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FIRST WEBER GROUP RETIREMENT PLAN 401k Plan overview

Plan NameFIRST WEBER GROUP RETIREMENT PLAN
Plan identification number 001

FIRST WEBER GROUP 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.

401k Sponsoring company profile

FIRST WEBER GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIRST WEBER GROUP, INC.
Employer identification number (EIN):391193538
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST WEBER GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01MICHAEL E KAFKA
0012015-01-01MICHAEL E KAFKA
0012014-01-01MICHAEL E KAFKA
0012013-01-01MICHAEL E. KAFKA
0012012-01-01MICHAEL E. KAFKA MICHAEL E. KAFKA2013-07-31
0012011-01-01MICHAEL E. KAFKA
0012009-01-01MICHAEL E. KAFKA

Plan Statistics for FIRST WEBER GROUP RETIREMENT PLAN

401k plan membership statisitcs for FIRST WEBER GROUP RETIREMENT PLAN

Measure Date Value
2016: FIRST WEBER GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01218
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FIRST WEBER GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01224
Total number of active participants reported on line 7a of the Form 55002015-01-01187
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01218
Number of participants with account balances2015-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: FIRST WEBER GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01233
Total number of active participants reported on line 7a of the Form 55002014-01-01196
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01224
Number of participants with account balances2014-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: FIRST WEBER GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01228
Total number of active participants reported on line 7a of the Form 55002013-01-01204
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01233
Number of participants with account balances2013-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: FIRST WEBER GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01235
Total number of active participants reported on line 7a of the Form 55002012-01-01203
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01228
Number of participants with account balances2012-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: FIRST WEBER GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01246
Total number of active participants reported on line 7a of the Form 55002011-01-01204
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01235
Number of participants with account balances2011-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: FIRST WEBER GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01159
Total number of active participants reported on line 7a of the Form 55002009-01-01223
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01265
Number of participants with account balances2009-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on FIRST WEBER GROUP RETIREMENT PLAN

Measure Date Value
2016 : FIRST WEBER GROUP RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total transfer of assets from this plan2016-08-31$11,252,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$12,334
Total income from all sources (including contributions)2016-08-31$628,861
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$2,813,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$2,796,451
Value of total corrective distributions2016-08-31$3,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$0
Value of total assets at end of year2016-08-31$0
Value of total assets at beginning of year2016-08-31$13,449,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$14,002
Total interest from all sources2016-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$36,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$36,407
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Participant contributions at end of year2016-08-31$0
Participant contributions at beginning of year2016-08-31$28,678
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$1,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-08-31$12,334
Other income not declared elsewhere2016-08-31$44
Administrative expenses (other) incurred2016-08-31$14,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$-2,184,987
Value of net assets at end of year (total assets less liabilities)2016-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$13,437,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$12,374,746
Value of interest in common/collective trusts at end of year2016-08-31$0
Value of interest in common/collective trusts at beginning of year2016-08-31$924,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$584,993
Net investment gain or loss from common/collective trusts2016-08-31$7,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Employer contributions (assets) at end of year2016-08-31$0
Employer contributions (assets) at beginning of year2016-08-31$120,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$2,796,451
Did the plan have assets held for investment2016-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2016-08-31390747409
2015 : FIRST WEBER GROUP RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,027
Total income from all sources (including contributions)2015-12-31$622,634
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$918,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$894,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$600,596
Value of total assets at end of year2015-12-31$13,449,700
Value of total assets at beginning of year2015-12-31$13,734,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,495
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$153,989
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$153,989
Administrative expenses professional fees incurred2015-12-31$6,700
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$475,546
Participant contributions at end of year2015-12-31$28,678
Participant contributions at beginning of year2015-12-31$52,453
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,144
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$12,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,027
Other income not declared elsewhere2015-12-31$75
Administrative expenses (other) incurred2015-12-31$16,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-295,773
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,437,366
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,733,139
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,374,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,607,242
Value of interest in common/collective trusts at end of year2015-12-31$924,379
Value of interest in common/collective trusts at beginning of year2015-12-31$982,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-145,352
Net investment gain or loss from common/collective trusts2015-12-31$13,326
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$120,753
Employer contributions (assets) at end of year2015-12-31$120,753
Employer contributions (assets) at beginning of year2015-12-31$90,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$894,912
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 name2015-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2015-12-31390747409
2014 : FIRST WEBER GROUP RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,508,555
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$527,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$505,692
Value of total corrective distributions2014-12-31$122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$536,942
Value of total assets at end of year2014-12-31$13,734,166
Value of total assets at beginning of year2014-12-31$12,752,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,034
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$131,929
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$131,929
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$446,912
Participant contributions at end of year2014-12-31$52,453
Participant contributions at beginning of year2014-12-31$18,995
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,027
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$22,034
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$980,707
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,733,139
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,752,432
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,607,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,780,912
Value of interest in common/collective trusts at end of year2014-12-31$982,224
Value of interest in common/collective trusts at beginning of year2014-12-31$858,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$826,377
Net investment gain or loss from common/collective trusts2014-12-31$13,307
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$90,030
Employer contributions (assets) at end of year2014-12-31$90,030
Employer contributions (assets) at beginning of year2014-12-31$92,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$505,692
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 name2014-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2014-12-31390747409
2013 : FIRST WEBER GROUP RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,191
Total income from all sources (including contributions)2013-12-31$2,923,572
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$698,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$675,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$484,393
Value of total assets at end of year2013-12-31$12,752,432
Value of total assets at beginning of year2013-12-31$10,537,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,652
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$121,179
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$121,179
Administrative expenses professional fees incurred2013-12-31$10,125
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$391,845
Participant contributions at end of year2013-12-31$18,995
Participant contributions at beginning of year2013-12-31$19,688
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,853
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$10,191
Other income not declared elsewhere2013-12-31$13
Administrative expenses (other) incurred2013-12-31$12,527
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$2,225,095
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,752,432
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,527,337
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,780,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,641,610
Value of interest in common/collective trusts at end of year2013-12-31$858,124
Value of interest in common/collective trusts at beginning of year2013-12-31$873,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,303,728
Net investment gain or loss from common/collective trusts2013-12-31$14,259
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$92,548
Employer contributions (assets) at end of year2013-12-31$92,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$675,825
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 name2013-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2013-12-31390747409
2012 : FIRST WEBER GROUP RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,191
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,500,663
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$337,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$319,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$360,787
Value of total assets at end of year2012-12-31$10,537,528
Value of total assets at beginning of year2012-12-31$9,364,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,568
Total interest from all sources2012-12-31$77
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$123,995
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$123,995
Administrative expenses professional fees incurred2012-12-31$6,150
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,052,733
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$359,827
Participant contributions at beginning of year2012-12-31$1,821
Participant contributions at end of year2012-12-31$19,688
Participant contributions at beginning of year2012-12-31$13,982
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$960
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$10,191
Administrative expenses (other) incurred2012-12-31$12,418
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$1,162,881
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,527,337
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,364,456
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,641,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,523,942
Interest on participant loans2012-12-31$77
Value of interest in common/collective trusts at end of year2012-12-31$873,438
Value of interest in common/collective trusts at beginning of year2012-12-31$821,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$997,409
Net investment gain or loss from common/collective trusts2012-12-31$18,395
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$319,214
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 name2012-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2012-12-31390747409
2011 : FIRST WEBER GROUP 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$250,718
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$767,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$748,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$346,754
Value of total assets at end of year2011-12-31$9,364,456
Value of total assets at beginning of year2011-12-31$9,880,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,436
Total interest from all sources2011-12-31$409
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$93,384
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$93,384
Administrative expenses professional fees incurred2011-12-31$6,150
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$936,446
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$346,754
Participant contributions at end of year2011-12-31$1,821
Participant contributions at beginning of year2011-12-31$5,422
Participant contributions at end of year2011-12-31$13,982
Participant contributions at beginning of year2011-12-31$14,810
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$20,186
Administrative expenses (other) incurred2011-12-31$12,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-516,501
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,364,456
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,880,957
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,523,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,091,964
Interest on participant loans2011-12-31$409
Value of interest in common/collective trusts at end of year2011-12-31$821,491
Value of interest in common/collective trusts at beginning of year2011-12-31$748,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-208,880
Net investment gain or loss from common/collective trusts2011-12-31$19,051
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$748,783
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 name2011-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2011-12-31390747409
2010 : FIRST WEBER GROUP 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$0
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$1,395,067
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$863,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$840,921
Value of total corrective distributions2010-12-31$1,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$353,272
Value of total assets at end of year2010-12-31$9,880,957
Value of total assets at beginning of year2010-12-31$9,349,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,415
Total interest from all sources2010-12-31$582
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$126,377
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$126,377
Administrative expenses professional fees incurred2010-12-31$6,600
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$988,096
If this is an individual account plan, was there a blackout period2010-12-31No
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$353,272
Participant contributions at end of year2010-12-31$5,422
Participant contributions at beginning of year2010-12-31$6,495
Participant contributions at end of year2010-12-31$14,810
Participant contributions at beginning of year2010-12-31$22,043
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$20,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$13,875
Administrative expenses (other) incurred2010-12-31$14,815
Total non interest bearing cash at beginning of year2010-12-31$1,486
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$531,599
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,880,957
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,349,358
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,091,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,556,255
Interest on participant loans2010-12-31$582
Value of interest in common/collective trusts at end of year2010-12-31$748,575
Value of interest in common/collective trusts at beginning of year2010-12-31$749,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$895,142
Net investment gain or loss from common/collective trusts2010-12-31$19,694
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$840,921
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 name2010-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2010-12-31390747409
2009 : FIRST WEBER GROUP 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 FIRST WEBER GROUP RETIREMENT PLAN

2016: FIRST WEBER GROUP RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIRST WEBER GROUP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIRST WEBER GROUP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST WEBER GROUP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIRST WEBER GROUP RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST WEBER GROUP RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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
2009: FIRST WEBER GROUP RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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