning of year2016-06-30$1,979
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$1,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$720,107
Administrative expenses (other) incurred2016-06-30$460
Liabilities. Value of operating payables at beginning of year2016-06-30$0
Total non interest bearing cash at end of year2016-06-30$93,632
Total non interest bearing cash at beginning of year2016-06-30$278,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$693,465
Value of net income/loss2016-06-30$3,221,840
Value of net assets at end of year (total assets less liabilities)2016-06-30$37,309,755
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$34,087,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-06-30$0
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-06-30$0
Investment advisory and management fees2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,096,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,203,982
Interest on participant loans2016-06-30$74
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$0
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$1,213,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,266,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,266,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$33,957
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$0
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Assets. Invements in employer securities at end of year2016-06-30$34,598,965
Assets. Invements in employer securities at beginning of year2016-06-30$31,046,000
Contributions received in cash from employer2016-06-30$263,420
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$0
Income. Dividends from preferred stock2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,261,506
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$306,489
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$318,099
Contract administrator fees2016-06-30$0
Liabilities. Value of benefit claims payable at end of year2016-06-30$566
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$28,566
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$0
Aggregate carrying amount (costs) on sale of assets2016-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30WSRP, LLC
Accountancy firm EIN2016-06-30870517754
2015 : WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$4,180,084
Total unrealized appreciation/depreciation of assets2015-06-30$4,180,084
Total transfer of assets to this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$28,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$566
Expenses. Interest paid2015-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-06-30$0
Total income from all sources (including contributions)2015-06-30$6,202,294
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,408,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,399,907
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$875,350
Value of total assets at end of year2015-06-30$34,116,481
Value of total assets at beginning of year2015-06-30$29,294,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$8,701
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$29,836
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$52,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$52,668
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Amount of non-exempt transactions with any party-in-interest2015-06-30$0
Contributions received from participants2015-06-30$0
Participant contributions at end of year2015-06-30$1,979
Participant contributions at beginning of year2015-06-30$10,445
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$1,351
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$1,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$1,064,356
Administrative expenses (other) incurred2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Total non interest bearing cash at end of year2015-06-30$278,779
Total non interest bearing cash at beginning of year2015-06-30$10,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$620,540
Value of net income/loss2015-06-30$4,793,686
Value of net assets at end of year (total assets less liabilities)2015-06-30$34,087,915
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$29,294,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-06-30$0
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-06-30$0
Investment advisory and management fees2015-06-30$8,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,203,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,170,268
Interest on participant loans2015-06-30$272
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$0
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,266,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$29,564
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$0
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Assets. Invements in employer securities at end of year2015-06-30$31,046,000
Assets. Invements in employer securities at beginning of year2015-06-30$24,101,832
Contributions received in cash from employer2015-06-30$254,810
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$120
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,399,907
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$318,099
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$0
Contract administrator fees2015-06-30$0
Liabilities. Value of benefit claims payable at end of year2015-06-30$28,566
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$566
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30WSRP, LLC
Accountancy firm EIN2015-06-30870517754
2014 : WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$1,662,679
Total unrealized appreciation/depreciation of assets2014-06-30$1,662,679
Total transfer of assets to this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$605
Expenses. Interest paid2014-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,934,912
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,422,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,382,422
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$675,000
Value of total assets at end of year2014-06-30$29,294,795
Value of total assets at beginning of year2014-06-30$27,782,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$40,392
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$5,956
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$89,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$89,643
Administrative expenses professional fees incurred2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Amount of non-exempt transactions with any party-in-interest2014-06-30$0
Contributions received from participants2014-06-30$0
Participant contributions at end of year2014-06-30$10,445
Participant contributions at beginning of year2014-06-30$20,592
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$1,870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$78
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$39
Other income not declared elsewhere2014-06-30$501,634
Administrative expenses (other) incurred2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Total non interest bearing cash at end of year2014-06-30$10,260
Total non interest bearing cash at beginning of year2014-06-30$46,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$596,130
Value of net income/loss2014-06-30$1,512,098
Value of net assets at end of year (total assets less liabilities)2014-06-30$29,294,229
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$27,782,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-06-30$0
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-06-30$0
Investment advisory and management fees2014-06-30$40,392
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,170,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,148,589
Interest on participant loans2014-06-30$793
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$0
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,244,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,244,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$5,163
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$0
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Assets. Invements in employer securities at end of year2014-06-30$24,101,832
Assets. Invements in employer securities at beginning of year2014-06-30$22,322,790
Contributions received in cash from employer2014-06-30$78,870
Employer contributions (assets) at end of year2014-06-30$120
Employer contributions (assets) at beginning of year2014-06-30$0
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,382,422
Contract administrator fees2014-06-30$0
Liabilities. Value of benefit claims payable at end of year2014-06-30$566
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$566
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30WSRP, LLC
Accountancy firm EIN2014-06-30870517754
2013 : WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$863,807
Total unrealized appreciation/depreciation of assets2013-06-30$863,807
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$605
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$102,832
Expenses. Interest paid2013-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,297,372
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,184,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,129,937
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$0
Value of total assets at end of year2013-06-30$27,782,736
Value of total assets at beginning of year2013-06-30$27,771,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$54,187
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$1,797
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$431,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$125,991
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Amount of non-exempt transactions with any party-in-interest2013-06-30$0
Contributions received from participants2013-06-30$0
Participant contributions at end of year2013-06-30$20,592
Participant contributions at beginning of year2013-06-30$26,043
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$78
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$500,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$39
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$9,000
Other income not declared elsewhere2013-06-30$258
Administrative expenses (other) incurred2013-06-30$44
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Total non interest bearing cash at end of year2013-06-30$46,318
Total non interest bearing cash at beginning of year2013-06-30$177,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$113,248
Value of net assets at end of year (total assets less liabilities)2013-06-30$27,782,131
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$27,668,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-06-30$0
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-06-30$0
Investment advisory and management fees2013-06-30$54,143
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$4,148,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,779,769
Interest on participant loans2013-06-30$1,021
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$0
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,244,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$800,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$800,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$776
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$0
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Assets. Invements in employer securities at end of year2013-06-30$22,322,790
Assets. Invements in employer securities at beginning of year2013-06-30$20,738,714
Contributions received in cash from employer2013-06-30$0
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$749,000
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$305,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,129,937
Contract administrator fees2013-06-30$0
Liabilities. Value of benefit claims payable at end of year2013-06-30$566
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$93,832
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30WISAN, SMITH, RACKER & PRESCOTT
Accountancy firm EIN2013-06-30870517754
2012 : WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$3,360,718
Total unrealized appreciation/depreciation of assets2012-06-30$3,360,718
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$102,832
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$566
Total income from all sources (including contributions)2012-06-30$4,630,866
Total loss/gain on sale of assets2012-06-30$139,367
Total of all expenses incurred2012-06-30$580,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$526,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$749,000
Value of total assets at end of year2012-06-30$27,771,715
Value of total assets at beginning of year2012-06-30$23,618,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$53,769
Total interest from all sources2012-06-30$1,931
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$379,850
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$26,043
Participant contributions at beginning of year2012-06-30$40,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$500,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$220,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$9,000
Total non interest bearing cash at end of year2012-06-30$177,285
Total non interest bearing cash at beginning of year2012-06-30$86,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$4,050,672
Value of net assets at end of year (total assets less liabilities)2012-06-30$27,668,883
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$23,618,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$53,769
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,779,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$4,116,284
Interest on participant loans2012-06-30$1,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$800,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$569,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$569,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Assets. Invements in employer securities at end of year2012-06-30$20,738,714
Assets. Invements in employer securities at beginning of year2012-06-30$16,702,320
Contributions received in cash from employer2012-06-30$749,000
Employer contributions (assets) at end of year2012-06-30$749,000
Employer contributions (assets) at beginning of year2012-06-30$0
Income. Dividends from common stock2012-06-30$379,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$526,425
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$1,884,242
Liabilities. Value of benefit claims payable at end of year2012-06-30$93,832
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$566
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$139,367
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30WISAN, SMITH RAKER & PRESCOTT
Accountancy firm EIN2012-06-30870517754
2011 : WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$2,299,676
Total unrealized appreciation/depreciation of assets2011-06-30$2,299,676
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$2,458,563
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,516,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,470,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$0
Value of total assets at end of year2011-06-30$23,618,777
Value of total assets at beginning of year2011-06-30$22,676,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$46,004
Total interest from all sources2011-06-30$1,579
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$7,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$40,454
Participant contributions at beginning of year2011-06-30$17,839
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$220,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$850,403
Total non interest bearing cash at end of year2011-06-30$86,102
Total non interest bearing cash at beginning of year2011-06-30$15,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$941,859
Value of net assets at end of year (total assets less liabilities)2011-06-30$23,618,211
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$22,676,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$46,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$4,116,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,332,532
Interest on participant loans2011-06-30$1,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$569,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$273,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$273,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$149,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$16,702,320
Assets. Invements in employer securities at beginning of year2011-06-30$15,449,646
Employer contributions (assets) at beginning of year2011-06-30$924,900
Income. Dividends from common stock2011-06-30$7,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,470,700
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$110,891
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$1,884,242
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$1,701,912
Liabilities. Value of benefit claims payable at end of year2011-06-30$566
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30HANSEN BARNETT MAXWELL, P.C.
Accountancy firm EIN2011-06-30870184167
2010 : WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2021: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedYes
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2016: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: WESTECH ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup