401k Plan data: WILLOWTREE VENTURES, INC. 401(K) PLAN plan

WILLOWTREE VENTURES, INC. 401(K) PLAN 401k Plan overview

Plan Name	WILLOWTREE VENTURES, INC. 401(K) PLAN
Plan identification number	001

WILLOWTREE VENTURES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: WILLOWTREE VENTURES, INC.

Employer identification number (EIN): 272189186

NAIC Classification: 721191
NAIC Description: Bed-and-Breakfast Inns

Additional information about WILLOWTREE VENTURES, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2010-03-22

Company Identification Number: 67451691

Legal Registered Office Address: 1313 CLAY ST

ASHLAND
United States of America (USA)
97520

More information about WILLOWTREE VENTURES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLOWTREE VENTURES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 DAN BURIAN DAN BURIAN 2018-09-29
001 2017-01-01
001 2016-01-01 DANIEL F. BURIAN DANIEL F. BURIAN 2017-10-09
001 2016-01-01 DANIEL F. BURIAN 2019-05-16
001 2015-01-01 DANIEL F. BURIAN DANIEL F. BURIAN 2016-08-23
001 2014-01-01 DANIEL F. BURIAN DANIEL F. BURIAN 2015-05-18
001 2013-01-01 DANIEL F. BURIAN DANIEL F. BURIAN 2015-05-18
001 2012-01-01 DAN BURIAN DAN BURIAN 2013-05-08
001 2011-01-01 DAN BURIAN DAN BURIAN 2012-05-01
001 2010-03-23 DAN BURIAN DAN BURIAN 2011-05-10

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	DAN BURIAN	DAN BURIAN	2018-09-29
001	2017-01-01
001	2016-01-01	DANIEL F. BURIAN	DANIEL F. BURIAN	2017-10-09
001	2016-01-01		DANIEL F. BURIAN	2019-05-16
001	2015-01-01	DANIEL F. BURIAN	DANIEL F. BURIAN	2016-08-23
001	2014-01-01	DANIEL F. BURIAN	DANIEL F. BURIAN	2015-05-18
001	2013-01-01	DANIEL F. BURIAN	DANIEL F. BURIAN	2015-05-18
001	2012-01-01	DAN BURIAN	DAN BURIAN	2013-05-08
001	2011-01-01	DAN BURIAN	DAN BURIAN	2012-05-01
001	2010-03-23	DAN BURIAN	DAN BURIAN	2011-05-10

Plan Statistics for WILLOWTREE VENTURES, INC. 401(K) PLAN

401k plan membership statisitcs for WILLOWTREE VENTURES, INC. 401(K) PLAN

Measure Date Value
2021: WILLOWTREE VENTURES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WILLOWTREE VENTURES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WILLOWTREE VENTURES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WILLOWTREE VENTURES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WILLOWTREE VENTURES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WILLOWTREE VENTURES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WILLOWTREE VENTURES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WILLOWTREE VENTURES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WILLOWTREE VENTURES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WILLOWTREE VENTURES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILLOWTREE VENTURES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WILLOWTREE VENTURES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-03-23 0
Total number of active participants reported on line 7a of the Form 5500 2010-03-23 1
Number of retired or separated participants receiving benefits 2010-03-23 0
Number of other retired or separated participants entitled to future benefits 2010-03-23 0
Total of all active and inactive participants 2010-03-23 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-03-23 0
Total participants 2010-03-23 1
Number of participants with account balances 2010-03-23 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-03-23 0

Measure	Date	Value
2021: WILLOWTREE VENTURES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WILLOWTREE VENTURES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WILLOWTREE VENTURES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WILLOWTREE VENTURES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WILLOWTREE VENTURES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WILLOWTREE VENTURES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WILLOWTREE VENTURES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WILLOWTREE VENTURES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WILLOWTREE VENTURES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WILLOWTREE VENTURES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILLOWTREE VENTURES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WILLOWTREE VENTURES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-03-23	0
Total number of active participants reported on line 7a of the Form 5500	2010-03-23	1
Number of retired or separated participants receiving benefits	2010-03-23	0
Number of other retired or separated participants entitled to future benefits	2010-03-23	0
Total of all active and inactive participants	2010-03-23	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-03-23	0
Total participants	2010-03-23	1
Number of participants with account balances	2010-03-23	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-03-23	0

Financial Data on WILLOWTREE VENTURES, INC. 401(K) PLAN

Measure	Date	Value
2021 : WILLOWTREE VENTURES, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$18,000
Expenses. Total of all expenses incurred	2021-12-31	$0
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$200,870
Total plan assets at beginning of year	2021-12-31	$182,870
Value of fidelity bond covering the plan	2021-12-31	$40,000
Total contributions received or receivable from participants	2021-12-31	$18,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$0
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$18,000
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$200,870
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$182,870
Assets. Value of employer securities	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : WILLOWTREE VENTURES, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$43,475
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$182,870
Total plan assets at beginning of year	2020-12-31	$139,395
Value of fidelity bond covering the plan	2020-12-31	$40,000
Total contributions received or receivable from participants	2020-12-31	$26,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$17,475
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$43,475
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$182,870
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$139,395
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : WILLOWTREE VENTURES, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$25,302
Expenses. Total of all expenses incurred	2019-12-31	$50
Total plan assets at end of year	2019-12-31	$139,395
Total plan assets at beginning of year	2019-12-31	$114,143
Value of fidelity bond covering the plan	2019-12-31	$40,000
Total contributions received or receivable from participants	2019-12-31	$22,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$50
Other income received	2019-12-31	$-742
Net income (gross income less expenses)	2019-12-31	$25,252
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$139,395
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$114,143
Total contributions received or receivable from employer(s)	2019-12-31	$4,044
2018 : WILLOWTREE VENTURES, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-5,750
Expenses. Total of all expenses incurred	2018-12-31	$50
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$108,305
Total plan assets at beginning of year	2018-12-31	$114,105
Value of fidelity bond covering the plan	2018-12-31	$40,000
Total contributions received or receivable from participants	2018-12-31	$24,500
Expenses. Other expenses not covered elsewhere	2018-12-31	$50
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-35,920
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-5,800
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$108,305
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$114,105
Total contributions received or receivable from employer(s)	2018-12-31	$5,670
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : WILLOWTREE VENTURES, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$29,483
Expenses. Total of all expenses incurred	2017-12-31	$50
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$108,482
Total plan assets at beginning of year	2017-12-31	$79,049
Value of fidelity bond covering the plan	2017-12-31	$40,000
Total contributions received or receivable from participants	2017-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$50
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$-140
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$29,433
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$108,482
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$79,049
Total contributions received or receivable from employer(s)	2017-12-31	$5,623
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : WILLOWTREE VENTURES, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$-11,300
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$79,049
Total plan assets at beginning of year	2016-12-31	$90,349
Value of fidelity bond covering the plan	2016-12-31	$40,000
Total contributions received or receivable from participants	2016-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-39,903
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-11,300
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$79,049
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$90,349
Total contributions received or receivable from employer(s)	2016-12-31	$4,603
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : WILLOWTREE VENTURES, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$33,128
Expenses. Total of all expenses incurred	2015-12-31	$50
Total plan assets at end of year	2015-12-31	$90,349
Total plan assets at beginning of year	2015-12-31	$57,271
Value of fidelity bond covering the plan	2015-12-31	$40,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$50
Other income received	2015-12-31	$5,190
Net income (gross income less expenses)	2015-12-31	$33,078
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$90,349
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$57,271
Assets. Value of employer securities	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$3,938
2014 : WILLOWTREE VENTURES, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$-183,027
Expenses. Total of all expenses incurred	2014-12-31	$100
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$57,271
Total plan assets at beginning of year	2014-12-31	$240,398
Value of fidelity bond covering the plan	2014-12-31	$40,000
Total contributions received or receivable from participants	2014-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$100
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-210,638
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-183,127
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$57,271
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$240,398
Assets. Value of employer securities	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$4,611
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : WILLOWTREE VENTURES, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$-175,815
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$240,398
Total plan assets at beginning of year	2013-12-31	$416,213
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$25
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-204,095
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-175,815
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$240,398
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$416,213
Assets. Value of employer securities	2013-12-31	$212,033
Total contributions received or receivable from employer(s)	2013-12-31	$5,280
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : WILLOWTREE VENTURES, INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$151,183
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$416,213
Total plan assets at beginning of year	2012-12-31	$265,030
Value of fidelity bond covering the plan	2012-12-31	$40,000
Assets. Value of tangible personal property	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$0
Assets. Value of loans (other than to participants)	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$151,183
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$151,183
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$416,213
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$265,030
Assets. Value of participant loans	2012-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$0
Assets. Value of real-estate (other than employer real property)	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$416,213
Assets. Value of employer real property	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : WILLOWTREE VENTURES, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-18,358
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$265,030
Total plan assets at beginning of year	2011-12-31	$283,388
Value of fidelity bond covering the plan	2011-12-31	$40,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-18,358
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-18,358
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$265,030
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$283,388
Assets. Value of employer securities	2011-12-31	$265,030
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : WILLOWTREE VENTURES, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$283,388
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$283,388
Total plan assets at beginning of year	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$300,523
Other income received	2010-12-31	$-17,135
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$283,388
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$283,388
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$283,388
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for WILLOWTREE VENTURES, INC. 401(K) PLAN

2021: WILLOWTREE VENTURES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WILLOWTREE VENTURES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WILLOWTREE VENTURES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WILLOWTREE VENTURES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WILLOWTREE VENTURES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WILLOWTREE VENTURES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WILLOWTREE VENTURES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WILLOWTREE VENTURES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WILLOWTREE VENTURES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WILLOWTREE VENTURES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLOWTREE VENTURES, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WILLOWTREE VENTURES, INC. 401(K) PLAN 2010 form 5500 responses
2010-03-23	Type of plan entity	Single employer plan
2010-03-23	First time form 5500 has been submitted	Yes
2010-03-23	Submission has been amended	No
2010-03-23	This submission is the final filing	No
2010-03-23	This return/report is a short plan year return/report (less than 12 months)	Yes
2010-03-23	Plan is a collectively bargained plan	No
2010-03-23	Plan funding arrangement – Trust	Yes
2010-03-23	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLOWTREE VENTURES, INC.
Employer identification number (EIN):	272189186
NAIC Classification:	721191
NAIC Description:	Bed-and-Breakfast Inns

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2010-03-22
Company Identification Number:	67451691
Legal Registered Office Address:	1313 CLAY ST ASHLAND United States of America (USA) 97520