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WESTPORT RETIREMENT PLAN 401k Plan overview

Plan NameWESTPORT RETIREMENT PLAN
Plan identification number 001

WESTPORT 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.
  • 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

WESTPORT, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:WESTPORT, L.L.C.
Employer identification number (EIN):465463541
NAIC Classification:336610

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTPORT RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRETT BORNE
0012016-01-01ADRIENNE GUIDRY
0012015-01-01ADRIENNE GUIDRY
0012014-01-01ADRIENNE GUIDRY

Plan Statistics for WESTPORT RETIREMENT PLAN

401k plan membership statisitcs for WESTPORT RETIREMENT PLAN

Measure Date Value
2022: WESTPORT RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01301
Total number of active participants reported on line 7a of the Form 55002022-01-01185
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01119
Total of all active and inactive participants2022-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01305
Number of participants with account balances2022-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WESTPORT RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01324
Total number of active participants reported on line 7a of the Form 55002021-01-01152
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01148
Total of all active and inactive participants2021-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01300
Number of participants with account balances2021-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WESTPORT RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01505
Total number of active participants reported on line 7a of the Form 55002020-01-01139
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01178
Total of all active and inactive participants2020-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01324
Number of participants with account balances2020-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WESTPORT RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01485
Total number of active participants reported on line 7a of the Form 55002019-01-01434
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01500
Number of participants with account balances2019-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WESTPORT RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01481
Total number of active participants reported on line 7a of the Form 55002018-01-01424
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01483
Number of participants with account balances2018-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WESTPORT RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01513
Total number of active participants reported on line 7a of the Form 55002017-01-01418
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01479
Number of participants with account balances2017-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: WESTPORT RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01542
Total number of active participants reported on line 7a of the Form 55002016-01-01440
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0168
Total of all active and inactive participants2016-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01511
Number of participants with account balances2016-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: WESTPORT RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01454
Total number of active participants reported on line 7a of the Form 55002015-01-01473
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01535
Number of participants with account balances2015-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: WESTPORT RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01398
Total number of active participants reported on line 7a of the Form 55002014-01-01379
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01434
Number of participants with account balances2014-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013

Financial Data on WESTPORT RETIREMENT PLAN

Measure Date Value
2022 : WESTPORT RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$2,467
Total unrealized appreciation/depreciation of assets2022-12-31$2,467
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,245,792
Total loss/gain on sale of assets2022-12-31$492
Total of all expenses incurred2022-12-31$671,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$636,635
Expenses. Certain deemed distributions of participant loans2022-12-31$22,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$462,791
Value of total assets at end of year2022-12-31$9,363,411
Value of total assets at beginning of year2022-12-31$11,281,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,231
Total interest from all sources2022-12-31$10,568
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$240,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$240,434
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$430,651
Participant contributions at end of year2022-12-31$172,003
Participant contributions at beginning of year2022-12-31$209,833
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$17,853
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$32,140
Other income not declared elsewhere2022-12-31$64
Total non interest bearing cash at end of year2022-12-31$3,629
Total non interest bearing cash at beginning of year2022-12-31$526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,917,658
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,363,411
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,281,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$6,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,871,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,743,350
Interest on participant loans2022-12-31$10,568
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$274,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$316,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$35,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,963,222
Net investment gain or loss from common/collective trusts2022-12-31$614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$636,635
Contract administrator fees2022-12-31$6,478
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$75,084
Aggregate carrying amount (costs) on sale of assets2022-12-31$74,592
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2022-12-31721202445
2021 : WESTPORT RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$126
Total unrealized appreciation/depreciation of assets2021-12-31$126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$94,602
Total income from all sources (including contributions)2021-12-31$1,898,331
Total loss/gain on sale of assets2021-12-31$12
Total of all expenses incurred2021-12-31$3,282,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,255,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$406,209
Value of total assets at end of year2021-12-31$11,281,069
Value of total assets at beginning of year2021-12-31$12,759,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,150
Total interest from all sources2021-12-31$13,588
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$375,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$375,242
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$405,359
Participant contributions at end of year2021-12-31$209,833
Participant contributions at beginning of year2021-12-31$322,619
Participant contributions at end of year2021-12-31$17,853
Participant contributions at beginning of year2021-12-31$13,924
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$850
Total non interest bearing cash at end of year2021-12-31$526
Total non interest bearing cash at beginning of year2021-12-31$102,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,383,734
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,281,069
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,664,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$4,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,743,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,846,384
Interest on participant loans2021-12-31$13,588
Value of interest in common/collective trusts at end of year2021-12-31$274,486
Value of interest in common/collective trusts at beginning of year2021-12-31$474,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$35,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,098,031
Net investment gain or loss from common/collective trusts2021-12-31$5,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,255,915
Contract administrator fees2021-12-31$22,025
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$94,602
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$7,312
Aggregate carrying amount (costs) on sale of assets2021-12-31$7,300
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2021-12-31721202445
2020 : WESTPORT RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$94,602
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$623
Total income from all sources (including contributions)2020-12-31$2,134,869
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,541,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,297,395
Expenses. Certain deemed distributions of participant loans2020-12-31$205,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$654,234
Value of total assets at end of year2020-12-31$12,759,405
Value of total assets at beginning of year2020-12-31$13,071,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$38,084
Total interest from all sources2020-12-31$19,869
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$400,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$400,405
Administrative expenses professional fees incurred2020-12-31$34,834
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$488,064
Participant contributions at end of year2020-12-31$322,619
Participant contributions at beginning of year2020-12-31$564,174
Participant contributions at end of year2020-12-31$13,924
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$166,170
Other income not declared elsewhere2020-12-31$7,427
Liabilities. Value of operating payables at beginning of year2020-12-31$623
Total non interest bearing cash at end of year2020-12-31$102,029
Total non interest bearing cash at beginning of year2020-12-31$7,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-406,278
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,664,803
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,071,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,846,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,297,900
Interest on participant loans2020-12-31$19,869
Value of interest in common/collective trusts at end of year2020-12-31$474,449
Value of interest in common/collective trusts at beginning of year2020-12-31$202,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,047,551
Net investment gain or loss from common/collective trusts2020-12-31$5,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,297,395
Contract administrator fees2020-12-31$3,250
Liabilities. Value of benefit claims payable at end of year2020-12-31$94,602
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PEPPERMAN,EMBOULAS,SCHWARTZ&TODARO
Accountancy firm EIN2020-12-31720207210
2019 : WESTPORT RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$226,654
Total income from all sources (including contributions)2019-12-31$2,905,420
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$836,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$799,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$747,256
Value of total assets at end of year2019-12-31$13,071,704
Value of total assets at beginning of year2019-12-31$11,229,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,012
Total interest from all sources2019-12-31$30,197
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$331,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$331,550
Administrative expenses professional fees incurred2019-12-31$35,012
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$733,248
Participant contributions at end of year2019-12-31$564,174
Participant contributions at beginning of year2019-12-31$571,834
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,008
Other income not declared elsewhere2019-12-31$6,586
Liabilities. Value of operating payables at end of year2019-12-31$623
Liabilities. Value of operating payables at beginning of year2019-12-31$50
Total non interest bearing cash at end of year2019-12-31$7,209
Total non interest bearing cash at beginning of year2019-12-31$233,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,068,450
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,071,081
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,002,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,297,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,215,475
Interest on participant loans2019-12-31$30,197
Value of interest in common/collective trusts at end of year2019-12-31$202,421
Value of interest in common/collective trusts at beginning of year2019-12-31$207,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,784,783
Net investment gain or loss from common/collective trusts2019-12-31$5,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$799,958
Contract administrator fees2019-12-31$2,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$226,604
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PEPPERMAN,EMBOULAS,SCHWARTZ&TODARO
Accountancy firm EIN2019-12-31720207210
2018 : WESTPORT RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$226,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,570
Total income from all sources (including contributions)2018-12-31$119,759
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,080,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,038,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$721,446
Value of total assets at end of year2018-12-31$11,229,285
Value of total assets at beginning of year2018-12-31$11,977,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,182
Total interest from all sources2018-12-31$25,703
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$341,787
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$341,787
Administrative expenses professional fees incurred2018-12-31$39,582
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$721,446
Participant contributions at end of year2018-12-31$571,834
Participant contributions at beginning of year2018-12-31$497,273
Other income not declared elsewhere2018-12-31$7,328
Liabilities. Value of operating payables at end of year2018-12-31$50
Liabilities. Value of operating payables at beginning of year2018-12-31$50
Total non interest bearing cash at end of year2018-12-31$233,983
Total non interest bearing cash at beginning of year2018-12-31$20,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-961,108
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,002,631
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,963,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,215,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,357,200
Interest on participant loans2018-12-31$25,703
Value of interest in common/collective trusts at end of year2018-12-31$207,993
Value of interest in common/collective trusts at beginning of year2018-12-31$102,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-978,576
Net investment gain or loss from common/collective trusts2018-12-31$2,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,038,685
Contract administrator fees2018-12-31$2,600
Liabilities. Value of benefit claims payable at end of year2018-12-31$226,604
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$13,520
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PEPPERMAN,EMBOULAS,SCHWARTZ&TODARO
Accountancy firm EIN2018-12-31720207210
2017 : WESTPORT RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,570
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$2,377,911
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,160,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,122,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$658,173
Value of total assets at end of year2017-12-31$11,977,309
Value of total assets at beginning of year2017-12-31$10,746,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,352
Total interest from all sources2017-12-31$21,150
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$258,114
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$258,114
Administrative expenses professional fees incurred2017-12-31$36,352
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$656,482
Participant contributions at end of year2017-12-31$497,273
Participant contributions at beginning of year2017-12-31$526,409
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,691
Other income not declared elsewhere2017-12-31$7,126
Liabilities. Value of operating payables at end of year2017-12-31$50
Total non interest bearing cash at end of year2017-12-31$20,696
Total non interest bearing cash at beginning of year2017-12-31$8,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,217,192
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,963,739
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,746,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,357,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,982,360
Interest on participant loans2017-12-31$21,150
Value of interest in common/collective trusts at end of year2017-12-31$102,140
Value of interest in common/collective trusts at beginning of year2017-12-31$229,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,430,667
Net investment gain or loss from common/collective trusts2017-12-31$2,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,122,367
Contract administrator fees2017-12-31$2,000
Liabilities. Value of benefit claims payable at end of year2017-12-31$13,520
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PEPPERMAN,EMBOULAS,SCHWARTZ&TODARO
Accountancy firm EIN2017-12-31720207210
2016 : WESTPORT RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,900
Total income from all sources (including contributions)2016-12-31$1,475,433
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,078,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,038,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$702,792
Value of total assets at end of year2016-12-31$10,746,547
Value of total assets at beginning of year2016-12-31$10,356,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,091
Total interest from all sources2016-12-31$22,679
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$251,399
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$251,399
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$691,650
Participant contributions at end of year2016-12-31$526,409
Participant contributions at beginning of year2016-12-31$561,865
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,142
Other income not declared elsewhere2016-12-31$8,673
Total non interest bearing cash at end of year2016-12-31$8,673
Total non interest bearing cash at beginning of year2016-12-31$6,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$396,542
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,746,547
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,350,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,982,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,302,999
Interest on participant loans2016-12-31$22,679
Value of interest in common/collective trusts at end of year2016-12-31$229,105
Value of interest in common/collective trusts at beginning of year2016-12-31$485,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$486,118
Net investment gain or loss from common/collective trusts2016-12-31$3,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,038,800
Contract administrator fees2016-12-31$38,091
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$6,900
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PEPPERMAN,EMBOULAS,SCHWARTZ,TARDARO
Accountancy firm EIN2016-12-31720207210
2015 : WESTPORT 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$6,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,128
Total income from all sources (including contributions)2015-12-31$699,170
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,030,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$983,362
Expenses. Certain deemed distributions of participant loans2015-12-31$8,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$755,717
Value of total assets at end of year2015-12-31$10,356,905
Value of total assets at beginning of year2015-12-31$10,683,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,918
Total interest from all sources2015-12-31$28,029
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$330,506
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$330,506
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 period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$715,694
Participant contributions at end of year2015-12-31$561,865
Participant contributions at beginning of year2015-12-31$654,432
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$40,023
Total non interest bearing cash at end of year2015-12-31$6,900
Total non interest bearing cash at beginning of year2015-12-31$1,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-331,793
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,350,005
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,681,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,302,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,654,108
Interest on participant loans2015-12-31$28,029
Value of interest in common/collective trusts at end of year2015-12-31$485,141
Value of interest in common/collective trusts at beginning of year2015-12-31$373,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-419,154
Net investment gain or loss from common/collective trusts2015-12-31$4,072
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$983,362
Contract administrator fees2015-12-31$36,918
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at end of year2015-12-31$6,900
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,128
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 name2015-12-31PEPPERMAN,EMBOULAS,SCHWARTZ&TODARO
Accountancy firm EIN2015-12-31720207210
2014 : WESTPORT 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$2,128
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$1,405,280
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,293,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,137,364
Expenses. Certain deemed distributions of participant loans2014-12-31$97,398
Value of total corrective distributions2014-12-31$2,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$716,176
Value of total assets at end of year2014-12-31$10,683,926
Value of total assets at beginning of year2014-12-31$10,569,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$56,298
Total interest from all sources2014-12-31$29,095
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$222,412
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$222,412
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 period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$716,176
Participant contributions at end of year2014-12-31$654,432
Participant contributions at beginning of year2014-12-31$667,582
Total non interest bearing cash at end of year2014-12-31$1,471
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$112,092
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,681,798
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,569,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,654,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,216,939
Interest on participant loans2014-12-31$29,095
Value of interest in common/collective trusts at end of year2014-12-31$373,915
Value of interest in common/collective trusts at beginning of year2014-12-31$685,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$437,300
Net investment gain or loss from common/collective trusts2014-12-31$297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,137,364
Contract administrator fees2014-12-31$43,798
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,128
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 name2014-12-31PEPPERMAN,EMBOULAS,SCHWARTZ&TODARO
Accountancy firm EIN2014-12-31720207210

Form 5500 Responses for WESTPORT RETIREMENT PLAN

2022: WESTPORT RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WESTPORT RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTPORT RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTPORT RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTPORT RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTPORT RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTPORT RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTPORT RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WESTPORT RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00236
Policy instance 1
Insurance contract or identification numberR00236
Number of Individuals Covered17
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00236
Policy instance 1
Insurance contract or identification numberR00236
Number of Individuals Covered17
Insurance policy start date2021-07-09
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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