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Plan Name | WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | WORLDBRIDGE PARTNERS CHICAGO, INC. |
Employer identification number (EIN): | 364221216 |
NAIC Classification: | 561300 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-01-01 | SALLY SALZER | 2016-06-17 | ||
001 | 2012-01-01 | SALLY SALZER | |||
001 | 2011-01-01 | SALLY SALZER | 2012-08-07 | ||
001 | 2010-01-01 | WORLDBRIDGE PARTNERS CHICAGO | 2011-05-19 | ||
001 | 2009-01-01 | WORLDBRIDGE PARTNERS CHICAGO | |||
001 | 2009-01-01 | WORLDBRIDGE PARTNERS CHICAGO |
Measure | Date | Value |
---|---|---|
2012: WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2009: WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2012 : WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $208,401 |
Expenses. Total of all expenses incurred | 2012-12-31 | $47,406 |
Benefits paid (including direct rollovers) | 2012-12-31 | $47,381 |
Total plan assets at end of year | 2012-12-31 | $1,080,905 |
Total plan assets at beginning of year | 2012-12-31 | $919,910 |
Value of fidelity bond covering the plan | 2012-12-31 | $110,000 |
Total contributions received or receivable from participants | 2012-12-31 | $65,073 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $25 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $131,204 |
Net income (gross income less expenses) | 2012-12-31 | $160,995 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,080,905 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $919,910 |
Assets. Value of participant loans | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $12,124 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2009 : WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2012: WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: WORLDBRIDGE PARTNERS CHICAGO 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GA-829110 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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