ENVIRONMENTAL DESIGNS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE WINTERBERRY GROUP RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: THE WINTERBERRY GROUP RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 196 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 200 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 36 |
| Total of all active and inactive participants | 2022-01-01 | 236 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 236 |
| Number of participants with account balances | 2022-01-01 | 128 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: THE WINTERBERRY GROUP RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 167 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 138 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 23 |
| Total of all active and inactive participants | 2021-01-01 | 161 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 161 |
| Number of participants with account balances | 2021-01-01 | 120 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: THE WINTERBERRY GROUP RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 151 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 135 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
| Total of all active and inactive participants | 2020-01-01 | 152 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 152 |
| Number of participants with account balances | 2020-01-01 | 102 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: THE WINTERBERRY GROUP RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 115 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 114 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 22 |
| Total of all active and inactive participants | 2019-01-01 | 140 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 140 |
| Number of participants with account balances | 2019-01-01 | 99 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: THE WINTERBERRY GROUP RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 74 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
| Total of all active and inactive participants | 2018-01-01 | 86 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 87 |
| Number of participants with account balances | 2018-01-01 | 76 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: THE WINTERBERRY GROUP RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 68 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 51 |
| Total of all active and inactive participants | 2017-01-01 | 119 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 119 |
| Number of participants with account balances | 2017-01-01 | 95 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: THE WINTERBERRY GROUP RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 69 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 32 |
| Total of all active and inactive participants | 2016-01-01 | 101 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 101 |
| Number of participants with account balances | 2016-01-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: THE WINTERBERRY GROUP RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 65 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 21 |
| Total of all active and inactive participants | 2015-01-01 | 86 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 86 |
| Number of participants with account balances | 2015-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: THE WINTERBERRY GROUP RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 65 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
| Total of all active and inactive participants | 2014-01-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 72 |
| Number of participants with account balances | 2014-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: THE WINTERBERRY GROUP RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
| Total of all active and inactive participants | 2013-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 57 |
| Number of participants with account balances | 2013-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: THE WINTERBERRY GROUP RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 12 |
| Total of all active and inactive participants | 2012-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 70 |
| Number of participants with account balances | 2012-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: THE WINTERBERRY GROUP RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 20 |
| Total of all active and inactive participants | 2011-01-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 64 |
| Number of participants with account balances | 2011-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : THE WINTERBERRY GROUP RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $44,898 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $28,534 |
| Total income from all sources (including contributions) | 2022-12-31 | $-17,287 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $136,145 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $108,306 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $420,560 |
| Value of total assets at end of year | 2022-12-31 | $3,130,783 |
| Value of total assets at beginning of year | 2022-12-31 | $3,267,851 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $27,839 |
| Total interest from all sources | 2022-12-31 | $1,229 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $324,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $206,968 |
| Participant contributions at end of year | 2022-12-31 | $38,230 |
| Participant contributions at beginning of year | 2022-12-31 | $19,858 |
| Participant contributions at end of year | 2022-12-31 | $2,427 |
| Participant contributions at beginning of year | 2022-12-31 | $2,120 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $44,898 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $28,534 |
| Total non interest bearing cash at end of year | 2022-12-31 | $3,175 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-153,432 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,085,885 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,239,317 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $26,073 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $2,505,417 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $2,841,877 |
| Interest on participant loans | 2022-12-31 | $1,229 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $199,091 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $207,363 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $207,363 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $248,079 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $15,679 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-439,076 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $213,592 |
| Employer contributions (assets) at end of year | 2022-12-31 | $106,348 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $113,791 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $108,306 |
| Contract administrator fees | 2022-12-31 | $1,766 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $28,016 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $67,163 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
| Accountancy firm name | 2022-12-31 | FML, CPA'S |
| Accountancy firm EIN | 2022-12-31 | 061648707 |
| 2021 : THE WINTERBERRY GROUP RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $28,534 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $620,635 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $106,568 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $80,334 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $475,698 |
| Value of total assets at end of year | 2021-12-31 | $3,267,851 |
| Value of total assets at beginning of year | 2021-12-31 | $2,725,250 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $26,234 |
| Total interest from all sources | 2021-12-31 | $265 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $130,100 |
| Was this plan covered by a fidelity bond | 2021-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $187,497 |
| Participant contributions at end of year | 2021-12-31 | $19,858 |
| Participant contributions at beginning of year | 2021-12-31 | $7,675 |
| Participant contributions at end of year | 2021-12-31 | $2,120 |
| Participant contributions at beginning of year | 2021-12-31 | $2,104 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $890 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $28,534 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $514,067 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,239,317 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,725,250 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $12,700 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,841,877 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,187,191 |
| Interest on participant loans | 2021-12-31 | $265 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $207,363 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $291,075 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $291,075 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $15,679 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $144,672 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $287,311 |
| Employer contributions (assets) at end of year | 2021-12-31 | $113,791 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $107,105 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $80,334 |
| Contract administrator fees | 2021-12-31 | $13,534 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $67,163 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | FML, CPA'S |
| 2020 : THE WINTERBERRY GROUP RETIREMENT PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $27,487 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $599,727 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $525,386 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $506,802 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $419,988 |
| Value of total assets at end of year | 2020-12-31 | $2,588,888 |
| Value of total assets at beginning of year | 2020-12-31 | $2,514,547 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $18,584 |
| Total interest from all sources | 2020-12-31 | $707 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Assets. Real estate other than employer real property at end of year | 2020-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $146,612 |
| Was this plan covered by a fidelity bond | 2020-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $166,201 |
| Participant contributions at end of year | 2020-12-31 | $7,675 |
| Participant contributions at beginning of year | 2020-12-31 | $18,392 |
| Participant contributions at end of year | 2020-12-31 | $2,104 |
| Participant contributions at beginning of year | 2020-12-31 | $1,001 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $-191 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $-211 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $74,341 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,588,888 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,514,547 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,252,230 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,996,153 |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $707 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $291,075 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $181,601 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $181,601 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $226,036 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $210,122 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $179,032 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $253,787 |
| Employer contributions (assets) at end of year | 2020-12-31 | $101,034 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $142,478 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $506,802 |
| Contract administrator fees | 2020-12-31 | $18,584 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | FML, CPAS |
| Accountancy firm EIN | 2020-12-31 | 061648707 |
| 2019 : THE WINTERBERRY GROUP RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $752,498 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $149,814 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $134,512 |
| Total plan assets at end of year | 2019-12-31 | $2,514,546 |
| Total plan assets at beginning of year | 2019-12-31 | $1,911,862 |
| Value of fidelity bond covering the plan | 2019-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $167,831 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $15,302 |
| Other income received | 2019-12-31 | $326,414 |
| Net income (gross income less expenses) | 2019-12-31 | $602,684 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,514,546 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,911,862 |
| Assets. Value of participant loans | 2019-12-31 | $18,392 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $146,612 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $258,253 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : THE WINTERBERRY GROUP RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $375,859 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $91,469 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $77,271 |
| Total plan assets at end of year | 2018-12-31 | $1,911,862 |
| Total plan assets at beginning of year | 2018-12-31 | $1,627,472 |
| Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $150,505 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $14,198 |
| Other income received | 2018-12-31 | $-81,670 |
| Net income (gross income less expenses) | 2018-12-31 | $284,390 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,911,862 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,627,472 |
| Assets. Value of participant loans | 2018-12-31 | $20,458 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $131,814 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $307,024 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : THE WINTERBERRY GROUP RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $414,302 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $64,136 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $52,648 |
| Total plan assets at end of year | 2017-12-31 | $1,627,472 |
| Total plan assets at beginning of year | 2017-12-31 | $1,277,306 |
| Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $118,481 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $25,549 |
| Other income received | 2017-12-31 | $72,727 |
| Net income (gross income less expenses) | 2017-12-31 | $350,166 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,627,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,277,306 |
| Assets. Value of participant loans | 2017-12-31 | $8,500 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $98,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $197,545 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $11,488 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : THE WINTERBERRY GROUP RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $271,953 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $9,593 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $6,521 |
| Total plan assets at end of year | 2016-12-31 | $1,277,306 |
| Total plan assets at beginning of year | 2016-12-31 | $1,014,946 |
| Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $111,062 |
| Other income received | 2016-12-31 | $82,275 |
| Net income (gross income less expenses) | 2016-12-31 | $262,360 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,277,306 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,014,946 |
| Assets. Value of participant loans | 2016-12-31 | $6,551 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $150,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $78,616 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,072 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : THE WINTERBERRY GROUP RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $312,481 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $25,075 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $21,140 |
| Total plan assets at end of year | 2015-12-31 | $1,014,946 |
| Total plan assets at beginning of year | 2015-12-31 | $727,540 |
| Value of fidelity bond covering the plan | 2015-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $103,533 |
| Other income received | 2015-12-31 | $98,262 |
| Net income (gross income less expenses) | 2015-12-31 | $287,406 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,014,946 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $727,540 |
| Assets. Value of participant loans | 2015-12-31 | $9,568 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $150,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $110,686 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,935 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : THE WINTERBERRY GROUP RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $148,164 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $16,441 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $11,139 |
| Total plan assets at end of year | 2014-12-31 | $727,540 |
| Total plan assets at beginning of year | 2014-12-31 | $595,817 |
| Value of fidelity bond covering the plan | 2014-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $62,442 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $40,000 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $27,216 |
| Other income received | 2014-12-31 | $24,913 |
| Net income (gross income less expenses) | 2014-12-31 | $131,723 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $727,540 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $595,817 |
| Assets. Value of participant loans | 2014-12-31 | $9,785 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $36,458 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $33,593 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,302 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : THE WINTERBERRY GROUP RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $125,982 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $43,203 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $38,124 |
| Total plan assets at end of year | 2013-12-31 | $595,817 |
| Total plan assets at beginning of year | 2013-12-31 | $513,038 |
| Value of fidelity bond covering the plan | 2013-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $39,724 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $70,000 |
| Other income received | 2013-12-31 | $63,367 |
| Net income (gross income less expenses) | 2013-12-31 | $82,779 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $595,817 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $513,038 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $36,458 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $2,521 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $22,891 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,079 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : THE WINTERBERRY GROUP RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $101,093 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $174,986 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $169,366 |
| Total plan assets at end of year | 2012-12-31 | $513,038 |
| Total plan assets at beginning of year | 2012-12-31 | $586,931 |
| Value of fidelity bond covering the plan | 2012-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $43,688 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $32,500 |
| Other income received | 2012-12-31 | $31,751 |
| Net income (gross income less expenses) | 2012-12-31 | $-73,893 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $513,038 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $586,931 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $25,654 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,620 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : THE WINTERBERRY GROUP RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $81,399 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $42,313 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $36,275 |
| Total plan assets at end of year | 2011-12-31 | $586,931 |
| Total plan assets at beginning of year | 2011-12-31 | $547,845 |
| Value of fidelity bond covering the plan | 2011-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $49,070 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $32,500 |
| Other income received | 2011-12-31 | $-1,791 |
| Net income (gross income less expenses) | 2011-12-31 | $39,086 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $586,931 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $547,845 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $34,120 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,038 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2022: THE WINTERBERRY GROUP RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE WINTERBERRY GROUP RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE WINTERBERRY GROUP RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE WINTERBERRY GROUP RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE WINTERBERRY GROUP RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE WINTERBERRY GROUP RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE WINTERBERRY GROUP RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Mulitple employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE WINTERBERRY GROUP RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Mulitple employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE WINTERBERRY GROUP RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Mulitple employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE WINTERBERRY GROUP RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Mulitple employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE WINTERBERRY GROUP RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Mulitple employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE WINTERBERRY GROUP RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
