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WROR 401(K) PLAN 401k Plan overview

Plan NameWROR 401(K) PLAN
Plan identification number 001

WROR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

WENDYS RESTAURANTS OF ROCHESTER INC has sponsored the creation of one or more 401k plans.

Company Name:WENDYS RESTAURANTS OF ROCHESTER INC
Employer identification number (EIN):310869757
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WROR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01ROBERT COTTIER
0012016-01-01ELIZABETH GATES
0012015-01-01ROBERT COTTIER ROBERT COTTIER2016-10-15
0012014-01-01ROBERT COTTIER
0012013-01-01ROBERT COTTIER
0012012-01-01ROBERT COTTIER
0012011-01-01ROBERT COTTIER ROBERT COTTIER2012-10-04
0012010-01-01ROBERT COTTIER ROBERT COTTIER2011-10-10
0012009-01-01ROBERT COTTIER ROBERT COTTIER2010-10-11

Plan Statistics for WROR 401(K) PLAN

401k plan membership statisitcs for WROR 401(K) PLAN

Measure Date Value
2016: WROR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,421
Total number of active participants reported on line 7a of the Form 55002016-01-01237
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01100
Total of all active and inactive participants2016-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01337
Number of participants with account balances2016-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: WROR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,472
Total number of active participants reported on line 7a of the Form 55002015-01-011,282
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0160
Total of all active and inactive participants2015-01-011,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,342
Number of participants with account balances2015-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: WROR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,475
Total number of active participants reported on line 7a of the Form 55002014-01-011,364
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-011,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,410
Number of participants with account balances2014-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: WROR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,474
Total number of active participants reported on line 7a of the Form 55002013-01-011,347
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-011,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,407
Number of participants with account balances2013-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: WROR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,425
Total number of active participants reported on line 7a of the Form 55002012-01-011,348
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0142
Total of all active and inactive participants2012-01-011,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,390
Number of participants with account balances2012-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: WROR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,391
Total number of active participants reported on line 7a of the Form 55002011-01-011,292
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-011,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,338
Number of participants with account balances2011-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: WROR 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,360
Total number of active participants reported on line 7a of the Form 55002010-01-011,269
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0148
Total of all active and inactive participants2010-01-011,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,317
Number of participants with account balances2010-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: WROR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,227
Total number of active participants reported on line 7a of the Form 55002009-01-011,229
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-011,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,264
Number of participants with account balances2009-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on WROR 401(K) PLAN

Measure Date Value
2016 : WROR 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$34,823
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$58,452
Total income from all sources (including contributions)2016-12-31$1,156,602
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,672,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,502,889
Expenses. Certain deemed distributions of participant loans2016-12-31$62,347
Value of total corrective distributions2016-12-31$34,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$601,173
Value of total assets at end of year2016-12-31$6,343,274
Value of total assets at beginning of year2016-12-31$12,883,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,743
Total interest from all sources2016-12-31$4,868
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$146,951
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$146,951
Administrative expenses professional fees incurred2016-12-31$8,400
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$458,210
Participant contributions at end of year2016-12-31$38,857
Participant contributions at beginning of year2016-12-31$260,850
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,892
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$34,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$58,452
Administrative expenses (other) incurred2016-12-31$64,343
Total non interest bearing cash at end of year2016-12-31$6,226
Total non interest bearing cash at beginning of year2016-12-31$15,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-6,516,200
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,308,451
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,824,651
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$5,644,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,454,033
Interest on participant loans2016-12-31$4,868
Value of interest in common/collective trusts at end of year2016-12-31$653,322
Value of interest in common/collective trusts at beginning of year2016-12-31$1,150,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$394,410
Net investment gain or loss from common/collective trusts2016-12-31$9,200
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$141,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,502,889
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 name2016-12-31DEJOY, KNAUF & BLOOD, LLP
Accountancy firm EIN2016-12-31161375790
2015 : WROR 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$58,452
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$65,769
Total income from all sources (including contributions)2015-12-31$1,253,180
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$751,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$583,987
Value of total corrective distributions2015-12-31$58,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$955,738
Value of total assets at end of year2015-12-31$12,883,103
Value of total assets at beginning of year2015-12-31$12,388,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$108,923
Total interest from all sources2015-12-31$10,810
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$534,971
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$534,971
Administrative expenses professional fees incurred2015-12-31$8,400
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 period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$725,590
Participant contributions at end of year2015-12-31$260,850
Participant contributions at beginning of year2015-12-31$247,489
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,090
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$58,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$65,769
Administrative expenses (other) incurred2015-12-31$100,523
Total non interest bearing cash at end of year2015-12-31$15,265
Total non interest bearing cash at beginning of year2015-12-31$22,437
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$501,819
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,824,651
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,322,832
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$11,454,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,015,356
Interest on participant loans2015-12-31$10,810
Value of interest in common/collective trusts at end of year2015-12-31$1,150,865
Value of interest in common/collective trusts at beginning of year2015-12-31$1,100,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-255,320
Net investment gain or loss from common/collective trusts2015-12-31$6,981
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$230,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$583,987
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31DEJOY KNAUF & BLOOD, LLP
Accountancy firm EIN2015-12-31161375790
2014 : WROR 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$65,769
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$77,812
Total income from all sources (including contributions)2014-12-31$1,681,423
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$914,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$736,158
Value of total corrective distributions2014-12-31$65,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$963,990
Value of total assets at end of year2014-12-31$12,388,601
Value of total assets at beginning of year2014-12-31$11,634,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$113,016
Total interest from all sources2014-12-31$9,302
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$562,717
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$562,717
Administrative expenses professional fees incurred2014-12-31$8,300
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 period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$732,561
Participant contributions at end of year2014-12-31$247,489
Participant contributions at beginning of year2014-12-31$193,092
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,408
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$65,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$77,812
Administrative expenses (other) incurred2014-12-31$104,716
Total non interest bearing cash at end of year2014-12-31$22,437
Total non interest bearing cash at beginning of year2014-12-31$20,304
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$766,480
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,322,832
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,556,352
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$11,015,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,285,144
Interest on participant loans2014-12-31$9,302
Value of interest in common/collective trusts at end of year2014-12-31$1,100,637
Value of interest in common/collective trusts at beginning of year2014-12-31$1,133,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$145,122
Net investment gain or loss from common/collective trusts2014-12-31$292
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$225,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$736,158
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31DEJOY KNAUF & BLOOD, LLP
Accountancy firm EIN2014-12-31161375790
2013 : WROR 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$77,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$61,190
Total income from all sources (including contributions)2013-12-31$2,899,963
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$859,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$660,674
Expenses. Certain deemed distributions of participant loans2013-12-31$25,617
Value of total corrective distributions2013-12-31$77,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$873,091
Value of total assets at end of year2013-12-31$11,634,164
Value of total assets at beginning of year2013-12-31$9,576,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$95,221
Total interest from all sources2013-12-31$9,143
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$411,161
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$411,161
Administrative expenses professional fees incurred2013-12-31$8,200
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 period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$659,494
Participant contributions at end of year2013-12-31$193,092
Participant contributions at beginning of year2013-12-31$249,658
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$90,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$77,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$61,190
Administrative expenses (other) incurred2013-12-31$87,021
Total non interest bearing cash at end of year2013-12-31$20,304
Total non interest bearing cash at beginning of year2013-12-31$16,037
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$2,040,639
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,556,352
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,515,713
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$10,285,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,936,191
Interest on participant loans2013-12-31$9,143
Value of interest in common/collective trusts at end of year2013-12-31$1,133,714
Value of interest in common/collective trusts at beginning of year2013-12-31$1,284,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,625,545
Net investment gain or loss from common/collective trusts2013-12-31$-18,977
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$213,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$660,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31DEJOY KNAUF & BLOOD, LLP
Accountancy firm EIN2013-12-31161375790
2012 : WROR 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$61,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$38,325
Total income from all sources (including contributions)2012-12-31$1,914,048
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$527,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$363,451
Expenses. Certain deemed distributions of participant loans2012-12-31$20,277
Value of total corrective distributions2012-12-31$61,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$885,696
Value of total assets at end of year2012-12-31$9,576,903
Value of total assets at beginning of year2012-12-31$8,167,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$82,894
Total interest from all sources2012-12-31$9,312
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$261,607
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$261,607
Administrative expenses professional fees incurred2012-12-31$8,000
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$663,449
Participant contributions at end of year2012-12-31$249,658
Participant contributions at beginning of year2012-12-31$224,278
Participant contributions at beginning of year2012-12-31$10,465
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,105
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$90,575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$71,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$61,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$38,325
Administrative expenses (other) incurred2012-12-31$74,894
Total non interest bearing cash at end of year2012-12-31$16,037
Total non interest bearing cash at beginning of year2012-12-31$6,304
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$1,386,236
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,515,713
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,129,477
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$7,936,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,494,660
Interest on participant loans2012-12-31$9,312
Value of interest in common/collective trusts at end of year2012-12-31$1,284,442
Value of interest in common/collective trusts at beginning of year2012-12-31$1,356,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$764,054
Net investment gain or loss from common/collective trusts2012-12-31$-6,621
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$221,142
Employer contributions (assets) at beginning of year2012-12-31$3,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$363,451
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 name2012-12-31DEJOY, KNAUF & BLOOD, LLP
Accountancy firm EIN2012-12-31161375790
2011 : WROR 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$38,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$33,243
Total income from all sources (including contributions)2011-12-31$749,619
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$526,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$375,622
Expenses. Certain deemed distributions of participant loans2011-12-31$31,673
Value of total corrective distributions2011-12-31$38,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$842,343
Value of total assets at end of year2011-12-31$8,167,802
Value of total assets at beginning of year2011-12-31$7,939,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$80,813
Total interest from all sources2011-12-31$9,462
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$175,875
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$175,875
Administrative expenses professional fees incurred2011-12-31$8,449
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$620,309
Participant contributions at end of year2011-12-31$224,278
Participant contributions at beginning of year2011-12-31$239,152
Participant contributions at end of year2011-12-31$10,465
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,825
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$71,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$61,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$38,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$33,243
Administrative expenses (other) incurred2011-12-31$72,364
Total non interest bearing cash at end of year2011-12-31$6,304
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$222,816
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,129,477
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,906,661
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$6,494,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,466,396
Interest on participant loans2011-12-31$9,462
Value of interest in common/collective trusts at end of year2011-12-31$1,356,657
Value of interest in common/collective trusts at beginning of year2011-12-31$1,172,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-268,114
Net investment gain or loss from common/collective trusts2011-12-31$-9,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$210,209
Employer contributions (assets) at end of year2011-12-31$3,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$375,622
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 name2011-12-31DEJOY, KNAUF & BLOOD, LLP
Accountancy firm EIN2011-12-31161375790
2010 : WROR 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$33,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,981
Total income from all sources (including contributions)2010-12-31$1,554,917
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$294,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$165,569
Expenses. Certain deemed distributions of participant loans2010-12-31$19,041
Value of total corrective distributions2010-12-31$40,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$773,534
Value of total assets at end of year2010-12-31$7,939,904
Value of total assets at beginning of year2010-12-31$6,667,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$69,426
Total interest from all sources2010-12-31$9,985
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$202,581
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$202,581
Administrative expenses professional fees incurred2010-12-31$7,900
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$576,764
Participant contributions at end of year2010-12-31$239,152
Participant contributions at beginning of year2010-12-31$174,703
Participant contributions at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$61,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$33,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$21,981
Administrative expenses (other) incurred2010-12-31$24,297
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$27,556
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$1,260,853
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,906,661
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,645,808
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
Investment advisory and management fees2010-12-31$37,229
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,466,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,218,583
Income. Interest from loans (other than to participants)2010-12-31$9,985
Value of interest in common/collective trusts at end of year2010-12-31$1,172,521
Value of interest in common/collective trusts at beginning of year2010-12-31$1,243,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$562,995
Net investment gain or loss from common/collective trusts2010-12-31$5,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$196,770
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$165,569
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 name2010-12-31DEJOY, KNAUF & BLOOD, LLP
Accountancy firm EIN2010-12-31161375790
2009 : WROR 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WROR 401(K) PLAN

2016: WROR 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WROR 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WROR 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WROR 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WROR 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WROR 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WROR 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WROR 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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