WESTERN ENVIRONMENTAL SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : WESTERN 401(K) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-4,874 |
Total of all expenses incurred | 2022-12-31 | $1,054 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $0 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $13,553 |
Value of total assets at end of year | 2022-12-31 | $135,320 |
Value of total assets at beginning of year | 2022-12-31 | $141,248 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,054 |
Total interest from all sources | 2022-12-31 | $199 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $13,109 |
Participant contributions at end of year | 2022-12-31 | $5,628 |
Participant contributions at beginning of year | 2022-12-31 | $5,029 |
Participant contributions at end of year | 2022-12-31 | $617 |
Participant contributions at beginning of year | 2022-12-31 | $558 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $535 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $535 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-5,928 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $135,320 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $141,248 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $128,370 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $134,947 |
Interest on participant loans | 2022-12-31 | $199 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $170 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $179 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-18,626 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $444 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $1,054 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SHULTHEIS & PANETTIERI, LLP |
Accountancy firm EIN | 2022-12-31 | 131577780 |
2021 : WESTERN 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $25,527 |
Total of all expenses incurred | 2021-12-31 | $554 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $0 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $13,410 |
Value of total assets at end of year | 2021-12-31 | $141,248 |
Value of total assets at beginning of year | 2021-12-31 | $116,275 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $554 |
Total interest from all sources | 2021-12-31 | $288 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $13,410 |
Participant contributions at end of year | 2021-12-31 | $5,029 |
Participant contributions at beginning of year | 2021-12-31 | $8,983 |
Participant contributions at end of year | 2021-12-31 | $558 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $535 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $595 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $24,973 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $141,248 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $116,275 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $554 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $134,947 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $106,269 |
Interest on participant loans | 2021-12-31 | $288 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $179 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $168 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $11,829 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $0 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $260 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SCHULTHEIS & PANETTIERI, LLP |
Accountancy firm EIN | 2021-12-31 | 131577780 |
2020 : WESTERN 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $26,141 |
Total of all expenses incurred | 2020-12-31 | $5,957 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,416 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $1,660 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $14,941 |
Value of total assets at end of year | 2020-12-31 | $116,275 |
Value of total assets at beginning of year | 2020-12-31 | $96,091 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $881 |
Total interest from all sources | 2020-12-31 | $334 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $14,681 |
Participant contributions at end of year | 2020-12-31 | $8,983 |
Participant contributions at beginning of year | 2020-12-31 | $4,842 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $595 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $535 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $20,184 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $116,275 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $96,091 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $881 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $106,269 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $90,331 |
Interest on participant loans | 2020-12-31 | $334 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $168 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $123 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $10,866 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $260 |
Employer contributions (assets) at end of year | 2020-12-31 | $260 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $260 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,416 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SCHULTHEIS & PANETTIERI, LLP |
Accountancy firm EIN | 2020-12-31 | 131577780 |
2019 : WESTERN 401(K) PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $28,260 |
Total of all expenses incurred | 2019-12-31 | $2,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $1,648 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $14,794 |
Value of total assets at end of year | 2019-12-31 | $96,091 |
Value of total assets at beginning of year | 2019-12-31 | $70,265 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $786 |
Total interest from all sources | 2019-12-31 | $217 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $14,534 |
Participant contributions at end of year | 2019-12-31 | $4,842 |
Participant contributions at beginning of year | 2019-12-31 | $4,214 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $535 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $535 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $25,826 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $96,091 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $70,265 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $786 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $90,331 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $65,177 |
Interest on participant loans | 2019-12-31 | $217 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $123 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $69 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $13,249 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $260 |
Employer contributions (assets) at end of year | 2019-12-31 | $260 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $270 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | SCHULTHEIS & PANETTIERI, LLP |
Accountancy firm EIN | 2019-12-31 | 131577780 |
2018 : WESTERN 401(K) PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $-15,344 |
Total of all expenses incurred | 2018-12-31 | $587,838 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $585,064 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $12,149 |
Value of total assets at end of year | 2018-12-31 | $70,265 |
Value of total assets at beginning of year | 2018-12-31 | $673,447 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,774 |
Total interest from all sources | 2018-12-31 | $459 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $11,879 |
Participant contributions at end of year | 2018-12-31 | $4,214 |
Participant contributions at beginning of year | 2018-12-31 | $5,965 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $1,209 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $535 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $532 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-603,182 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $70,265 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $673,447 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $2,774 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $65,177 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $665,481 |
Interest on participant loans | 2018-12-31 | $253 |
Interest earned on other investments | 2018-12-31 | $206 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $69 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-27,952 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $270 |
Employer contributions (assets) at end of year | 2018-12-31 | $270 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $260 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $585,064 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | SCHULTHEIS & PANETTIERI, LLP |
Accountancy firm EIN | 2018-12-31 | 131577780 |
2017 : WESTERN 401(K) PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $539,600 |
Total of all expenses incurred | 2017-12-31 | $5,361 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,501 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $456,815 |
Value of total assets at end of year | 2017-12-31 | $673,447 |
Value of total assets at beginning of year | 2017-12-31 | $139,208 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,860 |
Total interest from all sources | 2017-12-31 | $249 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $30,305 |
Participant contributions at end of year | 2017-12-31 | $5,965 |
Participant contributions at beginning of year | 2017-12-31 | $1,054 |
Participant contributions at end of year | 2017-12-31 | $1,209 |
Participant contributions at beginning of year | 2017-12-31 | $1,241 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $426,250 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $532 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $532 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $534,239 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $673,447 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $139,208 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $2,860 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $665,481 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $136,111 |
Interest on participant loans | 2017-12-31 | $249 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $82,536 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $260 |
Employer contributions (assets) at end of year | 2017-12-31 | $260 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $270 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,501 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | SCHULTHEIS & PANETTIERI, LLP |
Accountancy firm EIN | 2017-12-31 | 131577780 |
2016 : WESTERN 401(K) PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $43,786 |
Total of all expenses incurred | 2016-12-31 | $560 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $32,685 |
Value of total assets at end of year | 2016-12-31 | $139,208 |
Value of total assets at beginning of year | 2016-12-31 | $95,982 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $560 |
Total interest from all sources | 2016-12-31 | $21 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $20,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $32,415 |
Participant contributions at end of year | 2016-12-31 | $1,054 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Participant contributions at end of year | 2016-12-31 | $1,241 |
Participant contributions at beginning of year | 2016-12-31 | $285 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $532 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $532 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $43,226 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $139,208 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $95,982 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $560 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $136,111 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $94,900 |
Interest on participant loans | 2016-12-31 | $21 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $11,080 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $270 |
Employer contributions (assets) at end of year | 2016-12-31 | $270 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $265 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | SCHULTHEIS & PANETTIERI, LLP |
Accountancy firm EIN | 2016-12-31 | 131577780 |
2015 : WESTERN 401(K) PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $28,304 |
Total of all expenses incurred | 2015-12-31 | $5,485 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,079 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $812 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $31,487 |
Value of total assets at end of year | 2015-12-31 | $95,982 |
Value of total assets at beginning of year | 2015-12-31 | $73,163 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $594 |
Total interest from all sources | 2015-12-31 | $2 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $20,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $31,222 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $855 |
Participant contributions at end of year | 2015-12-31 | $285 |
Total non interest bearing cash at end of year | 2015-12-31 | $532 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $532 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $22,819 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $95,982 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $73,163 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $594 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $94,900 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $71,656 |
Interest on participant loans | 2015-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,185 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $265 |
Employer contributions (assets) at end of year | 2015-12-31 | $265 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $120 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,079 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | SCHULTHEIS & PANETTIERI, LLP |
Accountancy firm EIN | 2015-12-31 | 131577780 |
2014 : WESTERN 401(K) PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $36,691 |
Total of all expenses incurred | 2014-12-31 | $7,635 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,025 |
Value of total corrective distributions | 2014-12-31 | $2,337 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $32,846 |
Value of total assets at end of year | 2014-12-31 | $73,163 |
Value of total assets at beginning of year | 2014-12-31 | $44,107 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,273 |
Total interest from all sources | 2014-12-31 | $49 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $20,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $32,726 |
Participant contributions at end of year | 2014-12-31 | $855 |
Participant contributions at beginning of year | 2014-12-31 | $1,411 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $331 |
Total non interest bearing cash at end of year | 2014-12-31 | $532 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $237 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $29,056 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $73,163 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $44,107 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $2,273 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $71,656 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $42,128 |
Interest on participant loans | 2014-12-31 | $49 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,796 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $120 |
Employer contributions (assets) at end of year | 2014-12-31 | $120 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,025 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | SCHULTHEIS & PANETTIERI, LLP |
Accountancy firm EIN | 2014-12-31 | 131577780 |
2013 : WESTERN 401(K) PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $29,226 |
Total of all expenses incurred | 2013-12-31 | $217 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $25,955 |
Value of total assets at end of year | 2013-12-31 | $44,107 |
Value of total assets at beginning of year | 2013-12-31 | $15,098 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $217 |
Total interest from all sources | 2013-12-31 | $36 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $25,955 |
Participant contributions at end of year | 2013-12-31 | $1,411 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $331 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $29,009 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $44,107 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $15,098 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $217 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $42,128 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $13,301 |
Interest on participant loans | 2013-12-31 | $36 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $237 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,797 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,797 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $3,235 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $0 |
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 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SPIRE GROUP, PC |
Accountancy firm EIN | 2013-12-31 | 455221053 |
2012 : WESTERN 401(K) PLAN 2012 401k financial data |
---|
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 | $13,491 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $31,839 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $31,764 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $10,778 |
Value of total assets at end of year | 2012-12-31 | $15,098 |
Value of total assets at beginning of year | 2012-12-31 | $33,446 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $75 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $10,778 |
Administrative expenses (other) incurred | 2012-12-31 | $75 |
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 | $-18,348 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $15,098 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $33,446 |
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 | $15,098 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $33,446 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,713 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $31,764 |
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 | Yes |
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 | SPIRE GROUP, PC |
Accountancy firm EIN | 2012-12-31 | 455221053 |