EMERY & WEBB, INC. has sponsored the creation of one or more 401k plans.
Additional information about EMERY & WEBB, INC.
Submission information for form 5500 for 401k plan EMERY & WEBB 401K SAVINGS PLAN
Measure | Date | Value |
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2022: EMERY & WEBB 401K SAVINGS PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 30 |
Total of all active and inactive participants | 2022-01-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 129 |
Number of participants with account balances | 2022-01-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: EMERY & WEBB 401K SAVINGS PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 35 |
Total of all active and inactive participants | 2021-01-01 | 132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 132 |
Number of participants with account balances | 2021-01-01 | 132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: EMERY & WEBB 401K SAVINGS PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 25 |
Total of all active and inactive participants | 2020-01-01 | 125 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 125 |
Number of participants with account balances | 2020-01-01 | 125 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: EMERY & WEBB 401K SAVINGS PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 20 |
Total of all active and inactive participants | 2019-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 122 |
Number of participants with account balances | 2019-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: EMERY & WEBB 401K SAVINGS PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 103 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 20 |
Total of all active and inactive participants | 2018-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 123 |
Number of participants with account balances | 2018-01-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
2017: EMERY & WEBB 401K SAVINGS PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 23 |
Total of all active and inactive participants | 2017-01-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 124 |
Number of participants with account balances | 2017-01-01 | 124 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
2016: EMERY & WEBB 401K SAVINGS PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 20 |
Total of all active and inactive participants | 2016-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 120 |
Number of participants with account balances | 2016-01-01 | 115 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: EMERY & WEBB 401K SAVINGS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 20 |
Total of all active and inactive participants | 2015-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 122 |
Number of participants with account balances | 2015-01-01 | 115 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: EMERY & WEBB 401K SAVINGS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 22 |
Total of all active and inactive participants | 2014-01-01 | 115 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 115 |
Number of participants with account balances | 2014-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: EMERY & WEBB 401K SAVINGS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 19 |
Total of all active and inactive participants | 2013-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 97 |
Number of participants with account balances | 2013-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: EMERY & WEBB 401K SAVINGS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 76 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 15 |
Total of all active and inactive participants | 2012-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 91 |
Number of participants with account balances | 2012-01-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: EMERY & WEBB 401K SAVINGS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 13 |
Total of all active and inactive participants | 2011-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 85 |
Number of participants with account balances | 2011-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: EMERY & WEBB 401K SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 77 |
Number of participants with account balances | 2009-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : EMERY & WEBB 401K SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,528,440 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,246,442 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,136,817 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $797,540 |
Value of total assets at end of year | 2022-12-31 | $12,291,005 |
Value of total assets at beginning of year | 2022-12-31 | $16,065,887 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $109,625 |
Total interest from all sources | 2022-12-31 | $61,734 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $116,533 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $116,533 |
Administrative expenses professional fees incurred | 2022-12-31 | $14,884 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $557,208 |
Participant contributions at end of year | 2022-12-31 | $105,338 |
Participant contributions at beginning of year | 2022-12-31 | $52,677 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $35,893 |
Other income not declared elsewhere | 2022-12-31 | $34,699 |
Administrative expenses (other) incurred | 2022-12-31 | $71 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-3,774,882 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,291,005 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,065,887 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $34,718 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,073,221 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,317,434 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $2,691,572 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $3,849,816 |
Interest on participant loans | 2022-12-31 | $3,392 |
Interest earned on other investments | 2022-12-31 | $58,342 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $3,420,874 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $3,845,960 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,599,413 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-939,533 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $204,439 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,136,817 |
Contract administrator fees | 2022-12-31 | $59,952 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PRAGERMETIS CPAS LLC |
Accountancy firm EIN | 2022-12-31 | 061667465 |
2021 : EMERY & WEBB 401K SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,847,235 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,093,272 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,970,882 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $937,732 |
Value of total assets at end of year | 2021-12-31 | $16,065,887 |
Value of total assets at beginning of year | 2021-12-31 | $15,311,924 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $122,390 |
Total interest from all sources | 2021-12-31 | $65,694 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $122,461 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $122,461 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $582,961 |
Participant contributions at end of year | 2021-12-31 | $52,677 |
Participant contributions at beginning of year | 2021-12-31 | $109,574 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $146,981 |
Other income not declared elsewhere | 2021-12-31 | $38,700 |
Administrative expenses (other) incurred | 2021-12-31 | $122,390 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $753,963 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $16,065,887 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,311,924 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,317,434 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,054,280 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $3,849,816 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $3,349,775 |
Interest on participant loans | 2021-12-31 | $5,110 |
Interest earned on other investments | 2021-12-31 | $60,584 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $3,845,960 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $3,798,295 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,061,654 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $620,994 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $207,790 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,970,882 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PRAGERMETIS CPAS LLC |
Accountancy firm EIN | 2021-12-31 | 061667465 |
2020 : EMERY & WEBB 401K SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,974,994 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $249,816 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $150,745 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $912,773 |
Value of total assets at end of year | 2020-12-31 | $15,311,924 |
Value of total assets at beginning of year | 2020-12-31 | $12,586,746 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $99,071 |
Total interest from all sources | 2020-12-31 | $69,430 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $115,032 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $115,032 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $579,742 |
Participant contributions at end of year | 2020-12-31 | $109,574 |
Participant contributions at beginning of year | 2020-12-31 | $190,634 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $116,300 |
Other income not declared elsewhere | 2020-12-31 | $30,686 |
Administrative expenses (other) incurred | 2020-12-31 | $99,071 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,725,178 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,311,924 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,586,746 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,054,280 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,447,065 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $3,349,775 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $2,727,451 |
Interest on participant loans | 2020-12-31 | $9,040 |
Interest earned on other investments | 2020-12-31 | $60,390 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $3,798,295 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $3,221,596 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,134,141 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $712,932 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $216,731 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $150,745 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PRAGERMETIS CPAS LLC |
Accountancy firm EIN | 2020-12-31 | 061667465 |
2019 : EMERY & WEBB 401K SAVINGS PLAN 2019 401k financial data |
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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 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 | $2,803,434 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $670,829 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $568,088 |
Value of total corrective distributions | 2019-12-31 | $22 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $732,676 |
Value of total assets at end of year | 2019-12-31 | $12,586,746 |
Value of total assets at beginning of year | 2019-12-31 | $10,454,141 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $102,719 |
Total interest from all sources | 2019-12-31 | $72,398 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $27,255 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $27,255 |
Administrative expenses professional fees incurred | 2019-12-31 | $13,500 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
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 |
Contributions received from participants | 2019-12-31 | $525,331 |
Participant contributions at end of year | 2019-12-31 | $190,634 |
Participant contributions at beginning of year | 2019-12-31 | $158,199 |
Other income not declared elsewhere | 2019-12-31 | $29,281 |
Administrative expenses (other) incurred | 2019-12-31 | $61,342 |
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 | $2,132,605 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,586,746 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,454,141 |
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 |
Investment advisory and management fees | 2019-12-31 | $27,877 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,447,065 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,466,516 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $2,727,451 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $5,990,479 |
Interest on participant loans | 2019-12-31 | $10,496 |
Interest earned on other investments | 2019-12-31 | $61,902 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,221,596 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,838,947 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $367,100 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,574,724 |
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 |
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 | $207,345 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $568,088 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PRAGERMETIS CPAS LLC |
Accountancy firm EIN | 2019-12-31 | 061667465 |
2018 : EMERY & WEBB 401K SAVINGS PLAN 2018 401k financial data |
---|
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 | $531,535 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,194,803 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,120,210 |
Value of total corrective distributions | 2018-12-31 | $27 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,024,493 |
Value of total assets at end of year | 2018-12-31 | $10,454,141 |
Value of total assets at beginning of year | 2018-12-31 | $11,117,409 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $74,566 |
Total interest from all sources | 2018-12-31 | $62,191 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $23,099 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $23,099 |
Administrative expenses professional fees incurred | 2018-12-31 | $13,000 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
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 | $531,051 |
Participant contributions at end of year | 2018-12-31 | $158,199 |
Participant contributions at beginning of year | 2018-12-31 | $131,537 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $204,065 |
Other income not declared elsewhere | 2018-12-31 | $13,908 |
Administrative expenses (other) incurred | 2018-12-31 | $47,658 |
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 | $-663,268 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,454,141 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,117,409 |
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 |
Investment advisory and management fees | 2018-12-31 | $13,908 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,466,516 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,596,547 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $5,990,479 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $6,420,044 |
Interest on participant loans | 2018-12-31 | $7,747 |
Interest earned on other investments | 2018-12-31 | $54,444 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $2,838,947 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $2,969,281 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-267,067 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-325,089 |
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 | $289,377 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,120,210 |
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 | D'ARCANGELO & CO., LLP |
Accountancy firm EIN | 2018-12-31 | 132550103 |
2017 : EMERY & WEBB 401K SAVINGS PLAN 2017 401k financial data |
---|
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 | $2,165,514 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $613,698 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $610,887 |
Value of total corrective distributions | 2017-12-31 | $426 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $722,240 |
Value of total assets at end of year | 2017-12-31 | $11,117,409 |
Value of total assets at beginning of year | 2017-12-31 | $9,565,593 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,385 |
Total interest from all sources | 2017-12-31 | $60,801 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $17,321 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $17,321 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
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 | $509,869 |
Participant contributions at end of year | 2017-12-31 | $131,537 |
Participant contributions at beginning of year | 2017-12-31 | $133,382 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $10,307 |
Administrative expenses (other) incurred | 2017-12-31 | $2,385 |
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 | $1,551,816 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,117,409 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,565,593 |
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 | $1,596,547 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $112,504 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $6,420,044 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $6,385,117 |
Interest on participant loans | 2017-12-31 | $6,210 |
Interest earned on other investments | 2017-12-31 | $54,591 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $2,969,281 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $2,934,590 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $324,418 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,040,734 |
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 | No |
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 | $202,064 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $610,887 |
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 | D'ARCANGELO & CO., LLP |
Accountancy firm EIN | 2017-12-31 | 132550103 |
2016 : EMERY & WEBB 401K SAVINGS PLAN 2016 401k financial data |
---|
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 | $1,156,170 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $317,147 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $313,541 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $721,604 |
Value of total assets at end of year | 2016-12-31 | $9,565,593 |
Value of total assets at beginning of year | 2016-12-31 | $8,726,570 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,606 |
Total interest from all sources | 2016-12-31 | $31,608 |
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 | $2,000,000 |
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 | $506,886 |
Participant contributions at end of year | 2016-12-31 | $133,382 |
Participant contributions at beginning of year | 2016-12-31 | $99,687 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $22,686 |
Administrative expenses (other) incurred | 2016-12-31 | $3,606 |
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 | $839,023 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,565,593 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,726,570 |
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 | $112,504 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $169,832 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $6,385,117 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $6,225,578 |
Interest on participant loans | 2016-12-31 | $4,921 |
Interest earned on other investments | 2016-12-31 | $26,687 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $2,934,590 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $2,231,473 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $-281 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $403,239 |
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 | No |
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 | $192,032 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $313,541 |
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 | D'ARCANGELO & CO., LLP |
Accountancy firm EIN | 2016-12-31 | 132550103 |
2015 : EMERY & WEBB 401K SAVINGS PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $1,686,316 |
Expenses. Total of all expenses incurred | 2015-12-31 | $478,226 |
Benefits paid (including direct rollovers) | 2015-12-31 | $476,501 |
Total plan assets at end of year | 2015-12-31 | $8,726,570 |
Total plan assets at beginning of year | 2015-12-31 | $7,518,480 |
Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $498,207 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $1,012,682 |
Other income received | 2015-12-31 | $-5,990 |
Net income (gross income less expenses) | 2015-12-31 | $1,208,090 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,726,570 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,518,480 |
Assets. Value of participant loans | 2015-12-31 | $99,687 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $181,417 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,725 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : EMERY & WEBB 401K SAVINGS PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $1,121,404 |
Expenses. Total of all expenses incurred | 2014-12-31 | $139,514 |
Benefits paid (including direct rollovers) | 2014-12-31 | $138,039 |
Total plan assets at end of year | 2014-12-31 | $7,518,480 |
Total plan assets at beginning of year | 2014-12-31 | $6,536,590 |
Value of fidelity bond covering the plan | 2014-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $452,045 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $258,424 |
Other income received | 2014-12-31 | $246,855 |
Net income (gross income less expenses) | 2014-12-31 | $981,890 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,518,480 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,536,590 |
Assets. Value of participant loans | 2014-12-31 | $103,453 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $164,080 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,475 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : EMERY & WEBB 401K SAVINGS PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $1,550,248 |
Expenses. Total of all expenses incurred | 2013-12-31 | $356,439 |
Benefits paid (including direct rollovers) | 2013-12-31 | $353,764 |
Total plan assets at end of year | 2013-12-31 | $6,536,590 |
Total plan assets at beginning of year | 2013-12-31 | $5,342,781 |
Value of fidelity bond covering the plan | 2013-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $346,545 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $87,928 |
Other income received | 2013-12-31 | $977,543 |
Net income (gross income less expenses) | 2013-12-31 | $1,193,809 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $6,536,590 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,342,781 |
Assets. Value of participant loans | 2013-12-31 | $66,857 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $138,232 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,675 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : EMERY & WEBB 401K SAVINGS PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $919,547 |
Expenses. Total of all expenses incurred | 2012-12-31 | $299,073 |
Benefits paid (including direct rollovers) | 2012-12-31 | $297,721 |
Total plan assets at end of year | 2012-12-31 | $5,342,781 |
Total plan assets at beginning of year | 2012-12-31 | $4,722,307 |
Value of fidelity bond covering the plan | 2012-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $309,298 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $16,064 |
Other income received | 2012-12-31 | $489,367 |
Net income (gross income less expenses) | 2012-12-31 | $620,474 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,342,781 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,722,307 |
Assets. Value of participant loans | 2012-12-31 | $80,221 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $104,818 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,352 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : EMERY & WEBB 401K SAVINGS PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $339,084 |
Expenses. Total of all expenses incurred | 2011-12-31 | $254,887 |
Benefits paid (including direct rollovers) | 2011-12-31 | $252,955 |
Total plan assets at end of year | 2011-12-31 | $4,722,307 |
Total plan assets at beginning of year | 2011-12-31 | $4,638,110 |
Value of fidelity bond covering the plan | 2011-12-31 | $2,000,000 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $6 |
Other income received | 2011-12-31 | $-138,390 |
Net income (gross income less expenses) | 2011-12-31 | $84,197 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,722,307 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,638,110 |
Assets. Value of participant loans | 2011-12-31 | $90,541 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $477,468 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,932 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : EMERY & WEBB 401K SAVINGS PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $829,797 |
Expenses. Total of all expenses incurred | 2010-12-31 | $286,796 |
Benefits paid (including direct rollovers) | 2010-12-31 | $285,272 |
Total plan assets at end of year | 2010-12-31 | $4,638,110 |
Total plan assets at beginning of year | 2010-12-31 | $4,095,109 |
Value of fidelity bond covering the plan | 2010-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $296,264 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $28,479 |
Other income received | 2010-12-31 | $382,433 |
Net income (gross income less expenses) | 2010-12-31 | $543,001 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,638,110 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,095,109 |
Assets. Value of participant loans | 2010-12-31 | $77,771 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $122,621 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,524 |
2009 : EMERY & WEBB 401K SAVINGS PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |