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WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 401k Plan overview

Plan NameWEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN
Plan identification number 001

WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WEBCO INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WEBCO INDUSTRIES, INC.
Employer identification number (EIN):731097133
NAIC Classification:331200

Additional information about WEBCO INDUSTRIES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1990-04-11
Company Identification Number: L65287
Legal Registered Office Address: 30301 SW 198TH AVE.

HOMESTEAD

33030

More information about WEBCO INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MIKE HOWARD
0012016-01-01MIKE HOWARD
0012015-01-01MIKE HOWARD
0012014-01-01MIKE HOWARD
0012013-01-01MIKE HOWARD
0012012-01-01MIKE HOWARD
0012011-01-01MIKE HOWARD
0012010-01-01MIKE HOWARD
0012009-01-01MIKE HOWARD

Plan Statistics for WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN

401k plan membership statisitcs for WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN

Measure Date Value
2022: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,415
Total number of active participants reported on line 7a of the Form 55002022-01-011,331
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01160
Total of all active and inactive participants2022-01-011,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,491
Number of participants with account balances2022-01-011,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01253
2021: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,251
Total number of active participants reported on line 7a of the Form 55002021-01-011,220
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01189
Total of all active and inactive participants2021-01-011,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,409
Number of participants with account balances2021-01-011,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01203
2020: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,399
Total number of active participants reported on line 7a of the Form 55002020-01-011,112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01130
Total of all active and inactive participants2020-01-011,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,242
Number of participants with account balances2020-01-011,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01199
2019: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,438
Total number of active participants reported on line 7a of the Form 55002019-01-011,285
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01111
Total of all active and inactive participants2019-01-011,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,396
Number of participants with account balances2019-01-011,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01262
2018: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,325
Total number of active participants reported on line 7a of the Form 55002018-01-011,329
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01109
Total of all active and inactive participants2018-01-011,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,438
Number of participants with account balances2018-01-011,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01259
2017: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,185
Total number of active participants reported on line 7a of the Form 55002017-01-011,213
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01111
Total of all active and inactive participants2017-01-011,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,324
Number of participants with account balances2017-01-011,298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01226
2016: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,115
Total number of active participants reported on line 7a of the Form 55002016-01-011,081
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-011,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,174
Number of participants with account balances2016-01-011,147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0159
2015: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,310
Total number of active participants reported on line 7a of the Form 55002015-01-01973
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01142
Total of all active and inactive participants2015-01-011,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,115
Number of participants with account balances2015-01-011,086
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01251
2014: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,275
Total number of active participants reported on line 7a of the Form 55002014-01-011,225
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0185
Total of all active and inactive participants2014-01-011,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,310
Number of participants with account balances2014-01-011,261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01197
2013: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,212
Total number of active participants reported on line 7a of the Form 55002013-01-011,184
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0191
Total of all active and inactive participants2013-01-011,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,275
Number of participants with account balances2013-01-011,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01197
2012: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,245
Total number of active participants reported on line 7a of the Form 55002012-01-011,127
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0184
Total of all active and inactive participants2012-01-011,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,211
Number of participants with account balances2012-01-011,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01288
2011: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,084
Total number of active participants reported on line 7a of the Form 55002011-01-011,160
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0185
Total of all active and inactive participants2011-01-011,245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,245
Number of participants with account balances2011-01-011,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01201
2010: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01820
Total number of active participants reported on line 7a of the Form 55002010-01-011,050
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-011,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,084
Number of participants with account balances2010-01-011,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0116
2009: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,019
Total number of active participants reported on line 7a of the Form 55002009-01-01781
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01820
Number of participants with account balances2009-01-01761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0158

Financial Data on WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN

Measure Date Value
2022 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$23,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$302,221
Total income from all sources (including contributions)2022-12-31$-5,941,467
Total loss/gain on sale of assets2022-12-31$-2,748
Total of all expenses incurred2022-12-31$4,024,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,854,063
Value of total corrective distributions2022-12-31$36,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,556,485
Value of total assets at end of year2022-12-31$76,023,821
Value of total assets at beginning of year2022-12-31$86,269,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$134,822
Total interest from all sources2022-12-31$119,544
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$627,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$627,974
Administrative expenses professional fees incurred2022-12-31$134,822
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,835,913
Participant contributions at end of year2022-12-31$2,518,146
Participant contributions at beginning of year2022-12-31$2,476,146
Participant contributions at end of year2022-12-31$48,970
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$115,621
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$41,773
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$268,119
Total non interest bearing cash at end of year2022-12-31$3,937
Total non interest bearing cash at beginning of year2022-12-31$280,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,966,407
Value of net assets at end of year (total assets less liabilities)2022-12-31$76,000,692
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$85,967,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,700,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$46,693,115
Interest on participant loans2022-12-31$119,544
Value of interest in common/collective trusts at end of year2022-12-31$27,444,094
Value of interest in common/collective trusts at beginning of year2022-12-31$31,300,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,999,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,154,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,154,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,529,882
Net investment gain or loss from common/collective trusts2022-12-31$-4,712,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$95,150
Assets. Invements in employer securities at beginning of year2022-12-31$357,240
Contributions received in cash from employer2022-12-31$1,604,951
Employer contributions (assets) at end of year2022-12-31$172,394
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,854,063
Liabilities. Value of benefit claims payable at end of year2022-12-31$23,129
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$34,102
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$16,579,824
Aggregate carrying amount (costs) on sale of assets2022-12-31$16,582,572
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOGANTAYLOR LLP
Accountancy firm EIN2022-12-31731413977
2021 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$121,370
Total unrealized appreciation/depreciation of assets2021-12-31$121,370
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$302,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$103,540
Total income from all sources (including contributions)2021-12-31$17,003,893
Total loss/gain on sale of assets2021-12-31$14,635,071
Total of all expenses incurred2021-12-31$4,362,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,110,939
Value of total corrective distributions2021-12-31$137,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,374,353
Value of total assets at end of year2021-12-31$86,269,320
Value of total assets at beginning of year2021-12-31$73,429,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$114,407
Total interest from all sources2021-12-31$133,412
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$491,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$491,397
Administrative expenses professional fees incurred2021-12-31$114,407
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,817,995
Participant contributions at end of year2021-12-31$2,476,146
Participant contributions at beginning of year2021-12-31$2,704,069
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$461,811
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7,160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$17,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$268,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$103,540
Total non interest bearing cash at end of year2021-12-31$280,528
Total non interest bearing cash at beginning of year2021-12-31$173,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,640,905
Value of net assets at end of year (total assets less liabilities)2021-12-31$85,967,099
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$73,326,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$46,693,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$44,578,575
Interest on participant loans2021-12-31$133,412
Value of interest in common/collective trusts at end of year2021-12-31$31,300,308
Value of interest in common/collective trusts at beginning of year2021-12-31$25,719,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,154,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,884,257
Net investment gain or loss from common/collective trusts2021-12-31$-7,635,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$357,240
Assets. Invements in employer securities at beginning of year2021-12-31$235,870
Contributions received in cash from employer2021-12-31$2,094,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,110,939
Liabilities. Value of benefit claims payable at end of year2021-12-31$34,102
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$54,926,896
Aggregate carrying amount (costs) on sale of assets2021-12-31$40,291,825
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOGANTAYLOR LLP
Accountancy firm EIN2021-12-31731413977
2020 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-27,480
Total unrealized appreciation/depreciation of assets2020-12-31$-27,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$103,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$91,805
Total income from all sources (including contributions)2020-12-31$12,284,002
Total loss/gain on sale of assets2020-12-31$5,203,514
Total of all expenses incurred2020-12-31$4,845,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,663,980
Value of total corrective distributions2020-12-31$87,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,897,520
Value of total assets at end of year2020-12-31$73,429,734
Value of total assets at beginning of year2020-12-31$65,979,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$93,954
Total interest from all sources2020-12-31$151,915
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$473,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$473,636
Administrative expenses professional fees incurred2020-12-31$93,954
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,386,499
Participant contributions at end of year2020-12-31$2,704,069
Participant contributions at beginning of year2020-12-31$3,048,413
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$66,316
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$17,679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$15,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$103,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$87,627
Total non interest bearing cash at end of year2020-12-31$173,631
Total non interest bearing cash at beginning of year2020-12-31$8,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,438,441
Value of net assets at end of year (total assets less liabilities)2020-12-31$73,326,194
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$65,887,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$44,578,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$39,079,739
Interest on participant loans2020-12-31$151,915
Value of interest in common/collective trusts at end of year2020-12-31$25,719,910
Value of interest in common/collective trusts at beginning of year2020-12-31$23,525,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$38,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$38,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$405,270
Net investment gain or loss from common/collective trusts2020-12-31$2,179,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$235,870
Assets. Invements in employer securities at beginning of year2020-12-31$263,350
Contributions received in cash from employer2020-12-31$444,705
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,663,980
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$4,178
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$34,137,386
Aggregate carrying amount (costs) on sale of assets2020-12-31$28,933,872
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HOGANTAYLOR LLP
Accountancy firm EIN2020-12-31731413977
2019 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-44,930
Total unrealized appreciation/depreciation of assets2019-12-31$-44,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$91,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$72,689
Total income from all sources (including contributions)2019-12-31$16,773,791
Total loss/gain on sale of assets2019-12-31$3,640,456
Total of all expenses incurred2019-12-31$6,866,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,759,690
Value of total corrective distributions2019-12-31$31,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,801,510
Value of total assets at end of year2019-12-31$65,979,558
Value of total assets at beginning of year2019-12-31$56,052,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,749
Total interest from all sources2019-12-31$152,606
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$613,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$613,462
Administrative expenses professional fees incurred2019-12-31$74,749
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,541,079
Participant contributions at end of year2019-12-31$3,048,413
Participant contributions at beginning of year2019-12-31$2,770,452
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$65,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$15,749
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$18,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$87,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$31,632
Total non interest bearing cash at end of year2019-12-31$8,631
Total non interest bearing cash at beginning of year2019-12-31$45,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,907,720
Value of net assets at end of year (total assets less liabilities)2019-12-31$65,887,753
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,980,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$39,079,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,424,377
Interest on participant loans2019-12-31$152,606
Value of interest in common/collective trusts at end of year2019-12-31$23,525,623
Value of interest in common/collective trusts at beginning of year2019-12-31$20,206,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$38,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,948,661
Net investment gain or loss from common/collective trusts2019-12-31$3,662,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$263,350
Assets. Invements in employer securities at beginning of year2019-12-31$588,000
Contributions received in cash from employer2019-12-31$1,194,504
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,759,690
Liabilities. Value of benefit claims payable at end of year2019-12-31$4,178
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$41,057
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$19,809,577
Aggregate carrying amount (costs) on sale of assets2019-12-31$16,169,121
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOGANTAYLOR LLP
Accountancy firm EIN2019-12-31731413977
2018 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$115,500
Total unrealized appreciation/depreciation of assets2018-12-31$115,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$72,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$53,469
Total income from all sources (including contributions)2018-12-31$2,282,824
Total loss/gain on sale of assets2018-12-31$2,871,591
Total of all expenses incurred2018-12-31$3,981,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,922,444
Value of total corrective distributions2018-12-31$48,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,697,400
Value of total assets at end of year2018-12-31$56,052,722
Value of total assets at beginning of year2018-12-31$57,732,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,458
Total interest from all sources2018-12-31$132,210
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$525,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$525,552
Administrative expenses professional fees incurred2018-12-31$10,458
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,322,715
Participant contributions at end of year2018-12-31$2,770,452
Participant contributions at beginning of year2018-12-31$2,673,705
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$315,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$18,516
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$31,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$48,630
Total non interest bearing cash at end of year2018-12-31$45,340
Total non interest bearing cash at beginning of year2018-12-31$4,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,698,708
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,980,033
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$57,678,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,424,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$34,548,611
Interest on participant loans2018-12-31$132,210
Value of interest in common/collective trusts at end of year2018-12-31$20,206,037
Value of interest in common/collective trusts at beginning of year2018-12-31$20,023,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,067,340
Net investment gain or loss from common/collective trusts2018-12-31$-2,992,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$588,000
Assets. Invements in employer securities at beginning of year2018-12-31$472,500
Contributions received in cash from employer2018-12-31$1,059,103
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,922,444
Liabilities. Value of benefit claims payable at end of year2018-12-31$41,057
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,839
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$15,897,647
Aggregate carrying amount (costs) on sale of assets2018-12-31$13,026,056
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOGANTAYLOR LLP
Accountancy firm EIN2018-12-31731413977
2017 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$52,500
Total unrealized appreciation/depreciation of assets2017-12-31$52,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$53,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$138,851
Total income from all sources (including contributions)2017-12-31$11,864,309
Total loss/gain on sale of assets2017-12-31$2,455,518
Total of all expenses incurred2017-12-31$2,256,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,210,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,852,550
Value of total assets at end of year2017-12-31$57,732,210
Value of total assets at beginning of year2017-12-31$48,209,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,162
Total interest from all sources2017-12-31$111,803
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$429,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$429,671
Administrative expenses professional fees incurred2017-12-31$45,162
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$13
Contributions received from participants2017-12-31$2,810,033
Participant contributions at end of year2017-12-31$2,673,705
Participant contributions at beginning of year2017-12-31$2,553,030
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$98,438
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,946
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$48,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$73,534
Total non interest bearing cash at end of year2017-12-31$4,972
Total non interest bearing cash at beginning of year2017-12-31$66,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,608,192
Value of net assets at end of year (total assets less liabilities)2017-12-31$57,678,741
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$48,070,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$34,548,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,809,348
Interest on participant loans2017-12-31$111,803
Value of interest in common/collective trusts at end of year2017-12-31$20,023,550
Value of interest in common/collective trusts at beginning of year2017-12-31$19,355,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,669,035
Net investment gain or loss from common/collective trusts2017-12-31$2,293,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$472,500
Assets. Invements in employer securities at beginning of year2017-12-31$420,000
Contributions received in cash from employer2017-12-31$944,079
Employer contributions (assets) at end of year2017-12-31$926
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,210,955
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,839
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$65,317
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$12,198,222
Aggregate carrying amount (costs) on sale of assets2017-12-31$9,742,704
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOGANTAYLOR LLP
Accountancy firm EIN2017-12-31731413977
2016 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$131,631
Total unrealized appreciation/depreciation of assets2016-12-31$131,631
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$138,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$180,220
Total income from all sources (including contributions)2016-12-31$4,440,523
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,109,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,898,534
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$75,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,321,192
Value of total assets at end of year2016-12-31$48,209,400
Value of total assets at beginning of year2016-12-31$45,919,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$135,255
Total interest from all sources2016-12-31$108,912
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$357,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$357,889
Administrative expenses professional fees incurred2016-12-31$135,255
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,258,068
Participant contributions at end of year2016-12-31$2,553,030
Participant contributions at beginning of year2016-12-31$2,799,931
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$63,124
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,284
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$73,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$75,715
Total non interest bearing cash at end of year2016-12-31$66,398
Total non interest bearing cash at beginning of year2016-12-31$105,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,331,019
Value of net assets at end of year (total assets less liabilities)2016-12-31$48,070,549
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$45,739,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,809,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,774,067
Interest on participant loans2016-12-31$108,912
Value of interest in common/collective trusts at end of year2016-12-31$19,355,340
Value of interest in common/collective trusts at beginning of year2016-12-31$14,004,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,248,019
Net investment gain or loss from common/collective trusts2016-12-31$272,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$420,000
Assets. Invements in employer securities at beginning of year2016-12-31$231,000
Contributions received in cash from employer2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,898,534
Liabilities. Value of benefit claims payable at end of year2016-12-31$65,317
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$104,505
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HOGANTAYLOR LLP
Accountancy firm EIN2016-12-31731413977
2015 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-93,789
Total unrealized appreciation/depreciation of assets2015-12-31$-93,789
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$180,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$165,785
Total income from all sources (including contributions)2015-12-31$3,750,682
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,819,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,656,444
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$79,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,882,185
Value of total assets at end of year2015-12-31$45,919,750
Value of total assets at beginning of year2015-12-31$45,973,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$83,389
Total interest from all sources2015-12-31$111,778
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$347,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$347,203
Administrative expenses professional fees incurred2015-12-31$83,389
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,536,429
Participant contributions at end of year2015-12-31$2,799,931
Participant contributions at beginning of year2015-12-31$2,835,983
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$58,300
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$71
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,505
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$38,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$75,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$79,453
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$105,960
Total non interest bearing cash at beginning of year2015-12-31$51,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-68,563
Value of net assets at end of year (total assets less liabilities)2015-12-31$45,739,530
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$45,808,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,774,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,692,252
Interest on participant loans2015-12-31$111,778
Value of interest in common/collective trusts at end of year2015-12-31$14,004,287
Value of interest in common/collective trusts at beginning of year2015-12-31$15,023,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$887,672
Net investment gain or loss from common/collective trusts2015-12-31$-384,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$231,000
Assets. Invements in employer securities at beginning of year2015-12-31$327,624
Contributions received in cash from employer2015-12-31$287,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,656,373
Contract administrator fees2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$104,505
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$86,332
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HOGANTAYLOR LLP
Accountancy firm EIN2015-12-31731413977
2014 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-295,416
Total unrealized appreciation/depreciation of assets2014-12-31$-295,416
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$165,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$132,272
Total income from all sources (including contributions)2014-12-31$7,797,141
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,205,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,193,797
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,904,560
Value of total assets at end of year2014-12-31$45,973,878
Value of total assets at beginning of year2014-12-31$40,348,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,843
Total interest from all sources2014-12-31$104,413
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$314,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$314,951
Administrative expenses professional fees incurred2014-12-31$11,843
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,717,754
Participant contributions at end of year2014-12-31$2,835,983
Participant contributions at beginning of year2014-12-31$2,362,827
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$304,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$38,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$79,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$114,246
Total non interest bearing cash at end of year2014-12-31$51,778
Total non interest bearing cash at beginning of year2014-12-31$41,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,591,501
Value of net assets at end of year (total assets less liabilities)2014-12-31$45,808,093
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,216,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,692,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,641,936
Interest on participant loans2014-12-31$104,413
Value of interest in common/collective trusts at end of year2014-12-31$15,023,492
Value of interest in common/collective trusts at beginning of year2014-12-31$12,673,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,082,444
Net investment gain or loss from common/collective trusts2014-12-31$686,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$327,624
Assets. Invements in employer securities at beginning of year2014-12-31$623,040
Contributions received in cash from employer2014-12-31$881,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,193,797
Liabilities. Value of benefit claims payable at end of year2014-12-31$86,332
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$18,026
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOGANTAYLOR LLP
Accountancy firm EIN2014-12-31731413977
2013 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$6,770,413
Total unrealized appreciation/depreciation of assets2013-12-31$6,770,413
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$132,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$93,862
Total income from all sources (including contributions)2013-12-31$10,243,590
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,855,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,749,407
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$93,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,078,119
Value of total assets at end of year2013-12-31$40,348,864
Value of total assets at beginning of year2013-12-31$32,922,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,936
Total interest from all sources2013-12-31$86,828
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$308,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$308,230
Administrative expenses professional fees incurred2013-12-31$11,936
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,325,723
Participant contributions at end of year2013-12-31$2,362,827
Participant contributions at beginning of year2013-12-31$1,933,406
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$339,915
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$25,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$114,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$93,862
Total non interest bearing cash at end of year2013-12-31$41,254
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,388,385
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,216,592
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,828,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$24,641,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,282,188
Interest on participant loans2013-12-31$86,828
Value of interest in common/collective trusts at end of year2013-12-31$12,673,237
Value of interest in common/collective trusts at beginning of year2013-12-31$10,088,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$623,040
Assets. Invements in employer securities at beginning of year2013-12-31$591,360
Contributions received in cash from employer2013-12-31$412,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,749,407
Liabilities. Value of benefit claims payable at end of year2013-12-31$18,026
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOGANTAYLOR LLP
Accountancy firm EIN2013-12-31731413977
2012 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,962,670
Total unrealized appreciation/depreciation of assets2012-12-31$2,962,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$93,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$164,323
Total income from all sources (including contributions)2012-12-31$6,853,893
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,676,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,623,204
Expenses. Certain deemed distributions of participant loans2012-12-31$521
Value of total corrective distributions2012-12-31$31,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,445,011
Value of total assets at end of year2012-12-31$32,922,069
Value of total assets at beginning of year2012-12-31$28,815,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,615
Total interest from all sources2012-12-31$82,753
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$363,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$363,459
Administrative expenses professional fees incurred2012-12-31$21,615
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,458,583
Participant contributions at end of year2012-12-31$1,933,406
Participant contributions at beginning of year2012-12-31$1,965,505
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$216,993
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$25,103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$93,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$132,689
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$132,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,176,920
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,828,207
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,651,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,282,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,160,325
Interest on participant loans2012-12-31$82,753
Value of interest in common/collective trusts at end of year2012-12-31$10,088,840
Value of interest in common/collective trusts at beginning of year2012-12-31$7,932,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$591,360
Assets. Invements in employer securities at beginning of year2012-12-31$607,200
Contributions received in cash from employer2012-12-31$769,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,623,204
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$31,634
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOGANTAYLOR LLP
Accountancy firm EIN2012-12-31731413977
2011 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-39,015
Total unrealized appreciation/depreciation of assets2011-12-31$-39,015
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$164,323
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,919
Total income from all sources (including contributions)2011-12-31$3,172,656
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,489,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,421,669
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,835,741
Value of total assets at end of year2011-12-31$28,815,610
Value of total assets at beginning of year2011-12-31$26,991,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$68,250
Total interest from all sources2011-12-31$85,930
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$290,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$290,000
Administrative expenses professional fees incurred2011-12-31$68,250
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,091,909
Participant contributions at end of year2011-12-31$1,965,505
Participant contributions at beginning of year2011-12-31$1,922,665
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$69,569
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$7,379
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$132,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$22,919
Total non interest bearing cash at end of year2011-12-31$132,837
Total non interest bearing cash at beginning of year2011-12-31$22,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,682,737
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,651,287
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,968,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,160,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,124,695
Interest on participant loans2011-12-31$85,930
Value of interest in common/collective trusts at end of year2011-12-31$7,932,398
Value of interest in common/collective trusts at beginning of year2011-12-31$6,371,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$607,200
Assets. Invements in employer securities at beginning of year2011-12-31$536,360
Contributions received in cash from employer2011-12-31$674,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,421,669
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Liabilities. Value of benefit claims payable at end of year2011-12-31$31,634
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOGANTAYLOR LLP
Accountancy firm EIN2011-12-31731413977
2010 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,456,707
Total unrealized appreciation/depreciation of assets2010-12-31$2,456,707
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$88,074
Total income from all sources (including contributions)2010-12-31$4,536,984
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,271,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,123,195
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$88,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,712,709
Value of total assets at end of year2010-12-31$26,991,469
Value of total assets at beginning of year2010-12-31$23,791,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$60,243
Total interest from all sources2010-12-31$99,749
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$60,243
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,633,817
Participant contributions at end of year2010-12-31$1,922,665
Participant contributions at beginning of year2010-12-31$1,703,319
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$20,224
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$78,892
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$9,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$22,919
Total non interest bearing cash at end of year2010-12-31$22,919
Total non interest bearing cash at beginning of year2010-12-31$56,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,265,472
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,968,550
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,703,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,124,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,740,553
Interest on participant loans2010-12-31$99,650
Value of interest in common/collective trusts at end of year2010-12-31$6,371,950
Value of interest in common/collective trusts at beginning of year2010-12-31$2,911,785
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$99
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$267,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$536,360
Assets. Invements in employer securities at beginning of year2010-12-31$349,800
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,123,195
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$88,074
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2010-12-31731413977
2009 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN

2022: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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