401k Plan data: WEBER & GRAHN 401(K) PLAN plan

WEBER & GRAHN 401(K) PLAN 401k Plan overview

Plan Name	WEBER & GRAHN 401(K) PLAN
Plan identification number	002

WEBER & GRAHN 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WEBER & GRAHN CONDITIONING CORP. has sponsored the creation of one or more 401k plans.

Company Name: WEBER & GRAHN CONDITIONING CORP.

Employer identification number (EIN): 112162104

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEBER & GRAHN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-10-01
002 2020-10-01
002 2019-10-01
002 2018-10-01
002 2017-10-01 GREGORY GRAHN
002 2016-10-01 GREGORY GRAHN
002 2015-10-01 GREGORY GRAHN
002 2015-10-01 GREGORY GRAHN
002 2014-10-01 GREGORY GRAHN
002 2013-10-01 GREGORY GRAHN
002 2012-10-01 GREGORY GRAHN GREGORY GRAHN 2014-02-24
002 2011-10-01 GREGORY GRAHN
002 2010-10-01 GREGORY GRAHN
002 2009-10-01 GREGORY GRAHN

Plan Statistics for WEBER & GRAHN 401(K) PLAN

401k plan membership statisitcs for WEBER & GRAHN 401(K) PLAN

Measure Date Value
2021: WEBER & GRAHN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 74
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 63
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 13
Total of all active and inactive participants 2021-10-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 76
Number of participants with account balances 2021-10-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: WEBER & GRAHN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 69
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 61
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 13
Total of all active and inactive participants 2020-10-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 74
Number of participants with account balances 2020-10-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: WEBER & GRAHN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 72
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 57
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 12
Total of all active and inactive participants 2019-10-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 69
Number of participants with account balances 2019-10-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: WEBER & GRAHN 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 70
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 64
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 8
Total of all active and inactive participants 2018-10-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 72
Number of participants with account balances 2018-10-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: WEBER & GRAHN 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 69
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 64
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 6
Total of all active and inactive participants 2017-10-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 70
Number of participants with account balances 2017-10-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: WEBER & GRAHN 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 73
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 63
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 6
Total of all active and inactive participants 2016-10-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 69
Number of participants with account balances 2016-10-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: WEBER & GRAHN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 65
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 66
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 7
Total of all active and inactive participants 2015-10-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 73
Number of participants with account balances 2015-10-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: WEBER & GRAHN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 63
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 59
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 6
Total of all active and inactive participants 2014-10-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 65
Number of participants with account balances 2014-10-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: WEBER & GRAHN 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 66
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 57
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 6
Total of all active and inactive participants 2013-10-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 63
Number of participants with account balances 2013-10-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: WEBER & GRAHN 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 76
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 56
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 10
Total of all active and inactive participants 2012-10-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 66
Number of participants with account balances 2012-10-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: WEBER & GRAHN 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 65
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 62
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 14
Total of all active and inactive participants 2011-10-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 76
Number of participants with account balances 2011-10-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: WEBER & GRAHN 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 68
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 53
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 12
Total of all active and inactive participants 2010-10-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 65
Number of participants with account balances 2010-10-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: WEBER & GRAHN 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 70
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 56
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 12
Total of all active and inactive participants 2009-10-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 68
Number of participants with account balances 2009-10-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2021: WEBER & GRAHN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	74
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	63
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	13
Total of all active and inactive participants	2021-10-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	76
Number of participants with account balances	2021-10-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: WEBER & GRAHN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	69
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	61
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	13
Total of all active and inactive participants	2020-10-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	74
Number of participants with account balances	2020-10-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: WEBER & GRAHN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	72
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	57
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	12
Total of all active and inactive participants	2019-10-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	69
Number of participants with account balances	2019-10-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: WEBER & GRAHN 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	70
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	64
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	8
Total of all active and inactive participants	2018-10-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	72
Number of participants with account balances	2018-10-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: WEBER & GRAHN 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	69
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	64
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	6
Total of all active and inactive participants	2017-10-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	70
Number of participants with account balances	2017-10-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: WEBER & GRAHN 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	73
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	63
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	6
Total of all active and inactive participants	2016-10-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	69
Number of participants with account balances	2016-10-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: WEBER & GRAHN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	65
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	66
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	7
Total of all active and inactive participants	2015-10-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	73
Number of participants with account balances	2015-10-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: WEBER & GRAHN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	63
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	59
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	6
Total of all active and inactive participants	2014-10-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	65
Number of participants with account balances	2014-10-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: WEBER & GRAHN 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	66
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	57
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	6
Total of all active and inactive participants	2013-10-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	63
Number of participants with account balances	2013-10-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: WEBER & GRAHN 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	76
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	56
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	10
Total of all active and inactive participants	2012-10-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	66
Number of participants with account balances	2012-10-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: WEBER & GRAHN 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	65
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	62
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	14
Total of all active and inactive participants	2011-10-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	76
Number of participants with account balances	2011-10-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: WEBER & GRAHN 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	68
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	53
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	12
Total of all active and inactive participants	2010-10-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	65
Number of participants with account balances	2010-10-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: WEBER & GRAHN 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	70
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	56
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	12
Total of all active and inactive participants	2009-10-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	68
Number of participants with account balances	2009-10-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on WEBER & GRAHN 401(K) PLAN

Measure	Date	Value
2022 : WEBER & GRAHN 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-09-30	$0
Total plan liabilities at end of year	2022-09-30	$0
Total plan liabilities at beginning of year	2022-09-30	$0
Total income from all sources	2022-09-30	$-1,156,435
Expenses. Total of all expenses incurred	2022-09-30	$506,303
Benefits paid (including direct rollovers)	2022-09-30	$504,628
Total plan assets at end of year	2022-09-30	$8,980,372
Total plan assets at beginning of year	2022-09-30	$10,643,110
Value of fidelity bond covering the plan	2022-09-30	$500,000
Assets. Value of tangible personal property	2022-09-30	$0
Total contributions received or receivable from participants	2022-09-30	$430,451
Assets. Value of loans (other than to participants)	2022-09-30	$0
Expenses. Other expenses not covered elsewhere	2022-09-30	$0
Contributions received from other sources (not participants or employers)	2022-09-30	$0
Other income received	2022-09-30	$-1,765,124
Noncash contributions received	2022-09-30	$0
Net income (gross income less expenses)	2022-09-30	$-1,662,738
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$8,980,372
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$10,643,110
Assets. Value of participant loans	2022-09-30	$238,021
Assets. Value of assets in partnership/joint-venture interests	2022-09-30	$0
Assets. Value of real-estate (other than employer real property)	2022-09-30	$0
Assets. Value of employer securities	2022-09-30	$0
Assets. Value of employer real property	2022-09-30	$0
Total contributions received or receivable from employer(s)	2022-09-30	$178,238
Value of certain deemed distributions of participant loans	2022-09-30	$0
Value of corrective distributions	2022-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$1,675
2021 : WEBER & GRAHN 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-09-30	$0
Total plan liabilities at end of year	2021-09-30	$0
Total plan liabilities at beginning of year	2021-09-30	$0
Total income from all sources	2021-09-30	$2,047,700
Expenses. Total of all expenses incurred	2021-09-30	$112,833
Benefits paid (including direct rollovers)	2021-09-30	$111,833
Total plan assets at end of year	2021-09-30	$10,643,110
Total plan assets at beginning of year	2021-09-30	$8,708,243
Value of fidelity bond covering the plan	2021-09-30	$500,000
Assets. Value of tangible personal property	2021-09-30	$0
Total contributions received or receivable from participants	2021-09-30	$377,266
Assets. Value of loans (other than to participants)	2021-09-30	$0
Expenses. Other expenses not covered elsewhere	2021-09-30	$0
Contributions received from other sources (not participants or employers)	2021-09-30	$0
Other income received	2021-09-30	$1,518,995
Noncash contributions received	2021-09-30	$0
Net income (gross income less expenses)	2021-09-30	$1,934,867
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$10,643,110
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$8,708,243
Assets. Value of participant loans	2021-09-30	$264,452
Assets. Value of assets in partnership/joint-venture interests	2021-09-30	$0
Assets. Value of real-estate (other than employer real property)	2021-09-30	$0
Assets. Value of employer securities	2021-09-30	$0
Assets. Value of employer real property	2021-09-30	$0
Total contributions received or receivable from employer(s)	2021-09-30	$151,439
Value of certain deemed distributions of participant loans	2021-09-30	$0
Value of corrective distributions	2021-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$1,000
2020 : WEBER & GRAHN 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-09-30	$0
Total plan liabilities at end of year	2020-09-30	$0
Total plan liabilities at beginning of year	2020-09-30	$0
Total income from all sources	2020-09-30	$1,124,300
Expenses. Total of all expenses incurred	2020-09-30	$590,227
Benefits paid (including direct rollovers)	2020-09-30	$588,652
Total plan assets at end of year	2020-09-30	$8,708,243
Total plan assets at beginning of year	2020-09-30	$8,174,170
Value of fidelity bond covering the plan	2020-09-30	$500,000
Assets. Value of tangible personal property	2020-09-30	$0
Total contributions received or receivable from participants	2020-09-30	$452,608
Assets. Value of loans (other than to participants)	2020-09-30	$0
Expenses. Other expenses not covered elsewhere	2020-09-30	$0
Contributions received from other sources (not participants or employers)	2020-09-30	$0
Other income received	2020-09-30	$490,758
Noncash contributions received	2020-09-30	$0
Net income (gross income less expenses)	2020-09-30	$534,073
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$8,708,243
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$8,174,170
Assets. Value of participant loans	2020-09-30	$315,238
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-09-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-09-30	$0
Assets. Value of assets in partnership/joint-venture interests	2020-09-30	$0
Assets. Value of real-estate (other than employer real property)	2020-09-30	$0
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	2020-09-30	$0
Assets. Value of employer securities	2020-09-30	$0
Assets. Value of employer real property	2020-09-30	$0
Total contributions received or receivable from employer(s)	2020-09-30	$180,934
Value of certain deemed distributions of participant loans	2020-09-30	$0
Value of corrective distributions	2020-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$1,575
2019 : WEBER & GRAHN 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-09-30	$0
Total plan liabilities at end of year	2019-09-30	$0
Total plan liabilities at beginning of year	2019-09-30	$0
Total income from all sources	2019-09-30	$775,049
Expenses. Total of all expenses incurred	2019-09-30	$23,266
Benefits paid (including direct rollovers)	2019-09-30	$20,116
Total plan assets at end of year	2019-09-30	$8,174,170
Total plan assets at beginning of year	2019-09-30	$7,422,387
Value of fidelity bond covering the plan	2019-09-30	$500,000
Total contributions received or receivable from participants	2019-09-30	$413,252
Expenses. Other expenses not covered elsewhere	2019-09-30	$0
Contributions received from other sources (not participants or employers)	2019-09-30	$0
Other income received	2019-09-30	$197,239
Noncash contributions received	2019-09-30	$0
Net income (gross income less expenses)	2019-09-30	$751,783
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$8,174,170
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$7,422,387
Assets. Value of participant loans	2019-09-30	$324,401
Total contributions received or receivable from employer(s)	2019-09-30	$164,558
Value of certain deemed distributions of participant loans	2019-09-30	$0
Value of corrective distributions	2019-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$3,150
2018 : WEBER & GRAHN 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-09-30	$0
Total plan liabilities at end of year	2018-09-30	$0
Total plan liabilities at beginning of year	2018-09-30	$0
Total income from all sources	2018-09-30	$944,219
Expenses. Total of all expenses incurred	2018-09-30	$363,846
Benefits paid (including direct rollovers)	2018-09-30	$362,021
Total plan assets at end of year	2018-09-30	$7,422,387
Total plan assets at beginning of year	2018-09-30	$6,842,014
Value of fidelity bond covering the plan	2018-09-30	$500,000
Total contributions received or receivable from participants	2018-09-30	$385,986
Expenses. Other expenses not covered elsewhere	2018-09-30	$0
Contributions received from other sources (not participants or employers)	2018-09-30	$3,826
Other income received	2018-09-30	$401,327
Noncash contributions received	2018-09-30	$0
Net income (gross income less expenses)	2018-09-30	$580,373
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$7,422,387
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$6,842,014
Assets. Value of participant loans	2018-09-30	$266,366
Total contributions received or receivable from employer(s)	2018-09-30	$153,080
Value of certain deemed distributions of participant loans	2018-09-30	$0
Value of corrective distributions	2018-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-09-30	$1,825
2017 : WEBER & GRAHN 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-09-30	$0
Total plan liabilities at end of year	2017-09-30	$0
Total plan liabilities at beginning of year	2017-09-30	$0
Total income from all sources	2017-09-30	$1,292,635
Expenses. Total of all expenses incurred	2017-09-30	$243,037
Benefits paid (including direct rollovers)	2017-09-30	$241,412
Total plan assets at end of year	2017-09-30	$6,842,014
Total plan assets at beginning of year	2017-09-30	$5,792,416
Value of fidelity bond covering the plan	2017-09-30	$500,000
Total contributions received or receivable from participants	2017-09-30	$374,078
Expenses. Other expenses not covered elsewhere	2017-09-30	$0
Contributions received from other sources (not participants or employers)	2017-09-30	$0
Other income received	2017-09-30	$775,473
Noncash contributions received	2017-09-30	$0
Net income (gross income less expenses)	2017-09-30	$1,049,598
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$6,842,014
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$5,792,416
Assets. Value of participant loans	2017-09-30	$191,078
Total contributions received or receivable from employer(s)	2017-09-30	$143,084
Value of certain deemed distributions of participant loans	2017-09-30	$0
Value of corrective distributions	2017-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$1,625
2016 : WEBER & GRAHN 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-09-30	$0
Total plan liabilities at end of year	2016-09-30	$0
Total plan liabilities at beginning of year	2016-09-30	$0
Total income from all sources	2016-09-30	$910,810
Expenses. Total of all expenses incurred	2016-09-30	$85,713
Benefits paid (including direct rollovers)	2016-09-30	$84,763
Total plan assets at end of year	2016-09-30	$5,792,416
Total plan assets at beginning of year	2016-09-30	$4,967,319
Value of fidelity bond covering the plan	2016-09-30	$110,000
Total contributions received or receivable from participants	2016-09-30	$285,375
Expenses. Other expenses not covered elsewhere	2016-09-30	$0
Contributions received from other sources (not participants or employers)	2016-09-30	$0
Other income received	2016-09-30	$497,153
Noncash contributions received	2016-09-30	$0
Net income (gross income less expenses)	2016-09-30	$825,097
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$5,792,416
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$4,967,319
Assets. Value of participant loans	2016-09-30	$198,917
Total contributions received or receivable from employer(s)	2016-09-30	$128,282
Value of certain deemed distributions of participant loans	2016-09-30	$0
Value of corrective distributions	2016-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$950
2015 : WEBER & GRAHN 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-09-30	$0
Total plan liabilities at end of year	2015-09-30	$0
Total plan liabilities at beginning of year	2015-09-30	$0
Total income from all sources	2015-09-30	$235,067
Expenses. Total of all expenses incurred	2015-09-30	$31,437
Benefits paid (including direct rollovers)	2015-09-30	$30,112
Total plan assets at end of year	2015-09-30	$4,967,319
Total plan assets at beginning of year	2015-09-30	$4,763,689
Value of fidelity bond covering the plan	2015-09-30	$110,000
Total contributions received or receivable from participants	2015-09-30	$282,267
Expenses. Other expenses not covered elsewhere	2015-09-30	$0
Contributions received from other sources (not participants or employers)	2015-09-30	$0
Other income received	2015-09-30	$-168,594
Noncash contributions received	2015-09-30	$0
Net income (gross income less expenses)	2015-09-30	$203,630
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$4,967,319
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$4,763,689
Assets. Value of participant loans	2015-09-30	$235,642
Total contributions received or receivable from employer(s)	2015-09-30	$121,394
Value of certain deemed distributions of participant loans	2015-09-30	$0
Value of corrective distributions	2015-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$1,325
2014 : WEBER & GRAHN 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-09-30	$0
Total plan liabilities at end of year	2014-09-30	$0
Total income from all sources	2014-09-30	$788,247
Expenses. Total of all expenses incurred	2014-09-30	$170,488
Benefits paid (including direct rollovers)	2014-09-30	$168,816
Total plan assets at end of year	2014-09-30	$4,763,689
Total plan assets at beginning of year	2014-09-30	$4,145,930
Value of fidelity bond covering the plan	2014-09-30	$110,000
Total contributions received or receivable from participants	2014-09-30	$280,676
Expenses. Other expenses not covered elsewhere	2014-09-30	$0
Contributions received from other sources (not participants or employers)	2014-09-30	$0
Other income received	2014-09-30	$398,658
Noncash contributions received	2014-09-30	$0
Net income (gross income less expenses)	2014-09-30	$617,759
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$4,763,689
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$4,145,930
Assets. Value of participant loans	2014-09-30	$173,187
Total contributions received or receivable from employer(s)	2014-09-30	$108,913
Value of certain deemed distributions of participant loans	2014-09-30	$0
Value of corrective distributions	2014-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$1,672
2013 : WEBER & GRAHN 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$938,571
Expenses. Total of all expenses incurred	2013-09-30	$57,262
Benefits paid (including direct rollovers)	2013-09-30	$56,387
Total plan assets at end of year	2013-09-30	$4,145,930
Total plan assets at beginning of year	2013-09-30	$3,264,621
Value of fidelity bond covering the plan	2013-09-30	$110,000
Total contributions received or receivable from participants	2013-09-30	$285,453
Contributions received from other sources (not participants or employers)	2013-09-30	$39,809
Other income received	2013-09-30	$510,819
Net income (gross income less expenses)	2013-09-30	$881,309
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$4,145,930
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$3,264,621
Assets. Value of participant loans	2013-09-30	$119,054
Total contributions received or receivable from employer(s)	2013-09-30	$102,490
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$875
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
2012 : WEBER & GRAHN 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$876,404
Expenses. Total of all expenses incurred	2012-09-30	$293,330
Benefits paid (including direct rollovers)	2012-09-30	$292,098
Total plan assets at end of year	2012-09-30	$3,264,621
Total plan assets at beginning of year	2012-09-30	$2,681,547
Value of fidelity bond covering the plan	2012-09-30	$110,000
Total contributions received or receivable from participants	2012-09-30	$280,376
Other income received	2012-09-30	$491,248
Net income (gross income less expenses)	2012-09-30	$583,074
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$3,264,621
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$2,681,547
Assets. Value of participant loans	2012-09-30	$114,747
Total contributions received or receivable from employer(s)	2012-09-30	$104,780
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$1,232
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : WEBER & GRAHN 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$313,616
Expenses. Total of all expenses incurred	2011-09-30	$169,265
Benefits paid (including direct rollovers)	2011-09-30	$165,302
Total plan assets at end of year	2011-09-30	$2,681,547
Total plan assets at beginning of year	2011-09-30	$2,537,196
Value of fidelity bond covering the plan	2011-09-30	$110,000
Total contributions received or receivable from participants	2011-09-30	$259,904
Other income received	2011-09-30	$-43,738
Net income (gross income less expenses)	2011-09-30	$144,351
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$2,681,547
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$2,537,196
Assets. Value of participant loans	2011-09-30	$106,091
Total contributions received or receivable from employer(s)	2011-09-30	$97,450
Value of certain deemed distributions of participant loans	2011-09-30	$3,488
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
2010 : WEBER & GRAHN 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for WEBER & GRAHN 401(K) PLAN

2021: WEBER & GRAHN 401(K) PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	This submission is the final filing	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: WEBER & GRAHN 401(K) PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	This submission is the final filing	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: WEBER & GRAHN 401(K) PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: WEBER & GRAHN 401(K) PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: WEBER & GRAHN 401(K) PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: WEBER & GRAHN 401(K) PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: WEBER & GRAHN 401(K) PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: WEBER & GRAHN 401(K) PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: WEBER & GRAHN 401(K) PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: WEBER & GRAHN 401(K) PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: WEBER & GRAHN 401(K) PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Mulitple employer plan
2011-10-01	Submission has been amended	Yes
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: WEBER & GRAHN 401(K) PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Mulitple employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: WEBER & GRAHN 401(K) PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Mulitple employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WEBER & GRAHN CONDITIONING CORP.
Employer identification number (EIN):	112162104
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors