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Plan Name | THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | AUDIO FIDELITY COMMUNICATIONS CORPORATION |
Employer identification number (EIN): | 540617014 |
NAIC Classification: | 541519 |
NAIC Description: | Other Computer Related Services |
Additional information about AUDIO FIDELITY COMMUNICATIONS CORPORATION
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1956-01-03 |
Company Identification Number: | 0073679 |
Legal Registered Office Address: |
12820 WEST CREEK PARKWAY SUITE M RICHMOND United States of America (USA) 23238-1111 |
More information about AUDIO FIDELITY COMMUNICATIONS CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | MARK C. BAKER, CFO | |||
001 | 2016-01-01 | MARK C. BAKER, CFO | |||
001 | 2015-01-01 | MARK C. BAKER, CFO | |||
001 | 2014-01-01 | MARK C. BAKER, CFO | |||
001 | 2013-01-01 | MARK C. BAKER, CFO | |||
001 | 2012-01-01 | MARK C. BAKER, CFO | |||
001 | 2011-01-01 | MARK C. BAKER, CFO | |||
001 | 2010-01-01 | MARK C. BAKER, CFO | MARK C. BAKER, CFO | 2011-09-28 | |
001 | 2009-01-01 | MARK C. BAKER, CFO | MARK C. BAKER, CFO | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2021: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 719 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 43 |
2020: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 898 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 570 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 131 |
Total of all active and inactive participants | 2020-01-01 | 719 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 719 |
Number of participants with account balances | 2020-01-01 | 423 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 57 |
2019: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 847 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 756 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 110 |
Total of all active and inactive participants | 2019-01-01 | 878 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 878 |
Number of participants with account balances | 2019-01-01 | 467 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 28 |
2018: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 849 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 741 |
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 | 100 |
Total of all active and inactive participants | 2018-01-01 | 841 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 841 |
Number of participants with account balances | 2018-01-01 | 419 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 41 |
2017: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 773 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 750 |
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 | 81 |
Total of all active and inactive participants | 2017-01-01 | 831 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 831 |
Number of participants with account balances | 2017-01-01 | 375 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 30 |
2016: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 810 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 669 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 88 |
Total of all active and inactive participants | 2016-01-01 | 757 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 757 |
Number of participants with account balances | 2016-01-01 | 354 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 40 |
2015: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 738 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 711 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 86 |
Total of all active and inactive participants | 2015-01-01 | 797 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 797 |
Number of participants with account balances | 2015-01-01 | 336 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 28 |
2014: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 619 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 642 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 80 |
Total of all active and inactive participants | 2014-01-01 | 722 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 722 |
Number of participants with account balances | 2014-01-01 | 298 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 19 |
2013: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 560 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 525 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 79 |
Total of all active and inactive participants | 2013-01-01 | 604 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 604 |
Number of participants with account balances | 2013-01-01 | 273 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 16 |
2012: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 505 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 475 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 75 |
Total of all active and inactive participants | 2012-01-01 | 550 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 550 |
Number of participants with account balances | 2012-01-01 | 249 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 12 |
2011: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 448 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 411 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 83 |
Total of all active and inactive participants | 2011-01-01 | 494 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 494 |
Number of participants with account balances | 2011-01-01 | 222 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 19 |
2010: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 455 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 371 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 72 |
Total of all active and inactive participants | 2010-01-01 | 443 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 443 |
Number of participants with account balances | 2010-01-01 | 219 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 6 |
2009: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 474 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 374 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 74 |
Total of all active and inactive participants | 2009-01-01 | 448 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 448 |
Number of participants with account balances | 2009-01-01 | 228 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 13 |
Measure | Date | Value |
---|---|---|
2021 : THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-03-31 | $0 |
Total transfer of assets from this plan | 2021-03-31 | $32,364,073 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total income from all sources (including contributions) | 2021-03-31 | $895,056 |
Total loss/gain on sale of assets | 2021-03-31 | $0 |
Total of all expenses incurred | 2021-03-31 | $37,233 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $37,173 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $0 |
Value of total assets at end of year | 2021-03-31 | $0 |
Value of total assets at beginning of year | 2021-03-31 | $31,506,250 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $60 |
Total interest from all sources | 2021-03-31 | $1,975 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-03-31 | $0 |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Participant contributions at end of year | 2021-03-31 | $0 |
Participant contributions at beginning of year | 2021-03-31 | $352,349 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $857,823 |
Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $31,506,250 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $29,730,790 |
Interest on participant loans | 2021-03-31 | $1,975 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $1,423,111 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $1,423,111 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $893,081 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $37,173 |
Contract administrator fees | 2021-03-31 | $60 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-03-31 | Yes |
Did the plan have assets held for investment | 2021-03-31 | 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 | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Disclaimer |
Accountancy firm name | 2021-03-31 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2021-03-31 | 560747981 |
2020 : THE WHITLOCK GROUP EMPLOYEES' 401(K) 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $7,747,317 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $6,086,719 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,065,741 |
Value of total corrective distributions | 2020-12-31 | $4,899 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,875,922 |
Value of total assets at end of year | 2020-12-31 | $31,506,250 |
Value of total assets at beginning of year | 2020-12-31 | $29,845,652 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $16,079 |
Total interest from all sources | 2020-12-31 | $19,104 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,138,055 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,138,055 |
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 | $2,323,192 |
Participant contributions at end of year | 2020-12-31 | $352,349 |
Participant contributions at beginning of year | 2020-12-31 | $399,212 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $175,057 |
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 | $1,660,598 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $31,506,250 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $29,845,652 |
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 | $29,730,790 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $28,436,658 |
Interest on participant loans | 2020-12-31 | $19,104 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,423,111 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,009,782 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,009,782 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,714,236 |
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 | $377,673 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,065,741 |
Contract administrator fees | 2020-12-31 | $16,079 |
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 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2020-12-31 | 560747981 |
2019 : THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2019 401k financial data | ||
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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $9,136,327 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,308,057 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,301,556 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,777,911 |
Value of total assets at end of year | 2019-12-31 | $29,845,652 |
Value of total assets at beginning of year | 2019-12-31 | $22,017,382 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,501 |
Total interest from all sources | 2019-12-31 | $22,659 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,550,926 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,550,926 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2019-12-31 | $2,490,747 |
Participant contributions at end of year | 2019-12-31 | $399,212 |
Participant contributions at beginning of year | 2019-12-31 | $352,060 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $803,979 |
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 | $7,828,270 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $29,845,652 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $22,017,382 |
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 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 | $28,436,658 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $20,855,597 |
Interest on participant loans | 2019-12-31 | $22,659 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,009,782 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $809,725 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $809,725 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,784,831 |
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 |
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 | $483,185 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,301,556 |
Contract administrator fees | 2019-12-31 | $6,501 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2019-12-31 | 560747981 |
2018 : THE WHITLOCK GROUP EMPLOYEES' 401(K) 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,832,543 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,588,295 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,582,068 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,939,069 |
Value of total assets at end of year | 2018-12-31 | $22,017,382 |
Value of total assets at beginning of year | 2018-12-31 | $20,773,134 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,227 |
Total interest from all sources | 2018-12-31 | $27,570 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,587,990 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,587,990 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
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 | $2,105,460 |
Participant contributions at end of year | 2018-12-31 | $352,060 |
Participant contributions at beginning of year | 2018-12-31 | $345,661 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,407,683 |
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 | $1,244,248 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $22,017,382 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $20,773,134 |
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 | $20,855,597 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $19,831,591 |
Interest on participant loans | 2018-12-31 | $17,734 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $809,725 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $595,882 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $595,882 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $9,836 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,722,086 |
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 | No |
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 | $425,926 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,582,068 |
Contract administrator fees | 2018-12-31 | $6,227 |
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 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2018-12-31 | 560747981 |
2017 : THE WHITLOCK GROUP EMPLOYEES' 401(K) 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 | $0 |
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 | $5,597,589 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,293,372 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,247,698 |
Value of total corrective distributions | 2017-12-31 | $38,527 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,196,720 |
Value of total assets at end of year | 2017-12-31 | $20,773,134 |
Value of total assets at beginning of year | 2017-12-31 | $17,468,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $7,147 |
Total interest from all sources | 2017-12-31 | $17,395 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,099,366 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,099,366 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
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 | $1,762,529 |
Participant contributions at end of year | 2017-12-31 | $345,661 |
Participant contributions at beginning of year | 2017-12-31 | $356,425 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $116,629 |
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 | $3,304,217 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $20,773,134 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $17,468,917 |
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 | $19,831,591 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $16,395,069 |
Interest on participant loans | 2017-12-31 | $14,632 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $595,882 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $717,423 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $717,423 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $2,763 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,284,108 |
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 | No |
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 | $317,562 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,247,698 |
Contract administrator fees | 2017-12-31 | $7,147 |
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 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2017-12-31 | 560747981 |
2016 : THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,246,929 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,319,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,210,083 |
Value of total corrective distributions | 2016-12-31 | $100,810 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,119,196 |
Value of total assets at end of year | 2016-12-31 | $17,468,917 |
Value of total assets at beginning of year | 2016-12-31 | $16,541,112 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $8,231 |
Total interest from all sources | 2016-12-31 | $14,269 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $523,011 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $523,011 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,659,616 |
Participant contributions at end of year | 2016-12-31 | $356,425 |
Participant contributions at beginning of year | 2016-12-31 | $460,132 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $153,341 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $927,805 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $17,468,917 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $16,541,112 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $16,395,069 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $15,328,675 |
Interest on participant loans | 2016-12-31 | $14,250 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $717,423 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $752,305 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $752,305 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $19 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $590,453 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $306,239 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,210,083 |
Contract administrator fees | 2016-12-31 | $8,231 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2016-12-31 | 560747981 |
2015 : THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,229,670 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,320,260 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,241,210 |
Value of total corrective distributions | 2015-12-31 | $70,633 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,923,126 |
Value of total assets at end of year | 2015-12-31 | $16,541,112 |
Value of total assets at beginning of year | 2015-12-31 | $15,631,702 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $8,417 |
Total interest from all sources | 2015-12-31 | $15,910 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $910,402 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $910,402 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,508,092 |
Participant contributions at end of year | 2015-12-31 | $460,132 |
Participant contributions at beginning of year | 2015-12-31 | $322,553 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $145,286 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $909,410 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $16,541,112 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $15,631,702 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $15,328,675 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,436,032 |
Interest on participant loans | 2015-12-31 | $15,905 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $752,305 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $873,117 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $873,117 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $5 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-619,768 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $269,748 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,241,210 |
Contract administrator fees | 2015-12-31 | $8,417 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2015-12-31 | 560747981 |
2014 : THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
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 | $2,776,879 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $759,294 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $620,553 |
Value of total corrective distributions | 2014-12-31 | $134,105 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,838,150 |
Value of total assets at end of year | 2014-12-31 | $15,631,702 |
Value of total assets at beginning of year | 2014-12-31 | $13,614,117 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,636 |
Total interest from all sources | 2014-12-31 | $14,708 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $945,329 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $945,329 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,198,479 |
Participant contributions at end of year | 2014-12-31 | $322,553 |
Participant contributions at beginning of year | 2014-12-31 | $316,064 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $431,499 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,017,585 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $15,631,702 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,614,117 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,436,032 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $12,531,106 |
Interest on participant loans | 2014-12-31 | $14,690 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $873,117 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $766,947 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $766,947 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $18 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-21,308 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $208,172 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $620,553 |
Contract administrator fees | 2014-12-31 | $4,636 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $3,896,104 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $664,947 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $582,823 |
Value of total corrective distributions | 2013-12-31 | $79,354 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,284,529 |
Value of total assets at end of year | 2013-12-31 | $13,614,117 |
Value of total assets at beginning of year | 2013-12-31 | $10,382,960 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,770 |
Total interest from all sources | 2013-12-31 | $16,280 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $509,215 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $509,215 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,015,748 |
Participant contributions at end of year | 2013-12-31 | $316,064 |
Participant contributions at beginning of year | 2013-12-31 | $321,442 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $79,960 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,231,157 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $13,614,117 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,382,960 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $12,531,106 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,410,762 |
Interest on participant loans | 2013-12-31 | $16,280 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $766,947 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $650,756 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $650,756 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,086,080 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $188,821 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $582,823 |
Contract administrator fees | 2013-12-31 | $2,770 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,443,692 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $807,885 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $788,429 |
Value of total corrective distributions | 2012-12-31 | $15,306 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,100,501 |
Value of total assets at end of year | 2012-12-31 | $10,382,960 |
Value of total assets at beginning of year | 2012-12-31 | $8,747,153 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,150 |
Total interest from all sources | 2012-12-31 | $14,042 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $175,162 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $175,162 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $811,569 |
Participant contributions at end of year | 2012-12-31 | $321,442 |
Participant contributions at beginning of year | 2012-12-31 | $216,138 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $124,006 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,635,807 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,382,960 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,747,153 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,410,762 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,726,864 |
Interest on participant loans | 2012-12-31 | $13,871 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $650,756 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $804,151 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $804,151 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $171 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,153,987 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $164,926 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $788,429 |
Contract administrator fees | 2012-12-31 | $4,150 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $779,021 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $502,431 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $456,136 |
Value of total corrective distributions | 2011-12-31 | $43,370 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,009,343 |
Value of total assets at end of year | 2011-12-31 | $8,747,153 |
Value of total assets at beginning of year | 2011-12-31 | $8,470,563 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,925 |
Total interest from all sources | 2011-12-31 | $11,214 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $123,001 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $123,001 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $718,141 |
Participant contributions at end of year | 2011-12-31 | $216,138 |
Participant contributions at beginning of year | 2011-12-31 | $195,198 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $138,387 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $276,590 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,747,153 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,470,563 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,726,864 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,674,025 |
Interest on participant loans | 2011-12-31 | $11,214 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $804,151 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $601,340 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $601,340 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-364,537 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $152,815 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $456,136 |
Contract administrator fees | 2011-12-31 | $2,925 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2011-12-31 | 135381590 |
2010 : THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,637,000 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $374,753 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $367,681 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $766,680 |
Value of total assets at end of year | 2010-12-31 | $8,470,563 |
Value of total assets at beginning of year | 2010-12-31 | $7,208,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $7,072 |
Total interest from all sources | 2010-12-31 | $16,741 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $120,570 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $120,570 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $633,681 |
Participant contributions at end of year | 2010-12-31 | $195,198 |
Participant contributions at beginning of year | 2010-12-31 | $208,580 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $27,051 |
Administrative expenses (other) incurred | 2010-12-31 | $28 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,262,247 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,470,563 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,208,316 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,674,025 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,556,229 |
Interest on participant loans | 2010-12-31 | $12,704 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $601,340 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $443,507 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $443,507 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $4,037 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $733,009 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $105,948 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $367,681 |
Contract administrator fees | 2010-12-31 | $7,044 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2010-12-31 | 135381590 |
2009 : THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2021: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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 WHITLOCK GROUP EMPLOYEES' 401(K) 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 WHITLOCK GROUP EMPLOYEES' 401(K) 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 WHITLOCK GROUP EMPLOYEES' 401(K) 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 WHITLOCK GROUP EMPLOYEES' 401(K) 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 |
2016: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE WHITLOCK GROUP EMPLOYEES' 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |