WESTMINSTER COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WESTMINSTER COMPANY RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2019 : WESTMINSTER COMPANY RETIREMENT SAVINGS PLAN 2019 401k financial data |
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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 | $1,808,613 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $665,574 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $628,857 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $30,699 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $699,306 |
Value of total assets at end of year | 2019-12-31 | $7,841,112 |
Value of total assets at beginning of year | 2019-12-31 | $6,698,073 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,018 |
Total interest from all sources | 2019-12-31 | $40,114 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $269,137 |
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 | $269,137 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
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 | $503,984 |
Participant contributions at end of year | 2019-12-31 | $393,435 |
Participant contributions at beginning of year | 2019-12-31 | $360,500 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $30,138 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,143,039 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,841,112 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,698,073 |
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 | $6,047,141 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,866,345 |
Interest on participant loans | 2019-12-31 | $22,454 |
Interest earned on other investments | 2019-12-31 | $17,660 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,400,536 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,471,228 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $800,056 |
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 | $165,184 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $628,857 |
Contract administrator fees | 2019-12-31 | $6,018 |
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 | DAUBY O'CONNOR & ZALESKI LLC |
Accountancy firm EIN | 2019-12-31 | 351750664 |
2018 : WESTMINSTER COMPANY RETIREMENT SAVINGS PLAN 2018 401k financial data |
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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 | $508,016 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $546,635 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $538,169 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $-452 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $762,493 |
Value of total assets at end of year | 2018-12-31 | $6,698,073 |
Value of total assets at beginning of year | 2018-12-31 | $6,736,692 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,918 |
Total interest from all sources | 2018-12-31 | $33,068 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $294,328 |
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 | $294,328 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $489,839 |
Participant contributions at end of year | 2018-12-31 | $360,500 |
Participant contributions at beginning of year | 2018-12-31 | $351,692 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $123,238 |
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 | $-38,619 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,698,073 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,736,692 |
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 | $4,866,345 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,738,562 |
Interest on participant loans | 2018-12-31 | $16,666 |
Interest earned on other investments | 2018-12-31 | $16,402 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,471,228 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,646,438 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-581,873 |
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 | $149,416 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $538,169 |
Contract administrator fees | 2018-12-31 | $8,918 |
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 | DAUBY O'CONNOR & ZALESKI LLC |
Accountancy firm EIN | 2018-12-31 | 351750664 |
2017 : WESTMINSTER COMPANY RETIREMENT SAVINGS PLAN 2017 401k financial data |
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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 | $1,210,046 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $234,605 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $213,911 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $11,681 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $593,270 |
Value of total assets at end of year | 2017-12-31 | $6,736,692 |
Value of total assets at beginning of year | 2017-12-31 | $5,761,251 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $9,013 |
Total interest from all sources | 2017-12-31 | $34,321 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $189,613 |
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 | $189,613 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
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 | $448,468 |
Participant contributions at end of year | 2017-12-31 | $351,692 |
Participant contributions at beginning of year | 2017-12-31 | $371,423 |
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 | $975,441 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,736,692 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,761,251 |
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 | $4,738,562 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,734,053 |
Interest on participant loans | 2017-12-31 | $15,954 |
Interest earned on other investments | 2017-12-31 | $18,367 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,646,438 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,655,775 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $392,842 |
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 | $144,802 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $213,911 |
Contract administrator fees | 2017-12-31 | $9,013 |
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 | DAUBY O'CONNOR & ZALESKI LLC |
Accountancy firm EIN | 2017-12-31 | 351750664 |
2016 : WESTMINSTER COMPANY RETIREMENT SAVINGS PLAN 2016 401k financial data |
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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 | $840,502 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $346,591 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $321,851 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $13,891 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $596,774 |
Value of total assets at end of year | 2016-12-31 | $5,761,251 |
Value of total assets at beginning of year | 2016-12-31 | $5,267,340 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $10,849 |
Total interest from all sources | 2016-12-31 | $31,657 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $106,931 |
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 | $106,931 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
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 | $433,880 |
Participant contributions at end of year | 2016-12-31 | $371,423 |
Participant contributions at beginning of year | 2016-12-31 | $315,266 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $18,867 |
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 | $493,911 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,761,251 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,267,340 |
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 | $3,734,053 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,512,677 |
Interest on participant loans | 2016-12-31 | $13,598 |
Interest earned on other investments | 2016-12-31 | $18,059 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,655,775 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,439,397 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $105,140 |
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 | $144,027 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $321,851 |
Contract administrator fees | 2016-12-31 | $10,849 |
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 | DAUBY O'CONNOR & ZALESKI LLC |
Accountancy firm EIN | 2016-12-31 | 351750664 |
2015 : WESTMINSTER COMPANY RETIREMENT SAVINGS PLAN 2015 401k financial data |
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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 | $549,106 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $502,715 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $454,185 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $44,151 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $590,377 |
Value of total assets at end of year | 2015-12-31 | $5,267,340 |
Value of total assets at beginning of year | 2015-12-31 | $5,220,949 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,379 |
Total interest from all sources | 2015-12-31 | $29,134 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $189,198 |
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 | $189,198 |
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 | $436,574 |
Participant contributions at end of year | 2015-12-31 | $315,266 |
Participant contributions at beginning of year | 2015-12-31 | $304,186 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $940 |
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 | $46,391 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,267,340 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,220,949 |
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 | $3,512,677 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,507,520 |
Interest on participant loans | 2015-12-31 | $11,977 |
Interest earned on other investments | 2015-12-31 | $17,157 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,439,397 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,409,243 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-259,603 |
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 | No |
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 | $152,863 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $454,185 |
Contract administrator fees | 2015-12-31 | $4,379 |
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 | DAUBY O'CONNOR & ZALESKI LLC |
Accountancy firm EIN | 2015-12-31 | 351750664 |
2014 : WESTMINSTER COMPANY RETIREMENT SAVINGS PLAN 2014 401k financial data |
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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 | $838,698 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $401,698 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $381,703 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $19,536 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $519,790 |
Value of total assets at end of year | 2014-12-31 | $5,220,949 |
Value of total assets at beginning of year | 2014-12-31 | $4,783,949 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $459 |
Total interest from all sources | 2014-12-31 | $11,010 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $212,026 |
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 | $212,026 |
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 | $366,160 |
Participant contributions at end of year | 2014-12-31 | $304,186 |
Participant contributions at beginning of year | 2014-12-31 | $262,469 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $18,517 |
Administrative expenses (other) incurred | 2014-12-31 | $459 |
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 | $437,000 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,220,949 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,783,949 |
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 | $3,507,520 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,470,306 |
Interest on participant loans | 2014-12-31 | $11,010 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,409,243 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,051,174 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $95,872 |
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 | No |
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 | $135,113 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $381,703 |
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 | DAUBY O'CONNOR & ZALESKI LLC |
Accountancy firm EIN | 2014-12-31 | 351750664 |
2013 : WESTMINSTER COMPANY RETIREMENT SAVINGS 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 | $1,002,453 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $211,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $203,350 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $502,659 |
Value of total assets at end of year | 2013-12-31 | $4,783,949 |
Value of total assets at beginning of year | 2013-12-31 | $3,993,327 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $8,481 |
Total interest from all sources | 2013-12-31 | $8,635 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $144,272 |
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 | $144,272 |
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 | $347,646 |
Participant contributions at end of year | 2013-12-31 | $262,469 |
Participant contributions at beginning of year | 2013-12-31 | $175,009 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $31,205 |
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 | $790,622 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,783,949 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,993,327 |
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 | $3,470,306 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,681,760 |
Interest on participant loans | 2013-12-31 | $8,635 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,051,174 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,136,558 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $346,887 |
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 | $123,808 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $203,350 |
Contract administrator fees | 2013-12-31 | $8,481 |
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 | DAUBY O'CONNOR & ZALESKI LLC |
Accountancy firm EIN | 2013-12-31 | 351750664 |
2012 : WESTMINSTER COMPANY RETIREMENT SAVINGS 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 | $701,548 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $496,728 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $495,364 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $351,270 |
Value of total assets at end of year | 2012-12-31 | $3,993,327 |
Value of total assets at beginning of year | 2012-12-31 | $3,788,507 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,364 |
Total interest from all sources | 2012-12-31 | $22,961 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $105,352 |
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 | $105,352 |
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 | $257,802 |
Participant contributions at end of year | 2012-12-31 | $175,009 |
Participant contributions at beginning of year | 2012-12-31 | $226,936 |
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 | $204,820 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,993,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,788,507 |
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 | $2,681,760 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,594,531 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $0 |
Interest on participant loans | 2012-12-31 | $7,790 |
Interest earned on other investments | 2012-12-31 | $15,171 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,136,558 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $967,040 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $221,965 |
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 | $93,468 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $495,364 |
Contract administrator fees | 2012-12-31 | $1,364 |
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 | DAUBY O'CONNOR & ZALESKI LLC |
Accountancy firm EIN | 2012-12-31 | 351750664 |
2011 : WESTMINSTER COMPANY RETIREMENT SAVINGS PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 | $382,839 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $172,139 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $152,018 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $16,903 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $336,943 |
Value of total assets at end of year | 2011-12-31 | $3,788,507 |
Value of total assets at beginning of year | 2011-12-31 | $3,577,807 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,218 |
Total interest from all sources | 2011-12-31 | $22,018 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $81,724 |
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 | $81,724 |
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 | Yes |
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 | $247,570 |
Participant contributions at end of year | 2011-12-31 | $226,936 |
Participant contributions at beginning of year | 2011-12-31 | $183,988 |
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 | $210,700 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,788,507 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,577,807 |
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 | $2,594,531 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,457,108 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,601,893 |
Interest on participant loans | 2011-12-31 | $7,307 |
Interest earned on other investments | 2011-12-31 | $14,711 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $967,040 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $334,818 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-57,846 |
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 | No |
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 | $89,373 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $152,018 |
Contract administrator fees | 2011-12-31 | $3,218 |
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 | 2011-12-31 | Yes |
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 | DAUBY O'CONNOR & ZALESKI LLC |
Accountancy firm EIN | 2011-12-31 | 351750664 |
2010 : WESTMINSTER COMPANY RETIREMENT SAVINGS PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $700,033 |
Total of all expenses incurred | 2010-12-31 | $258,332 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $250,031 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $341,369 |
Value of total assets at end of year | 2010-12-31 | $3,577,807 |
Value of total assets at beginning of year | 2010-12-31 | $3,135,587 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $8,301 |
Total interest from all sources | 2010-12-31 | $8,926 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $19,373 |
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 | $19,373 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $250,430 |
Participant contributions at end of year | 2010-12-31 | $183,988 |
Participant contributions at beginning of year | 2010-12-31 | $218,073 |
Other income not declared elsewhere | 2010-12-31 | $-1,034 |
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 | $441,701 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,577,807 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,135,587 |
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 | $1,457,108 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $445,929 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,601,893 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,014,074 |
Interest on participant loans | 2010-12-31 | $7,231 |
Interest earned on other investments | 2010-12-31 | $1,695 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $334,818 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $457,511 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $94,981 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $236,418 |
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 | No |
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 | $90,939 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $250,031 |
Contract administrator fees | 2010-12-31 | $8,301 |
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 | 2010-12-31 | No |
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 | DAUBY O'CONNOR & ZALESKI, LLC |
Accountancy firm EIN | 2010-12-31 | 351750664 |