WHARTON HARDWARE & SUPPLY CORP. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHARTON HARDWARE & SUPPLY CORP. EMPLOYEE BENEFIT PLAN
401k plan membership statisitcs for WHARTON HARDWARE & SUPPLY CORP. EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: WHARTON HARDWARE & SUPPLY CORP. EMPLOYEE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 46 |
| 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 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 46 |
| 2021: WHARTON HARDWARE & SUPPLY CORP. EMPLOYEE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 44 |
| 2020: WHARTON HARDWARE & SUPPLY CORP. EMPLOYEE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 46 |
| 2019: WHARTON HARDWARE & SUPPLY CORP. EMPLOYEE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 61 |
| 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 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 61 |
| Measure | Date | Value |
|---|
| 2022 : WHARTON HARDWARE & SUPPLY CORP. EMPLOYEE BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $38,861 |
| Total plan liabilities at beginning of year | 2022-12-31 | $56,539 |
| Total income from all sources | 2022-12-31 | $608,916 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $643,275 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $360,761 |
| Total plan assets at end of year | 2022-12-31 | $68,915 |
| Total plan assets at beginning of year | 2022-12-31 | $120,952 |
| Value of fidelity bond covering the plan | 2022-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $193,348 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $186,094 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-34,359 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $30,054 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $64,413 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $415,568 |
| Value of corrective distributions | 2022-12-31 | $76,586 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $19,834 |
| 2021 : WHARTON HARDWARE & SUPPLY CORP. EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $56,539 |
| Total plan liabilities at beginning of year | 2021-12-31 | $2,200 |
| Total income from all sources | 2021-12-31 | $636,211 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $600,656 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $398,458 |
| Total plan assets at end of year | 2021-12-31 | $120,952 |
| Total plan assets at beginning of year | 2021-12-31 | $31,058 |
| Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $231,169 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $182,282 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $3,257 |
| Net income (gross income less expenses) | 2021-12-31 | $35,555 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $64,413 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $28,858 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $401,785 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $19,916 |
| 2020 : WHARTON HARDWARE & SUPPLY CORP. EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $2,200 |
| Total plan liabilities at beginning of year | 2020-12-31 | $95,138 |
| Total income from all sources | 2020-12-31 | $818,287 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $694,291 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $445,108 |
| Total plan assets at end of year | 2020-12-31 | $31,058 |
| Total plan assets at beginning of year | 2020-12-31 | $0 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $247,953 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $225,123 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $202 |
| Other income received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $123,996 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $28,858 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $-95,138 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $570,132 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $24,060 |
| 2019 : WHARTON HARDWARE & SUPPLY CORP. EMPLOYEE BENEFIT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $95,138 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $790,809 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $885,947 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $621,702 |
| Total plan assets at end of year | 2019-12-31 | $0 |
| Total plan assets at beginning of year | 2019-12-31 | $0 |
| Total contributions received or receivable from participants | 2019-12-31 | $279,448 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $240,926 |
| Net income (gross income less expenses) | 2019-12-31 | $-95,138 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $-95,138 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $511,361 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $23,319 |
| 2022: WHARTON HARDWARE & SUPPLY CORP. EMPLOYEE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: WHARTON HARDWARE & SUPPLY CORP. EMPLOYEE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: WHARTON HARDWARE & SUPPLY CORP. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WHARTON HARDWARE & SUPPLY CORP. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | First time form 5500 has been submitted | Yes |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500449 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500449 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $151,685 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500449 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500449 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $147,470 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500449 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500449 | | Number of Individuals Covered | 46 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $179,980 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 61 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $196,453 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
