W.B. ENGINEERING & CONSULTING, PLLC has sponsored the creation of one or more 401k plans.
Additional information about W.B. ENGINEERING & CONSULTING, PLLC
Submission information for form 5500 for 401k plan W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN
401k plan membership statisitcs for W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN
Measure | Date | Value |
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2019 : W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 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 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 assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $659,613 |
Total of all expenses incurred | 2019-12-31 | $659,613 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $578,692 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $17,656,422 |
Value of total assets at end of year | 2019-12-31 | $17,656,422 |
Value of total assets at beginning of year | 2019-12-31 | $13,064,970 |
Value of total assets at beginning of year | 2019-12-31 | $13,064,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $80,921 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $80,921 |
Total interest from all sources | 2019-12-31 | $5,668 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $80,921 |
Administrative expenses professional fees incurred | 2019-12-31 | $80,921 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,173,339 |
Contributions received from participants | 2019-12-31 | $1,173,339 |
Participant contributions at end of year | 2019-12-31 | $104,874 |
Participant contributions at end of year | 2019-12-31 | $104,874 |
Participant contributions at beginning of year | 2019-12-31 | $120,020 |
Participant contributions at beginning of year | 2019-12-31 | $120,020 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,591,452 |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $16,079,639 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,527,702 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,527,702 |
Interest on participant loans | 2019-12-31 | $5,668 |
Interest on participant loans | 2019-12-31 | $5,668 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $996,724 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $996,724 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $979,509 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $475,185 |
Contributions received in cash from employer | 2019-12-31 | $475,185 |
Employer contributions (assets) at end of year | 2019-12-31 | $475,185 |
Employer contributions (assets) at end of year | 2019-12-31 | $475,185 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $437,739 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $437,739 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $578,692 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $578,692 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WITHUMSMITH & BROWN, PC. |
Accountancy firm name | 2019-12-31 | WITHUMSMITH & BROWN, PC. |
Accountancy firm EIN | 2019-12-31 | 222027092 |
Accountancy firm EIN | 2019-12-31 | 222027092 |
2018 : W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,090,787 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $13,064,970 |
Value of total assets at beginning of year | 2018-12-31 | $13,476,386 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $77,544 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $77,544 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,063,394 |
Participant contributions at end of year | 2018-12-31 | $120,020 |
Participant contributions at beginning of year | 2018-12-31 | $124,212 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $11,527,702 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $12,015,163 |
Interest on participant loans | 2018-12-31 | $8,446 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $979,509 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $437,739 |
Employer contributions (assets) at end of year | 2018-12-31 | $437,739 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $415,675 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,013,243 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WITHUMSMITH & BROWN, PC. |
Accountancy firm EIN | 2018-12-31 | 222027092 |
2017 : W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $377,026 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $321,823 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $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 year | 2017-12-31 | $13,476,386 |
Value of total assets at beginning of year | 2017-12-31 | $10,368,055 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $51,838 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $990,133 |
Participant contributions at end of year | 2017-12-31 | $124,212 |
Participant contributions at beginning of year | 2017-12-31 | $147,065 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $12,015,163 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,988,616 |
Interest on participant loans | 2017-12-31 | $6,553 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $921,336 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $415,675 |
Employer contributions (assets) at end of year | 2017-12-31 | $415,675 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $377,548 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $321,823 |
Contract administrator fees | 2017-12-31 | $51,838 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WITHUMSMITH & BROWN, PC. |
Accountancy firm EIN | 2017-12-31 | 222027092 |
2016 : W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $393,825 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $10,368,055 |
Value of total assets at beginning of year | 2016-12-31 | $8,617,679 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $34,423 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $849,365 |
Participant contributions at end of year | 2016-12-31 | $147,065 |
Participant contributions at beginning of year | 2016-12-31 | $190,526 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,988,616 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,265,582 |
Interest on participant loans | 2016-12-31 | $8,003 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $854,826 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $377,548 |
Employer contributions (assets) at end of year | 2016-12-31 | $377,548 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $386,033 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $359,402 |
Contract administrator fees | 2016-12-31 | $34,423 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WITHUMSMITH & BROWN, PC. |
Accountancy firm EIN | 2016-12-31 | 222027092 |
2015 : W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $557,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $8,617,679 |
Value of total assets at beginning of year | 2015-12-31 | $8,061,705 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $31,615 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $757,280 |
Participant contributions at end of year | 2015-12-31 | $190,526 |
Participant contributions at beginning of year | 2015-12-31 | $150,464 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $9 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $59,703 |
Other income not declared elsewhere | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,265,582 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,905,606 |
Interest on participant loans | 2015-12-31 | $9,983 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $775,538 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $386,033 |
Employer contributions (assets) at end of year | 2015-12-31 | $386,033 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $291,873 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $526,212 |
Contract administrator fees | 2015-12-31 | $31,615 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GRASSI AND CO. |
Accountancy firm EIN | 2015-12-31 | 113266576 |
2014 : W.B. ENGINEERING & CONSULTING, PLLC 401K PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $380,666 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $8,061,705 |
Value of total assets at beginning of year | 2014-12-31 | $6,435,119 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,635 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $653,766 |
Participant contributions at end of year | 2014-12-31 | $150,464 |
Participant contributions at beginning of year | 2014-12-31 | $148,597 |
Participant contributions at end of year | 2014-12-31 | $9 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $720,203 |
Other income not declared elsewhere | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,619,359 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,060,822 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $4,809,678 |
Interest on participant loans | 2014-12-31 | $7,132 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $713,753 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $291,873 |
Employer contributions (assets) at end of year | 2014-12-31 | $291,873 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $225,700 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $379,031 |
Contract administrator fees | 2014-12-31 | $1,635 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GRASSI AND CO. |
Accountancy firm EIN | 2014-12-31 | 113266576 |