Logo

WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameWESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN
Plan identification number 004

WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

OHIO FARMERS INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:OHIO FARMERS INSURANCE COMPANY
Employer identification number (EIN):340438190
NAIC Classification:524150

Additional information about OHIO FARMERS INSURANCE COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1848-02-08
Company Identification Number: 2985
Legal Registered Office Address: -
-
-
United States of America (USA)
-

More information about OHIO FARMERS INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042024-01-01JENNIFER PALMIERI
0042023-01-01
0042023-01-01JENNIFER PALMIERI
0042022-01-01
0042022-01-01JENNIFER PALMIERI
0042021-01-01
0042021-01-01JOSEPH KOHMANN
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01CHRISTOPHER M. PATERAKIS CHRISTOPHER M. PATERAKIS2018-08-07
0042016-01-01CHRISTOPHER M. PATERAKIS
0042015-01-01CHRISTOPHER PATERAKIS
0042014-01-01BAMBI A. BESHIRE BAMBI A. BESHIRE2015-07-31
0042013-01-01BAMBI A. BESHIRE BAMBI A. BESHIRE2014-07-23
0042012-01-01CHRISTOPHER M. PATERAKIS CHRISTOPHER M. PATERAKIS2013-09-03
0042011-01-01CHRISTOPHER M. PATERAKIS CHRISTOPHER M. PATERAKIS2012-08-01
0042010-01-01CHRISTOPHER M. PATERAKIS CHRISTOPHER M. PATERAKIS2011-07-28
0042009-01-01CHRISTOPHER PATERAKIS CHRISTOPHER PATERAKIS2010-08-17

Financial Data on WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN

Measure Date Value
2024 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 2024 401k financial data
Total unrealized appreciation/depreciation of assets2024-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total income from all sources (including contributions)2024-01-01$99,826,450
Total loss/gain on sale of assets2024-01-01$0
Total of all expenses incurred2024-01-01$45,956,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$45,331,630
Expenses. Certain deemed distributions of participant loans2024-01-01$260,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-01-01$39,457,727
Value of total assets at end of year2024-01-01$515,523,711
Value of total assets at beginning of year2024-01-01$461,654,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$364,977
Total interest from all sources2024-01-01$1,708,094
Total dividends received (eg from common stock, registered investment company shares)2024-01-01$18,081,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2024-01-01$18,081,214
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$3,000,000
If this is an individual account plan, was there a blackout period2024-01-01No
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Contributions received from participants2024-01-01$24,477,513
Participant contributions at end of year2024-01-01$5,357,393
Participant contributions at beginning of year2024-01-01$4,979,623
Participant contributions at end of year2024-01-01$0
Participant contributions at beginning of year2024-01-01$372,075
Income. Received or receivable in cash from other sources (including rollovers)2024-01-01$6,043,760
Other income not declared elsewhere2024-01-01$277,489
Administrative expenses (other) incurred2024-01-01$3,680
Total non interest bearing cash at end of year2024-01-01$165
Total non interest bearing cash at beginning of year2024-01-01$151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Value of net income/loss2024-01-01$53,869,639
Value of net assets at end of year (total assets less liabilities)2024-01-01$515,523,711
Value of net assets at beginning of year (total assets less liabilities)2024-01-01$461,654,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Investment advisory and management fees2024-01-01$82,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2024-01-01$484,766,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2024-01-01$430,694,885
Interest on participant loans2024-01-01$421,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2024-01-01$25,400,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2024-01-01$1,286,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2024-01-01$40,301,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01No
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Contributions received in cash from employer2024-01-01$8,936,454
Employer contributions (assets) at end of year2024-01-01$0
Employer contributions (assets) at beginning of year2024-01-01$140,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$45,331,630
Did the plan have assets held for investment2024-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01No
Opinion of an independent qualified public accountant for this plan2024-01-011
Accountancy firm name2024-01-01D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2024-01-01821844788
2023 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets from this plan2023-12-31$16,935,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$100,243,944
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$29,541,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$28,961,684
Expenses. Certain deemed distributions of participant loans2023-12-31$245,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$33,557,930
Value of total assets at end of year2023-12-31$461,654,072
Value of total assets at beginning of year2023-12-31$407,886,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$334,305
Total interest from all sources2023-12-31$1,410,521
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$15,261,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$15,261,692
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$22,417,515
Participant contributions at end of year2023-12-31$4,979,623
Participant contributions at beginning of year2023-12-31$4,497,323
Participant contributions at end of year2023-12-31$372,075
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,626,637
Other income not declared elsewhere2023-12-31$337,921
Administrative expenses (other) incurred2023-12-31$60,671
Total non interest bearing cash at end of year2023-12-31$151
Total non interest bearing cash at beginning of year2023-12-31$417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$70,702,705
Value of net assets at end of year (total assets less liabilities)2023-12-31$461,654,072
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$407,886,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$430,694,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$378,613,332
Interest on participant loans2023-12-31$253,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$25,467,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$24,775,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$24,775,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$1,157,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$49,675,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$7,513,778
Employer contributions (assets) at end of year2023-12-31$140,262
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$28,961,684
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2023-12-31821844788
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets from this plan2023-01-01$16,935,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$100,243,944
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$29,541,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$28,961,684
Expenses. Certain deemed distributions of participant loans2023-01-01$245,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$33,557,930
Value of total assets at end of year2023-01-01$461,654,072
Value of total assets at beginning of year2023-01-01$407,886,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$334,305
Total interest from all sources2023-01-01$1,410,521
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$15,261,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$15,261,692
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$2,500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$22,417,515
Participant contributions at end of year2023-01-01$4,979,623
Participant contributions at beginning of year2023-01-01$4,497,323
Participant contributions at end of year2023-01-01$372,075
Participant contributions at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$3,626,637
Other income not declared elsewhere2023-01-01$337,921
Administrative expenses (other) incurred2023-01-01$60,671
Total non interest bearing cash at end of year2023-01-01$151
Total non interest bearing cash at beginning of year2023-01-01$417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$70,702,705
Value of net assets at end of year (total assets less liabilities)2023-01-01$461,654,072
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$407,886,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$430,694,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$378,613,332
Interest on participant loans2023-01-01$253,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$25,467,076
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$1,157,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$49,675,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$7,513,778
Employer contributions (assets) at end of year2023-01-01$140,262
Employer contributions (assets) at beginning of year2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$28,961,684
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2023-01-01821844788
2022 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-48,338,393
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$28,582,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$28,209,645
Expenses. Certain deemed distributions of participant loans2022-12-31$246,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$33,451,519
Value of total assets at end of year2022-12-31$407,886,738
Value of total assets at beginning of year2022-12-31$484,808,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$126,523
Total interest from all sources2022-12-31$581,220
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$14,052,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$14,052,333
Administrative expenses professional fees incurred2022-12-31$16,300
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$21,895,974
Participant contributions at end of year2022-12-31$4,497,323
Participant contributions at beginning of year2022-12-31$4,497,685
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,313,989
Other income not declared elsewhere2022-12-31$151,085
Administrative expenses (other) incurred2022-12-31$36,340
Total non interest bearing cash at end of year2022-12-31$417
Total non interest bearing cash at beginning of year2022-12-31$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-76,921,308
Value of net assets at end of year (total assets less liabilities)2022-12-31$407,886,738
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$484,808,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$73,883
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$378,613,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$459,202,725
Interest on participant loans2022-12-31$216,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$24,775,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$21,107,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$21,107,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$365,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-96,574,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,241,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$28,209,645
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2022-12-31821844788
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-48,338,393
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$28,582,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$28,209,645
Expenses. Certain deemed distributions of participant loans2022-01-01$246,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$33,451,519
Value of total assets at end of year2022-01-01$407,886,738
Value of total assets at beginning of year2022-01-01$484,808,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$126,523
Total interest from all sources2022-01-01$581,220
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$14,052,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$14,052,333
Administrative expenses professional fees incurred2022-01-01$16,300
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$2,500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$21,895,974
Participant contributions at end of year2022-01-01$4,497,323
Participant contributions at beginning of year2022-01-01$4,497,685
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$4,313,989
Other income not declared elsewhere2022-01-01$151,085
Administrative expenses (other) incurred2022-01-01$36,340
Total non interest bearing cash at end of year2022-01-01$417
Total non interest bearing cash at beginning of year2022-01-01$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-76,921,308
Value of net assets at end of year (total assets less liabilities)2022-01-01$407,886,738
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$484,808,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$73,883
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$378,613,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$459,202,725
Interest on participant loans2022-01-01$216,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$24,775,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$365,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-96,574,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$7,241,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$28,209,645
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2022-01-01821844788
2021 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$93,795,157
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$26,540,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$26,146,704
Expenses. Certain deemed distributions of participant loans2021-12-31$280,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$30,509,899
Value of total assets at end of year2021-12-31$484,808,046
Value of total assets at beginning of year2021-12-31$417,552,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$113,138
Total interest from all sources2021-12-31$241,194
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$25,979,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$25,979,910
Administrative expenses professional fees incurred2021-12-31$15,200
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$19,543,348
Participant contributions at end of year2021-12-31$4,497,685
Participant contributions at beginning of year2021-12-31$4,876,373
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,553,214
Other income not declared elsewhere2021-12-31$115,661
Administrative expenses (other) incurred2021-12-31$26,077
Total non interest bearing cash at end of year2021-12-31$16
Total non interest bearing cash at beginning of year2021-12-31$17
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$67,255,102
Value of net assets at end of year (total assets less liabilities)2021-12-31$484,808,046
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$417,552,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$71,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$459,202,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$389,957,377
Interest on participant loans2021-12-31$241,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$21,107,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$22,719,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$22,719,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$36,948,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,413,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$26,146,704
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2021-12-31821844788
2020 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$76,426,404
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$23,863,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$23,711,337
Expenses. Certain deemed distributions of participant loans2020-12-31$40,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$25,907,905
Value of total assets at end of year2020-12-31$417,552,944
Value of total assets at beginning of year2020-12-31$364,990,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$112,417
Total interest from all sources2020-12-31$347,918
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,239,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$10,239,248
Administrative expenses professional fees incurred2020-12-31$102,802
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$18,551,239
Participant contributions at end of year2020-12-31$4,876,373
Participant contributions at beginning of year2020-12-31$5,446,116
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,114,277
Other income not declared elsewhere2020-12-31$111,406
Administrative expenses (other) incurred2020-12-31$9,615
Total non interest bearing cash at end of year2020-12-31$17
Total non interest bearing cash at beginning of year2020-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$52,562,650
Value of net assets at end of year (total assets less liabilities)2020-12-31$417,552,944
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$364,990,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$389,957,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$341,915,265
Interest on participant loans2020-12-31$298,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$22,719,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$17,628,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$17,628,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$49,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$39,819,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,242,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$23,711,337
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2020-12-31821844788
2019 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$90,377,193
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$23,591,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,182,679
Expenses. Certain deemed distributions of participant loans2019-12-31$332,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,870,278
Value of total assets at end of year2019-12-31$364,990,294
Value of total assets at beginning of year2019-12-31$298,205,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,757
Total interest from all sources2019-12-31$628,467
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,863,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,863,572
Administrative expenses professional fees incurred2019-12-31$57,238
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$17,188,869
Participant contributions at end of year2019-12-31$5,446,116
Participant contributions at beginning of year2019-12-31$5,451,838
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,648,569
Other income not declared elsewhere2019-12-31$94,536
Administrative expenses (other) incurred2019-12-31$19,519
Total non interest bearing cash at end of year2019-12-31$15
Total non interest bearing cash at beginning of year2019-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$66,785,201
Value of net assets at end of year (total assets less liabilities)2019-12-31$364,990,294
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$298,205,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$341,915,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$276,246,613
Interest on participant loans2019-12-31$304,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$17,628,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$16,506,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$16,506,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$324,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$53,920,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,032,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,182,679
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2019-12-31821844788
2018 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,896,726
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$19,439,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,041,249
Expenses. Certain deemed distributions of participant loans2018-12-31$294,811
Value of total corrective distributions2018-12-31$2,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$24,081,553
Value of total assets at end of year2018-12-31$298,205,093
Value of total assets at beginning of year2018-12-31$311,748,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$101,327
Total interest from all sources2018-12-31$492,646
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,192,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$13,192,826
Administrative expenses professional fees incurred2018-12-31$77,219
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$16,320,356
Participant contributions at end of year2018-12-31$5,451,838
Participant contributions at beginning of year2018-12-31$5,218,496
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,746,258
Other income not declared elsewhere2018-12-31$64,667
Administrative expenses (other) incurred2018-12-31$24,108
Total non interest bearing cash at end of year2018-12-31$13
Total non interest bearing cash at beginning of year2018-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,543,245
Value of net assets at end of year (total assets less liabilities)2018-12-31$298,205,093
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$311,748,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$276,246,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$290,725,736
Interest on participant loans2018-12-31$264,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$16,506,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$15,804,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$15,804,099
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$228,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-31,934,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,014,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,041,249
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2018-12-31821844788
2017 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$69,324,777
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,414,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,302,630
Expenses. Certain deemed distributions of participant loans2017-12-31$66,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$23,103,310
Value of total assets at end of year2017-12-31$311,748,338
Value of total assets at beginning of year2017-12-31$254,838,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,259
Total interest from all sources2017-12-31$279,575
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,877,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$11,877,750
Administrative expenses professional fees incurred2017-12-31$15,600
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$15,070,208
Participant contributions at end of year2017-12-31$5,218,496
Participant contributions at beginning of year2017-12-31$4,423,895
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,191,866
Other income not declared elsewhere2017-12-31$46,864
Administrative expenses (other) incurred2017-12-31$29,659
Total non interest bearing cash at end of year2017-12-31$7
Total non interest bearing cash at beginning of year2017-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$56,909,974
Value of net assets at end of year (total assets less liabilities)2017-12-31$311,748,338
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$254,838,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$290,725,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$235,127,958
Interest on participant loans2017-12-31$202,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$15,804,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$15,286,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$15,286,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$77,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$34,017,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,841,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,302,630
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$39,430,366
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,585,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,394,987
Expenses. Certain deemed distributions of participant loans2016-12-31$157,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,356,627
Value of total assets at end of year2016-12-31$254,838,364
Value of total assets at beginning of year2016-12-31$229,993,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,617
Total interest from all sources2016-12-31$185,667
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,999,337
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$6,999,337
Administrative expenses professional fees incurred2016-12-31$15,370
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$13,346,159
Participant contributions at end of year2016-12-31$4,423,895
Participant contributions at beginning of year2016-12-31$4,378,077
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,600,400
Other income not declared elsewhere2016-12-31$28,212
Administrative expenses (other) incurred2016-12-31$17,247
Total non interest bearing cash at end of year2016-12-31$2
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$24,844,822
Value of net assets at end of year (total assets less liabilities)2016-12-31$254,838,364
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$229,993,542
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$235,127,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$212,098,948
Interest on participant loans2016-12-31$184,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$15,286,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$13,516,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$13,516,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,860,523
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$5,410,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,394,987
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$19,654,186
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$13,645,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,299,053
Expenses. Certain deemed distributions of participant loans2015-12-31$273,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,910,605
Value of total assets at end of year2015-12-31$229,993,542
Value of total assets at beginning of year2015-12-31$223,985,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$73,460
Total interest from all sources2015-12-31$177,999
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,896,661
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$9,896,661
Administrative expenses professional fees incurred2015-12-31$19,465
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$4,900,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$12,131,787
Participant contributions at end of year2015-12-31$4,378,077
Participant contributions at beginning of year2015-12-31$4,072,570
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,749,779
Other income not declared elsewhere2015-12-31$53,918
Administrative expenses (other) incurred2015-12-31$15,131
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$6,008,344
Value of net assets at end of year (total assets less liabilities)2015-12-31$229,993,542
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$223,985,198
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
Investment advisory and management fees2015-12-31$38,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$212,098,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$206,440,010
Interest on participant loans2015-12-31$176,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$13,516,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,472,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,472,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,384,997
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,029,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,299,053
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$30,258,042
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,948,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,833,710
Expenses. Certain deemed distributions of participant loans2014-12-31$450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,242,721
Value of total assets at end of year2014-12-31$223,985,198
Value of total assets at beginning of year2014-12-31$205,675,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$114,165
Total interest from all sources2014-12-31$160,378
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,114,027
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$9,114,027
Administrative expenses professional fees incurred2014-12-31$21,954
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,900,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$11,201,088
Participant contributions at end of year2014-12-31$4,072,570
Participant contributions at beginning of year2014-12-31$3,627,952
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,269,018
Other income not declared elsewhere2014-12-31$52,587
Administrative expenses (other) incurred2014-12-31$15,078
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$18,309,717
Value of net assets at end of year (total assets less liabilities)2014-12-31$223,985,198
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$205,675,481
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
Investment advisory and management fees2014-12-31$77,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$206,440,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$186,053,723
Interest on participant loans2014-12-31$159,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,472,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$15,993,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$15,993,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,688,329
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$4,772,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,833,710
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$50,802,328
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$13,809,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,544,315
Value of total corrective distributions2013-12-31$1,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,793,031
Value of total assets at end of year2013-12-31$205,675,481
Value of total assets at beginning of year2013-12-31$168,682,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$263,431
Total interest from all sources2013-12-31$157,988
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,054,881
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$5,054,881
Administrative expenses professional fees incurred2013-12-31$23,152
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$10,970,437
Participant contributions at end of year2013-12-31$3,627,952
Participant contributions at beginning of year2013-12-31$3,327,165
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$319,887
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,214,078
Other income not declared elsewhere2013-12-31$65,747
Administrative expenses (other) incurred2013-12-31$16,839
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$36,992,991
Value of net assets at end of year (total assets less liabilities)2013-12-31$205,675,481
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$168,682,490
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
Investment advisory and management fees2013-12-31$223,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$186,053,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$147,436,221
Interest on participant loans2013-12-31$157,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$15,993,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$17,433,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$17,433,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$28,730,681
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,608,516
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$165,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,544,315
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 name2013-12-31SS&G, INC.
Accountancy firm EIN2013-12-31341945695
2012 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$35,708,587
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,681,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,596,369
Value of total corrective distributions2012-12-31$720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,087,974
Value of total assets at end of year2012-12-31$168,682,490
Value of total assets at beginning of year2012-12-31$143,655,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$84,042
Total interest from all sources2012-12-31$142,031
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,250,019
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$4,250,019
Administrative expenses professional fees incurred2012-12-31$900
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$10,474,194
Participant contributions at end of year2012-12-31$3,327,165
Participant contributions at beginning of year2012-12-31$2,962,505
Participant contributions at end of year2012-12-31$319,887
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,154,231
Other income not declared elsewhere2012-12-31$69,139
Administrative expenses (other) incurred2012-12-31$9,800
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$25,027,456
Value of net assets at end of year (total assets less liabilities)2012-12-31$168,682,490
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$143,655,034
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
Investment advisory and management fees2012-12-31$73,342
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$147,436,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$125,490,876
Interest on participant loans2012-12-31$142,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$17,433,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$15,201,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$15,201,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,159,424
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,459,549
Employer contributions (assets) at end of year2012-12-31$165,344
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,596,369
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 name2012-12-31SS&G, INC.
Accountancy firm EIN2012-12-31341945695
2011 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$12,570,737
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,629,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,571,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,925,980
Value of total assets at end of year2011-12-31$143,655,034
Value of total assets at beginning of year2011-12-31$138,713,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$58,327
Total interest from all sources2011-12-31$147,244
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,408,941
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$2,408,941
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,000,000
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$10,001,341
Participant contributions at end of year2011-12-31$2,962,505
Participant contributions at beginning of year2011-12-31$2,445,938
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$665,527
Other income not declared elsewhere2011-12-31$102,081
Administrative expenses (other) incurred2011-12-31$58,327
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$4,941,206
Value of net assets at end of year (total assets less liabilities)2011-12-31$143,655,034
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$138,713,828
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$125,490,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$119,753,531
Interest on participant loans2011-12-31$147,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$15,201,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$16,514,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$16,514,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,013,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,259,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,571,204
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 name2011-12-31SS&G FINANCIAL SERVICES, INC.
Accountancy firm EIN2011-12-31341945695
2010 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$78,357
Total income from all sources (including contributions)2010-12-31$29,309,621
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,158,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,072,589
Expenses. Certain deemed distributions of participant loans2010-12-31$16,260
Value of total corrective distributions2010-12-31$137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,886,282
Value of total assets at end of year2010-12-31$138,713,828
Value of total assets at beginning of year2010-12-31$115,640,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$69,027
Total interest from all sources2010-12-31$140,677
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,089,885
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$2,089,885
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$9,573,366
Participant contributions at end of year2010-12-31$2,445,938
Participant contributions at beginning of year2010-12-31$1,923,884
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,105,323
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$10,524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$67,849
Other income not declared elsewhere2010-12-31$30,147
Administrative expenses (other) incurred2010-12-31$69,027
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$10,508
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$854,529
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$23,151,608
Value of net assets at end of year (total assets less liabilities)2010-12-31$138,713,828
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$115,562,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$119,753,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$99,444,671
Interest on participant loans2010-12-31$139,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$16,514,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$13,406,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$13,406,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,162,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,207,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,072,589
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31SS&G FINANCIAL SERVICES, INC.
Accountancy firm EIN2010-12-31341945695
2009 : WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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 WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN

2023: WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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: WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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: WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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: WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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: WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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: WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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: WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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: WESTFIELD EMPLOYEE RETIREMENT SAVINGS 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

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

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

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1