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WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 401k Plan overview

Plan NameWHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN
Plan identification number 003

WHYTE HIRSCHBOECK DUDEK S.C. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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)).
  • Life insurance

401k Sponsoring company profile

WHYTE HIRSCHBOECK DUDEK S.C. has sponsored the creation of one or more 401k plans.

Company Name:WHYTE HIRSCHBOECK DUDEK S.C.
Employer identification number (EIN):391096765
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-07-01DANIEL MISKE2018-07-09
0032016-07-01DANIEL MISKE
0032015-07-01DANIEL MISKE
0032014-07-01DOUGLAS M. MUELLER
0032013-07-01DOUGLAS M. MUELLER
0032012-07-01DOUGLAS M. MUELLER
0032011-07-01DOUGLAS M. MUELLER
0032010-07-01DOUGLAS M. MUELLER
0032009-07-01DOUGLAS M MUELLER

Plan Statistics for WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN

401k plan membership statisitcs for WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN

Measure Date Value
2016: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01392
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0162
Total of all active and inactive participants2016-07-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-0164
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01364
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01391
Total of all active and inactive participants2015-07-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01392
Number of participants with account balances2015-07-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0111
2014: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01346
Total number of active participants reported on line 7a of the Form 55002014-07-01276
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0187
Total of all active and inactive participants2014-07-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01364
Number of participants with account balances2014-07-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0118
2013: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01348
Total number of active participants reported on line 7a of the Form 55002013-07-01269
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0177
Total of all active and inactive participants2013-07-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01346
Number of participants with account balances2013-07-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0111
2012: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01342
Total number of active participants reported on line 7a of the Form 55002012-07-01270
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0177
Total of all active and inactive participants2012-07-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01348
Number of participants with account balances2012-07-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0117
2011: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01337
Total number of active participants reported on line 7a of the Form 55002011-07-01263
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0179
Total of all active and inactive participants2011-07-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01342
Number of participants with account balances2011-07-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0116
2010: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01333
Total number of active participants reported on line 7a of the Form 55002010-07-01264
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0172
Total of all active and inactive participants2010-07-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01337
Number of participants with account balances2010-07-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0110
2009: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01346
Total number of active participants reported on line 7a of the Form 55002009-07-01260
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0172
Total of all active and inactive participants2009-07-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01333
Number of participants with account balances2009-07-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0122

Financial Data on WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN

Measure Date Value
2017 : WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$115,520
Total income from all sources (including contributions)2017-06-30$3,382,148
Total loss/gain on sale of assets2017-06-30$140,634
Total of all expenses incurred2017-06-30$64,521,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$64,403,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$42,315
Value of total assets at end of year2017-06-30$2,238,087
Value of total assets at beginning of year2017-06-30$63,492,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$118,182
Total interest from all sources2017-06-30$11,591
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$346,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$346,145
Administrative expenses professional fees incurred2017-06-30$78,048
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$2,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$42,315
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$476,579
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$659,502
Assets. Other investments not covered elsewhere at end of year2017-06-30$202,874
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$16,479,170
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$35,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$115,520
Other income not declared elsewhere2017-06-30$716,142
Total non interest bearing cash at end of year2017-06-30$11
Total non interest bearing cash at beginning of year2017-06-30$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-61,139,326
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,238,087
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$63,377,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$0
Assets. partnership/joint venture interests at beginning of year2017-06-30$224,527
Investment advisory and management fees2017-06-30$40,134
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,429,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$39,978,944
Interest on participant loans2017-06-30$4,914
Interest earned on other investments2017-06-30$6,677
Value of interest in common/collective trusts at end of year2017-06-30$604,572
Value of interest in common/collective trusts at beginning of year2017-06-30$5,189,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,077,265
Net investment gain or loss from common/collective trusts2017-06-30$48,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$449,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$64,403,292
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$218,362
Aggregate carrying amount (costs) on sale of assets2017-06-30$77,728
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SIKICH LLP
Accountancy firm EIN2017-06-30363168081
2016 : WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-106,310
Total unrealized appreciation/depreciation of assets2016-06-30$-106,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$115,520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$125,361
Total income from all sources (including contributions)2016-06-30$3,533,440
Total loss/gain on sale of assets2016-06-30$9,622
Total of all expenses incurred2016-06-30$4,780,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$4,557,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$4,607,208
Value of total assets at end of year2016-06-30$63,492,933
Value of total assets at beginning of year2016-06-30$64,749,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$222,923
Total interest from all sources2016-06-30$36,792
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$564,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$564,247
Administrative expenses professional fees incurred2016-06-30$17,179
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$2,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$2,898,284
Participant contributions at end of year2016-06-30$476,579
Participant contributions at beginning of year2016-06-30$439,396
Participant contributions at end of year2016-06-30$659,502
Participant contributions at beginning of year2016-06-30$406,617
Assets. Other investments not covered elsewhere at end of year2016-06-30$16,479,170
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$17,458,400
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$1,214,298
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$35,461
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$36,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$115,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$125,361
Other income not declared elsewhere2016-06-30$-104,574
Administrative expenses (other) incurred2016-06-30$101,374
Total non interest bearing cash at end of year2016-06-30$156
Total non interest bearing cash at beginning of year2016-06-30$29,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$45,071
Value of net income/loss2016-06-30$-1,246,799
Value of net assets at end of year (total assets less liabilities)2016-06-30$63,377,413
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$64,624,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$224,527
Assets. partnership/joint venture interests at beginning of year2016-06-30$760,872
Investment advisory and management fees2016-06-30$104,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$39,978,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$39,731,357
Interest on participant loans2016-06-30$15,799
Interest earned on other investments2016-06-30$20,993
Value of interest in common/collective trusts at end of year2016-06-30$5,189,039
Value of interest in common/collective trusts at beginning of year2016-06-30$5,298,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,574,825
Net investment gain or loss from common/collective trusts2016-06-30$101,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$449,555
Employer contributions (assets) at end of year2016-06-30$449,555
Employer contributions (assets) at beginning of year2016-06-30$588,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$4,557,316
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$366,808
Aggregate carrying amount (costs) on sale of assets2016-06-30$357,186
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SIKICH LLP
Accountancy firm EIN2016-06-30363168081
2015 : WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-84,479
Total unrealized appreciation/depreciation of assets2015-06-30$-84,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$125,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$96,466
Total income from all sources (including contributions)2015-06-30$5,640,662
Total loss/gain on sale of assets2015-06-30$-17,081
Total of all expenses incurred2015-06-30$4,637,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$4,427,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$3,921,572
Value of total assets at end of year2015-06-30$64,749,573
Value of total assets at beginning of year2015-06-30$63,717,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$210,266
Total interest from all sources2015-06-30$34,172
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$734,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$734,743
Administrative expenses professional fees incurred2015-06-30$12,464
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$2,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30Yes
Amount of non-exempt transactions with any party-in-interest2015-06-30$2,167
Contributions received from participants2015-06-30$2,276,754
Participant contributions at end of year2015-06-30$439,396
Participant contributions at beginning of year2015-06-30$520,371
Participant contributions at end of year2015-06-30$406,617
Participant contributions at beginning of year2015-06-30$466,176
Assets. Other investments not covered elsewhere at end of year2015-06-30$17,458,400
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$18,793,933
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$1,056,728
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$36,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$38,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$125,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$96,466
Other income not declared elsewhere2015-06-30$395,732
Administrative expenses (other) incurred2015-06-30$85,139
Total non interest bearing cash at end of year2015-06-30$29,854
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,002,926
Value of net assets at end of year (total assets less liabilities)2015-06-30$64,624,212
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$63,621,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$760,872
Assets. partnership/joint venture interests at beginning of year2015-06-30$674,863
Investment advisory and management fees2015-06-30$112,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$39,731,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$37,224,788
Interest on participant loans2015-06-30$16,592
Interest earned on other investments2015-06-30$17,580
Value of interest in common/collective trusts at end of year2015-06-30$5,298,097
Value of interest in common/collective trusts at beginning of year2015-06-30$5,533,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$556,223
Net investment gain or loss from common/collective trusts2015-06-30$99,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$588,090
Employer contributions (assets) at end of year2015-06-30$588,063
Employer contributions (assets) at beginning of year2015-06-30$465,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$4,427,470
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$107,772
Aggregate carrying amount (costs) on sale of assets2015-06-30$124,853
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SIKICH LLP
Accountancy firm EIN2015-06-30363168081
2014 : WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$30,479
Total unrealized appreciation/depreciation of assets2014-06-30$30,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$96,466
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$159,780
Total income from all sources (including contributions)2014-06-30$12,904,005
Total loss/gain on sale of assets2014-06-30$113,300
Total of all expenses incurred2014-06-30$2,837,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,646,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$3,505,976
Value of total assets at end of year2014-06-30$63,717,752
Value of total assets at beginning of year2014-06-30$53,714,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$191,108
Total interest from all sources2014-06-30$43,358
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$447,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$447,649
Administrative expenses professional fees incurred2014-06-30$12,069
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$2,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$2,300,297
Participant contributions at end of year2014-06-30$520,371
Participant contributions at beginning of year2014-06-30$426,316
Participant contributions at end of year2014-06-30$466,176
Participant contributions at beginning of year2014-06-30$372,001
Assets. Other investments not covered elsewhere at end of year2014-06-30$18,793,933
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$16,141,006
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$708,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$38,821
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$46,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$96,466
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$159,780
Other income not declared elsewhere2014-06-30$2,616,681
Administrative expenses (other) incurred2014-06-30$55,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$30,968
Value of net income/loss2014-06-30$10,066,312
Value of net assets at end of year (total assets less liabilities)2014-06-30$63,621,286
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$53,554,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$674,863
Assets. partnership/joint venture interests at beginning of year2014-06-30$584,594
Investment advisory and management fees2014-06-30$123,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$37,224,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$25,798,130
Interest on participant loans2014-06-30$17,026
Interest earned on other investments2014-06-30$26,332
Value of interest in common/collective trusts at end of year2014-06-30$5,533,033
Value of interest in common/collective trusts at beginning of year2014-06-30$10,109,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$5,992,602
Net investment gain or loss from common/collective trusts2014-06-30$153,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$466,598
Employer contributions (assets) at end of year2014-06-30$465,767
Employer contributions (assets) at beginning of year2014-06-30$236,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,646,585
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$327,873
Aggregate carrying amount (costs) on sale of assets2014-06-30$214,573
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SIKICH LLP
Accountancy firm EIN2014-06-30363168081
2013 : WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$189,837
Total unrealized appreciation/depreciation of assets2013-06-30$189,837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$159,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$87,280
Total income from all sources (including contributions)2013-06-30$10,059,118
Total loss/gain on sale of assets2013-06-30$127,131
Total of all expenses incurred2013-06-30$5,495,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$5,336,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$3,169,435
Value of total assets at end of year2013-06-30$53,714,754
Value of total assets at beginning of year2013-06-30$49,078,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$158,064
Total interest from all sources2013-06-30$44,843
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$467,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$467,247
Administrative expenses professional fees incurred2013-06-30$12,205
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$2,021,402
Participant contributions at end of year2013-06-30$426,316
Participant contributions at beginning of year2013-06-30$391,056
Participant contributions at end of year2013-06-30$372,001
Participant contributions at beginning of year2013-06-30$384,490
Assets. Other investments not covered elsewhere at end of year2013-06-30$16,141,006
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$13,479,513
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$911,304
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$46,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$50,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$159,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$87,280
Other income not declared elsewhere2013-06-30$2,970,180
Administrative expenses (other) incurred2013-06-30$34,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$4,564,112
Value of net assets at end of year (total assets less liabilities)2013-06-30$53,554,974
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$48,990,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$584,594
Assets. partnership/joint venture interests at beginning of year2013-06-30$669,310
Investment advisory and management fees2013-06-30$111,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$25,798,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$23,956,442
Interest on participant loans2013-06-30$14,158
Interest earned on other investments2013-06-30$30,685
Value of interest in common/collective trusts at end of year2013-06-30$10,109,702
Value of interest in common/collective trusts at beginning of year2013-06-30$9,825,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$81,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$2,441,767
Net investment gain or loss from common/collective trusts2013-06-30$648,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$236,729
Employer contributions (assets) at end of year2013-06-30$236,448
Employer contributions (assets) at beginning of year2013-06-30$240,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$5,336,942
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$490,733
Aggregate carrying amount (costs) on sale of assets2013-06-30$363,602
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30KOLB CO SC
Accountancy firm EIN2013-06-30391214345
2012 : WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$53,607
Total unrealized appreciation/depreciation of assets2012-06-30$53,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$87,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$124,782
Total income from all sources (including contributions)2012-06-30$3,142,343
Total loss/gain on sale of assets2012-06-30$33,126
Total of all expenses incurred2012-06-30$3,146,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,986,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$3,232,117
Value of total assets at end of year2012-06-30$49,078,142
Value of total assets at beginning of year2012-06-30$49,119,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$159,575
Total interest from all sources2012-06-30$51,700
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$374,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$374,215
Administrative expenses professional fees incurred2012-06-30$12,176
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,967,561
Participant contributions at end of year2012-06-30$391,056
Participant contributions at beginning of year2012-06-30$410,638
Participant contributions at end of year2012-06-30$384,490
Participant contributions at beginning of year2012-06-30$388,001
Assets. Other investments not covered elsewhere at end of year2012-06-30$13,479,513
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$13,766,144
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$1,023,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$50,260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$47,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$87,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$124,782
Other income not declared elsewhere2012-06-30$151,042
Administrative expenses (other) incurred2012-06-30$47,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-3,962
Value of net assets at end of year (total assets less liabilities)2012-06-30$48,990,862
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$48,994,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$669,310
Assets. partnership/joint venture interests at beginning of year2012-06-30$680,836
Investment advisory and management fees2012-06-30$99,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$23,956,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$25,437,649
Interest on participant loans2012-06-30$16,046
Interest earned on other investments2012-06-30$35,654
Value of interest in common/collective trusts at end of year2012-06-30$9,825,683
Value of interest in common/collective trusts at beginning of year2012-06-30$8,087,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$81,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$58,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-918,503
Net investment gain or loss from common/collective trusts2012-06-30$165,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$240,806
Employer contributions (assets) at end of year2012-06-30$240,235
Employer contributions (assets) at beginning of year2012-06-30$242,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,986,730
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$68,412
Aggregate carrying amount (costs) on sale of assets2012-06-30$35,286
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30KOLB CO SC
Accountancy firm EIN2012-06-30391214345
2011 : WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$124,782
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$72,551
Total income from all sources (including contributions)2011-06-30$11,252,261
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$2,234,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,081,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$2,361,978
Value of total assets at end of year2011-06-30$49,119,606
Value of total assets at beginning of year2011-06-30$40,049,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$152,075
Total interest from all sources2011-06-30$18,797
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$322,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$322,803
Administrative expenses professional fees incurred2011-06-30$12,785
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$2,055,148
Participant contributions at end of year2011-06-30$410,638
Participant contributions at beginning of year2011-06-30$378,701
Participant contributions at end of year2011-06-30$388,001
Participant contributions at beginning of year2011-06-30$349,534
Assets. Other investments not covered elsewhere at end of year2011-06-30$13,766,144
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$11,485,675
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$63,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$47,177
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$52,742
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$124,782
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$72,551
Other income not declared elsewhere2011-06-30$2,510,963
Administrative expenses (other) incurred2011-06-30$53,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$9,018,241
Value of net assets at end of year (total assets less liabilities)2011-06-30$48,994,824
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$39,976,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$680,836
Assets. partnership/joint venture interests at beginning of year2011-06-30$576,814
Investment advisory and management fees2011-06-30$86,109
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$25,437,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$19,423,321
Interest on participant loans2011-06-30$18,797
Value of interest in common/collective trusts at end of year2011-06-30$8,087,801
Value of interest in common/collective trusts at beginning of year2011-06-30$7,559,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$58,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$58,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$5,427,763
Net investment gain or loss from common/collective trusts2011-06-30$609,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$243,030
Employer contributions (assets) at end of year2011-06-30$242,443
Employer contributions (assets) at beginning of year2011-06-30$163,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,081,945
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KOLB CO SC
Accountancy firm EIN2011-06-30391214345
2010 : WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN

2016: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: WHYTE HIRSCHBOECK DUDEK S.C. RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number27465
Policy instance 1
Insurance contract or identification number27465
Number of Individuals Covered0
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number27465
Policy instance 1
Insurance contract or identification number27465
Number of Individuals Covered2
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number27465
Policy instance 1
Insurance contract or identification number27465
Number of Individuals Covered2
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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