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WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameWESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WESTIN HOMES AND PROPERTIES LP has sponsored the creation of one or more 401k plans.

Company Name:WESTIN HOMES AND PROPERTIES LP
Employer identification number (EIN):200286051
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JACLYN AHMANN PHILIP FRUGE2018-10-16
0012017-01-01JACLYN PHIL FRUGE2018-10-15
0012016-01-01JACLYN AHMANN2017-07-26 PHILIP FRUGE2017-07-26
0012015-01-01DAVID DORN2016-06-15
0012014-01-01JACLYN AHMANN2015-07-27
0012013-01-01JACLYN AHMANN2014-07-29
0012012-01-01WESTIN HOMES AND PROPERTIES LP2013-10-03
0012011-01-01WESTIN HOMES AND PROPERTIES LP2012-05-16
0012010-01-01WESTIN HOMES AND PROPERTIES LP

Plan Statistics for WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01163
Total number of active participants reported on line 7a of the Form 55002022-01-01135
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01156
Number of participants with account balances2022-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01162
Total number of active participants reported on line 7a of the Form 55002021-01-01126
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01157
Number of participants with account balances2021-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01140
Total number of active participants reported on line 7a of the Form 55002020-01-01133
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01153
Number of participants with account balances2020-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01133
Total number of active participants reported on line 7a of the Form 55002019-01-01117
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01137
Number of participants with account balances2019-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01120
Total number of active participants reported on line 7a of the Form 55002018-01-01120
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01133
Number of participants with account balances2018-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01121
Total number of active participants reported on line 7a of the Form 55002017-01-01109
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01118
Number of participants with account balances2017-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2010: WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0130
Total number of active participants reported on line 7a of the Form 55002010-01-0137
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0139
Number of participants with account balances2010-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$188,264
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$531,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$510,264
Value of total corrective distributions2022-12-31$19
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,200,779
Value of total assets at end of year2022-12-31$6,697,333
Value of total assets at beginning of year2022-12-31$7,040,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,335
Total interest from all sources2022-12-31$8,196
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$15,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$15,583
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,200,779
Participant contributions at end of year2022-12-31$228,163
Participant contributions at beginning of year2022-12-31$127,290
Participant contributions at end of year2022-12-31$25,154
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$198
Other income not declared elsewhere2022-12-31$117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-343,354
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,697,333
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,040,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$534,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$554,060
Interest on participant loans2022-12-31$8,196
Value of interest in common/collective trusts at end of year2022-12-31$5,909,392
Value of interest in common/collective trusts at beginning of year2022-12-31$6,359,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-122,062
Net investment gain or loss from common/collective trusts2022-12-31$-914,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$510,066
Contract administrator fees2022-12-31$21,335
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DOEREN MAYHEW
Accountancy firm EIN2022-12-31364745545
2021 : WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$1,881,109
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$363,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$336,077
Value of total corrective distributions2021-12-31$30
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,143,560
Value of total assets at end of year2021-12-31$7,040,687
Value of total assets at beginning of year2021-12-31$5,523,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,825
Total interest from all sources2021-12-31$7,384
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,432
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,120,054
Participant contributions at end of year2021-12-31$127,290
Participant contributions at beginning of year2021-12-31$123,046
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$23,482
Other income not declared elsewhere2021-12-31$73
Administrative expenses (other) incurred2021-12-31$13,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,517,177
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,040,687
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,523,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$554,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$345,958
Interest on participant loans2021-12-31$7,384
Value of interest in common/collective trusts at end of year2021-12-31$6,359,337
Value of interest in common/collective trusts at beginning of year2021-12-31$5,054,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$23,137
Net investment gain or loss from common/collective trusts2021-12-31$700,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$24
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$336,077
Contract administrator fees2021-12-31$14,070
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DOEREN MAYHEW
Accountancy firm EIN2021-12-31364745545
2020 : WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,586,229
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$619,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$587,369
Expenses. Certain deemed distributions of participant loans2020-12-31$7
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$959,182
Value of total assets at end of year2020-12-31$5,523,510
Value of total assets at beginning of year2020-12-31$4,556,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,916
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$4,454
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,961
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$959,182
Participant contributions at end of year2020-12-31$123,046
Participant contributions at beginning of year2020-12-31$70,305
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$31,916
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$966,937
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,523,510
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,556,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$345,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$181,238
Interest on participant loans2020-12-31$3,807
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$5,054,506
Value of interest in common/collective trusts at beginning of year2020-12-31$4,196,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$108,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$108,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$647
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$63,027
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$556,605
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$587,369
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$70,713
Aggregate carrying amount (costs) on sale of assets2020-12-31$70,713
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DOEREN MAYHEW, PC
Accountancy firm EIN2020-12-31364745545
2019 : WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,726,870
Total income from all sources (including contributions)2019-12-31$1,726,870
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$538,701
Total of all expenses incurred2019-12-31$538,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$503,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$503,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,009,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,009,681
Value of total assets at end of year2019-12-31$4,556,573
Value of total assets at end of year2019-12-31$4,556,573
Value of total assets at beginning of year2019-12-31$3,368,404
Value of total assets at beginning of year2019-12-31$3,368,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,747
Total interest from all sources2019-12-31$5,485
Total interest from all sources2019-12-31$5,485
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,362
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,362
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,362
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
Value of fidelity bond cover2019-12-31$350,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$785,386
Contributions received from participants2019-12-31$785,386
Participant contributions at end of year2019-12-31$70,305
Participant contributions at end of year2019-12-31$70,305
Participant contributions at beginning of year2019-12-31$33,719
Participant contributions at beginning of year2019-12-31$33,719
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$217,113
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$217,113
Other income not declared elsewhere2019-12-31$515
Other income not declared elsewhere2019-12-31$515
Administrative expenses (other) incurred2019-12-31$34,747
Administrative expenses (other) incurred2019-12-31$34,747
Total non interest bearing cash at end of year2019-12-31$640
Total non interest bearing cash at end of year2019-12-31$640
Total non interest bearing cash at beginning of year2019-12-31$288
Total non interest bearing cash at beginning of year2019-12-31$288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,188,169
Value of net income/loss2019-12-31$1,188,169
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,556,573
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,556,573
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,368,404
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,368,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$181,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$181,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$139,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$139,139
Interest on participant loans2019-12-31$3,607
Interest on participant loans2019-12-31$3,607
Value of interest in common/collective trusts at end of year2019-12-31$4,196,206
Value of interest in common/collective trusts at end of year2019-12-31$4,196,206
Value of interest in common/collective trusts at beginning of year2019-12-31$3,122,847
Value of interest in common/collective trusts at beginning of year2019-12-31$3,122,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$108,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$108,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$72,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$72,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$72,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$72,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$43,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$43,277
Net investment gain or loss from common/collective trusts2019-12-31$665,550
Net investment gain or loss from common/collective trusts2019-12-31$665,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,182
Contributions received in cash from employer2019-12-31$7,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$503,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$503,954
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOEREN MAYHEW
Accountancy firm name2019-12-31DOEREN MAYHEW
Accountancy firm EIN2019-12-31364745545
Accountancy firm EIN2019-12-31364745545
2018 : WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$448,110
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$246,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$215,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$675,118
Value of total assets at end of year2018-12-31$3,368,404
Value of total assets at beginning of year2018-12-31$3,166,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,816
Total interest from all sources2018-12-31$2,999
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,399
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$649,248
Participant contributions at end of year2018-12-31$33,719
Participant contributions at beginning of year2018-12-31$41,711
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,317
Other income not declared elsewhere2018-12-31$185
Administrative expenses (other) incurred2018-12-31$30,816
Total non interest bearing cash at end of year2018-12-31$288
Total non interest bearing cash at beginning of year2018-12-31$330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$201,481
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,368,404
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,166,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$139,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$92,224
Interest on participant loans2018-12-31$1,686
Value of interest in common/collective trusts at end of year2018-12-31$3,122,847
Value of interest in common/collective trusts at beginning of year2018-12-31$2,968,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$72,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$64,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$64,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,426
Net investment gain or loss from common/collective trusts2018-12-31$-225,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$215,813
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$13,651
Aggregate carrying amount (costs) on sale of assets2018-12-31$13,651
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EVANS & CHASTAIN, L.L.C.
Accountancy firm EIN2018-12-31813085127
2017 : WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,013,473
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$772,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$744,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$551,592
Value of total assets at end of year2017-12-31$3,166,923
Value of total assets at beginning of year2017-12-31$2,926,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,776
Total interest from all sources2017-12-31$2,868
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,430
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$534,583
Participant contributions at end of year2017-12-31$41,711
Participant contributions at beginning of year2017-12-31$60,285
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,009
Other income not declared elsewhere2017-12-31$-8
Administrative expenses (other) incurred2017-12-31$28,776
Total non interest bearing cash at end of year2017-12-31$330
Total non interest bearing cash at beginning of year2017-12-31$208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$240,653
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,166,923
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,926,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$92,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$401,326
Interest on participant loans2017-12-31$2,291
Value of interest in common/collective trusts at end of year2017-12-31$2,968,578
Value of interest in common/collective trusts at beginning of year2017-12-31$2,436,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$64,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$28,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$28,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$63,425
Net investment gain or loss from common/collective trusts2017-12-31$391,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$744,044
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$52,556
Aggregate carrying amount (costs) on sale of assets2017-12-31$52,556
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EVANS & CHASTAIN, L.L.C.
Accountancy firm EIN2017-12-31813085127
2010 : WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$262,877
Expenses. Total of all expenses incurred2010-12-31$31,232
Benefits paid (including direct rollovers)2010-12-31$31,152
Total plan assets at end of year2010-12-31$1,171,608
Total plan assets at beginning of year2010-12-31$939,963
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$153,258
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$109,516
Net income (gross income less expenses)2010-12-31$231,645
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,171,608
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$939,963
Assets. Value of participant loans2010-12-31$55,992
Total contributions received or receivable from employer(s)2010-12-31$103
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST

2022: WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2010: WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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