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WINGATE MANAGEMENT COMPANY 401(K) PLAN 401k Plan overview

Plan NameWINGATE MANAGEMENT COMPANY 401(K) PLAN
Plan identification number 001

WINGATE MANAGEMENT COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WINGATE MANAGEMENT COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name:WINGATE MANAGEMENT COMPANY LLC
Employer identification number (EIN):043447829
NAIC Classification:531310

Additional information about WINGATE MANAGEMENT COMPANY LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 369931

More information about WINGATE MANAGEMENT COMPANY LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINGATE MANAGEMENT COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01DAVID GOTTLER DAVID GOTTLER2017-10-12
0012015-01-01DAVID GOTTLER DAVID GOTTLER2016-10-14
0012015-01-01DAVID GOTTLER DAVID GOTTLER2016-11-30
0012014-01-01PETER NOWAK PETER NOWAK2015-10-15
0012013-01-01DAVID W GOTTLER DAVID W GOTTLER2014-10-15
0012012-01-01DAVID GOTTLER DAVID GOTTLER2013-10-11
0012011-01-01DAVID GOTTLER DAVID GOTTLER2012-10-15
0012010-01-01DAVID W GOTTLER DAVID W GOTTLER2011-10-11
0012009-01-01DAVID GOTTLER DAVID GOTTLER2010-10-12

Plan Statistics for WINGATE MANAGEMENT COMPANY 401(K) PLAN

401k plan membership statisitcs for WINGATE MANAGEMENT COMPANY 401(K) PLAN

Measure Date Value
2016: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01630
Total number of active participants reported on line 7a of the Form 55002016-01-01512
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0195
Total of all active and inactive participants2016-01-01607
Total participants2016-01-01607
Number of participants with account balances2016-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01633
Total number of active participants reported on line 7a of the Form 55002015-01-01527
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0186
Total of all active and inactive participants2015-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01613
Number of participants with account balances2015-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01557
Total number of active participants reported on line 7a of the Form 55002014-01-01540
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01607
Total participants2014-01-01607
Number of participants with account balances2014-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01507
Total number of active participants reported on line 7a of the Form 55002013-01-01473
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01537
Number of participants with account balances2013-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01548
Total number of active participants reported on line 7a of the Form 55002012-01-01431
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0153
Total of all active and inactive participants2012-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01484
Number of participants with account balances2012-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01501
Total number of active participants reported on line 7a of the Form 55002011-01-01449
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0170
Total of all active and inactive participants2011-01-01519
Total participants2011-01-01519
Number of participants with account balances2011-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2010: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01505
Total number of active participants reported on line 7a of the Form 55002010-01-01425
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0153
Total of all active and inactive participants2010-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01478
Number of participants with account balances2010-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0116
2009: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01478
Total number of active participants reported on line 7a of the Form 55002009-01-01443
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01490
Number of participants with account balances2009-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on WINGATE MANAGEMENT COMPANY 401(K) PLAN

Measure Date Value
2016 : WINGATE MANAGEMENT COMPANY 401(K) PLAN 2016 401k financial data
Expenses. Interest paid2016-12-31$53,932
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$53,932
Total income from all sources (including contributions)2016-12-31$2,292,360
Total of all expenses incurred2016-12-31$1,313,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,259,728
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,143,541
Value of total assets at end of year2016-12-31$13,718,680
Value of total assets at beginning of year2016-12-31$12,739,980
Total interest from all sources2016-12-31$30,280
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,118,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,118,539
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,022,502
Participant contributions at end of year2016-12-31$468,215
Participant contributions at beginning of year2016-12-31$489,250
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$41,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$978,700
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,718,680
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,739,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,463,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,477,837
Interest on participant loans2016-12-31$21,899
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$8,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$786,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$772,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$79,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,259,728
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2016-12-31042088368
2015 : WINGATE MANAGEMENT COMPANY 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,066,224
Total of all expenses incurred2015-12-31$385,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$373,729
Expenses. Certain deemed distributions of participant loans2015-12-31$12,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,099,382
Value of total assets at end of year2015-12-31$12,739,980
Value of total assets at beginning of year2015-12-31$12,059,639
Total interest from all sources2015-12-31$16,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,008,550
Participant contributions at end of year2015-12-31$489,250
Participant contributions at beginning of year2015-12-31$485,248
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$680,341
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,739,980
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,059,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,477,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,916,146
Interest on participant loans2015-12-31$17,628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-1,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$772,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$658,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-49,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$80,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$373,729
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2015-12-31042088368
2014 : WINGATE MANAGEMENT COMPANY 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$47,116
Total income from all sources (including contributions)2014-12-31$2,396,925
Total of all expenses incurred2014-12-31$593,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$555,705
Expenses. Certain deemed distributions of participant loans2014-12-31$37,808
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,672,393
Value of total assets at end of year2014-12-31$12,059,639
Value of total assets at beginning of year2014-12-31$10,209,111
Total interest from all sources2014-12-31$15,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$770,914
Participant contributions at end of year2014-12-31$485,248
Participant contributions at beginning of year2014-12-31$369,599
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$842,407
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,803,412
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,059,639
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,209,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,916,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,132,764
Interest on participant loans2014-12-31$15,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$658,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$706,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$708,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$59,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$555,705
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2014-12-31042088368
2013 : WINGATE MANAGEMENT COMPANY 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,814,832
Total of all expenses incurred2013-12-31$1,162,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,149,014
Expenses. Certain deemed distributions of participant loans2013-12-31$2,354
Value of total corrective distributions2013-12-31$11,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$846,842
Value of total assets at end of year2013-12-31$10,209,111
Value of total assets at beginning of year2013-12-31$8,557,113
Total interest from all sources2013-12-31$48,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$707,209
Participant contributions at end of year2013-12-31$369,599
Participant contributions at beginning of year2013-12-31$374,451
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$76,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,651,998
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,209,111
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,557,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,132,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,314,896
Interest on participant loans2013-12-31$19,050
Income. Interest from loans (other than to participants)2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$29,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$706,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$867,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,919,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$62,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,149,014
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2013-12-31042088368
2012 : WINGATE MANAGEMENT COMPANY 401(K) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,719,160
Total of all expenses incurred2012-12-31$812,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$759,968
Expenses. Certain deemed distributions of participant loans2012-12-31$43,959
Value of total corrective distributions2012-12-31$8,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$748,867
Value of total assets at end of year2012-12-31$8,557,113
Value of total assets at beginning of year2012-12-31$7,650,531
Total interest from all sources2012-12-31$23,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$680,741
Participant contributions at end of year2012-12-31$374,451
Participant contributions at beginning of year2012-12-31$395,736
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$906,582
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,557,113
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,650,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,314,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,438,638
Income. Interest from loans (other than to participants)2012-12-31$17,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$867,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$812,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$946,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$58,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$759,968
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2012-12-31042088368
2011 : WINGATE MANAGEMENT COMPANY 401(K) PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$505,087
Total of all expenses incurred2011-12-31$279,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$231,796
Expenses. Certain deemed distributions of participant loans2011-12-31$11,139
Value of total corrective distributions2011-12-31$35,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$756,084
Value of total assets at end of year2011-12-31$7,650,531
Value of total assets at beginning of year2011-12-31$7,424,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$484
Total interest from all sources2011-12-31$15,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$663,033
Participant contributions at end of year2011-12-31$395,736
Participant contributions at beginning of year2011-12-31$296,580
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$619
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$225,825
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,650,531
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,424,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,438,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,355,569
Interest on participant loans2011-12-31$14,992
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$812,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$770,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-267,148
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$57,375
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$231,796
Contract administrator fees2011-12-31$484
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2011-12-31042088368
2010 : WINGATE MANAGEMENT COMPANY 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,542,644
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$290,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$218,021
Expenses. Certain deemed distributions of participant loans2010-12-31$12,739
Value of total corrective distributions2010-12-31$59,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$800,880
Value of total assets at end of year2010-12-31$7,424,706
Value of total assets at beginning of year2010-12-31$6,172,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$15,677
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$659,676
Participant contributions at end of year2010-12-31$296,580
Participant contributions at beginning of year2010-12-31$275,652
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$11,769
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$89,478
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,252,394
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,424,706
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,172,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,355,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,068,988
Interest on participant loans2010-12-31$13,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$770,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$808,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$726,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$51,726
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$1,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$218,021
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2010-12-31042088368
2009 : WINGATE MANAGEMENT COMPANY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WINGATE MANAGEMENT COMPANY 401(K) PLAN

2016: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WINGATE MANAGEMENT COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334005-01
Policy instance 1
Insurance contract or identification number334005-01
Number of Individuals Covered113
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334005-01
Policy instance 1
Insurance contract or identification number334005-01
Number of Individuals Covered95
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334005-01
Policy instance 1
Insurance contract or identification number334005-01
Number of Individuals Covered65
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-BX1X
Policy instance 1
Insurance contract or identification numberGAP-BO-BX1X
Number of Individuals Covered242
Insurance policy start date2012-01-01
Insurance policy end date2012-06-01
Total amount of commissions paid to insurance brokerUSD $725
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $725
Insurance broker organization code?3
Insurance broker nameFIELDPOINT PRIVATE SECURITIES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334005-01
Policy instance 2
Insurance contract or identification number334005-01
Number of Individuals Covered68
Insurance policy start date2012-06-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-BX1X
Policy instance 1
Insurance contract or identification numberGAP-BO-BX1X
Number of Individuals Covered271
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,642
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-BX1X
Policy instance 1
Insurance contract or identification numberGAP-BO-BX1X
Number of Individuals Covered251
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,532
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,532
Insurance broker organization code?3
Insurance broker nameNUTMEG SECURITIES, LLC

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