WENDEL DUCHSCHERER ARCHITECTS & ENGINEERS, PC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2012 : WENDEL 401(K) PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,967,501 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,375,275 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,368,988 |
Value of total corrective distributions | 2012-12-31 | $4,224 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,366,873 |
Value of total assets at end of year | 2012-12-31 | $13,850,489 |
Value of total assets at beginning of year | 2012-12-31 | $12,258,263 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,063 |
Total interest from all sources | 2012-12-31 | $9,316 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $374,678 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $374,678 |
Administrative expenses professional fees incurred | 2012-12-31 | $2,063 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $979,153 |
Participant contributions at end of year | 2012-12-31 | $236,154 |
Participant contributions at beginning of year | 2012-12-31 | $226,620 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $99,991 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,592,226 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $13,850,489 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $12,258,263 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $12,713,070 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $11,202,117 |
Interest on participant loans | 2012-12-31 | $9,316 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $901,265 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $829,526 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,213,608 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $3,026 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $287,729 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,368,988 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BROCK,SCHECHTER & POLAKOFF, LLP |
Accountancy firm EIN | 2012-12-31 | 161003516 |
2011 : WENDEL 401(K) PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,001,079 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $707,039 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $701,996 |
Value of total corrective distributions | 2011-12-31 | $2,818 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,150,000 |
Value of total assets at end of year | 2011-12-31 | $12,258,263 |
Value of total assets at beginning of year | 2011-12-31 | $11,964,223 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,225 |
Total interest from all sources | 2011-12-31 | $9,247 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $309,140 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $309,140 |
Administrative expenses professional fees incurred | 2011-12-31 | $2,225 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $876,309 |
Participant contributions at end of year | 2011-12-31 | $226,620 |
Participant contributions at beginning of year | 2011-12-31 | $188,095 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $12,847 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $294,040 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $12,258,263 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,964,223 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $11,202,117 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,936,239 |
Interest on participant loans | 2011-12-31 | $9,247 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $829,526 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $839,889 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-468,295 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $987 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $260,844 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $701,996 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BROCK, SCHECHTER & POLAKOFF, LLP |
Accountancy firm EIN | 2011-12-31 | 161003516 |
2010 : WENDEL 401(K) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,368,445 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $269,190 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $248,619 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $17,207 |
Value of total corrective distributions | 2010-12-31 | $1,189 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,122,357 |
Value of total assets at end of year | 2010-12-31 | $11,964,223 |
Value of total assets at beginning of year | 2010-12-31 | $9,864,968 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,175 |
Total interest from all sources | 2010-12-31 | $6,786 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $240,946 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $240,946 |
Administrative expenses professional fees incurred | 2010-12-31 | $2,175 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $850,865 |
Participant contributions at end of year | 2010-12-31 | $188,095 |
Participant contributions at beginning of year | 2010-12-31 | $163,398 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $4,500 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,099,255 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,964,223 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,864,968 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $10,936,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $8,800,598 |
Interest on participant loans | 2010-12-31 | $6,786 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $839,889 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $900,972 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $996,114 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $2,242 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $266,992 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $248,619 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BROCK, SCHECHTER & POLAKOFF, LLP |
Accountancy firm EIN | 2010-12-31 | 161003516 |