Logo

WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameWIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN
Plan identification number 001

WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WIRTZ BEVERAGE ILLINOIS BELLEVILLE has sponsored the creation of one or more 401k plans.

Company Name:WIRTZ BEVERAGE ILLINOIS BELLEVILLE
Employer identification number (EIN):370634183
NAIC Classification:424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01W. ROCKWELL WIRTZ
0012014-01-01W. ROCKWELL WIRTZ
0012013-01-01W. ROCKWELL WIRTZ
0012012-01-01W. ROCKWELL WIRTZ
0012011-01-01RICHARD PALMIER
0012009-01-01RICHARD PALMIER

Financial Data on WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN

Measure Date Value
2015 : WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$161,953
Expenses. Total of all expenses incurred2015-12-31$126,931
Benefits paid (including direct rollovers)2015-12-31$126,146
Total plan assets at end of year2015-12-31$2,366,270
Total plan assets at beginning of year2015-12-31$2,331,248
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$78,752
Expenses. Other expenses not covered elsewhere2015-12-31$785
Other income received2015-12-31$45,831
Net income (gross income less expenses)2015-12-31$35,022
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,366,270
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,331,248
Assets. Value of participant loans2015-12-31$37,654
Total contributions received or receivable from employer(s)2015-12-31$37,370
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$314,002
Expenses. Total of all expenses incurred2014-12-31$363,119
Benefits paid (including direct rollovers)2014-12-31$362,424
Total plan assets at end of year2014-12-31$2,331,248
Total plan assets at beginning of year2014-12-31$2,380,365
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$82,627
Expenses. Other expenses not covered elsewhere2014-12-31$695
Contributions received from other sources (not participants or employers)2014-12-31$117,481
Other income received2014-12-31$73,039
Net income (gross income less expenses)2014-12-31$-49,117
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,331,248
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,380,365
Assets. Value of participant loans2014-12-31$13,146
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$384
Total contributions received or receivable from employer(s)2014-12-31$40,855
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$356,301
Expenses. Total of all expenses incurred2013-12-31$43,990
Benefits paid (including direct rollovers)2013-12-31$43,800
Total plan assets at end of year2013-12-31$2,380,365
Total plan assets at beginning of year2013-12-31$2,068,054
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$112,397
Other income received2013-12-31$147,125
Net income (gross income less expenses)2013-12-31$312,311
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,380,365
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,068,054
Assets. Value of participant loans2013-12-31$2,713
Total contributions received or receivable from employer(s)2013-12-31$96,779
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$243,766
Expenses. Total of all expenses incurred2012-12-31$80,404
Benefits paid (including direct rollovers)2012-12-31$80,304
Total plan assets at end of year2012-12-31$2,068,054
Total plan assets at beginning of year2012-12-31$1,904,692
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$107,630
Expenses. Other expenses not covered elsewhere2012-12-31$100
Other income received2012-12-31$130,587
Net income (gross income less expenses)2012-12-31$163,362
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,068,054
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,904,692
Assets. Value of participant loans2012-12-31$12,964
Total contributions received or receivable from employer(s)2012-12-31$5,549
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$-1,021,651
Total income from all sources2011-12-31$245,869
Expenses. Total of all expenses incurred2011-12-31$40,851
Benefits paid (including direct rollovers)2011-12-31$40,801
Total plan assets at end of year2011-12-31$1,904,692
Total plan assets at beginning of year2011-12-31$2,721,325
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$135,834
Other income received2011-12-31$68,158
Net income (gross income less expenses)2011-12-31$205,018
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,904,692
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,721,325
Assets. Value of participant loans2011-12-31$7,044
Total contributions received or receivable from employer(s)2011-12-31$41,877
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$95,502
Total income from all sources2010-12-31$448,244
Expenses. Total of all expenses incurred2010-12-31$145,146
Benefits paid (including direct rollovers)2010-12-31$145,006
Total plan assets at end of year2010-12-31$2,721,325
Total plan assets at beginning of year2010-12-31$2,322,725
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$181,394
Contributions received from other sources (not participants or employers)2010-12-31$95,502
Other income received2010-12-31$119,858
Net income (gross income less expenses)2010-12-31$303,098
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,721,325
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,322,725
Assets. Value of participant loans2010-12-31$10,228
Total contributions received or receivable from employer(s)2010-12-31$51,490
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN

2015: WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN 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 – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN 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 – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN 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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: WIRTZ BEVERAGE ILLINOIS BELLEVILLE LLC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 52209-8
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 52209-8
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU466
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 52209-8
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU466
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU466
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU466
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1