WIRTZ CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WIRTZ BEVERAGE GROUP MN BEER UNION EMPLOYEES - LOCAL 792 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for WIRTZ BEVERAGE GROUP MN BEER UNION EMPLOYEES - LOCAL 792 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2015: WIRTZ BEVERAGE GROUP MN BEER UNION EMPLOYEES - LOCAL 792 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 118 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 15 |
Total of all active and inactive participants | 2015-01-01 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 133 |
Number of participants with account balances | 2015-01-01 | 126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WIRTZ BEVERAGE GROUP MN BEER UNION EMPLOYEES - LOCAL 792 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 118 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 18 |
Total of all active and inactive participants | 2014-01-01 | 136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 136 |
Number of participants with account balances | 2014-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WIRTZ BEVERAGE GROUP MN BEER UNION EMPLOYEES - LOCAL 792 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
Total of all active and inactive participants | 2013-01-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 126 |
Number of participants with account balances | 2013-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: WIRTZ BEVERAGE GROUP MN BEER UNION EMPLOYEES - LOCAL 792 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 78 |
Number of participants with account balances | 2012-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WIRTZ BEVERAGE GROUP MN BEER UNION EMPLOYEES - LOCAL 792 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
Total of all active and inactive participants | 2011-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 74 |
Number of participants with account balances | 2011-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
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2015 : WIRTZ BEVERAGE GROUP MN BEER UNION EMPLOYEES - LOCAL 792 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $142,462 |
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 | $772,471 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $534,759 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $532,830 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $918,782 |
Value of total assets at end of year | 2015-12-31 | $10,361,333 |
Value of total assets at beginning of year | 2015-12-31 | $10,266,083 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,929 |
Total interest from all sources | 2015-12-31 | $7,468 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $536,655 |
Participant contributions at end of year | 2015-12-31 | $165,143 |
Participant contributions at beginning of year | 2015-12-31 | $191,477 |
Participant contributions at end of year | 2015-12-31 | $10,381 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $382,127 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $411,999 |
Administrative expenses (other) incurred | 2015-12-31 | $1,929 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $237,712 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,361,333 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,266,083 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $2,637,875 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,367,860 |
Interest on participant loans | 2015-12-31 | $7,468 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $7,547,934 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $7,294,747 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-567 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-153,212 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $532,830 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | AYOTTE DECKER LLC |
Accountancy firm EIN | 2015-12-31 | 270376325 |
2014 : WIRTZ BEVERAGE GROUP MN BEER UNION EMPLOYEES - LOCAL 792 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $4,343,096 |
Total transfer of assets from this plan | 2014-12-31 | $1,250 |
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 | $1,367,170 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $245,627 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $243,437 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $864,721 |
Value of total assets at end of year | 2014-12-31 | $10,266,083 |
Value of total assets at beginning of year | 2014-12-31 | $4,802,694 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,190 |
Total interest from all sources | 2014-12-31 | $8,411 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $496,140 |
Participant contributions at end of year | 2014-12-31 | $191,477 |
Participant contributions at beginning of year | 2014-12-31 | $74,356 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $411,999 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $2,190 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,121,543 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $10,266,083 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,802,694 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $2,367,860 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $805,160 |
Interest on participant loans | 2014-12-31 | $8,411 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $7,294,747 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,923,178 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $165,632 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $328,406 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $368,581 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $243,437 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | AYOTTE DECKER LLC |
Accountancy firm EIN | 2014-12-31 | 270376325 |
2013 : WIRTZ BEVERAGE GROUP MN BEER UNION EMPLOYEES - LOCAL 792 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $1,427,839 |
Expenses. Total of all expenses incurred | 2013-12-31 | $163,517 |
Benefits paid (including direct rollovers) | 2013-12-31 | $162,767 |
Total plan assets at end of year | 2013-12-31 | $4,802,694 |
Total plan assets at beginning of year | 2013-12-31 | $3,538,372 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $401,082 |
Other income received | 2013-12-31 | $783,039 |
Net income (gross income less expenses) | 2013-12-31 | $1,264,322 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,802,694 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,538,372 |
Assets. Value of participant loans | 2013-12-31 | $74,356 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $243,718 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $750 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : WIRTZ BEVERAGE GROUP MN BEER UNION EMPLOYEES - LOCAL 792 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,018,018 |
Expenses. Total of all expenses incurred | 2012-12-31 | $34,195 |
Benefits paid (including direct rollovers) | 2012-12-31 | $34,090 |
Total plan assets at end of year | 2012-12-31 | $3,538,372 |
Total plan assets at beginning of year | 2012-12-31 | $2,554,549 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $402,880 |
Other income received | 2012-12-31 | $371,558 |
Net income (gross income less expenses) | 2012-12-31 | $983,823 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,538,372 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,554,549 |
Assets. Value of participant loans | 2012-12-31 | $64,847 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $243,580 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $105 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : WIRTZ BEVERAGE GROUP MN BEER UNION EMPLOYEES - LOCAL 792 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $639,971 |
Expenses. Total of all expenses incurred | 2011-12-31 | $30,707 |
Benefits paid (including direct rollovers) | 2011-12-31 | $30,637 |
Total plan assets at end of year | 2011-12-31 | $2,554,549 |
Total plan assets at beginning of year | 2011-12-31 | $1,945,285 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $361,639 |
Other income received | 2011-12-31 | $43,554 |
Net income (gross income less expenses) | 2011-12-31 | $609,264 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,554,549 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,945,285 |
Assets. Value of participant loans | 2011-12-31 | $79,348 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $234,778 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $70 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : WIRTZ BEVERAGE GROUP MN BEER UNION EMPLOYEES - LOCAL 792 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $1,496,072 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $464,248 |
Expenses. Total of all expenses incurred | 2010-12-31 | $15,035 |
Benefits paid (including direct rollovers) | 2010-12-31 | $15,000 |
Total plan assets at end of year | 2010-12-31 | $1,945,285 |
Total plan assets at beginning of year | 2010-12-31 | $0 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $202,875 |
Other income received | 2010-12-31 | $124,356 |
Net income (gross income less expenses) | 2010-12-31 | $449,213 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,945,285 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
Assets. Value of participant loans | 2010-12-31 | $71,693 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $137,017 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $35 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |