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EWINGCOLE PENSION PLAN 401k Plan overview

Plan NameEWINGCOLE PENSION PLAN
Plan identification number 001

EWINGCOLE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

EWINGCOLE, INC. has sponsored the creation of one or more 401k plans.

Company Name:EWINGCOLE, INC.
Employer identification number (EIN):231891628
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EWINGCOLE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-12-31JOSEPH T KELLY
0012015-12-31JOSEPH T KELLY
0012014-12-31JOSEPH T KELLY
0012013-12-31JOSEPH T. KELLY
0012012-12-31JOSEPH T. KELLY
0012011-12-31JOSEPH T. KELLY
0012010-12-31JOSEPH T. KELLY
0012009-12-31JOSEPH T KELLY
0012008-12-31

Plan Statistics for EWINGCOLE PENSION PLAN

401k plan membership statisitcs for EWINGCOLE PENSION PLAN

Measure Date Value
2016: EWINGCOLE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-31119
Total number of active participants reported on line 7a of the Form 55002016-12-310
Number of retired or separated participants receiving benefits2016-12-310
Number of other retired or separated participants entitled to future benefits2016-12-310
Total of all active and inactive participants2016-12-310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-310
Total participants2016-12-310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-310
2015: EWINGCOLE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-31388
Total number of active participants reported on line 7a of the Form 55002015-12-314
Number of retired or separated participants receiving benefits2015-12-3186
Number of other retired or separated participants entitled to future benefits2015-12-3116
Total of all active and inactive participants2015-12-31106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-3113
Total participants2015-12-31119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-310
2014: EWINGCOLE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-31391
Total number of active participants reported on line 7a of the Form 55002014-12-31105
Number of retired or separated participants receiving benefits2014-12-3186
Number of other retired or separated participants entitled to future benefits2014-12-31184
Total of all active and inactive participants2014-12-31375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-3113
Total participants2014-12-31388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-310
2013: EWINGCOLE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-31396
Total number of active participants reported on line 7a of the Form 55002013-12-31108
Number of retired or separated participants receiving benefits2013-12-3185
Number of other retired or separated participants entitled to future benefits2013-12-31187
Total of all active and inactive participants2013-12-31380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-3111
Total participants2013-12-31391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-310
2012: EWINGCOLE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-31399
Total number of active participants reported on line 7a of the Form 55002012-12-31123
Number of retired or separated participants receiving benefits2012-12-3179
Number of other retired or separated participants entitled to future benefits2012-12-31182
Total of all active and inactive participants2012-12-31384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-3112
Total participants2012-12-31396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-310
2011: EWINGCOLE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-31399
Total number of active participants reported on line 7a of the Form 55002011-12-31132
Number of retired or separated participants receiving benefits2011-12-3177
Number of other retired or separated participants entitled to future benefits2011-12-31179
Total of all active and inactive participants2011-12-31388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-3111
Total participants2011-12-31399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-310
2010: EWINGCOLE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-31401
Total number of active participants reported on line 7a of the Form 55002010-12-31143
Number of retired or separated participants receiving benefits2010-12-3170
Number of other retired or separated participants entitled to future benefits2010-12-31175
Total of all active and inactive participants2010-12-31388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-3111
Total participants2010-12-31399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-310
2009: EWINGCOLE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-31403
Total number of active participants reported on line 7a of the Form 55002009-12-31151
Number of retired or separated participants receiving benefits2009-12-3169
Number of other retired or separated participants entitled to future benefits2009-12-31171
Total of all active and inactive participants2009-12-31391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-3110
Total participants2009-12-31401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-310

Financial Data on EWINGCOLE PENSION PLAN

Measure Date Value
2017 : EWINGCOLE PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-01$0
Total transfer of assets from this plan2017-06-01$395,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-01$23,961
Total income from all sources (including contributions)2017-06-01$1,376
Total loss/gain on sale of assets2017-06-01$0
Total of all expenses incurred2017-06-01$10,665,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-01$10,536,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-01$0
Value of total assets at end of year2017-06-01$0
Value of total assets at beginning of year2017-06-01$11,082,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-01$128,623
Total interest from all sources2017-06-01$880
Total dividends received (eg from common stock, registered investment company shares)2017-06-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-06-01$0
Administrative expenses professional fees incurred2017-06-01$126,969
Was this plan covered by a fidelity bond2017-06-01Yes
Value of fidelity bond cover2017-06-01$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-01No
Other income not declared elsewhere2017-06-01$496
Administrative expenses (other) incurred2017-06-01$1,654
Liabilities. Value of operating payables at end of year2017-06-01$0
Liabilities. Value of operating payables at beginning of year2017-06-01$23,961
Total non interest bearing cash at end of year2017-06-01$0
Total non interest bearing cash at beginning of year2017-06-01$42,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-01No
Value of net income/loss2017-06-01$-10,663,727
Value of net assets at end of year (total assets less liabilities)2017-06-01$0
Value of net assets at beginning of year (total assets less liabilities)2017-06-01$11,058,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-01No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-01No
Were any leases to which the plan was party in default or uncollectible2017-06-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-01$11,040,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-01$11,040,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-01$880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-01No
Was there a failure to transmit to the plan any participant contributions2017-06-01No
Has the plan failed to provide any benefit when due under the plan2017-06-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-01$10,536,480
Did the plan have assets held for investment2017-06-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-01No
Opinion of an independent qualified public accountant for this plan2017-06-01Unqualified
Accountancy firm name2017-06-01WITHUM, SMITH & BROWN
Accountancy firm EIN2017-06-01222027092
2016 : EWINGCOLE PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-30$407,100
Total unrealized appreciation/depreciation of assets2016-12-30$407,100
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-30$23,961
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-30$0
Total income from all sources (including contributions)2016-12-30$272,623
Total loss/gain on sale of assets2016-12-30$0
Total of all expenses incurred2016-12-30$10,381,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-30$10,381,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-30$0
Value of total assets at end of year2016-12-30$11,082,688
Value of total assets at beginning of year2016-12-30$21,167,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-30$0
Total interest from all sources2016-12-30$356,965
Total dividends received (eg from common stock, registered investment company shares)2016-12-30$-498,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-30$-525,067
Was this plan covered by a fidelity bond2016-12-30Yes
Value of fidelity bond cover2016-12-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-30$0
Were there any nonexempt tranactions with any party-in-interest2016-12-30No
Other income not declared elsewhere2016-12-30$7,004
Liabilities. Value of operating payables at end of year2016-12-30$23,961
Liabilities. Value of operating payables at beginning of year2016-12-30$0
Total non interest bearing cash at end of year2016-12-30$42,129
Total non interest bearing cash at beginning of year2016-12-30$403,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-30No
Value of net income/loss2016-12-30$-10,108,810
Value of net assets at end of year (total assets less liabilities)2016-12-30$11,058,727
Value of net assets at beginning of year (total assets less liabilities)2016-12-30$21,167,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-30No
Were any leases to which the plan was party in default or uncollectible2016-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-30$6,960,700
Interest earned on other investments2016-12-30$338,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-30$11,040,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-30$2,226,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-30$2,226,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-30$18,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-30$4,326,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-30No
Was there a failure to transmit to the plan any participant contributions2016-12-30No
Has the plan failed to provide any benefit when due under the plan2016-12-30No
Income. Dividends from common stock2016-12-30$26,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-30$10,381,433
Assets. Corporate common stocks other than exployer securities at end of year2016-12-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-30$7,251,340
Did the plan have assets held for investment2016-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-30No
Opinion of an independent qualified public accountant for this plan2016-12-30Unqualified
Accountancy firm name2016-12-30WITHUM, SMITH & BROWN
Accountancy firm EIN2016-12-30222027092
2015 : EWINGCOLE PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-30$-681,728
Total unrealized appreciation/depreciation of assets2015-12-30$-681,728
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-30$0
Total income from all sources (including contributions)2015-12-30$60,613
Total loss/gain on sale of assets2015-12-30$0
Total of all expenses incurred2015-12-30$864,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-30$838,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-30$0
Value of total assets at end of year2015-12-30$21,167,537
Value of total assets at beginning of year2015-12-30$21,971,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-30$26,470
Total interest from all sources2015-12-30$171,005
Total dividends received (eg from common stock, registered investment company shares)2015-12-30$571,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-30$343,372
Administrative expenses professional fees incurred2015-12-30$13,816
Was this plan covered by a fidelity bond2015-12-30Yes
Value of fidelity bond cover2015-12-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-30$0
Were there any nonexempt tranactions with any party-in-interest2015-12-30No
Total non interest bearing cash at end of year2015-12-30$403,178
Total non interest bearing cash at beginning of year2015-12-30$8,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-30No
Value of net income/loss2015-12-30$-804,382
Value of net assets at end of year (total assets less liabilities)2015-12-30$21,167,537
Value of net assets at beginning of year (total assets less liabilities)2015-12-30$21,971,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-30No
Were any leases to which the plan was party in default or uncollectible2015-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-30$6,960,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-30$7,808,971
Interest earned on other investments2015-12-30$168,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-30$2,226,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-30$1,023,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-30$1,023,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-30$2,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-30$4,326,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-30$4,865,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-30No
Was there a failure to transmit to the plan any participant contributions2015-12-30No
Has the plan failed to provide any benefit when due under the plan2015-12-30No
Income. Dividends from common stock2015-12-30$227,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-30$838,525
Contract administrator fees2015-12-30$12,654
Assets. Corporate common stocks other than exployer securities at end of year2015-12-30$7,251,340
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-30$8,265,961
Did the plan have assets held for investment2015-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-30No
Opinion of an independent qualified public accountant for this plan2015-12-30Unqualified
Accountancy firm name2015-12-30WITHUM, SMITH & BROWN
Accountancy firm EIN2015-12-30222027092
2014 : EWINGCOLE PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-30$836,685
Total unrealized appreciation/depreciation of assets2014-12-30$836,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-30$0
Total income from all sources (including contributions)2014-12-30$1,575,736
Total loss/gain on sale of assets2014-12-30$-22,286
Total of all expenses incurred2014-12-30$909,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-30$867,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-30$0
Value of total assets at end of year2014-12-30$21,971,919
Value of total assets at beginning of year2014-12-30$21,305,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-30$42,065
Total interest from all sources2014-12-30$175,179
Total dividends received (eg from common stock, registered investment company shares)2014-12-30$586,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-30$363,909
Administrative expenses professional fees incurred2014-12-30$14,916
Was this plan covered by a fidelity bond2014-12-30Yes
Value of fidelity bond cover2014-12-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-30$0
Were there any nonexempt tranactions with any party-in-interest2014-12-30No
Assets. Other investments not covered elsewhere at end of year2014-12-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-30$3,807,912
Total non interest bearing cash at end of year2014-12-30$8,260
Total non interest bearing cash at beginning of year2014-12-30$8,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-30No
Value of net income/loss2014-12-30$666,088
Value of net assets at end of year (total assets less liabilities)2014-12-30$21,971,919
Value of net assets at beginning of year (total assets less liabilities)2014-12-30$21,305,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-30No
Were any leases to which the plan was party in default or uncollectible2014-12-30No
Investment advisory and management fees2014-12-30$13,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-30$7,808,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-30$8,752,218
Interest earned on other investments2014-12-30$172,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-30$1,023,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-30$1,665,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-30$1,665,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-30$2,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-30$4,865,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-30$4,706,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-30No
Was there a failure to transmit to the plan any participant contributions2014-12-30No
Has the plan failed to provide any benefit when due under the plan2014-12-30No
Income. Dividends from common stock2014-12-30$222,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-30$867,583
Contract administrator fees2014-12-30$13,546
Assets. Corporate common stocks other than exployer securities at end of year2014-12-30$8,265,961
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-30$2,365,242
Did the plan have assets held for investment2014-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-30No
Aggregate proceeds on sale of assets2014-12-30$-22,286
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-30No
Opinion of an independent qualified public accountant for this plan2014-12-30Unqualified
Accountancy firm name2014-12-30WITHUM, SMITH & BROWN
Accountancy firm EIN2014-12-30222027092
2013 : EWINGCOLE PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-30$-2,472,232
Total unrealized appreciation/depreciation of assets2013-12-30$-2,472,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-30$0
Total income from all sources (including contributions)2013-12-30$2,090,510
Total loss/gain on sale of assets2013-12-30$3,854,452
Total of all expenses incurred2013-12-30$842,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-30$815,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-30$0
Value of total assets at end of year2013-12-30$21,305,831
Value of total assets at beginning of year2013-12-30$20,057,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-30$26,409
Total interest from all sources2013-12-30$290,477
Total dividends received (eg from common stock, registered investment company shares)2013-12-30$414,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-30$214,405
Administrative expenses professional fees incurred2013-12-30$13,199
Was this plan covered by a fidelity bond2013-12-30Yes
Value of fidelity bond cover2013-12-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-30$0
Were there any nonexempt tranactions with any party-in-interest2013-12-30No
Assets. Other investments not covered elsewhere at end of year2013-12-30$3,807,912
Assets. Other investments not covered elsewhere at beginning of year2013-12-30$1,182,260
Other income not declared elsewhere2013-12-30$3,500
Total non interest bearing cash at end of year2013-12-30$8,260
Total non interest bearing cash at beginning of year2013-12-30$20,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-30No
Value of net income/loss2013-12-30$1,248,211
Value of net assets at end of year (total assets less liabilities)2013-12-30$21,305,831
Value of net assets at beginning of year (total assets less liabilities)2013-12-30$20,057,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-30No
Were any leases to which the plan was party in default or uncollectible2013-12-30No
Assets. partnership/joint venture interests at end of year2013-12-30$0
Assets. partnership/joint venture interests at beginning of year2013-12-30$726,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-30$8,752,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-30$3,755,207
Interest earned on other investments2013-12-30$268,928
Income. Interest from corporate debt instruments2013-12-30$16,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-30$1,665,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-30$2,765,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-30$2,765,535
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-30$5,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-30$4,706,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-30$4,571,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-30No
Was there a failure to transmit to the plan any participant contributions2013-12-30No
Has the plan failed to provide any benefit when due under the plan2013-12-30No
Income. Dividends from common stock2013-12-30$199,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-30$815,890
Asset. Corporate debt instrument debt (other) at end of year2013-12-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-30$508,614
Contract administrator fees2013-12-30$13,210
Assets. Corporate common stocks other than exployer securities at end of year2013-12-30$2,365,242
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-30$6,527,840
Did the plan have assets held for investment2013-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-30No
Aggregate proceeds on sale of assets2013-12-30$3,854,452
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-30No
Opinion of an independent qualified public accountant for this plan2013-12-30Unqualified
Accountancy firm name2013-12-30WITHUM, SMITH & BROWN
Accountancy firm EIN2013-12-30222027092
2012 : EWINGCOLE PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-30$194,121
Total unrealized appreciation/depreciation of assets2012-12-30$194,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-30$0
Total income from all sources (including contributions)2012-12-30$1,614,439
Total loss/gain on sale of assets2012-12-30$730,088
Total of all expenses incurred2012-12-30$883,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-30$810,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-30$0
Value of total assets at end of year2012-12-30$20,057,620
Value of total assets at beginning of year2012-12-30$19,326,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-30$73,294
Total interest from all sources2012-12-30$370,911
Total dividends received (eg from common stock, registered investment company shares)2012-12-30$319,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-30$95,075
Administrative expenses professional fees incurred2012-12-30$12,138
Was this plan covered by a fidelity bond2012-12-30Yes
Value of fidelity bond cover2012-12-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-30$0
Were there any nonexempt tranactions with any party-in-interest2012-12-30No
Assets. Other investments not covered elsewhere at end of year2012-12-30$1,182,260
Assets. Other investments not covered elsewhere at beginning of year2012-12-30$398,160
Total non interest bearing cash at end of year2012-12-30$20,689
Total non interest bearing cash at beginning of year2012-12-30$20,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-30No
Value of net income/loss2012-12-30$730,729
Value of net assets at end of year (total assets less liabilities)2012-12-30$20,057,620
Value of net assets at beginning of year (total assets less liabilities)2012-12-30$19,326,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-30No
Were any leases to which the plan was party in default or uncollectible2012-12-30No
Assets. partnership/joint venture interests at end of year2012-12-30$726,320
Assets. partnership/joint venture interests at beginning of year2012-12-30$670,325
Investment advisory and management fees2012-12-30$48,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-30$3,755,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-30$950,849
Interest earned on other investments2012-12-30$256,618
Income. Interest from corporate debt instruments2012-12-30$101,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-30$2,765,535
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-30$3,233,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-30$3,233,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-30$12,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-30$4,571,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-30$4,399,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-30No
Was there a failure to transmit to the plan any participant contributions2012-12-30No
Has the plan failed to provide any benefit when due under the plan2012-12-30No
Employer contributions (assets) at beginning of year2012-12-30$0
Income. Dividends from common stock2012-12-30$224,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-30$810,416
Asset. Corporate debt instrument debt (other) at end of year2012-12-30$508,614
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-30$2,096,295
Contract administrator fees2012-12-30$12,945
Assets. Corporate common stocks other than exployer securities at end of year2012-12-30$6,527,840
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-30$7,557,208
Did the plan have assets held for investment2012-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-30No
Aggregate proceeds on sale of assets2012-12-30$730,088
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-30No
Opinion of an independent qualified public accountant for this plan2012-12-30Unqualified
Accountancy firm name2012-12-30WITHUM, SMITH & BROWN
Accountancy firm EIN2012-12-30222027092
2011 : EWINGCOLE PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-30$530,599
Total unrealized appreciation/depreciation of assets2011-12-30$530,599
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-30$0
Total income from all sources (including contributions)2011-12-30$1,173,874
Total loss/gain on sale of assets2011-12-30$58,224
Total of all expenses incurred2011-12-30$813,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-30$745,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-30$0
Value of total assets at end of year2011-12-30$19,326,891
Value of total assets at beginning of year2011-12-30$18,966,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-30$68,310
Total interest from all sources2011-12-30$347,159
Total dividends received (eg from common stock, registered investment company shares)2011-12-30$237,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-30$16,696
Was this plan covered by a fidelity bond2011-12-30Yes
Value of fidelity bond cover2011-12-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-30$0
Were there any nonexempt tranactions with any party-in-interest2011-12-30No
Assets. Other investments not covered elsewhere at end of year2011-12-30$398,160
Assets. Other investments not covered elsewhere at beginning of year2011-12-30$0
Administrative expenses (other) incurred2011-12-30$23,625
Total non interest bearing cash at end of year2011-12-30$20,684
Total non interest bearing cash at beginning of year2011-12-30$20,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-30No
Value of net income/loss2011-12-30$359,987
Value of net assets at end of year (total assets less liabilities)2011-12-30$19,326,891
Value of net assets at beginning of year (total assets less liabilities)2011-12-30$18,966,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-30No
Were any leases to which the plan was party in default or uncollectible2011-12-30No
Assets. partnership/joint venture interests at end of year2011-12-30$670,325
Assets. partnership/joint venture interests at beginning of year2011-12-30$133,050
Investment advisory and management fees2011-12-30$44,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-30$950,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-30$273,145
Interest earned on other investments2011-12-30$30,731
Income. Interest from US Government securities2011-12-30$181,752
Income. Interest from corporate debt instruments2011-12-30$116,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-30$3,233,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-30$3,915,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-30$3,915,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-30$18,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-30$4,399,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-30$4,230,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-30No
Was there a failure to transmit to the plan any participant contributions2011-12-30No
Has the plan failed to provide any benefit when due under the plan2011-12-30No
Employer contributions (assets) at end of year2011-12-30$0
Employer contributions (assets) at beginning of year2011-12-30$500,000
Income. Dividends from common stock2011-12-30$221,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-30$745,577
Asset. Corporate debt instrument debt (other) at end of year2011-12-30$2,096,295
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-30$2,319,636
Assets. Corporate common stocks other than exployer securities at end of year2011-12-30$7,557,208
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-30$7,574,292
Did the plan have assets held for investment2011-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-30No
Aggregate proceeds on sale of assets2011-12-30$58,224
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-30No
Opinion of an independent qualified public accountant for this plan2011-12-30Unqualified
Accountancy firm name2011-12-30WITHUM, SMITH & BROWN
Accountancy firm EIN2011-12-30222027092
2010 : EWINGCOLE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-30$0

Form 5500 Responses for EWINGCOLE PENSION PLAN

2016: EWINGCOLE PENSION PLAN 2016 form 5500 responses
2016-12-31Type of plan entitySingle employer plan
2016-12-31Submission has been amendedNo
2016-12-31This submission is the final filingYes
2016-12-31This return/report is a short plan year return/report (less than 12 months)Yes
2016-12-31Plan is a collectively bargained planNo
2016-12-31Plan funding arrangement – InsuranceYes
2016-12-31Plan funding arrangement – TrustYes
2016-12-31Plan benefit arrangement – InsuranceYes
2016-12-31Plan benefit arrangement - TrustYes
2015: EWINGCOLE PENSION PLAN 2015 form 5500 responses
2015-12-31Type of plan entitySingle employer plan
2015-12-31Submission has been amendedNo
2015-12-31This submission is the final filingNo
2015-12-31This return/report is a short plan year return/report (less than 12 months)No
2015-12-31Plan is a collectively bargained planNo
2015-12-31Plan funding arrangement – InsuranceYes
2015-12-31Plan funding arrangement – TrustYes
2015-12-31Plan benefit arrangement – InsuranceYes
2015-12-31Plan benefit arrangement - TrustYes
2014: EWINGCOLE PENSION PLAN 2014 form 5500 responses
2014-12-31Type of plan entitySingle employer plan
2014-12-31Submission has been amendedNo
2014-12-31This submission is the final filingNo
2014-12-31This return/report is a short plan year return/report (less than 12 months)No
2014-12-31Plan is a collectively bargained planNo
2014-12-31Plan funding arrangement – InsuranceYes
2014-12-31Plan funding arrangement – TrustYes
2014-12-31Plan benefit arrangement – InsuranceYes
2014-12-31Plan benefit arrangement - TrustYes
2013: EWINGCOLE PENSION PLAN 2013 form 5500 responses
2013-12-31Type of plan entitySingle employer plan
2013-12-31Submission has been amendedNo
2013-12-31This submission is the final filingNo
2013-12-31This return/report is a short plan year return/report (less than 12 months)No
2013-12-31Plan is a collectively bargained planNo
2013-12-31Plan funding arrangement – InsuranceYes
2013-12-31Plan funding arrangement – TrustYes
2013-12-31Plan benefit arrangement – InsuranceYes
2013-12-31Plan benefit arrangement - TrustYes
2012: EWINGCOLE PENSION PLAN 2012 form 5500 responses
2012-12-31Type of plan entitySingle employer plan
2012-12-31Submission has been amendedNo
2012-12-31This submission is the final filingNo
2012-12-31This return/report is a short plan year return/report (less than 12 months)No
2012-12-31Plan is a collectively bargained planNo
2012-12-31Plan funding arrangement – InsuranceYes
2012-12-31Plan funding arrangement – TrustYes
2012-12-31Plan benefit arrangement – InsuranceYes
2012-12-31Plan benefit arrangement - TrustYes
2011: EWINGCOLE PENSION PLAN 2011 form 5500 responses
2011-12-31Type of plan entitySingle employer plan
2011-12-31Submission has been amendedNo
2011-12-31This submission is the final filingNo
2011-12-31This return/report is a short plan year return/report (less than 12 months)No
2011-12-31Plan is a collectively bargained planNo
2011-12-31Plan funding arrangement – InsuranceYes
2011-12-31Plan funding arrangement – TrustYes
2011-12-31Plan benefit arrangement – InsuranceYes
2011-12-31Plan benefit arrangement - TrustYes
2010: EWINGCOLE PENSION PLAN 2010 form 5500 responses
2010-12-31Type of plan entitySingle employer plan
2010-12-31Submission has been amendedNo
2010-12-31This submission is the final filingNo
2010-12-31This return/report is a short plan year return/report (less than 12 months)No
2010-12-31Plan is a collectively bargained planNo
2010-12-31Plan funding arrangement – InsuranceYes
2010-12-31Plan funding arrangement – TrustYes
2010-12-31Plan benefit arrangement – InsuranceYes
2010-12-31Plan benefit arrangement - TrustYes
2009: EWINGCOLE PENSION PLAN 2009 form 5500 responses
2009-12-31Type of plan entitySingle employer plan
2009-12-31Submission has been amendedNo
2009-12-31This submission is the final filingNo
2009-12-31This return/report is a short plan year return/report (less than 12 months)No
2009-12-31Plan is a collectively bargained planNo
2009-12-31Plan funding arrangement – InsuranceYes
2009-12-31Plan funding arrangement – TrustYes
2009-12-31Plan benefit arrangement – InsuranceYes
2009-12-31Plan benefit arrangement - TrustYes
2008: EWINGCOLE PENSION PLAN 2008 form 5500 responses
2008-12-31Type of plan entitySingle employer plan
2008-12-31Submission has been amendedNo
2008-12-31This submission is the final filingNo
2008-12-31This return/report is a short plan year return/report (less than 12 months)No
2008-12-31Plan is a collectively bargained planNo

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