MANN. WEITZ & ASSOCIATES L.L.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST
401k plan membership statisitcs for MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2022: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
| Total of all active and inactive participants | 2022-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 37 |
| Number of participants with account balances | 2022-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
| 2021: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 8 |
| Total of all active and inactive participants | 2021-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 35 |
| Number of participants with account balances | 2021-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 6 |
| 2020: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 34 |
| Number of participants with account balances | 2020-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 30 |
| Number of participants with account balances | 2019-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 31 |
| Number of participants with account balances | 2018-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 31 |
| Number of participants with account balances | 2017-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 33 |
| Number of participants with account balances | 2016-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
| 2015: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 28 |
| Number of participants with account balances | 2015-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 29 |
| Number of participants with account balances | 2014-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-567,390 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $43,124 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $18,856 |
| Total plan assets at end of year | 2022-12-31 | $5,760,881 |
| Total plan assets at beginning of year | 2022-12-31 | $6,371,395 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $306,134 |
| Other income received | 2022-12-31 | $-900,137 |
| Net income (gross income less expenses) | 2022-12-31 | $-610,514 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,760,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,371,395 |
| Assets. Value of participant loans | 2022-12-31 | $32,371 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $26,613 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $24,268 |
| 2021 : MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,009,500 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $261,760 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $232,551 |
| Total plan assets at end of year | 2021-12-31 | $6,371,395 |
| Total plan assets at beginning of year | 2021-12-31 | $5,623,655 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $297,879 |
| Other income received | 2021-12-31 | $685,384 |
| Net income (gross income less expenses) | 2021-12-31 | $747,740 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,371,395 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,623,655 |
| Assets. Value of participant loans | 2021-12-31 | $36,863 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $26,237 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $29,209 |
| 2020 : MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $942,722 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $41,663 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $41,243 |
| Total plan assets at end of year | 2020-12-31 | $5,623,655 |
| Total plan assets at beginning of year | 2020-12-31 | $4,722,596 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $273,032 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $63,136 |
| Other income received | 2020-12-31 | $572,931 |
| Net income (gross income less expenses) | 2020-12-31 | $901,059 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,623,655 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,722,596 |
| Assets. Value of participant loans | 2020-12-31 | $50,181 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $33,623 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $420 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $922,073 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,222,537 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,222,537 |
| Total plan assets at end of year | 2019-12-31 | $4,722,596 |
| Total plan assets at beginning of year | 2019-12-31 | $5,023,060 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $242,669 |
| Other income received | 2019-12-31 | $649,307 |
| Net income (gross income less expenses) | 2019-12-31 | $-300,464 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,722,596 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,023,060 |
| Assets. Value of participant loans | 2019-12-31 | $37,693 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $30,097 |
| 2018 : MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-160,318 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $713,818 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $689,617 |
| Total plan assets at end of year | 2018-12-31 | $5,023,060 |
| Total plan assets at beginning of year | 2018-12-31 | $5,897,196 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $269,137 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-478,580 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-874,136 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,023,060 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,897,196 |
| Assets. Value of participant loans | 2018-12-31 | $42,978 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $49,125 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $22,505 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,696 |
| 2017 : MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $1,485,669 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $418,293 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $413,875 |
| Total plan assets at end of year | 2017-12-31 | $5,897,196 |
| Total plan assets at beginning of year | 2017-12-31 | $4,829,820 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $295,056 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $176,317 |
| Other income received | 2017-12-31 | $983,682 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $1,067,376 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,897,196 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,829,820 |
| Assets. Value of participant loans | 2017-12-31 | $77,204 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $30,614 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,418 |
| 2016 : MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $793,972 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $31,236 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $4,829,820 |
| Total plan assets at beginning of year | 2016-12-31 | $4,067,084 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $282,915 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $74,786 |
| Other income received | 2016-12-31 | $405,859 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $762,736 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,829,820 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,067,084 |
| Assets. Value of participant loans | 2016-12-31 | $26,735 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $30,412 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $458 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $30,778 |
| 2015 : MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $379,535 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $705,623 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $703,453 |
| Total plan assets at end of year | 2015-12-31 | $4,067,084 |
| Total plan assets at beginning of year | 2015-12-31 | $4,393,172 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $268,438 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $84,617 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-326,088 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,067,084 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,393,172 |
| Assets. Value of participant loans | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $26,480 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,170 |
| 2014 : MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $526,504 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $211,519 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $188,694 |
| Total plan assets at end of year | 2014-12-31 | $4,393,172 |
| Total plan assets at beginning of year | 2014-12-31 | $4,078,187 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $223,343 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $266,598 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $314,985 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,393,172 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,078,187 |
| Assets. Value of participant loans | 2014-12-31 | $1,966 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $36,563 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $22,825 |
| 2022: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | Yes |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MANN. WEITZ & ASSOCIATES L.L.C. 401(K) SAVINGS PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 5432413 |
| Policy instance | 1 |
| Insurance contract or identification number | 5432413 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | N/A |
| Policy instance | 1 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $122 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $122 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | N/A |
| Policy instance | 1 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $122 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $122 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | N/A |
| Policy instance | 1 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-07-01 | | Total amount of commissions paid to insurance broker | USD $405 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $217 | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | GA-063432 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-063432 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | N/A |
| Policy instance | 2 |
| Insurance contract or identification number | N/A | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | GA-063432 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-063432 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2016-06-06 | | Insurance policy end date | 2016-06-06 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | N/A |
| Policy instance | 2 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $344 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $188 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | SILBER WILHELM E CLU |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | N/A |
| Policy instance | 1 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-07-01 | | Total amount of commissions paid to insurance broker | USD $344 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $188 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | SILBER WILHELM E CLU |
|
