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W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 401k Plan overview

Plan NameW.B. ENGINEERING & CONSULTING, PLLC 401K PLAN
Plan identification number 001

W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN Benefits

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

401k Sponsoring company profile

W.B. ENGINEERING & CONSULTING, PLLC has sponsored the creation of one or more 401k plans.

Company Name:W.B. ENGINEERING & CONSULTING, PLLC
Employer identification number (EIN):134082327
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about W.B. ENGINEERING & CONSULTING, PLLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1999-10-07
Company Identification Number: 2426698
Legal Registered Office Address: 110 WILLIAMS ST / 23RD FL
WESTCHESTER
NEW YORK
United States of America (USA)
10038

More information about W.B. ENGINEERING & CONSULTING, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01ERIN MURPHY
0012016-01-01ERIN MURPHY
0012015-01-01ERIN MURPHY
0012014-01-01ERIN MURPHY
0012014-01-01ERIN MURPHY
0012013-01-01ERIN MURPHY2014-04-04
0012012-01-01ERIN MURPHY2013-07-08
0012011-01-01ERIN MURPHY2012-10-22
0012010-01-01ERIN MURPHY2011-07-05

Plan Statistics for W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN

401k plan membership statisitcs for W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN

Measure Date Value
2019: W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01209
Total number of active participants reported on line 7a of the Form 55002019-01-01172
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0187
Total of all active and inactive participants2019-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01266
Number of participants with account balances2019-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01179
Total number of active participants reported on line 7a of the Form 55002018-01-01105
Number of retired or separated participants receiving benefits2018-01-0124
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01209
Number of participants with account balances2018-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01169
Total number of active participants reported on line 7a of the Form 55002017-01-01179
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01179
Number of participants with account balances2017-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01164
Total number of active participants reported on line 7a of the Form 55002016-01-01132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01169
Number of participants with account balances2016-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01142
Total number of active participants reported on line 7a of the Form 55002015-01-01113
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01164
Number of participants with account balances2015-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01147
Total number of active participants reported on line 7a of the Form 55002014-01-01100
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01142
Number of participants with account balances2014-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011

Financial Data on W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN

Measure Date Value
2019 : W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,251,065
Total income from all sources (including contributions)2019-12-31$5,251,065
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$659,613
Total of all expenses incurred2019-12-31$659,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$578,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$578,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,466,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,466,186
Value of total assets at end of year2019-12-31$17,656,422
Value of total assets at end of year2019-12-31$17,656,422
Value of total assets at beginning of year2019-12-31$13,064,970
Value of total assets at beginning of year2019-12-31$13,064,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,921
Total interest from all sources2019-12-31$5,668
Total interest from all sources2019-12-31$5,668
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$80,921
Administrative expenses professional fees incurred2019-12-31$80,921
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,173,339
Contributions received from participants2019-12-31$1,173,339
Participant contributions at end of year2019-12-31$104,874
Participant contributions at end of year2019-12-31$104,874
Participant contributions at beginning of year2019-12-31$120,020
Participant contributions at beginning of year2019-12-31$120,020
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$817,662
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$817,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,591,452
Value of net income/loss2019-12-31$4,591,452
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,656,422
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,656,422
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,064,970
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,064,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,079,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,527,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,527,702
Interest on participant loans2019-12-31$5,668
Interest on participant loans2019-12-31$5,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$996,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$996,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$979,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$979,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,779,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,779,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$475,185
Contributions received in cash from employer2019-12-31$475,185
Employer contributions (assets) at end of year2019-12-31$475,185
Employer contributions (assets) at end of year2019-12-31$475,185
Employer contributions (assets) at beginning of year2019-12-31$437,739
Employer contributions (assets) at beginning of year2019-12-31$437,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$578,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$578,692
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUMSMITH & BROWN, PC.
Accountancy firm name2019-12-31WITHUMSMITH & BROWN, PC.
Accountancy firm EIN2019-12-31222027092
Accountancy firm EIN2019-12-31222027092
2018 : W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$679,371
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,090,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,013,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,617,470
Value of total assets at end of year2018-12-31$13,064,970
Value of total assets at beginning of year2018-12-31$13,476,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$77,544
Total interest from all sources2018-12-31$8,446
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$77,544
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,063,394
Participant contributions at end of year2018-12-31$120,020
Participant contributions at beginning of year2018-12-31$124,212
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$116,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-411,416
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,064,970
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,476,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,527,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,015,163
Interest on participant loans2018-12-31$8,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$979,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$921,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-946,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$437,739
Employer contributions (assets) at end of year2018-12-31$437,739
Employer contributions (assets) at beginning of year2018-12-31$415,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,013,243
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WITHUMSMITH & BROWN, PC.
Accountancy firm EIN2018-12-31222027092
2017 : W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,485,357
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$377,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$321,823
Expenses. Certain deemed distributions of participant loans2017-12-31$3,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,765,937
Value of total assets at end of year2017-12-31$13,476,386
Value of total assets at beginning of year2017-12-31$10,368,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,838
Total interest from all sources2017-12-31$6,553
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$990,133
Participant contributions at end of year2017-12-31$124,212
Participant contributions at beginning of year2017-12-31$147,065
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$360,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,108,331
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,476,386
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,368,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,015,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,988,616
Interest on participant loans2017-12-31$6,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$921,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$854,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,712,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$415,675
Employer contributions (assets) at end of year2017-12-31$415,675
Employer contributions (assets) at beginning of year2017-12-31$377,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$321,823
Contract administrator fees2017-12-31$51,838
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WITHUMSMITH & BROWN, PC.
Accountancy firm EIN2017-12-31222027092
2016 : W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,144,201
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$393,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$359,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,561,154
Value of total assets at end of year2016-12-31$10,368,055
Value of total assets at beginning of year2016-12-31$8,617,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,423
Total interest from all sources2016-12-31$8,003
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$849,365
Participant contributions at end of year2016-12-31$147,065
Participant contributions at beginning of year2016-12-31$190,526
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$334,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,750,376
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,368,055
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,617,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,988,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,265,582
Interest on participant loans2016-12-31$8,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$854,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$775,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$575,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$377,548
Employer contributions (assets) at end of year2016-12-31$377,548
Employer contributions (assets) at beginning of year2016-12-31$386,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$359,402
Contract administrator fees2016-12-31$34,423
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WITHUMSMITH & BROWN, PC.
Accountancy firm EIN2016-12-31222027092
2015 : W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,113,801
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$557,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$526,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,203,016
Value of total assets at end of year2015-12-31$8,617,679
Value of total assets at beginning of year2015-12-31$8,061,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,615
Total interest from all sources2015-12-31$9,983
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$757,280
Participant contributions at end of year2015-12-31$190,526
Participant contributions at beginning of year2015-12-31$150,464
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$9
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$59,703
Other income not declared elsewhere2015-12-31$16,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$555,974
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,617,679
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,061,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,265,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,905,606
Interest on participant loans2015-12-31$9,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$775,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$713,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-115,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$386,033
Employer contributions (assets) at end of year2015-12-31$386,033
Employer contributions (assets) at beginning of year2015-12-31$291,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$526,212
Contract administrator fees2015-12-31$31,615
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRASSI AND CO.
Accountancy firm EIN2015-12-31113266576
2014 : W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,007,252
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$380,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$379,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,665,842
Value of total assets at end of year2014-12-31$8,061,705
Value of total assets at beginning of year2014-12-31$6,435,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,635
Total interest from all sources2014-12-31$7,132
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$653,766
Participant contributions at end of year2014-12-31$150,464
Participant contributions at beginning of year2014-12-31$148,597
Participant contributions at end of year2014-12-31$9
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$720,203
Other income not declared elsewhere2014-12-31$111,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,626,586
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,061,705
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,435,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,619,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,060,822
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,809,678
Interest on participant loans2014-12-31$7,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$713,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,251,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$334,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$291,873
Employer contributions (assets) at end of year2014-12-31$291,873
Employer contributions (assets) at beginning of year2014-12-31$225,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$379,031
Contract administrator fees2014-12-31$1,635
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRASSI AND CO.
Accountancy firm EIN2014-12-31113266576

Form 5500 Responses for W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN

2019: W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number597-80157
Policy instance 1
Insurance contract or identification number597-80157
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number597-80157
Policy instance 1
Insurance contract or identification number597-80157
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number597-80157
Policy instance 1
Insurance contract or identification number597-80157
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,454
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $727
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker6
Insurance broker organization code?4
Insurance broker nameMML INVESTORS SERVICES, LLC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number597-80157
Policy instance 1
Insurance contract or identification number597-80157
Number of Individuals Covered136
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $368
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $368
Insurance broker organization code?4
Insurance broker nameMETLIFE SECURITIES INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number597-80157
Policy instance 1
Insurance contract or identification number597-80157
Number of Individuals Covered133
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,555
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,555
Insurance broker organization code?4
Insurance broker nameMETLIFE SECURITIES INC.

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