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WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameWG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN
Plan identification number 001

WG&R EMPLOYEES' SAVINGS AND RETIREMENT 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WG&R FURNITURE CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:WG&R FURNITURE CO., INC.
Employer identification number (EIN):390751860
NAIC Classification:442110
NAIC Description:Furniture Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN

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
0012017-01-01LEANNE WELKER
0012016-01-01LEANNE WELKER
0012015-01-01LEANNE WELKER
0012014-01-01LEANNE WELKER
0012013-01-01LEANNE WELKER
0012012-01-01LEANNE WELKER
0012011-01-01LEANNE WELKER LEANNE WELKER2012-09-28
0012010-01-01MICHAEL VANLANEN MICHAEL VANLANEN2011-09-22
0012009-01-01MIKE VAN LANEN
0012009-01-01 MIKE VAN LANEN2010-09-07
0012009-01-01 MIKE VAN LANEN2010-08-27

Plan Statistics for WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01332
Total number of active participants reported on line 7a of the Form 55002022-01-01263
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0170
Total of all active and inactive participants2022-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01341
Number of participants with account balances2022-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0150
2021: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01337
Total number of active participants reported on line 7a of the Form 55002021-01-01254
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01326
Number of participants with account balances2021-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0142
2020: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01342
Total number of active participants reported on line 7a of the Form 55002020-01-01252
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01331
Number of participants with account balances2020-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0143
2019: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01331
Total number of active participants reported on line 7a of the Form 55002019-01-01266
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01338
Number of participants with account balances2019-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0158
2018: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01320
Total number of active participants reported on line 7a of the Form 55002018-01-01274
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01325
Number of participants with account balances2018-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0164
2017: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01301
Total number of active participants reported on line 7a of the Form 55002017-01-01259
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01309
Number of participants with account balances2017-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0152
2016: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01286
Total number of active participants reported on line 7a of the Form 55002016-01-01254
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01297
Number of participants with account balances2016-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0154
2015: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01249
Total number of active participants reported on line 7a of the Form 55002015-01-01239
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01279
Number of participants with account balances2015-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0143
2014: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01241
Total number of active participants reported on line 7a of the Form 55002014-01-01206
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01243
Number of participants with account balances2014-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0136
2013: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01240
Total number of active participants reported on line 7a of the Form 55002013-01-01195
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01235
Number of participants with account balances2013-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0139
2012: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01250
Total number of active participants reported on line 7a of the Form 55002012-01-01193
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01234
Number of participants with account balances2012-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0135
2011: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01241
Total number of active participants reported on line 7a of the Form 55002011-01-01204
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01249
Number of participants with account balances2011-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2010: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01242
Total number of active participants reported on line 7a of the Form 55002010-01-01180
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0150
Total of all active and inactive participants2010-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01233
Number of participants with account balances2010-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0116
2009: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01263
Total number of active participants reported on line 7a of the Form 55002009-01-01177
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01237
Number of participants with account balances2009-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,448,437
Total of all expenses incurred2022-12-31$2,588,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,514,821
Value of total corrective distributions2022-12-31$168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,170,717
Value of total assets at end of year2022-12-31$12,553,141
Value of total assets at beginning of year2022-12-31$16,590,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$73,896
Total interest from all sources2022-12-31$10,535
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$186,006
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$186,006
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 period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$921,090
Participant contributions at end of year2022-12-31$163,070
Participant contributions at beginning of year2022-12-31$168,715
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$18,747
Administrative expenses (other) incurred2022-12-31$5,998
Total non interest bearing cash at end of year2022-12-31$41,668
Total non interest bearing cash at beginning of year2022-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,037,322
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,553,141
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,590,463
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
Investment advisory and management fees2022-12-31$67,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,358,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,086,898
Interest on participant loans2022-12-31$10,535
Value of interest in common/collective trusts at end of year2022-12-31$1,989,815
Value of interest in common/collective trusts at beginning of year2022-12-31$2,334,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,744,153
Net investment gain or loss from common/collective trusts2022-12-31$-71,542
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$230,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,514,821
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 name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,958,042
Total of all expenses incurred2021-12-31$1,249,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,173,956
Value of total corrective distributions2021-12-31$740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,088,056
Value of total assets at end of year2021-12-31$16,590,463
Value of total assets at beginning of year2021-12-31$14,882,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,065
Total interest from all sources2021-12-31$11,586
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$193,450
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$193,450
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$866,409
Participant contributions at end of year2021-12-31$168,715
Participant contributions at beginning of year2021-12-31$198,694
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,179
Administrative expenses (other) incurred2021-12-31$5,023
Total non interest bearing cash at end of year2021-12-31$500
Total non interest bearing cash at beginning of year2021-12-31$38,280
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$1,708,281
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,590,463
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,882,182
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
Investment advisory and management fees2021-12-31$70,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,086,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,526,939
Interest on participant loans2021-12-31$11,586
Value of interest in common/collective trusts at end of year2021-12-31$2,334,350
Value of interest in common/collective trusts at beginning of year2021-12-31$2,118,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,682,315
Net investment gain or loss from common/collective trusts2021-12-31$-17,365
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$217,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,173,956
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 name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,952,193
Total of all expenses incurred2020-12-31$494,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$430,733
Value of total corrective distributions2020-12-31$38
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$930,389
Value of total assets at end of year2020-12-31$14,882,182
Value of total assets at beginning of year2020-12-31$12,424,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$63,438
Total interest from all sources2020-12-31$15,345
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$166,291
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$166,291
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$733,619
Participant contributions at end of year2020-12-31$198,694
Participant contributions at beginning of year2020-12-31$220,800
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,527
Other income not declared elsewhere2020-12-31$-34
Administrative expenses (other) incurred2020-12-31$5,442
Total non interest bearing cash at end of year2020-12-31$38,280
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$2,457,984
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,882,182
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,424,198
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
Investment advisory and management fees2020-12-31$57,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,526,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,437,701
Interest on participant loans2020-12-31$15,345
Value of interest in common/collective trusts at end of year2020-12-31$2,118,269
Value of interest in common/collective trusts at beginning of year2020-12-31$1,765,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,794,476
Net investment gain or loss from common/collective trusts2020-12-31$45,726
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$182,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$430,733
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,137,226
Total of all expenses incurred2019-12-31$570,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$509,860
Value of total corrective distributions2019-12-31$81
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$947,523
Value of total assets at end of year2019-12-31$12,424,198
Value of total assets at beginning of year2019-12-31$9,857,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,179
Total interest from all sources2019-12-31$14,659
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$196,315
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$196,315
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$742,903
Participant contributions at end of year2019-12-31$220,800
Participant contributions at beginning of year2019-12-31$157,802
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,361
Administrative expenses (other) incurred2019-12-31$7,500
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$2,567,106
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,424,198
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,857,092
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$52,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,437,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,678,602
Interest on participant loans2019-12-31$14,659
Value of interest in common/collective trusts at end of year2019-12-31$1,765,697
Value of interest in common/collective trusts at beginning of year2019-12-31$1,020,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,927,641
Net investment gain or loss from common/collective trusts2019-12-31$51,088
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$197,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$509,860
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,037
Total income from all sources (including contributions)2018-12-31$353,320
Total of all expenses incurred2018-12-31$626,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$565,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$850,653
Value of total assets at end of year2018-12-31$9,857,092
Value of total assets at beginning of year2018-12-31$10,132,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$61,155
Total interest from all sources2018-12-31$9,021
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$160,919
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$160,919
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$653,158
Participant contributions at end of year2018-12-31$157,802
Participant contributions at beginning of year2018-12-31$138,625
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,368
Administrative expenses (other) incurred2018-12-31$8,036
Total non interest bearing cash at beginning of year2018-12-31$433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-273,442
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,857,092
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,130,534
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$53,119
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,678,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,474,460
Interest on participant loans2018-12-31$9,021
Value of interest in common/collective trusts at end of year2018-12-31$1,020,688
Value of interest in common/collective trusts at beginning of year2018-12-31$1,519,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-684,515
Net investment gain or loss from common/collective trusts2018-12-31$17,242
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$179,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$565,607
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,037
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 : WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,825
Total income from all sources (including contributions)2017-12-31$2,232,600
Total of all expenses incurred2017-12-31$507,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$454,894
Value of total corrective distributions2017-12-31$2,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$802,651
Value of total assets at end of year2017-12-31$10,132,571
Value of total assets at beginning of year2017-12-31$8,414,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,979
Total interest from all sources2017-12-31$8,905
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$129,290
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$129,290
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$608,090
Participant contributions at end of year2017-12-31$138,625
Participant contributions at beginning of year2017-12-31$151,947
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$25,307
Administrative expenses (other) incurred2017-12-31$7,798
Total non interest bearing cash at end of year2017-12-31$433
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$1,724,690
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,130,534
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,405,844
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
Investment advisory and management fees2017-12-31$43,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,474,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,271,571
Interest on participant loans2017-12-31$8,905
Value of interest in common/collective trusts at end of year2017-12-31$1,519,053
Value of interest in common/collective trusts at beginning of year2017-12-31$991,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,274,586
Net investment gain or loss from common/collective trusts2017-12-31$17,168
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$169,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$454,894
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,037
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$8,825
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 : WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,825
Total income from all sources (including contributions)2016-12-31$1,405,295
Total of all expenses incurred2016-12-31$511,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$457,999
Value of total corrective distributions2016-12-31$8,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$775,573
Value of total assets at end of year2016-12-31$8,414,669
Value of total assets at beginning of year2016-12-31$7,512,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,086
Total interest from all sources2016-12-31$8,213
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$119,442
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$119,442
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$598,967
Participant contributions at end of year2016-12-31$151,947
Participant contributions at beginning of year2016-12-31$158,051
Participant contributions at beginning of year2016-12-31$28
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$31,589
Administrative expenses (other) incurred2016-12-31$7,568
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$893,385
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,405,844
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,512,459
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
Investment advisory and management fees2016-12-31$37,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,271,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,140,381
Interest on participant loans2016-12-31$8,213
Value of interest in common/collective trusts at end of year2016-12-31$991,151
Value of interest in common/collective trusts at beginning of year2016-12-31$1,213,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$490,125
Net investment gain or loss from common/collective trusts2016-12-31$11,942
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$145,017
Employer contributions (assets) at beginning of year2016-12-31$7
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$457,999
Liabilities. Value of benefit claims payable at end of year2016-12-31$8,825
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 : WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$542,238
Total of all expenses incurred2015-12-31$331,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$289,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$541,664
Value of total assets at end of year2015-12-31$7,512,459
Value of total assets at beginning of year2015-12-31$7,301,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$42,025
Total interest from all sources2015-12-31$9,607
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$103,887
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$103,887
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$461,022
Participant contributions at end of year2015-12-31$158,051
Participant contributions at beginning of year2015-12-31$171,453
Participant contributions at end of year2015-12-31$28
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$172
Other income not declared elsewhere2015-12-31$21
Administrative expenses (other) incurred2015-12-31$6,721
Total non interest bearing cash at beginning of year2015-12-31$11,427
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$210,491
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,512,459
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,301,968
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
Investment advisory and management fees2015-12-31$35,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,140,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,006,059
Interest on participant loans2015-12-31$9,607
Value of interest in common/collective trusts at end of year2015-12-31$1,213,992
Value of interest in common/collective trusts at beginning of year2015-12-31$1,113,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-118,644
Net investment gain or loss from common/collective trusts2015-12-31$5,703
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$80,470
Employer contributions (assets) at end of year2015-12-31$7
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$289,722
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 : WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$198
Total income from all sources (including contributions)2014-12-31$860,133
Total of all expenses incurred2014-12-31$318,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$280,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$432,426
Value of total assets at end of year2014-12-31$7,301,968
Value of total assets at beginning of year2014-12-31$6,760,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$38,353
Total interest from all sources2014-12-31$10,953
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$102,599
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$102,599
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$367,225
Participant contributions at end of year2014-12-31$171,453
Participant contributions at beginning of year2014-12-31$177,167
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$164
Administrative expenses (other) incurred2014-12-31$5,697
Total non interest bearing cash at end of year2014-12-31$11,427
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$541,246
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,301,968
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,760,722
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
Investment advisory and management fees2014-12-31$32,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,006,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,511,416
Interest on participant loans2014-12-31$10,953
Value of interest in common/collective trusts at end of year2014-12-31$1,113,029
Value of interest in common/collective trusts at beginning of year2014-12-31$1,072,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$300,156
Net investment gain or loss from common/collective trusts2014-12-31$13,999
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$65,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$280,534
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$198
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 name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,485
Total income from all sources (including contributions)2013-12-31$1,497,181
Total of all expenses incurred2013-12-31$1,143,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,107,046
Value of total corrective distributions2013-12-31$198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$387,588
Value of total assets at end of year2013-12-31$6,760,920
Value of total assets at beginning of year2013-12-31$6,414,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,579
Total interest from all sources2013-12-31$10,523
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$81,671
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$81,671
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$326,536
Participant contributions at end of year2013-12-31$177,167
Participant contributions at beginning of year2013-12-31$208,699
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,601
Administrative expenses (other) incurred2013-12-31$5,952
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$353,358
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,760,722
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,407,364
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$30,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,511,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,875,453
Interest on participant loans2013-12-31$10,523
Value of interest in common/collective trusts at end of year2013-12-31$1,072,337
Value of interest in common/collective trusts at beginning of year2013-12-31$1,328,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,022,082
Net investment gain or loss from common/collective trusts2013-12-31$-4,683
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$59,451
Employer contributions (assets) at beginning of year2013-12-31$1,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,107,046
Liabilities. Value of benefit claims payable at end of year2013-12-31$198
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$7,485
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 name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,193
Total income from all sources (including contributions)2012-12-31$1,521,883
Total of all expenses incurred2012-12-31$539,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$495,461
Value of total corrective distributions2012-12-31$7,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$826,577
Value of total assets at end of year2012-12-31$6,414,849
Value of total assets at beginning of year2012-12-31$5,432,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,938
Total interest from all sources2012-12-31$11,331
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$85,416
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$85,416
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$309,619
Participant contributions at end of year2012-12-31$208,699
Participant contributions at beginning of year2012-12-31$193,728
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$464,491
Administrative expenses (other) incurred2012-12-31$6,823
Total non interest bearing cash at beginning of year2012-12-31$16,982
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$981,999
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,407,364
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,425,365
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
Investment advisory and management fees2012-12-31$30,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,875,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,393,845
Interest on participant loans2012-12-31$11,331
Value of interest in common/collective trusts at end of year2012-12-31$1,328,962
Value of interest in common/collective trusts at beginning of year2012-12-31$828,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$577,358
Net investment gain or loss from common/collective trusts2012-12-31$21,201
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$52,467
Employer contributions (assets) at end of year2012-12-31$1,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$495,461
Liabilities. Value of benefit claims payable at end of year2012-12-31$7,485
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$7,193
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 name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 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$7,193
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,512
Total income from all sources (including contributions)2011-12-31$506,202
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$201,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$181,096
Expenses. Certain deemed distributions of participant loans2011-12-31$-15,511
Value of total corrective distributions2011-12-31$7,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$581,206
Value of total assets at end of year2011-12-31$5,432,558
Value of total assets at beginning of year2011-12-31$5,139,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,806
Total interest from all sources2011-12-31$8,888
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$81,435
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$81,435
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$311,941
Participant contributions at end of year2011-12-31$193,728
Participant contributions at beginning of year2011-12-31$97,027
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$214,838
Administrative expenses (other) incurred2011-12-31$3,267
Total non interest bearing cash at end of year2011-12-31$16,982
Total non interest bearing cash at beginning of year2011-12-31$16,635
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$304,618
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,425,365
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,120,747
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
Investment advisory and management fees2011-12-31$25,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,393,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,486,181
Interest on participant loans2011-12-31$8,888
Value of interest in common/collective trusts at end of year2011-12-31$828,003
Value of interest in common/collective trusts at beginning of year2011-12-31$539,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-190,196
Net investment gain or loss from common/collective trusts2011-12-31$24,869
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$54,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$181,096
Liabilities. Value of benefit claims payable at end of year2011-12-31$7,193
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$18,512
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 name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$838,336
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$203,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$157,234
Value of total corrective distributions2010-12-31$29,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$336,206
Value of total assets at end of year2010-12-31$5,139,259
Value of total assets at beginning of year2010-12-31$4,485,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,422
Total interest from all sources2010-12-31$6,534
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$68,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$68,305
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$280,861
Participant contributions at end of year2010-12-31$97,027
Participant contributions at beginning of year2010-12-31$107,042
Participant contributions at beginning of year2010-12-31$582
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,416
Administrative expenses (other) incurred2010-12-31$1,476
Total non interest bearing cash at end of year2010-12-31$16,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$634,809
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,120,747
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,485,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$14,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,486,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,054,250
Interest on participant loans2010-12-31$6,527
Value of interest in common/collective trusts at end of year2010-12-31$539,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$324,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$324,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$413,028
Net investment gain or loss from common/collective trusts2010-12-31$14,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$40,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$157,234
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at end of year2010-12-31$18,512
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : WG&R EMPLOYEES' SAVINGS AND RETIREMENT 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 WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN

2022: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WG&R EMPLOYEES' SAVINGS AND RETIREMENT 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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