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WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WETTERMARK & KEITH, LLC has sponsored the creation of one or more 401k plans.

Company Name:WETTERMARK & KEITH, LLC
Employer identification number (EIN):200081891
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01
0012015-10-01
0012014-10-01
0012013-10-01CLAY MA2015-02-13
0012012-10-01ROBERT A. SMITH
0012011-10-01ROBERT A. SMITH
0012010-10-01ROBERT A. SMITH
0012009-10-01ROBERT A. SMITH
0012008-10-01

Plan Statistics for WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0131
Total number of active participants reported on line 7a of the Form 55002012-10-0127
Number of other retired or separated participants entitled to future benefits2012-10-016
Total of all active and inactive participants2012-10-0133
Total participants2012-10-0133
Number of participants with account balances2012-10-0133
2011: WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0126
Total number of active participants reported on line 7a of the Form 55002011-10-0131
Total of all active and inactive participants2011-10-0131
Total participants2011-10-0131
Number of participants with account balances2011-10-0136
2010: WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0128
Total number of active participants reported on line 7a of the Form 55002010-10-0126
Total of all active and inactive participants2010-10-0126
Total participants2010-10-0126
Number of participants with account balances2010-10-0135
2009: WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0123
Total number of active participants reported on line 7a of the Form 55002009-10-0124
Total of all active and inactive participants2009-10-0124
Total participants2009-10-0124
Number of participants with account balances2009-10-0128

Financial Data on WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2013 : WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$236,316
Expenses. Total of all expenses incurred2013-09-30$31,875
Benefits paid (including direct rollovers)2013-09-30$31,818
Total plan assets at end of year2013-09-30$1,471,671
Total plan assets at beginning of year2013-09-30$1,267,230
Value of fidelity bond covering the plan2013-09-30$100,000
Total contributions received or receivable from participants2013-09-30$83,654
Other income received2013-09-30$103,389
Net income (gross income less expenses)2013-09-30$204,441
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,471,671
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,267,230
Total contributions received or receivable from employer(s)2013-09-30$49,273
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$57
2012 : WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$286,926
Expenses. Total of all expenses incurred2012-09-30$127,242
Benefits paid (including direct rollovers)2012-09-30$127,242
Total plan assets at end of year2012-09-30$1,267,230
Total plan assets at beginning of year2012-09-30$1,107,546
Value of fidelity bond covering the plan2012-09-30$100,000
Total contributions received or receivable from participants2012-09-30$83,531
Other income received2012-09-30$157,799
Net income (gross income less expenses)2012-09-30$159,684
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,267,230
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,107,546
Total contributions received or receivable from employer(s)2012-09-30$45,596
2011 : WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$137,669
Expenses. Total of all expenses incurred2011-09-30$825
Benefits paid (including direct rollovers)2011-09-30$825
Total plan assets at end of year2011-09-30$1,107,546
Total plan assets at beginning of year2011-09-30$970,702
Value of fidelity bond covering the plan2011-09-30$100,000
Total contributions received or receivable from participants2011-09-30$115,225
Other income received2011-09-30$-37,589
Net income (gross income less expenses)2011-09-30$136,844
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,107,546
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$970,702
Total contributions received or receivable from employer(s)2011-09-30$60,033

Form 5500 Responses for WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN

2012: WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: WETTERMARK & KEITH, LLC 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number77232
Policy instance 1
Insurance contract or identification number77232
Number of Individuals Covered1
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $57
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees46
Additional information about fees paid to insurance brokerPERSISTENCY FEES
Insurance broker organization code?3
Insurance broker nameJACK TOMLINSON
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number77232
Policy instance 1
Insurance contract or identification number77232
Number of Individuals Covered1
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number77232
Policy instance 1
Insurance contract or identification number77232
Number of Individuals Covered1
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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