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FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameFORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

FORTNEY & WEYGANDT, INC. has sponsored the creation of one or more 401k plans.

Company Name:FORTNEY & WEYGANDT, INC.
Employer identification number (EIN):341264200
NAIC Classification:236200

Additional information about FORTNEY & WEYGANDT, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1978-11-07
Company Identification Number: 525551
Legal Registered Office Address: 50 W. BROAD ST
SUITE 1800
COLUMBUS
United States of America (USA)
43215

More information about FORTNEY & WEYGANDT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GREGORY A FREEH
0012016-01-01GREGORY A FREEH
0012015-01-01GREGORY A FREEH
0012014-01-01GREGORY A FREEH
0012013-01-01GREGORY A FREEH GREGORY A FREEH2014-10-13
0012012-01-01GREGORY A FREEH GREGORY A FREEH2013-10-07
0012011-01-01GREGORY A FREEH
0012010-01-01GREGORY FREEH
0012009-01-01GREGORY FREEH

Plan Statistics for FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0195
Total number of active participants reported on line 7a of the Form 55002022-01-0172
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0191
Number of participants with account balances2022-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0196
Total number of active participants reported on line 7a of the Form 55002021-01-0172
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0193
Number of participants with account balances2021-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0197
Total number of active participants reported on line 7a of the Form 55002020-01-0173
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0190
Number of participants with account balances2020-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0197
Total number of active participants reported on line 7a of the Form 55002019-01-0178
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0197
Number of participants with account balances2019-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01102
Total number of active participants reported on line 7a of the Form 55002018-01-0175
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0197
Number of participants with account balances2018-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01100
Total number of active participants reported on line 7a of the Form 55002017-01-0179
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01102
Number of participants with account balances2017-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01102
Total number of active participants reported on line 7a of the Form 55002016-01-0176
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0196
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0194
Total number of active participants reported on line 7a of the Form 55002015-01-0180
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01102
Number of participants with account balances2015-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01114
Total number of active participants reported on line 7a of the Form 55002014-01-0170
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0194
Number of participants with account balances2014-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-0194
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01114
Number of participants with account balances2013-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01119
Total number of active participants reported on line 7a of the Form 55002012-01-0194
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01124
Number of participants with account balances2012-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01132
Total number of active participants reported on line 7a of the Form 55002011-01-0190
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01118
Number of participants with account balances2011-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01167
Total number of active participants reported on line 7a of the Form 55002010-01-01106
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01132
Number of participants with account balances2010-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01191
Total number of active participants reported on line 7a of the Form 55002009-01-01139
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01167
Number of participants with account balances2009-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,004,339
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$347,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$287,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$529,123
Value of total assets at end of year2022-12-31$18,634,855
Value of total assets at beginning of year2022-12-31$21,986,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,206
Total interest from all sources2022-12-31$74,201
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$146,423
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$146,423
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$529,123
Participant contributions at end of year2022-12-31$144,423
Participant contributions at beginning of year2022-12-31$169,728
Other income not declared elsewhere2022-12-31$55,725
Administrative expenses (other) incurred2022-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,351,798
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,634,855
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,986,653
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$55,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,148,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,916,831
Value of interest in pooled separate accounts at end of year2022-12-31$4,720,769
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,142,032
Interest on participant loans2022-12-31$8,709
Interest earned on other investments2022-12-31$65,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,621,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,758,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,192,821
Net investment gain/loss from pooled separate accounts2022-12-31$-1,616,990
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$287,253
Contract administrator fees2022-12-31$4,456
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 name2022-12-31BOBER MARKEY FEDOROVICH & COMPANY
Accountancy firm EIN2022-12-31341523030
2021 : FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,994,533
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$451,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$390,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$533,836
Value of total assets at end of year2021-12-31$21,986,653
Value of total assets at beginning of year2021-12-31$19,443,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,096
Total interest from all sources2021-12-31$61,113
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$106,156
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$106,156
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$533,836
Participant contributions at end of year2021-12-31$169,728
Participant contributions at beginning of year2021-12-31$252,489
Other income not declared elsewhere2021-12-31$55,299
Administrative expenses (other) incurred2021-12-31$60,096
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$2,543,469
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,986,653
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,443,184
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,916,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,319,432
Value of interest in pooled separate accounts at end of year2021-12-31$6,142,032
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,057,604
Interest on participant loans2021-12-31$11,091
Interest earned on other investments2021-12-31$50,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,758,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,813,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,408,210
Net investment gain/loss from pooled separate accounts2021-12-31$829,919
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$390,968
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 name2021-12-31BOBER MARKEY FEDOROVICH & COMPANY
Accountancy firm EIN2021-12-31341523030
2020 : FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,831,497
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$835,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$783,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$605,347
Value of total assets at end of year2020-12-31$19,443,184
Value of total assets at beginning of year2020-12-31$17,446,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$51,131
Total interest from all sources2020-12-31$70,736
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$126,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$126,383
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$517,029
Participant contributions at end of year2020-12-31$252,489
Participant contributions at beginning of year2020-12-31$326,972
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$88,318
Other income not declared elsewhere2020-12-31$46,807
Administrative expenses (other) incurred2020-12-31$51,131
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$1,996,373
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,443,184
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,446,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,319,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,163,028
Value of interest in pooled separate accounts at end of year2020-12-31$5,057,604
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,862,798
Interest on participant loans2020-12-31$16,363
Interest earned on other investments2020-12-31$54,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,813,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,094,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$657,822
Net investment gain/loss from pooled separate accounts2020-12-31$1,324,402
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$783,993
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BOBER MARKEY FEDOROVICH & COMPANY
Accountancy firm EIN2020-12-31341523030
2019 : FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,790,494
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,144,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,094,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$710,069
Value of total assets at end of year2019-12-31$17,446,811
Value of total assets at beginning of year2019-12-31$14,800,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,577
Total interest from all sources2019-12-31$61,527
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$158,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$158,488
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$520,302
Participant contributions at end of year2019-12-31$326,972
Participant contributions at beginning of year2019-12-31$359,992
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,812
Other income not declared elsewhere2019-12-31$44,476
Administrative expenses (other) incurred2019-12-31$49,577
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$2,646,468
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,446,811
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,800,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,163,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,078,576
Value of interest in pooled separate accounts at end of year2019-12-31$4,862,798
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,504,908
Interest on participant loans2019-12-31$18,974
Interest earned on other investments2019-12-31$42,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,094,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,856,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,607,967
Net investment gain/loss from pooled separate accounts2019-12-31$1,207,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$184,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,094,449
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOBER, MARKEY, FEDOROVICH & CO
Accountancy firm EIN2019-12-31341523030
2018 : FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 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$0
Total income from all sources (including contributions)2018-12-31$-389,209
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,333,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,283,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$477,570
Value of total assets at end of year2018-12-31$14,800,343
Value of total assets at beginning of year2018-12-31$16,522,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,757
Total interest from all sources2018-12-31$56,540
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$137,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$137,565
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$475,396
Participant contributions at end of year2018-12-31$359,992
Participant contributions at beginning of year2018-12-31$246,814
Other income not declared elsewhere2018-12-31$46,024
Administrative expenses (other) incurred2018-12-31$49,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,722,636
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,800,343
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,522,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,078,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,604,379
Value of interest in pooled separate accounts at end of year2018-12-31$3,504,908
Value of interest in pooled separate accounts at beginning of year2018-12-31$320,308
Interest on participant loans2018-12-31$17,415
Interest earned on other investments2018-12-31$39,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,856,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,351,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-860,724
Net investment gain/loss from pooled separate accounts2018-12-31$-246,184
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$2,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,283,670
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 name2018-12-31BOBER, MARKEY, FEDOROVICH & CO
Accountancy firm EIN2018-12-31341523030
2017 : FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,641,654
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$361,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$319,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$580,361
Value of total assets at end of year2017-12-31$16,522,979
Value of total assets at beginning of year2017-12-31$14,243,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,396
Total interest from all sources2017-12-31$48,584
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$125,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$125,258
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$408,148
Participant contributions at end of year2017-12-31$246,814
Participant contributions at beginning of year2017-12-31$241,220
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$72,213
Other income not declared elsewhere2017-12-31$40,966
Administrative expenses (other) incurred2017-12-31$42,396
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$2,279,967
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,522,979
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,243,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,604,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,294,985
Value of interest in pooled separate accounts at end of year2017-12-31$320,308
Value of interest in pooled separate accounts at beginning of year2017-12-31$306,280
Interest on participant loans2017-12-31$11,562
Interest earned on other investments2017-12-31$37,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,351,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,400,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,812,124
Net investment gain/loss from pooled separate accounts2017-12-31$34,361
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$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$319,291
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 name2017-12-31BOBER, MARKEY, FEDOROVICH & CO
Accountancy firm EIN2017-12-31341523030
2016 : FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,413,515
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,219,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,180,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$571,804
Value of total assets at end of year2016-12-31$14,243,012
Value of total assets at beginning of year2016-12-31$14,049,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,050
Total interest from all sources2016-12-31$45,301
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$107,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$107,245
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$410,790
Participant contributions at end of year2016-12-31$241,220
Participant contributions at beginning of year2016-12-31$256,762
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$39,751
Other income not declared elsewhere2016-12-31$37,255
Administrative expenses (other) incurred2016-12-31$39,050
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$193,623
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,243,012
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,049,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,294,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,875,110
Value of interest in pooled separate accounts at end of year2016-12-31$306,280
Value of interest in pooled separate accounts at beginning of year2016-12-31$255,235
Interest on participant loans2016-12-31$10,893
Interest earned on other investments2016-12-31$34,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,400,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,662,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$634,279
Net investment gain/loss from pooled separate accounts2016-12-31$17,631
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$121,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,180,842
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 name2016-12-31BOBER, MARKEY, FEDOROVICH & CO
Accountancy firm EIN2016-12-31341523030
2015 : FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$290,278
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$581,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$545,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$410,375
Value of total assets at end of year2015-12-31$14,049,389
Value of total assets at beginning of year2015-12-31$14,340,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,017
Total interest from all sources2015-12-31$44,627
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$137,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$137,921
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$356,888
Participant contributions at end of year2015-12-31$256,762
Participant contributions at beginning of year2015-12-31$341,059
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$26,582
Other income not declared elsewhere2015-12-31$35,064
Administrative expenses (other) incurred2015-12-31$36,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-290,884
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,049,389
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,340,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,875,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,330,199
Value of interest in pooled separate accounts at end of year2015-12-31$255,235
Value of interest in pooled separate accounts at beginning of year2015-12-31$245,215
Interest on participant loans2015-12-31$14,082
Interest earned on other investments2015-12-31$30,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,662,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,423,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-332,450
Net investment gain/loss from pooled separate accounts2015-12-31$-5,259
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$26,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$545,145
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 name2015-12-31BOBER, MARKEY, FEDOROVICH & CO
Accountancy firm EIN2015-12-31341523030
2014 : FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,122,631
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$652,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$607,564
Expenses. Certain deemed distributions of participant loans2014-12-31$11,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$341,873
Value of total assets at end of year2014-12-31$14,340,273
Value of total assets at beginning of year2014-12-31$13,869,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$32,913
Total interest from all sources2014-12-31$47,359
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$126,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$126,206
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$341,059
Participant contributions at beginning of year2014-12-31$329,716
Other income not declared elsewhere2014-12-31$30,743
Administrative expenses (other) incurred2014-12-31$32,913
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$470,487
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,340,273
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,869,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,330,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,061,297
Value of interest in pooled separate accounts at end of year2014-12-31$245,215
Value of interest in pooled separate accounts at beginning of year2014-12-31$100,321
Interest on participant loans2014-12-31$15,462
Interest earned on other investments2014-12-31$31,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,423,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,378,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$575,780
Net investment gain/loss from pooled separate accounts2014-12-31$670
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$341,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$607,564
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 name2014-12-31BOBER, MARKEY, FEDOROVICH & CO
Accountancy firm EIN2014-12-31341523030
2013 : FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,836,940
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,037,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,035,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$468,702
Value of total assets at end of year2013-12-31$13,869,786
Value of total assets at beginning of year2013-12-31$12,070,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,119
Total interest from all sources2013-12-31$51,007
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$93,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$93,215
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$367,834
Participant contributions at end of year2013-12-31$329,716
Participant contributions at beginning of year2013-12-31$358,755
Administrative expenses (other) incurred2013-12-31$2,119
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$1,799,140
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,869,786
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,070,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,061,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,144,964
Value of interest in pooled separate accounts at end of year2013-12-31$100,321
Value of interest in pooled separate accounts at beginning of year2013-12-31$130,476
Interest on participant loans2013-12-31$15,370
Interest earned on other investments2013-12-31$35,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,378,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,436,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,214,891
Net investment gain/loss from pooled separate accounts2013-12-31$9,125
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$100,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,035,681
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 name2013-12-31BOBER, MARKEY, FEDOROVICH & CO.
Accountancy firm EIN2013-12-31341523030
2012 : FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,582,404
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,460,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,458,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$309,680
Value of total assets at end of year2012-12-31$12,070,646
Value of total assets at beginning of year2012-12-31$11,948,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,722
Total interest from all sources2012-12-31$64,499
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$114,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$114,514
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$292,943
Participant contributions at end of year2012-12-31$358,755
Participant contributions at beginning of year2012-12-31$396,889
Other income not declared elsewhere2012-12-31$-96
Administrative expenses (other) incurred2012-12-31$1,722
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$121,806
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,070,646
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,948,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,144,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,709,738
Value of interest in pooled separate accounts at end of year2012-12-31$130,476
Value of interest in pooled separate accounts at beginning of year2012-12-31$113,757
Interest on participant loans2012-12-31$17,326
Interest earned on other investments2012-12-31$47,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,436,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,728,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,082,086
Net investment gain/loss from pooled separate accounts2012-12-31$11,721
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$16,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,458,876
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 name2012-12-31BOBER, MARKEY, FEDOROVICH, & CO.
Accountancy firm EIN2012-12-31341523030
2011 : FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$260,033
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,296,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,236,101
Expenses. Certain deemed distributions of participant loans2011-12-31$57,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$338,479
Value of total assets at end of year2011-12-31$11,948,840
Value of total assets at beginning of year2011-12-31$13,985,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,285
Total interest from all sources2011-12-31$76,936
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$94,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$94,910
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$335,815
Participant contributions at end of year2011-12-31$396,889
Participant contributions at beginning of year2011-12-31$501,847
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,664
Administrative expenses (other) incurred2011-12-31$3,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,036,946
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,948,840
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,985,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,709,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,743,283
Value of interest in pooled separate accounts at end of year2011-12-31$113,757
Value of interest in pooled separate accounts at beginning of year2011-12-31$105,132
Interest on participant loans2011-12-31$18,461
Interest earned on other investments2011-12-31$58,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,728,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,635,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-252,761
Net investment gain/loss from pooled separate accounts2011-12-31$2,469
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,236,101
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 name2011-12-31BOBER,MARKEY,FEDOROVICH&COMPANY
Accountancy firm EIN2011-12-31341523030
2010 : FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,843,334
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,548,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,543,147
Expenses. Certain deemed distributions of participant loans2010-12-31$-140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,343,367
Value of total assets at end of year2010-12-31$13,985,786
Value of total assets at beginning of year2010-12-31$13,690,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,219
Total interest from all sources2010-12-31$101,453
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$98,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$98,764
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$511,972
Participant contributions at end of year2010-12-31$501,847
Participant contributions at beginning of year2010-12-31$734,066
Other income not declared elsewhere2010-12-31$-15
Administrative expenses (other) incurred2010-12-31$5,219
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$295,108
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,985,786
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,690,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,743,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,400,571
Value of interest in pooled separate accounts at end of year2010-12-31$105,132
Value of interest in pooled separate accounts at beginning of year2010-12-31$86,467
Interest on participant loans2010-12-31$31,708
Interest earned on other investments2010-12-31$69,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,635,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,469,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,290,436
Net investment gain/loss from pooled separate accounts2010-12-31$9,329
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$831,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,543,147
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2010-12-31341523030
2009 : FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041445
Policy instance 1
Insurance contract or identification number041445
Number of Individuals Covered95
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041445
Policy instance 1
Insurance contract or identification number041445
Number of Individuals Covered93
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041445
Policy instance 1
Insurance contract or identification number041445
Number of Individuals Covered90
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041445
Policy instance 1
Insurance contract or identification number041445
Number of Individuals Covered97
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041445
Policy instance 1
Insurance contract or identification number041445
Number of Individuals Covered97
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41445
Policy instance 1
Insurance contract or identification number41445
Number of Individuals Covered102
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41445
Policy instance 1
Insurance contract or identification number41445
Number of Individuals Covered102
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41445
Policy instance 1
Insurance contract or identification number41445
Number of Individuals Covered94
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41445
Policy instance 1
Insurance contract or identification number41445
Number of Individuals Covered114
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 $4,569
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Amount paid for insurance broker fees4569
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameEXECUTIVE INSURANCE AGENCY INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41445
Policy instance 1
Insurance contract or identification number41445
Number of Individuals Covered229
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 $6,654
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Amount paid for insurance broker fees6654
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameJHW FINANCIAL & INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41445
Policy instance 1
Insurance contract or identification number41445
Number of Individuals Covered118
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 $6,993
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41445
Policy instance 1
Insurance contract or identification number41445
Number of Individuals Covered132
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 $572
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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

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