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EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameEDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST
Plan identification number 001

EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EDGAR A. WEBER & COMPANY has sponsored the creation of one or more 401k plans.

Company Name:EDGAR A. WEBER & COMPANY
Employer identification number (EIN):362310066
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01ANDREW PLENNERT ANDREW PLENNERT2018-04-13
0012015-07-01ANDREW PLENNERT ANDREW PLENNERT2017-04-17
0012014-07-01ANDREW M PLENNERT2016-01-04 ANDREW M PLENNERT2016-01-04
0012013-07-01ANDREW PLENNERT2016-11-01 ANDREW PLENNERT2016-11-01
0012012-07-01ANDREW M PLENNERT2014-01-28 ANDREW M PLENNERT2014-01-28
0012011-07-01ANDREW PLENNERT2013-01-21 ANDREW PLENNERT2013-01-21
0012010-07-01ANDREW PLENNERT2012-01-17 ANDREW PLENNERT2012-01-17

Plan Statistics for EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-07-01134
Total number of active participants reported on line 7a of the Form 55002022-07-01113
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0121
Total of all active and inactive participants2022-07-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01134
Number of participants with account balances2022-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-013
2021: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-01125
Total number of active participants reported on line 7a of the Form 55002021-07-01106
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0120
Total of all active and inactive participants2021-07-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01126
Number of participants with account balances2021-07-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-011
2020: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-01135
Total number of active participants reported on line 7a of the Form 55002020-07-01105
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0120
Total of all active and inactive participants2020-07-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01125
Number of participants with account balances2020-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-015
2019: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-01126
Total number of active participants reported on line 7a of the Form 55002019-07-01110
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0120
Total of all active and inactive participants2019-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01130
Number of participants with account balances2019-07-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-013
2018: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-01124
Total number of active participants reported on line 7a of the Form 55002018-07-01106
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0117
Total of all active and inactive participants2018-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01123
Number of participants with account balances2018-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
2017: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-01119
Total number of active participants reported on line 7a of the Form 55002017-07-01106
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0118
Total of all active and inactive participants2017-07-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01124
Number of participants with account balances2017-07-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-014
2016: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-01109
Total number of active participants reported on line 7a of the Form 55002016-07-01102
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0115
Total of all active and inactive participants2016-07-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01117
Number of participants with account balances2016-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-017
2015: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-01125
Total number of active participants reported on line 7a of the Form 55002015-07-0196
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-018
Total of all active and inactive participants2015-07-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01104
Number of participants with account balances2015-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011

Financial Data on EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$2,733,172
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$515,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$331,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,389,719
Value of total assets at end of year2023-06-30$16,900,726
Value of total assets at beginning of year2023-06-30$14,683,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$184,252
Total interest from all sources2023-06-30$7,484
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$496,253
Participant contributions at end of year2023-06-30$139,774
Participant contributions at beginning of year2023-06-30$174,839
Participant contributions at end of year2023-06-30$8,277
Participant contributions at beginning of year2023-06-30$7,409
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$0
Administrative expenses (other) incurred2023-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$2,217,428
Value of net assets at end of year (total assets less liabilities)2023-06-30$16,900,726
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$14,683,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$184,252
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$16,155,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$13,915,281
Interest on participant loans2023-06-30$7,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,335,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$893,466
Employer contributions (assets) at end of year2023-06-30$596,729
Employer contributions (assets) at beginning of year2023-06-30$585,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$331,492
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30DUGAN & LOPATKA, CPAS
Accountancy firm EIN2023-06-30362886485
2022 : EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$831
Total income from all sources (including contributions)2022-06-30$312,943
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,271,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,075,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,328,188
Value of total assets at end of year2022-06-30$14,683,298
Value of total assets at beginning of year2022-06-30$15,642,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$196,435
Total interest from all sources2022-06-30$7,813
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$455,190
Participant contributions at end of year2022-06-30$174,839
Participant contributions at beginning of year2022-06-30$160,528
Participant contributions at end of year2022-06-30$7,409
Participant contributions at beginning of year2022-06-30$6,984
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$831
Administrative expenses (other) incurred2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-958,543
Value of net assets at end of year (total assets less liabilities)2022-06-30$14,683,298
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$15,641,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$196,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$13,915,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$14,731,990
Interest on participant loans2022-06-30$7,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,023,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$872,998
Employer contributions (assets) at end of year2022-06-30$585,769
Employer contributions (assets) at beginning of year2022-06-30$743,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,075,051
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30DUGAN & LOPATKA, CPAS
Accountancy firm EIN2022-06-30362886485
2021 : EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$23
Total income from all sources (including contributions)2021-06-30$4,688,109
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$324,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$165,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,480,042
Value of total assets at end of year2021-06-30$15,642,672
Value of total assets at beginning of year2021-06-30$11,278,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$159,032
Total interest from all sources2021-06-30$9,300
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$457,851
Participant contributions at end of year2021-06-30$160,528
Participant contributions at beginning of year2021-06-30$167,173
Participant contributions at end of year2021-06-30$6,984
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$23
Administrative expenses (other) incurred2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$4,363,600
Value of net assets at end of year (total assets less liabilities)2021-06-30$15,641,841
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$11,278,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$159,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$14,731,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$10,431,672
Interest on participant loans2021-06-30$9,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,198,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,022,191
Employer contributions (assets) at end of year2021-06-30$743,170
Employer contributions (assets) at beginning of year2021-06-30$679,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$165,477
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30DUGAN & LOPATKA, CPAS
Accountancy firm EIN2021-06-30362886485
2020 : EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$23
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$938,249
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$363,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$233,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,368,749
Value of total assets at end of year2020-06-30$11,278,264
Value of total assets at beginning of year2020-06-30$10,703,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$130,203
Total interest from all sources2020-06-30$13,726
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$416,374
Participant contributions at end of year2020-06-30$167,173
Participant contributions at beginning of year2020-06-30$148,026
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$2,219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$23
Administrative expenses (other) incurred2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$574,598
Value of net assets at end of year (total assets less liabilities)2020-06-30$11,278,241
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$10,703,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$130,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$10,431,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$9,692,017
Interest on participant loans2020-06-30$13,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-444,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$950,156
Employer contributions (assets) at end of year2020-06-30$679,419
Employer contributions (assets) at beginning of year2020-06-30$863,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$233,448
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30DUGAN & LOPATKA, CPAS
Accountancy firm EIN2020-06-30362886485
2019 : EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,631,790
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$295,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$177,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,500,172
Value of total assets at end of year2019-06-30$10,703,643
Value of total assets at beginning of year2019-06-30$9,367,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$118,103
Total interest from all sources2019-06-30$3,103
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$387,541
Participant contributions at end of year2019-06-30$148,026
Participant contributions at beginning of year2019-06-30$170,210
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Administrative expenses (other) incurred2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,336,112
Value of net assets at end of year (total assets less liabilities)2019-06-30$10,703,643
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,367,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$118,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$9,692,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$8,783,626
Interest on participant loans2019-06-30$3,103
Income. Interest from loans (other than to participants)2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$128,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,112,631
Employer contributions (assets) at end of year2019-06-30$863,600
Employer contributions (assets) at beginning of year2019-06-30$413,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$177,575
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30DUGAN & LOPATKA, CPAS
Accountancy firm EIN2019-06-30362886485
2018 : EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,655,886
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$667,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$557,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,074,397
Value of total assets at end of year2018-06-30$9,367,531
Value of total assets at beginning of year2018-06-30$8,379,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$109,938
Total interest from all sources2018-06-30$9,411
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$346,869
Participant contributions at end of year2018-06-30$170,210
Participant contributions at beginning of year2018-06-30$188,433
Participant contributions at beginning of year2018-06-30$40
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$77,754
Administrative expenses (other) incurred2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$988,333
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,367,531
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,379,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$109,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$8,783,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$7,932,466
Interest on participant loans2018-06-30$9,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$572,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$649,774
Employer contributions (assets) at end of year2018-06-30$413,695
Employer contributions (assets) at beginning of year2018-06-30$258,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$557,615
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30DUGAN & LOPATKA, CPAS
Accountancy firm EIN2018-06-30362886485
2017 : EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,649,053
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$211,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$116,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$827,785
Value of total assets at end of year2017-06-30$8,379,198
Value of total assets at beginning of year2017-06-30$6,941,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$95,146
Total interest from all sources2017-06-30$9,177
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$694,192
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$331,497
Participant contributions at end of year2017-06-30$188,433
Participant contributions at beginning of year2017-06-30$117,136
Participant contributions at end of year2017-06-30$40
Participant contributions at beginning of year2017-06-30$90
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$13,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Administrative expenses (other) incurred2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,437,282
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,379,198
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$6,941,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$95,146
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$7,932,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$6,822,042
Interest on participant loans2017-06-30$9,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$812,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$482,888
Employer contributions (assets) at end of year2017-06-30$258,259
Employer contributions (assets) at beginning of year2017-06-30$2,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$116,625
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30DUGAN & LOPATKA, CPAS
Accountancy firm EIN2017-06-30362886485
2016 : EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$49
Total income from all sources (including contributions)2016-06-30$494,923
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$685,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$597,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$471,747
Value of total assets at end of year2016-06-30$6,941,916
Value of total assets at beginning of year2016-06-30$7,132,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$87,839
Total interest from all sources2016-06-30$9,676
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$0
Administrative expenses professional fees incurred2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$713,259
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$258,448
Participant contributions at end of year2016-06-30$117,136
Participant contributions at beginning of year2016-06-30$164,740
Participant contributions at end of year2016-06-30$90
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$5,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$49
Administrative expenses (other) incurred2016-06-30$0
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-190,670
Value of net assets at end of year (total assets less liabilities)2016-06-30$6,941,916
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,132,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$87,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$6,822,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,772,327
Interest on participant loans2016-06-30$9,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$13,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$213,299
Employer contributions (assets) at end of year2016-06-30$2,648
Employer contributions (assets) at beginning of year2016-06-30$190,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$597,754
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30DUGAN & LOPATKA, CPAS
Accountancy firm EIN2016-06-30362886485

Form 5500 Responses for EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST

2022: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes

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