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WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameWIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

WIEDNER & MCAULIFFE, LTD. 401(K) 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
  • 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.
  • 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.
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

WIEDNER & MCAULIFFE, LTD. has sponsored the creation of one or more 401k plans.

Company Name:WIEDNER & MCAULIFFE, LTD.
Employer identification number (EIN):363102597
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST

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
0012018-01-01
0012017-01-01CHRISTINE VICKERS
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SHELLEY PETERSON - PREPARER
0012011-01-01PAUL WIEDNER
0012010-01-01SHELLEY PETERSON - PREPARER2011-10-10

Plan Statistics for WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01144
Total number of active participants reported on line 7a of the Form 55002022-01-01128
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01222
Number of participants with account balances2022-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01241
Total number of active participants reported on line 7a of the Form 55002021-01-01118
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01113
Total of all active and inactive participants2021-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01235
Number of participants with account balances2021-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01208
Total number of active participants reported on line 7a of the Form 55002020-01-01128
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01105
Total of all active and inactive participants2020-01-01241
Total participants2020-01-01241
Number of participants with account balances2020-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01218
Total number of active participants reported on line 7a of the Form 55002019-01-01168
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01207
Number of participants with account balances2019-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0134
2018: WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01166
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01218
Number of participants with account balances2018-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01179
Total number of active participants reported on line 7a of the Form 55002017-01-01128
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01185
Number of participants with account balances2017-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01188
Total number of active participants reported on line 7a of the Form 55002016-01-01122
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01179
Number of participants with account balances2016-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01156
Total number of active participants reported on line 7a of the Form 55002015-01-01118
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01188
Number of participants with account balances2015-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01148
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01156
Number of participants with account balances2014-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01146
Total number of active participants reported on line 7a of the Form 55002013-01-01122
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01154
Number of participants with account balances2013-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01125
Total number of active participants reported on line 7a of the Form 55002012-01-01121
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01149
Number of participants with account balances2012-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01122
Total number of active participants reported on line 7a of the Form 55002011-01-01102
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01125
Number of participants with account balances2011-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119

Financial Data on WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-2,207,682
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,201,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,160,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,812,735
Value of total assets at end of year2022-12-31$21,307,694
Value of total assets at beginning of year2022-12-31$25,717,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,315
Total interest from all sources2022-12-31$2,585
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$782,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$782,394
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$884,163
Participant contributions at end of year2022-12-31$100,219
Participant contributions at beginning of year2022-12-31$37,246
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$170,760
Other income not declared elsewhere2022-12-31$5,278
Administrative expenses (other) incurred2022-12-31$41,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,409,414
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,307,694
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,717,108
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,743,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,757,978
Interest on participant loans2022-12-31$2,585
Value of interest in common/collective trusts at end of year2022-12-31$1,464,474
Value of interest in common/collective trusts at beginning of year2022-12-31$921,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,822,058
Net investment gain or loss from common/collective trusts2022-12-31$11,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$757,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,160,417
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31ALEXANDER & WILLIAMS LLC
Accountancy firm EIN2022-12-31843798055
2021 : WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,831,411
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,374,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,320,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,520,989
Value of total assets at end of year2021-12-31$25,717,108
Value of total assets at beginning of year2021-12-31$24,260,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,922
Total interest from all sources2021-12-31$3,209
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,168,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,168,511
Administrative expenses professional fees incurred2021-12-31$10,242
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$871,750
Participant contributions at end of year2021-12-31$37,246
Participant contributions at beginning of year2021-12-31$56,778
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$1,457,097
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,717,108
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,260,011
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$24,757,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,428,244
Interest on participant loans2021-12-31$3,209
Value of interest in common/collective trusts at end of year2021-12-31$921,884
Value of interest in common/collective trusts at beginning of year2021-12-31$1,774,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,130,861
Net investment gain or loss from common/collective trusts2021-12-31$7,841
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$649,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,320,392
Contract administrator fees2021-12-31$43,680
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 name2021-12-31PASQUESI SHEPPARD LLC
Accountancy firm EIN2021-12-31361558460
2020 : WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,229,446
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,182,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,125,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,576,057
Value of total assets at end of year2020-12-31$24,260,011
Value of total assets at beginning of year2020-12-31$22,212,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,443
Total interest from all sources2020-12-31$4,405
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$835,542
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$835,542
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$833,747
Participant contributions at end of year2020-12-31$56,778
Participant contributions at beginning of year2020-12-31$89,022
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$2,047,078
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,260,011
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,212,933
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$22,428,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,689,884
Interest on participant loans2020-12-31$4,405
Value of interest in common/collective trusts at end of year2020-12-31$1,774,989
Value of interest in common/collective trusts at beginning of year2020-12-31$2,434,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,781,366
Net investment gain or loss from common/collective trusts2020-12-31$32,076
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$742,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,125,925
Contract administrator fees2020-12-31$56,443
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 name2020-12-31PASQUESI SHEPPARD LLC
Accountancy firm EIN2020-12-31361558460
2019 : WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,318,923
Total income from all sources (including contributions)2019-12-31$5,318,923
Total loss/gain on sale of assets2019-12-31$214,279
Total loss/gain on sale of assets2019-12-31$214,279
Total of all expenses incurred2019-12-31$890,080
Total of all expenses incurred2019-12-31$890,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$856,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$856,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,916,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,916,053
Value of total assets at end of year2019-12-31$22,212,933
Value of total assets at end of year2019-12-31$22,212,933
Value of total assets at beginning of year2019-12-31$17,784,090
Value of total assets at beginning of year2019-12-31$17,784,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$33,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$33,155
Total interest from all sources2019-12-31$10,335
Total interest from all sources2019-12-31$10,335
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$654,985
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$654,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$654,985
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$654,985
Administrative expenses professional fees incurred2019-12-31$27,336
Administrative expenses professional fees incurred2019-12-31$27,336
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$897,870
Contributions received from participants2019-12-31$897,870
Participant contributions at end of year2019-12-31$89,022
Participant contributions at end of year2019-12-31$89,022
Participant contributions at beginning of year2019-12-31$116,391
Participant contributions at beginning of year2019-12-31$116,391
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$311,599
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$311,599
Other income not declared elsewhere2019-12-31$177
Other income not declared elsewhere2019-12-31$177
Total non interest bearing cash at beginning of year2019-12-31$1,571
Total non interest bearing cash at beginning of year2019-12-31$1,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,428,843
Value of net income/loss2019-12-31$4,428,843
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,212,933
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,212,933
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,784,090
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,784,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$5,819
Investment advisory and management fees2019-12-31$5,819
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,689,884
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,689,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,664,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,664,837
Interest on participant loans2019-12-31$6,033
Interest on participant loans2019-12-31$6,033
Interest earned on other investments2019-12-31$4,302
Interest earned on other investments2019-12-31$4,302
Value of interest in common/collective trusts at end of year2019-12-31$2,434,027
Value of interest in common/collective trusts at end of year2019-12-31$2,434,027
Value of interest in common/collective trusts at beginning of year2019-12-31$1,291
Value of interest in common/collective trusts at beginning of year2019-12-31$1,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,469,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,469,338
Net investment gain or loss from common/collective trusts2019-12-31$53,756
Net investment gain or loss from common/collective trusts2019-12-31$53,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$706,584
Contributions received in cash from employer2019-12-31$706,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$856,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$856,925
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$3,082,381
Aggregate proceeds on sale of assets2019-12-31$3,082,381
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,868,102
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,868,102
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PASQUESI SHEPPARD LLC
Accountancy firm name2019-12-31PASQUESI SHEPPARD LLC
Accountancy firm EIN2019-12-31361558460
Accountancy firm EIN2019-12-31361558460
2018 : WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$630,199
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,008,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,935,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,446,882
Value of total assets at end of year2018-12-31$17,784,090
Value of total assets at beginning of year2018-12-31$22,162,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$72,542
Total interest from all sources2018-12-31$7,215
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$895,499
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$895,499
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$762,383
Participant contributions at end of year2018-12-31$116,391
Participant contributions at beginning of year2018-12-31$176,534
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,995
Total non interest bearing cash at end of year2018-12-31$1,571
Total non interest bearing cash at beginning of year2018-12-31$11,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,377,963
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,784,090
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,162,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$30,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,664,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,973,688
Interest on participant loans2018-12-31$7,215
Value of interest in common/collective trusts at end of year2018-12-31$1,291
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,719,415
Net investment gain or loss from common/collective trusts2018-12-31$18
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$666,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,935,620
Contract administrator fees2018-12-31$41,697
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 name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,266,784
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$783,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$732,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,455,309
Value of total assets at end of year2017-12-31$22,162,053
Value of total assets at beginning of year2017-12-31$18,678,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,568
Total interest from all sources2017-12-31$8,008
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$836,759
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$836,759
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$685,001
Participant contributions at end of year2017-12-31$176,534
Participant contributions at beginning of year2017-12-31$200,832
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$186,163
Total non interest bearing cash at end of year2017-12-31$11,831
Total non interest bearing cash at beginning of year2017-12-31$2,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,483,266
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,162,053
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,678,787
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$21,973,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,180,005
Interest on participant loans2017-12-31$8,008
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$1,295,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,848,208
Net investment gain or loss from common/collective trusts2017-12-31$118,500
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$584,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$732,950
Contract administrator fees2017-12-31$50,568
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 name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,466,460
Total of all expenses incurred2016-12-31$569,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$508,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,288,576
Value of total assets at end of year2016-12-31$18,678,787
Value of total assets at beginning of year2016-12-31$16,782,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$61,626
Total interest from all sources2016-12-31$9,614
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$555,581
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$555,581
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$677,904
Participant contributions at end of year2016-12-31$200,832
Participant contributions at beginning of year2016-12-31$230,578
Total non interest bearing cash at end of year2016-12-31$2,440
Total non interest bearing cash at beginning of year2016-12-31$3,317
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$1,896,480
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,678,787
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,782,307
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$17,180,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,495,817
Interest on participant loans2016-12-31$9,614
Value of interest in common/collective trusts at end of year2016-12-31$1,295,510
Value of interest in common/collective trusts at beginning of year2016-12-31$1,052,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$589,855
Net investment gain or loss from common/collective trusts2016-12-31$22,834
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$610,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$508,354
Contract administrator fees2016-12-31$61,626
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 name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$679,377
Total of all expenses incurred2015-12-31$4,172,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,109,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$665,114
Value of total assets at end of year2015-12-31$16,782,307
Value of total assets at beginning of year2015-12-31$20,275,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$63,569
Total interest from all sources2015-12-31$9,798
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$645,728
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$645,728
Administrative expenses professional fees incurred2015-12-31$63,569
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$463,336
Participant contributions at end of year2015-12-31$230,578
Participant contributions at beginning of year2015-12-31$215,612
Participant contributions at beginning of year2015-12-31$37,141
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$69,516
Total non interest bearing cash at end of year2015-12-31$3,317
Total non interest bearing cash at beginning of year2015-12-31$3,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,493,608
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,782,307
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,275,915
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$15,495,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,592,269
Interest on participant loans2015-12-31$9,798
Value of interest in common/collective trusts at end of year2015-12-31$1,052,595
Value of interest in common/collective trusts at beginning of year2015-12-31$975,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-604,591
Net investment gain or loss from common/collective trusts2015-12-31$-36,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$132,262
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$451,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,109,416
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 name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,294,641
Total of all expenses incurred2014-12-31$1,720,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,652,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,035,638
Value of total assets at end of year2014-12-31$20,275,915
Value of total assets at beginning of year2014-12-31$19,701,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$67,625
Total interest from all sources2014-12-31$6,576
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$782,785
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$782,785
Administrative expenses professional fees incurred2014-12-31$67,625
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
Contributions received from participants2014-12-31$469,708
Participant contributions at end of year2014-12-31$215,612
Participant contributions at beginning of year2014-12-31$101,616
Participant contributions at end of year2014-12-31$37,141
Participant contributions at beginning of year2014-12-31$13,319
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$3,434
Total non interest bearing cash at beginning of year2014-12-31$5,950
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$574,158
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,275,915
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,701,757
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$18,592,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,175,218
Interest on participant loans2014-12-31$6,576
Value of interest in common/collective trusts at end of year2014-12-31$975,665
Value of interest in common/collective trusts at beginning of year2014-12-31$948,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$450,397
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$19,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$560,947
Employer contributions (assets) at end of year2014-12-31$451,794
Employer contributions (assets) at beginning of year2014-12-31$456,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,652,858
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 name2014-12-31MUELLER & CO., LLP
Accountancy firm EIN2014-12-31362658780
2013 : WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,064
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,775,429
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$461,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$392,145
Expenses. Certain deemed distributions of participant loans2013-12-31$2,451
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,130,165
Value of total assets at end of year2013-12-31$19,701,757
Value of total assets at beginning of year2013-12-31$16,389,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$66,725
Total interest from all sources2013-12-31$3,553
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,035,987
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$1,035,987
Administrative expenses professional fees incurred2013-12-31$10,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$508,115
Participant contributions at end of year2013-12-31$101,616
Participant contributions at beginning of year2013-12-31$91,008
Participant contributions at end of year2013-12-31$13,319
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$52,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,275
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$789
Total non interest bearing cash at end of year2013-12-31$5,950
Total non interest bearing cash at beginning of year2013-12-31$97,014
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$3,314,108
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,701,757
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,387,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$43,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,175,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,226,715
Interest on participant loans2013-12-31$3,553
Value of interest in common/collective trusts at end of year2013-12-31$948,995
Value of interest in common/collective trusts at beginning of year2013-12-31$4,519,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,523,950
Net investment gain or loss from common/collective trusts2013-12-31$81,774
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$569,395
Employer contributions (assets) at end of year2013-12-31$456,659
Employer contributions (assets) at beginning of year2013-12-31$455,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$392,145
Contract administrator fees2013-12-31$13,203
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 name2013-12-31WELTMAN BERNFIELD LLC
Accountancy firm EIN2013-12-31364119553
2012 : WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,255
Total income from all sources (including contributions)2012-12-31$2,493,218
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$689,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$672,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,043,592
Value of total assets at end of year2012-12-31$16,389,713
Value of total assets at beginning of year2012-12-31$14,585,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,498
Total interest from all sources2012-12-31$4,222
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$178,191
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$178,191
Administrative expenses professional fees incurred2012-12-31$10,000
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$469,014
Participant contributions at end of year2012-12-31$91,008
Participant contributions at beginning of year2012-12-31$99,288
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,255
Administrative expenses (other) incurred2012-12-31$250
Liabilities. Value of operating payables at end of year2012-12-31$789
Total non interest bearing cash at end of year2012-12-31$97,014
Total non interest bearing cash at beginning of year2012-12-31$43,345
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$1,803,757
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,387,649
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,583,892
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$11,226,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,495,030
Interest on participant loans2012-12-31$4,222
Value of interest in common/collective trusts at end of year2012-12-31$4,519,976
Value of interest in common/collective trusts at beginning of year2012-12-31$4,492,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,185,406
Net investment gain or loss from common/collective trusts2012-12-31$81,807
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$565,064
Employer contributions (assets) at end of year2012-12-31$455,000
Employer contributions (assets) at beginning of year2012-12-31$455,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$672,963
Contract administrator fees2012-12-31$6,248
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 name2012-12-31WELTMAN BERNFIELD LLC
Accountancy firm EIN2012-12-31364119553
2011 : WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,255
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$777,341
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$831,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$829,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,045,516
Value of total assets at end of year2011-12-31$14,585,147
Value of total assets at beginning of year2011-12-31$14,638,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,920
Total interest from all sources2011-12-31$3,303
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$139,999
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$139,999
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$441,297
Participant contributions at end of year2011-12-31$99,288
Participant contributions at beginning of year2011-12-31$78,512
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35,013
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,255
Administrative expenses (other) incurred2011-12-31$230
Total non interest bearing cash at end of year2011-12-31$43,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-54,520
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,583,892
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,638,412
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$9,495,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,080,709
Interest on participant loans2011-12-31$3,303
Value of interest in common/collective trusts at end of year2011-12-31$4,492,484
Value of interest in common/collective trusts at beginning of year2011-12-31$4,026,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-506,010
Net investment gain or loss from common/collective trusts2011-12-31$94,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$569,206
Employer contributions (assets) at end of year2011-12-31$455,000
Employer contributions (assets) at beginning of year2011-12-31$453,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$829,941
Contract administrator fees2011-12-31$1,690
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 name2011-12-31WELTMAN BERFIELD LLC
Accountancy firm EIN2011-12-31364119553

Form 5500 Responses for WIEDNER & MCAULIFFE, LTD. 401(K) PROFIT SHARING PLAN & TRUST

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

Insurance Providers Used on plan

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberFP40329
Policy instance 1
Insurance contract or identification numberFP40329
Number of Individuals Covered103
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $1,034
Total amount of fees paid to insurance companyUSD $276
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,034
Insurance broker organization code?3
Amount paid for insurance broker fees276
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberFP40329
Policy instance 1
Insurance contract or identification numberFP40329
Number of Individuals Covered101
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $990
Total amount of fees paid to insurance companyUSD $264
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,653
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $990
Insurance broker organization code?3
Amount paid for insurance broker fees264
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker nameFLEX BENEFIT SRVC CORP DBA E BRKR

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