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WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameWALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST
Plan identification number 003

WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

WALTER AND HAVERFIELD LLP has sponsored the creation of one or more 401k plans.

Company Name:WALTER AND HAVERFIELD LLP
Employer identification number (EIN):340602148
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01GARY ZWICK
0032016-01-01GARY ZWICK
0032015-01-01GARY ZWICK
0032014-01-01GARY ZWICK
0032013-01-01GARY ZWICK GARY ZWICK2014-10-10
0032012-01-01GARY ZWICK GARY ZWICK2013-10-10
0032011-01-01GARY ZWICK
0032009-01-01GARY A. ZWICK GARY A. ZWICK2010-10-01

Plan Statistics for WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST

Measure Date Value
2022: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01226
Total number of active participants reported on line 7a of the Form 55002022-01-01114
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01123
Total of all active and inactive participants2022-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01237
Number of participants with account balances2022-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01205
Total number of active participants reported on line 7a of the Form 55002021-01-01166
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0160
Total of all active and inactive participants2021-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01226
Number of participants with account balances2021-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01201
Total number of active participants reported on line 7a of the Form 55002020-01-01162
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0142
Total of all active and inactive participants2020-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01204
Number of participants with account balances2020-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01170
Total number of active participants reported on line 7a of the Form 55002019-01-01162
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01198
Number of participants with account balances2019-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01162
Total number of active participants reported on line 7a of the Form 55002018-01-01138
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01170
Number of participants with account balances2018-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01158
Total number of active participants reported on line 7a of the Form 55002017-01-01138
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01160
Number of participants with account balances2017-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01137
Total number of active participants reported on line 7a of the Form 55002016-01-01134
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01157
Number of participants with account balances2016-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01139
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01137
Number of participants with account balances2015-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01134
Total number of active participants reported on line 7a of the Form 55002014-01-01112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01139
Number of participants with account balances2014-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01128
Total number of active participants reported on line 7a of the Form 55002013-01-01108
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01133
Number of participants with account balances2013-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01121
Total number of active participants reported on line 7a of the Form 55002012-01-01104
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01127
Number of participants with account balances2012-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01121
Total number of active participants reported on line 7a of the Form 55002011-01-0194
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01121
Number of participants with account balances2011-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01129
Total number of active participants reported on line 7a of the Form 55002009-01-0195
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01129
Number of participants with account balances2009-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST

Measure Date Value
2022 : WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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$0
Total income from all sources (including contributions)2022-12-31$-3,221,026
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,275,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,122,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,089,804
Value of total assets at end of year2022-12-31$35,917,254
Value of total assets at beginning of year2022-12-31$43,413,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$153,175
Total interest from all sources2022-12-31$116,515
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,560,462
Participant contributions at end of year2022-12-31$287,067
Participant contributions at beginning of year2022-12-31$241,573
Participant contributions at end of year2022-12-31$221,636
Participant contributions at beginning of year2022-12-31$277,127
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,034,405
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,900,625
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$103,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$109,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,496,612
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,917,254
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,413,866
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$43,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,420,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,537,016
Interest on participant loans2022-12-31$11,505
Interest earned on other investments2022-12-31$105,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,530,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,074,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,427,345
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$1,426,340
Employer contributions (assets) at end of year2022-12-31$1,423,565
Employer contributions (assets) at beginning of year2022-12-31$1,382,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,122,411
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 name2022-12-31HOBE & LUCAS CPA'S INC.
Accountancy firm EIN2022-12-31311488076
2021 : WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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$8,416,050
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,657,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,510,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,204,552
Value of total assets at end of year2021-12-31$43,413,866
Value of total assets at beginning of year2021-12-31$36,655,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$147,350
Total interest from all sources2021-12-31$127,159
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$1,434,577
Participant contributions at end of year2021-12-31$241,573
Participant contributions at beginning of year2021-12-31$301,664
Participant contributions at end of year2021-12-31$277,127
Participant contributions at beginning of year2021-12-31$308,226
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,900,625
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,424,378
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$387,103
Administrative expenses (other) incurred2021-12-31$108,547
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$6,758,056
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,413,866
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,655,810
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$38,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$33,537,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,333,427
Interest on participant loans2021-12-31$15,268
Interest earned on other investments2021-12-31$111,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,074,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,933,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,084,339
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$1,382,872
Employer contributions (assets) at end of year2021-12-31$1,382,872
Employer contributions (assets) at beginning of year2021-12-31$1,354,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,510,644
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 name2021-12-31HOBE & LUCAS CPA'S INC.
Accountancy firm EIN2021-12-31311488076
2020 : WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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$8,188,596
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,856,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,739,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,660,889
Value of total assets at end of year2020-12-31$36,655,810
Value of total assets at beginning of year2020-12-31$32,323,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$117,378
Total interest from all sources2020-12-31$149,433
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$1,300,606
Participant contributions at end of year2020-12-31$301,664
Participant contributions at beginning of year2020-12-31$379,257
Participant contributions at end of year2020-12-31$308,226
Participant contributions at beginning of year2020-12-31$234,633
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,424,378
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,142,231
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,005,608
Administrative expenses (other) incurred2020-12-31$90,623
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$4,332,127
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,655,810
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$32,323,683
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
Investment advisory and management fees2020-12-31$26,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,333,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,710,031
Interest on participant loans2020-12-31$19,220
Interest earned on other investments2020-12-31$130,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,933,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,751,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,378,274
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$1,354,675
Employer contributions (assets) at end of year2020-12-31$1,354,675
Employer contributions (assets) at beginning of year2020-12-31$1,106,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,739,091
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2020-12-31341310124
2019 : WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$7,192,392
Total income from all sources (including contributions)2019-12-31$7,192,392
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,495,540
Total of all expenses incurred2019-12-31$1,495,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,449,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,449,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,361,689
Value of total assets at end of year2019-12-31$32,323,683
Value of total assets at end of year2019-12-31$32,323,683
Value of total assets at beginning of year2019-12-31$26,626,831
Value of total assets at beginning of year2019-12-31$26,626,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,906
Total interest from all sources2019-12-31$168,434
Total interest from all sources2019-12-31$168,434
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,059,572
Contributions received from participants2019-12-31$1,059,572
Participant contributions at end of year2019-12-31$379,257
Participant contributions at end of year2019-12-31$379,257
Participant contributions at beginning of year2019-12-31$390,287
Participant contributions at beginning of year2019-12-31$390,287
Participant contributions at end of year2019-12-31$234,633
Participant contributions at end of year2019-12-31$234,633
Participant contributions at beginning of year2019-12-31$208,957
Participant contributions at beginning of year2019-12-31$208,957
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,142,231
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,142,231
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$959,325
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$959,325
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$195,843
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$195,843
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
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$5,696,852
Value of net income/loss2019-12-31$5,696,852
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,323,683
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,323,683
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,626,831
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,626,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$45,906
Investment advisory and management fees2019-12-31$45,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,710,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,710,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,771,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,771,705
Interest on participant loans2019-12-31$21,530
Interest on participant loans2019-12-31$21,530
Interest earned on other investments2019-12-31$146,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,751,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,751,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,245,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,245,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,662,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,662,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,106,274
Contributions received in cash from employer2019-12-31$1,106,274
Employer contributions (assets) at end of year2019-12-31$1,106,274
Employer contributions (assets) at end of year2019-12-31$1,106,274
Employer contributions (assets) at beginning of year2019-12-31$1,050,675
Employer contributions (assets) at beginning of year2019-12-31$1,050,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,449,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,449,634
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REA & ASSOCIATES, INC.
Accountancy firm name2019-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2019-12-31341310124
Accountancy firm EIN2019-12-31341310124
2018 : WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2018 401k financial data
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$1,277,893
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,105,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,033,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,118,614
Value of total assets at end of year2018-12-31$26,626,831
Value of total assets at beginning of year2018-12-31$28,454,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$72,170
Total interest from all sources2018-12-31$148,357
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$941,334
Participant contributions at end of year2018-12-31$390,287
Participant contributions at beginning of year2018-12-31$378,285
Participant contributions at end of year2018-12-31$208,957
Participant contributions at beginning of year2018-12-31$161,526
Assets. Other investments not covered elsewhere at end of year2018-12-31$959,325
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,154,706
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$126,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,827,436
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,626,831
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,454,267
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
Investment advisory and management fees2018-12-31$72,170
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,771,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,628,684
Interest on participant loans2018-12-31$18,390
Interest earned on other investments2018-12-31$129,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,245,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,117,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-989,078
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$1,050,675
Employer contributions (assets) at end of year2018-12-31$1,050,675
Employer contributions (assets) at beginning of year2018-12-31$1,013,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,033,159
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 name2018-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2018-12-31341310124
2017 : WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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$5,928,829
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,805,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,767,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,309,475
Value of total assets at end of year2017-12-31$28,454,267
Value of total assets at beginning of year2017-12-31$25,330,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$37,383
Total interest from all sources2017-12-31$15,932
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$870,239
Participant contributions at end of year2017-12-31$378,285
Participant contributions at beginning of year2017-12-31$330,384
Participant contributions at end of year2017-12-31$161,526
Participant contributions at beginning of year2017-12-31$245,026
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,154,706
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,916,093
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$425,538
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$3,123,637
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,454,267
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,330,630
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
Investment advisory and management fees2017-12-31$37,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,628,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,459,419
Interest on participant loans2017-12-31$15,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,117,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,518,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,603,422
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$1,013,698
Employer contributions (assets) at end of year2017-12-31$1,013,698
Employer contributions (assets) at beginning of year2017-12-31$860,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,767,809
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 name2017-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2017-12-31341310124
2016 : WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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$3,505,893
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$524,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$493,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,917,909
Value of total assets at end of year2016-12-31$25,330,630
Value of total assets at beginning of year2016-12-31$22,348,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,437
Total interest from all sources2016-12-31$13,936
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$842,280
Participant contributions at end of year2016-12-31$330,384
Participant contributions at beginning of year2016-12-31$391,466
Participant contributions at end of year2016-12-31$245,026
Participant contributions at beginning of year2016-12-31$271,493
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,916,093
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,786,930
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$216,838
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$2,981,880
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,330,630
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,348,750
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
Investment advisory and management fees2016-12-31$30,437
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,459,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,507,900
Interest on participant loans2016-12-31$13,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,518,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,524,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,574,048
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$858,791
Employer contributions (assets) at end of year2016-12-31$860,882
Employer contributions (assets) at beginning of year2016-12-31$866,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$493,576
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 name2016-12-31WALTHALL, LLP
Accountancy firm EIN2016-12-31340644631
2015 : WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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$1,572,648
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$596,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$570,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,763,861
Value of total assets at end of year2015-12-31$22,348,750
Value of total assets at beginning of year2015-12-31$21,372,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,578
Total interest from all sources2015-12-31$16,518
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$842,193
Participant contributions at end of year2015-12-31$391,466
Participant contributions at beginning of year2015-12-31$383,931
Participant contributions at end of year2015-12-31$271,493
Participant contributions at beginning of year2015-12-31$207,138
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,786,930
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,836,091
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$47,830
Other income not declared elsewhere2015-12-31$26,387
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$976,616
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,348,750
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,372,134
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$25,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,507,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,740,357
Interest on participant loans2015-12-31$16,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,524,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,346,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-234,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$873,838
Employer contributions (assets) at end of year2015-12-31$866,111
Employer contributions (assets) at beginning of year2015-12-31$857,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$570,454
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 name2015-12-31WALTHALL, LLP
Accountancy firm EIN2015-12-31340644631
2014 : WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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$2,777,407
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$175,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$154,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,703,411
Value of total assets at end of year2014-12-31$21,372,134
Value of total assets at beginning of year2014-12-31$18,770,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,734
Total interest from all sources2014-12-31$15,310
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$769,731
Participant contributions at end of year2014-12-31$383,931
Participant contributions at beginning of year2014-12-31$322,481
Participant contributions at end of year2014-12-31$207,138
Participant contributions at beginning of year2014-12-31$123,894
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,836,091
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,771,656
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$50,544
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$2,601,529
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,372,134
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,770,605
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$21,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,740,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,604,844
Interest on participant loans2014-12-31$15,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,346,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,238,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,058,686
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$883,136
Employer contributions (assets) at end of year2014-12-31$857,891
Employer contributions (assets) at beginning of year2014-12-31$708,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$154,144
Contract administrator fees2014-12-31$0
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 name2014-12-31WALTHALL, LLP
Accountancy firm EIN2014-12-31340644631
2013 : WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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$3,878,367
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,072,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,056,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,494,286
Value of total assets at end of year2013-12-31$18,770,605
Value of total assets at beginning of year2013-12-31$15,965,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,738
Total interest from all sources2013-12-31$15,160
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$649,345
Participant contributions at end of year2013-12-31$322,481
Participant contributions at beginning of year2013-12-31$375,728
Participant contributions at end of year2013-12-31$123,894
Participant contributions at beginning of year2013-12-31$118,984
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,771,656
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,156,317
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$134,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,805,586
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,770,605
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,965,019
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$16,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,604,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,647,028
Interest on participant loans2013-12-31$15,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,238,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,066,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,368,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$709,952
Employer contributions (assets) at end of year2013-12-31$708,966
Employer contributions (assets) at beginning of year2013-12-31$600,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,056,043
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 name2013-12-31WALTHALL, LLP
Accountancy firm EIN2013-12-31340644631
2012 : WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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$3,015,113
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,763,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,727,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,333,816
Value of total assets at end of year2012-12-31$15,965,019
Value of total assets at beginning of year2012-12-31$16,713,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$35,622
Total interest from all sources2012-12-31$15,762
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$580,892
Participant contributions at end of year2012-12-31$375,728
Participant contributions at beginning of year2012-12-31$342,442
Participant contributions at end of year2012-12-31$118,984
Participant contributions at beginning of year2012-12-31$135,375
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,156,317
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,312,497
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$152,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-748,283
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,965,019
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,713,302
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$35,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,647,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,262,160
Interest on participant loans2012-12-31$15,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,066,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,055,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,665,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$600,799
Employer contributions (assets) at end of year2012-12-31$600,799
Employer contributions (assets) at beginning of year2012-12-31$605,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,727,774
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 name2012-12-31WALTHALL, DRAKE & WALLACE
Accountancy firm EIN2012-12-31340644631
2011 : WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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$1,227,571
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$986,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$954,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,283,843
Value of total assets at end of year2011-12-31$16,713,302
Value of total assets at beginning of year2011-12-31$16,472,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,256
Total interest from all sources2011-12-31$15,911
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$606,238
Participant contributions at end of year2011-12-31$342,442
Participant contributions at beginning of year2011-12-31$328,094
Participant contributions at end of year2011-12-31$135,375
Participant contributions at beginning of year2011-12-31$180,250
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,312,497
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,879,998
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$71,895
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$240,759
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,713,302
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,472,543
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
Investment advisory and management fees2011-12-31$32,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,262,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,793,701
Interest on participant loans2011-12-31$15,911
Value of interest in common/collective trusts at beginning of year2011-12-31$1,036,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,055,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$595,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-72,183
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$605,710
Employer contributions (assets) at end of year2011-12-31$605,710
Employer contributions (assets) at beginning of year2011-12-31$657,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$954,556
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 name2011-12-31WALTHALL, DRAKE & WALLACE LLP
Accountancy firm EIN2011-12-31340644631
2010 : WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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$0
Total income from all sources (including contributions)2010-12-31$2,370,311
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,198,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,147,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,286,075
Value of total assets at end of year2010-12-31$16,472,543
Value of total assets at beginning of year2010-12-31$15,300,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$51,459
Total interest from all sources2010-12-31$19,569
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$628,190
Participant contributions at end of year2010-12-31$328,094
Participant contributions at beginning of year2010-12-31$365,008
Participant contributions at end of year2010-12-31$180,250
Participant contributions at beginning of year2010-12-31$131,200
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,879,998
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,986,845
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$2,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,171,812
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,472,543
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,300,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$51,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,793,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,400,886
Interest on participant loans2010-12-31$19,569
Value of interest in common/collective trusts at end of year2010-12-31$1,036,672
Value of interest in common/collective trusts at beginning of year2010-12-31$1,732,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$595,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,062,235
Net investment gain or loss from common/collective trusts2010-12-31$2,432
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$657,885
Employer contributions (assets) at end of year2010-12-31$657,885
Employer contributions (assets) at beginning of year2010-12-31$681,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,147,040
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 name2010-12-31WALTHALL, DRAKE & WALLACE LLP
Accountancy firm EIN2010-12-31340644631
2009 : WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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 WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST

2022: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST 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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-LT3V
Policy instance 1
Insurance contract or identification numberGAP-CP-LT3V
Number of Individuals Covered33
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-LT3V
Policy instance 1
Insurance contract or identification numberGAP-CP-LT3V
Number of Individuals Covered31
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-LT3V
Policy instance 1
Insurance contract or identification numberGAP-CP-LT3V
Number of Individuals Covered31
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number335-80247
Policy instance 2
Insurance contract or identification number335-80247
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-LT3V
Policy instance 1
Insurance contract or identification numberGAP-CP-LT3V
Number of Individuals Covered35
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-KJ6D
Policy instance 2
Insurance contract or identification numberGAP-CP-KJ6D
Number of Individuals Covered36
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DE10
Policy instance 1
Insurance contract or identification numberGAP-B2-DE10
Number of Individuals Covered36
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-KJ6D
Policy instance 2
Insurance contract or identification numberGAP-CP-KJ6D
Number of Individuals Covered35
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DE10
Policy instance 1
Insurance contract or identification numberGAP-B2-DE10
Number of Individuals Covered35
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number335-80247
Policy instance 1
Insurance contract or identification number335-80247
Number of Individuals Covered19
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number335-80247
Policy instance 1
Insurance contract or identification number335-80247
Number of Individuals Covered19
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number335-80247
Policy instance 1
Insurance contract or identification number335-80247
Number of Individuals Covered18
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number335-80247
Policy instance 1
Insurance contract or identification number335-80247
Number of Individuals Covered20
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number335-80247
Policy instance 1
Insurance contract or identification number335-80247
Number of Individuals Covered21
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number335-80247
Policy instance 1
Insurance contract or identification number335-80247
Number of Individuals Covered18
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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