401k Plan data: THE WILBER GROUP 401(K) RETIREMENT PLAN plan

THE WILBER GROUP 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	THE WILBER GROUP 401(K) RETIREMENT PLAN
Plan identification number	001

THE WILBER GROUP 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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

WILBER AND ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name: WILBER AND ASSOCIATES, PC

Employer identification number (EIN): 421628021

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILBER GROUP 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TIFFANY GILBERT
001 2016-01-01 TIFFANY GILBERT 2017-10-16

Plan Statistics for THE WILBER GROUP 401(K) RETIREMENT PLAN

401k plan membership statisitcs for THE WILBER GROUP 401(K) RETIREMENT PLAN

Measure Date Value
2022: THE WILBER GROUP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 109
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 21
Total of all active and inactive participants 2022-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 134
Number of participants with account balances 2022-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: THE WILBER GROUP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 147
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 161
Number of participants with account balances 2021-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE WILBER GROUP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 147
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 14
Total of all active and inactive participants 2020-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 161
Number of participants with account balances 2020-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE WILBER GROUP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 130
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 144
Number of participants with account balances 2019-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE WILBER GROUP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 120
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 129
Number of participants with account balances 2018-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE WILBER GROUP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 110
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 119
Number of participants with account balances 2017-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: THE WILBER GROUP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	109
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	21
Total of all active and inactive participants	2022-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	134
Number of participants with account balances	2022-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: THE WILBER GROUP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	147
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	161
Number of participants with account balances	2021-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE WILBER GROUP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	147
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	14
Total of all active and inactive participants	2020-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	161
Number of participants with account balances	2020-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE WILBER GROUP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	130
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	144
Number of participants with account balances	2019-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE WILBER GROUP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	120
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	129
Number of participants with account balances	2018-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE WILBER GROUP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	110
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	119
Number of participants with account balances	2017-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on THE WILBER GROUP 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : THE WILBER GROUP 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$8,372
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$10,271
Total income from all sources (including contributions)	2022-12-31	$-479,406
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$649,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$569,011
Value of total corrective distributions	2022-12-31	$30,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$858,891
Value of total assets at end of year	2022-12-31	$6,572,206
Value of total assets at beginning of year	2022-12-31	$7,702,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$49,567
Total interest from all sources	2022-12-31	$1,662
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$120,622
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$576,820
Participant contributions at end of year	2022-12-31	$28,117
Participant contributions at beginning of year	2022-12-31	$28,390
Participant contributions at end of year	2022-12-31	$12,818
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$7,878
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$-1,460,581
Liabilities. Value of operating payables at end of year	2022-12-31	$8,372
Liabilities. Value of operating payables at beginning of year	2022-12-31	$10,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,128,680
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,563,834
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,692,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$290
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,459,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,620,110
Interest on participant loans	2022-12-31	$1,662
Value of interest in common/collective trusts at end of year	2022-12-31	$63,599
Value of interest in common/collective trusts at beginning of year	2022-12-31	$54,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$274,193
Employer contributions (assets) at end of year	2022-12-31	$7,826
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$120,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$569,011
Contract administrator fees	2022-12-31	$49,277
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : THE WILBER GROUP 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$10,271
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$8,983
Total income from all sources (including contributions)	2021-12-31	$2,006,956
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$396,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$345,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$863,527
Value of total assets at end of year	2021-12-31	$7,702,785
Value of total assets at beginning of year	2021-12-31	$6,091,466
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$51,540
Total interest from all sources	2021-12-31	$400
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$119,359
Administrative expenses professional fees incurred	2021-12-31	$51,540
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$584,027
Participant contributions at end of year	2021-12-31	$28,390
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Liabilities. Value of operating payables at end of year	2021-12-31	$10,271
Liabilities. Value of operating payables at beginning of year	2021-12-31	$8,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,610,031
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,692,514
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,082,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,620,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,048,490
Interest on participant loans	2021-12-31	$400
Value of interest in common/collective trusts at end of year	2021-12-31	$54,285
Value of interest in common/collective trusts at beginning of year	2021-12-31	$42,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,023,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$279,500
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$119,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$345,385
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : THE WILBER GROUP 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$8,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$7,827
Total income from all sources (including contributions)	2020-12-31	$1,721,947
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$231,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$190,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$839,848
Value of total assets at end of year	2020-12-31	$6,091,466
Value of total assets at beginning of year	2020-12-31	$4,599,761
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$40,902
Total interest from all sources	2020-12-31	$99
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$87,402
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$563,129
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$452
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$3,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Liabilities. Value of operating payables at end of year	2020-12-31	$8,983
Liabilities. Value of operating payables at beginning of year	2020-12-31	$7,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,490,549
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,082,483
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,591,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,048,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,547,459
Interest on participant loans	2020-12-31	$99
Value of interest in common/collective trusts at end of year	2020-12-31	$42,976
Value of interest in common/collective trusts at beginning of year	2020-12-31	$40,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$793,140
Net investment gain or loss from common/collective trusts	2020-12-31	$1,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$276,267
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$8,840
Income. Dividends from common stock	2020-12-31	$87,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$190,496
Contract administrator fees	2020-12-31	$40,902
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : THE WILBER GROUP 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$7,827
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$7,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$6,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$6,020
Total income from all sources (including contributions)	2019-12-31	$1,670,381
Total income from all sources (including contributions)	2019-12-31	$1,670,381
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$112,749
Total of all expenses incurred	2019-12-31	$112,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$75,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$75,582
Value of total corrective distributions	2019-12-31	$1,615
Value of total corrective distributions	2019-12-31	$1,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$808,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$808,950
Value of total assets at end of year	2019-12-31	$4,599,761
Value of total assets at end of year	2019-12-31	$4,599,761
Value of total assets at beginning of year	2019-12-31	$3,040,322
Value of total assets at beginning of year	2019-12-31	$3,040,322
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$35,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$35,552
Total interest from all sources	2019-12-31	$325
Total interest from all sources	2019-12-31	$325
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$82,908
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$82,908
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$82,908
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$82,908
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$519,474
Contributions received from participants	2019-12-31	$519,474
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$22,583
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$22,583
Assets. Loans (other than to participants) at end of year	2019-12-31	$3,195
Assets. Loans (other than to participants) at end of year	2019-12-31	$3,195
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$8,581
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$8,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$2,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$2,642
Liabilities. Value of operating payables at end of year	2019-12-31	$7,827
Liabilities. Value of operating payables at end of year	2019-12-31	$7,827
Liabilities. Value of operating payables at beginning of year	2019-12-31	$3,378
Liabilities. Value of operating payables at beginning of year	2019-12-31	$3,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,557,632
Value of net income/loss	2019-12-31	$1,557,632
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,591,934
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,591,934
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,034,302
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,034,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,547,459
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,547,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,982,217
Interest on participant loans	2019-12-31	$325
Interest on participant loans	2019-12-31	$325
Value of interest in common/collective trusts at end of year	2019-12-31	$40,267
Value of interest in common/collective trusts at end of year	2019-12-31	$40,267
Value of interest in common/collective trusts at beginning of year	2019-12-31	$19,747
Value of interest in common/collective trusts at beginning of year	2019-12-31	$19,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$776,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$776,681
Net investment gain or loss from common/collective trusts	2019-12-31	$1,517
Net investment gain or loss from common/collective trusts	2019-12-31	$1,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$266,893
Contributions received in cash from employer	2019-12-31	$266,893
Employer contributions (assets) at end of year	2019-12-31	$8,840
Employer contributions (assets) at end of year	2019-12-31	$8,840
Employer contributions (assets) at beginning of year	2019-12-31	$29,777
Employer contributions (assets) at beginning of year	2019-12-31	$29,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$75,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$75,582
Contract administrator fees	2019-12-31	$35,552
Contract administrator fees	2019-12-31	$35,552
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
Accountancy firm EIN	2019-12-31	410746749
2018 : THE WILBER GROUP 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$6,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$6,382
Total income from all sources (including contributions)	2018-12-31	$486,117
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$113,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$88,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$736,131
Value of total assets at end of year	2018-12-31	$3,040,322
Value of total assets at beginning of year	2018-12-31	$2,668,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$25,190
Total interest from all sources	2018-12-31	$382
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$60,455
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$60,455
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$460,043
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$208
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$30,446
Assets. Loans (other than to participants) at end of year	2018-12-31	$8,581
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$6,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$2,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$2,883
Liabilities. Value of operating payables at end of year	2018-12-31	$3,378
Liabilities. Value of operating payables at beginning of year	2018-12-31	$3,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$372,528
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,034,302
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,661,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,982,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,624,572
Interest on participant loans	2018-12-31	$382
Value of interest in common/collective trusts at end of year	2018-12-31	$19,747
Value of interest in common/collective trusts at beginning of year	2018-12-31	$14,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-311,625
Net investment gain or loss from common/collective trusts	2018-12-31	$774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$245,642
Employer contributions (assets) at end of year	2018-12-31	$29,777
Employer contributions (assets) at beginning of year	2018-12-31	$22,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$88,399
Contract administrator fees	2018-12-31	$25,190
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : THE WILBER GROUP 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$6,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,081,557
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$70,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$55,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$672,070
Value of total assets at end of year	2017-12-31	$2,668,156
Value of total assets at beginning of year	2017-12-31	$1,650,499
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$15,275
Total interest from all sources	2017-12-31	$168
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$43,755
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$43,755
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$395,738
Participant contributions at end of year	2017-12-31	$208
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$42,229
Assets. Loans (other than to participants) at end of year	2017-12-31	$6,369
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$3,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$2,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Liabilities. Value of operating payables at end of year	2017-12-31	$3,499
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,011,275
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,661,774
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,650,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,624,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,625,470
Interest on participant loans	2017-12-31	$168
Value of interest in common/collective trusts at end of year	2017-12-31	$14,832
Value of interest in common/collective trusts at beginning of year	2017-12-31	$8,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$365,140
Net investment gain or loss from common/collective trusts	2017-12-31	$424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$234,103
Employer contributions (assets) at end of year	2017-12-31	$22,175
Employer contributions (assets) at beginning of year	2017-12-31	$12,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$55,007
Contract administrator fees	2017-12-31	$15,275
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749

Form 5500 Responses for THE WILBER GROUP 401(K) RETIREMENT PLAN

2022: THE WILBER GROUP 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE WILBER GROUP 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE WILBER GROUP 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE WILBER GROUP 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE WILBER GROUP 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE WILBER GROUP 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILBER AND ASSOCIATES, PC
Employer identification number (EIN):	421628021
NAIC Classification:	524290