?>
Logo

WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameWELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

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

Company Name:WELESKI TRANSFER, INC.
Employer identification number (EIN):251215764
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01BRENDA STAMP
0012023-01-01
0012023-01-01BRENDA STAMP
0012023-01-01BRENDA STAMP
0012022-01-01
0012022-01-01BRENDA STAMP
0012021-01-01
0012021-01-01BRENDA STAMP
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRENDA STAMP
0012016-01-01GARY WELESKI GARY WELESKI2017-10-13
0012016-01-01 GARY WELESKI2017-10-13
0012015-01-01GARY WELESKI GARY WELESKI2016-10-14
0012014-01-01GARY WELESKI GARY WELESKI2015-10-08
0012013-01-01GARY L. WELESKI GARY L. WELESKI2014-09-26
0012012-01-01GARY L. WELESKI GARY L. WELESKI2013-10-10
0012011-01-01GARY L. WELESKI GARY L. WELESKI2012-10-08
0012010-01-01GARY L. WELESKI GARY L. WELESKI2011-06-28
0012009-01-01GARY L. WELESKI GARY L. WELESKI2010-10-12
0012009-01-01GARY L. WELESKI GARY L. WELESKI2010-10-12

Plan Statistics for WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2023: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01108
Total number of active participants reported on line 7a of the Form 55002023-01-01104
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0145
Total of all active and inactive participants2023-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01149
Number of participants with account balances2023-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-012
2022: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01117
Total number of active participants reported on line 7a of the Form 55002022-01-0196
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01108
Number of participants with account balances2022-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01167
Total number of active participants reported on line 7a of the Form 55002021-01-01105
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01117
Number of participants with account balances2021-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01120
Total number of active participants reported on line 7a of the Form 55002020-01-01155
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01167
Number of participants with account balances2020-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01105
Total number of active participants reported on line 7a of the Form 55002019-01-01107
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01120
Number of participants with account balances2019-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01121
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01105
Number of participants with account balances2018-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01161
Total number of active participants reported on line 7a of the Form 55002017-01-01115
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01121
Number of participants with account balances2017-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01146
Total number of active participants reported on line 7a of the Form 55002016-01-01148
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01161
Number of participants with account balances2016-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01131
Total number of active participants reported on line 7a of the Form 55002015-01-01117
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01127
Number of participants with account balances2015-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01137
Total number of active participants reported on line 7a of the Form 55002014-01-01127
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01138
Number of participants with account balances2014-01-0164
2013: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01136
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01129
Number of participants with account balances2013-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01116
Total number of active participants reported on line 7a of the Form 55002012-01-0192
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01103
Number of participants with account balances2012-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01115
Total number of active participants reported on line 7a of the Form 55002011-01-0193
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01103
Number of participants with account balances2011-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0193
Total number of active participants reported on line 7a of the Form 55002010-01-0197
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01113
Number of participants with account balances2010-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0195
Total number of active participants reported on line 7a of the Form 55002009-01-0189
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0195
Total participants2009-01-0195
Number of participants with account balances2009-01-0193

Financial Data on WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2023 : WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,308,637
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$729,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$701,148
Expenses. Certain deemed distributions of participant loans2023-12-31$1,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$297,980
Value of total assets at end of year2023-12-31$6,270,336
Value of total assets at beginning of year2023-12-31$5,691,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$27,408
Total interest from all sources2023-12-31$2,507
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$190,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$190,634
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$232,139
Participant contributions at end of year2023-12-31$35,666
Participant contributions at beginning of year2023-12-31$43,610
Participant contributions at end of year2023-12-31$1,567
Participant contributions at beginning of year2023-12-31$4,784
Assets. Other investments not covered elsewhere at end of year2023-12-31$4,417
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$5,857
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$30,566
Other income not declared elsewhere2023-12-31$223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$579,034
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,270,336
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,691,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$5,414,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,722,434
Interest on participant loans2023-12-31$2,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$813,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$911,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$817,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$35,275
Employer contributions (assets) at end of year2023-12-31$778
Employer contributions (assets) at beginning of year2023-12-31$3,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$701,148
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DELUZIO & COMPANY, LLP
Accountancy firm EIN2023-12-31453941203
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,308,637
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$729,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$701,148
Expenses. Certain deemed distributions of participant loans2023-01-01$1,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$297,980
Value of total assets at end of year2023-01-01$6,270,336
Value of total assets at beginning of year2023-01-01$5,691,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$27,408
Total interest from all sources2023-01-01$2,507
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$190,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$190,634
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$232,139
Participant contributions at end of year2023-01-01$35,666
Participant contributions at beginning of year2023-01-01$43,610
Participant contributions at end of year2023-01-01$1,567
Participant contributions at beginning of year2023-01-01$4,784
Assets. Other investments not covered elsewhere at end of year2023-01-01$4,417
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$5,857
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$30,566
Other income not declared elsewhere2023-01-01$223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$579,034
Value of net assets at end of year (total assets less liabilities)2023-01-01$6,270,336
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$5,691,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$5,414,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$4,722,434
Interest on participant loans2023-01-01$2,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$813,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$911,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$817,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$35,275
Employer contributions (assets) at end of year2023-01-01$778
Employer contributions (assets) at beginning of year2023-01-01$3,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$701,148
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01DELUZIO & COMPANY, LLP
Accountancy firm EIN2023-01-01453941203
2022 : WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-746,912
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$390,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$360,225
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$1,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$255,561
Value of total assets at end of year2022-12-31$5,691,302
Value of total assets at beginning of year2022-12-31$6,828,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,407
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$19,081
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$195,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$195,708
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$219,590
Participant contributions at end of year2022-12-31$43,610
Participant contributions at beginning of year2022-12-31$65,333
Participant contributions at end of year2022-12-31$4,784
Participant contributions at beginning of year2022-12-31$3,348
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,857
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$7,065
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$28,407
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,137,252
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,691,302
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,828,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,722,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,833,297
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$3,092
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$15,989
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$911,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$916,365
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,217,262
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$35,971
Employer contributions (assets) at end of year2022-12-31$3,423
Employer contributions (assets) at beginning of year2022-12-31$3,146
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$360,225
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELUZIO & COMPANY, LLP
Accountancy firm EIN2022-12-31453941203
Unrealized appreciation/depreciation of real estate assets2022-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$0
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$0
Total transfer of assets from this plan2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-746,912
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$390,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$360,225
Expenses. Certain deemed distributions of participant loans2022-01-01$0
Value of total corrective distributions2022-01-01$1,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$255,561
Value of total assets at end of year2022-01-01$5,691,302
Value of total assets at beginning of year2022-01-01$6,828,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$28,407
Total income from rents2022-01-01$0
Total interest from all sources2022-01-01$19,081
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$195,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$195,708
Assets. Real estate other than employer real property at end of year2022-01-01$0
Assets. Real estate other than employer real property at beginning of year2022-01-01$0
Administrative expenses professional fees incurred2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$219,590
Participant contributions at end of year2022-01-01$43,610
Participant contributions at beginning of year2022-01-01$65,333
Participant contributions at end of year2022-01-01$4,784
Participant contributions at beginning of year2022-01-01$3,348
Assets. Other investments not covered elsewhere at end of year2022-01-01$5,857
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$7,065
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$0
Assets. Loans (other than to participants) at end of year2022-01-01$0
Assets. Loans (other than to participants) at beginning of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Other income not declared elsewhere2022-01-01$0
Administrative expenses (other) incurred2022-01-01$28,407
Liabilities. Value of operating payables at end of year2022-01-01$0
Liabilities. Value of operating payables at beginning of year2022-01-01$0
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Income. Non cash contributions2022-01-01$0
Value of net income/loss2022-01-01$-1,137,252
Value of net assets at end of year (total assets less liabilities)2022-01-01$5,691,302
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$6,828,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$0
Assets. partnership/joint venture interests at beginning of year2022-01-01$0
Investment advisory and management fees2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$4,722,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$5,833,297
Value of interest in pooled separate accounts at end of year2022-01-01$0
Value of interest in pooled separate accounts at beginning of year2022-01-01$0
Interest on participant loans2022-01-01$3,092
Income. Interest from loans (other than to participants)2022-01-01$0
Interest earned on other investments2022-01-01$15,989
Income. Interest from US Government securities2022-01-01$0
Income. Interest from corporate debt instruments2022-01-01$0
Value of interest in master investment trust accounts at end of year2022-01-01$0
Value of interest in master investment trust accounts at beginning of year2022-01-01$0
Value of interest in common/collective trusts at end of year2022-01-01$0
Value of interest in common/collective trusts at beginning of year2022-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2022-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$911,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$916,365
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$0
Asset value of US Government securities at end of year2022-01-01$0
Asset value of US Government securities at beginning of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,217,262
Net investment gain/loss from pooled separate accounts2022-01-01$0
Net investment gain or loss from common/collective trusts2022-01-01$0
Net gain/loss from 103.12 investment entities2022-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$0
Assets. Invements in employer securities at beginning of year2022-01-01$0
Assets. Value of employer real property at end of year2022-01-01$0
Assets. Value of employer real property at beginning of year2022-01-01$0
Contributions received in cash from employer2022-01-01$35,971
Employer contributions (assets) at end of year2022-01-01$3,423
Employer contributions (assets) at beginning of year2022-01-01$3,146
Income. Dividends from preferred stock2022-01-01$0
Income. Dividends from common stock2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$360,225
Asset. Corporate debt instrument preferred debt at end of year2022-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-01$0
Contract administrator fees2022-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$0
Liabilities. Value of benefit claims payable at end of year2022-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-01-01$0
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$0
Aggregate carrying amount (costs) on sale of assets2022-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2022-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-01-01$0
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01DELUZIO & COMPANY, LLP
Accountancy firm EIN2022-01-01453941203
2021 : WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,273,102
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$491,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$462,156
Expenses. Certain deemed distributions of participant loans2021-12-31$909
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$242,551
Value of total assets at end of year2021-12-31$6,828,554
Value of total assets at beginning of year2021-12-31$6,047,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,552
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$20,281
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$316,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$316,542
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$208,618
Participant contributions at end of year2021-12-31$65,333
Participant contributions at beginning of year2021-12-31$92,619
Participant contributions at end of year2021-12-31$3,348
Participant contributions at beginning of year2021-12-31$2,122
Assets. Other investments not covered elsewhere at end of year2021-12-31$7,065
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$8,072
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$28,552
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$781,485
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,828,554
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,047,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,833,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,774,599
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$4,539
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$15,742
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$916,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,167,191
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$693,728
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$33,933
Employer contributions (assets) at end of year2021-12-31$3,146
Employer contributions (assets) at beginning of year2021-12-31$2,466
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$462,156
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELUZIO & COMPANY, LLP
Accountancy firm EIN2021-12-31453941203
2020 : WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,182,898
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$947,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$922,862
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$296,715
Value of total assets at end of year2020-12-31$6,047,069
Value of total assets at beginning of year2020-12-31$5,811,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,932
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$26,400
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$165,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$165,793
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$200,533
Participant contributions at end of year2020-12-31$92,619
Participant contributions at beginning of year2020-12-31$77,610
Participant contributions at end of year2020-12-31$2,122
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$8,072
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$8,903
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$64,177
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$24,932
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$235,104
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,047,069
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,811,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,774,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,530,701
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$5,882
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$20,518
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,167,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,194,751
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$693,990
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$32,005
Employer contributions (assets) at end of year2020-12-31$2,466
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$922,862
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DELUZIO & COMPANY, LLP
Accountancy firm EIN2020-12-31453941203
2019 : WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,217,653
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$554,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$525,476
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$3,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$202,897
Value of total assets at end of year2019-12-31$5,811,965
Value of total assets at beginning of year2019-12-31$5,148,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,334
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$34,367
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$154,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$154,069
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$165,361
Participant contributions at end of year2019-12-31$77,610
Participant contributions at beginning of year2019-12-31$89,445
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$8,903
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,583
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,520
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$25,334
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$663,416
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,811,965
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,148,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,530,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,615,213
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$3,897
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$30,470
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,194,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,434,308
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$826,320
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$27,016
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$525,476
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELUZIO & COMPANY, LLP
Accountancy firm EIN2019-12-31453941203
2018 : WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$29,998
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,010,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$974,116
Expenses. Certain deemed distributions of participant loans2018-12-31$2,029
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$186,127
Value of total assets at end of year2018-12-31$5,148,549
Value of total assets at beginning of year2018-12-31$6,128,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$33,963
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$37,821
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$165,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$165,912
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$161,711
Participant contributions at end of year2018-12-31$89,445
Participant contributions at beginning of year2018-12-31$100,646
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$7,120
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,583
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$10,131
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$942
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$33,963
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-980,110
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,148,549
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,128,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,615,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,201,698
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$4,767
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$33,054
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,434,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,805,776
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-359,862
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$23,474
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$3,288
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$974,116
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELUZIO & COMPANY, LLP
Accountancy firm EIN2018-12-31453941203
2017 : WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$987,109
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$580,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$563,450
Expenses. Certain deemed distributions of participant loans2017-12-31$1,104
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$183,284
Value of total assets at end of year2017-12-31$6,128,659
Value of total assets at beginning of year2017-12-31$5,721,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,512
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$63,692
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$125,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$125,302
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$158,670
Participant contributions at end of year2017-12-31$100,646
Participant contributions at beginning of year2017-12-31$80,795
Participant contributions at end of year2017-12-31$7,120
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$10,131
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$10,563
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$1,641
Administrative expenses (other) incurred2017-12-31$15,512
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$407,043
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,128,659
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,721,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,201,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,063,655
Interest on participant loans2017-12-31$4,650
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$59,042
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,805,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,566,603
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$397,431
Net investment gain/loss from pooled separate accounts2017-12-31$215,759
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$24,614
Employer contributions (assets) at end of year2017-12-31$3,288
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$563,450
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELUZIO & COMPANY, LLP
Accountancy firm EIN2017-12-31453941203
2016 : WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$639,376
Total of all expenses incurred2016-12-31$7,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$208,137
Value of total assets at end of year2016-12-31$5,721,616
Value of total assets at beginning of year2016-12-31$5,089,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,302
Total interest from all sources2016-12-31$4,320
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$42,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$42,097
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$163,664
Participant contributions at end of year2016-12-31$80,795
Participant contributions at beginning of year2016-12-31$65,572
Assets. Other investments not covered elsewhere at end of year2016-12-31$10,563
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$10,889
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$20,556
Administrative expenses (other) incurred2016-12-31$1,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$631,774
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,721,616
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,089,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,063,655
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,672,164
Interest on participant loans2016-12-31$3,844
Interest earned on other investments2016-12-31$476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,566,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,341,217
Net investment gain/loss from pooled separate accounts2016-12-31$384,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$23,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELUZIO & COMPANY, LLP
Accountancy firm EIN2016-12-31453941203
2015 : WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$178,576
Total of all expenses incurred2015-12-31$527,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$523,288
Expenses. Certain deemed distributions of participant loans2015-12-31$2,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$166,025
Value of total assets at end of year2015-12-31$5,089,842
Value of total assets at beginning of year2015-12-31$5,438,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,522
Total interest from all sources2015-12-31$3,460
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$37,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$37,798
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$144,521
Participant contributions at end of year2015-12-31$65,572
Participant contributions at beginning of year2015-12-31$40,252
Assets. Other investments not covered elsewhere at end of year2015-12-31$10,889
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$11,143
Administrative expenses (other) incurred2015-12-31$1,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-349,053
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,089,842
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,438,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,672,164
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,977,300
Interest on participant loans2015-12-31$2,992
Interest earned on other investments2015-12-31$468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,341,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,410,200
Net investment gain/loss from pooled separate accounts2015-12-31$-28,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$21,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$523,288
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELUZIO & COMPANY, LLP
Accountancy firm EIN2015-12-31453941203
2014 : WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$535,771
Total of all expenses incurred2014-12-31$250,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$241,156
Expenses. Certain deemed distributions of participant loans2014-12-31$8,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$169,358
Value of total assets at end of year2014-12-31$5,438,895
Value of total assets at beginning of year2014-12-31$5,153,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,186
Total interest from all sources2014-12-31$2,938
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$37,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$37,038
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$150,917
Participant contributions at end of year2014-12-31$40,252
Participant contributions at beginning of year2014-12-31$58,689
Assets. Other investments not covered elsewhere at end of year2014-12-31$11,143
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$22,381
Administrative expenses (other) incurred2014-12-31$1,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$285,429
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,438,895
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,153,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,977,300
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,828,474
Interest on participant loans2014-12-31$2,449
Interest earned on other investments2014-12-31$489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,410,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,243,922
Net investment gain/loss from pooled separate accounts2014-12-31$326,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$18,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$241,156
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELUZIO & COMPANY, LLP
Accountancy firm EIN2014-12-31453941203
2013 : WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$945,476
Total of all expenses incurred2013-12-31$298,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$295,597
Expenses. Certain deemed distributions of participant loans2013-12-31$1,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$176,721
Value of total assets at end of year2013-12-31$5,153,466
Value of total assets at beginning of year2013-12-31$4,506,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,487
Total interest from all sources2013-12-31$3,061
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$38,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$38,127
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$156,770
Participant contributions at end of year2013-12-31$58,689
Participant contributions at beginning of year2013-12-31$37,189
Assets. Other investments not covered elsewhere at end of year2013-12-31$22,381
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$22,479
Administrative expenses (other) incurred2013-12-31$1,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$646,577
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,153,466
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,506,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,828,474
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,044,380
Interest on participant loans2013-12-31$2,319
Interest earned on other investments2013-12-31$742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,243,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,402,841
Net investment gain/loss from pooled separate accounts2013-12-31$727,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$19,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$295,597
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELUZIO & COMPANY, LLP
Accountancy firm EIN2013-12-31453941203
2012 : WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$716,502
Total of all expenses incurred2012-12-31$392,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$391,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$191,203
Value of total assets at end of year2012-12-31$4,506,889
Value of total assets at beginning of year2012-12-31$4,183,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,484
Total interest from all sources2012-12-31$3,124
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$33,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$33,153
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$163,230
Participant contributions at end of year2012-12-31$37,189
Participant contributions at beginning of year2012-12-31$41,224
Assets. Other investments not covered elsewhere at end of year2012-12-31$22,479
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$22,621
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,465
Administrative expenses (other) incurred2012-12-31$1,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$323,565
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,506,889
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,183,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,044,380
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,913,045
Interest on participant loans2012-12-31$2,133
Interest earned on other investments2012-12-31$991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,402,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,206,434
Net investment gain/loss from pooled separate accounts2012-12-31$489,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$21,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$391,453
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELUZIO & COMPANY, LLP
Accountancy firm EIN2012-12-31453941203
2011 : WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$241,250
Total of all expenses incurred2011-12-31$206,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$205,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$196,780
Value of total assets at end of year2011-12-31$4,183,324
Value of total assets at beginning of year2011-12-31$4,148,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,332
Total interest from all sources2011-12-31$3,352
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$30,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$30,473
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$173,907
Participant contributions at end of year2011-12-31$41,224
Participant contributions at beginning of year2011-12-31$63,715
Assets. Other investments not covered elsewhere at end of year2011-12-31$22,621
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$22,658
Administrative expenses (other) incurred2011-12-31$1,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$34,596
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,183,324
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,148,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,913,045
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,180,438
Interest on participant loans2011-12-31$2,357
Interest earned on other investments2011-12-31$995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,206,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$881,917
Net investment gain/loss from pooled separate accounts2011-12-31$10,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$22,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$205,322
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELUZIO & COMPANY, LLP
Accountancy firm EIN2011-12-31453941203
2010 : WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$597,019
Total of all expenses incurred2010-12-31$53,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$49,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$190,047
Value of total assets at end of year2010-12-31$4,148,728
Value of total assets at beginning of year2010-12-31$3,604,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,273
Total interest from all sources2010-12-31$4,064
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$27,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$27,023
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$167,809
Participant contributions at end of year2010-12-31$63,715
Participant contributions at beginning of year2010-12-31$91,363
Assets. Other investments not covered elsewhere at end of year2010-12-31$22,658
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$22,605
Administrative expenses (other) incurred2010-12-31$3,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$543,958
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,148,728
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,604,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,180,438
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,646,783
Interest on participant loans2010-12-31$4,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$881,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$844,019
Net investment gain/loss from pooled separate accounts2010-12-31$375,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$22,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$49,788
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MALIN, BERGQUIST & CO., LLP
Accountancy firm EIN2010-12-31251249913

Form 5500 Responses for WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN

2023: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WELESKI TRANSFER, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894840087
Policy instance 2
Insurance contract or identification number894840087
Number of Individuals Covered24
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number1OLO765940
Policy instance 1
Insurance contract or identification number1OLO765940
Number of Individuals Covered1
Insurance policy start date2022-12-28
Insurance policy end date2023-12-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,634
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number1OLO765940
Policy instance 2
Insurance contract or identification number1OLO765940
Number of Individuals Covered1
Insurance policy start date2021-12-28
Insurance policy end date2022-12-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Welfare Benefit Premiums Paid to CarrierUSD $1,460
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894840-087
Policy instance 1
Insurance contract or identification number894840-087
Number of Individuals Covered20
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number1OLO765940
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894840-087
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894840-087
Policy instance 1
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number1OLO765940
Policy instance 2
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number1OLO765940
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894840-087
Policy instance 1
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number1OLO765940
Policy instance 3
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract numberIOPO240860
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894840-087
Policy instance 1
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract numberIOPO240860
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894840-087
Policy instance 1
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract numberIOPO240860
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX209
Policy instance 2
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract numberIOPO240860
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX209
Policy instance 2
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract numberIOPO240860
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX209
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX209
Policy instance 2
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract numberIOPO240860
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX209
Policy instance 2
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract numberIOPO240860
Policy instance 1
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract numberIOPO240860
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX209
Policy instance 2

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3