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Plan Name | WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | MIKE HOWARD | |||
001 | 2016-01-01 | MIKE HOWARD | |||
001 | 2015-01-01 | MIKE HOWARD | |||
001 | 2014-01-01 | MIKE HOWARD | |||
001 | 2013-01-01 | MIKE HOWARD | |||
001 | 2012-01-01 | MIKE HOWARD | |||
001 | 2011-01-01 | MIKE HOWARD | |||
001 | 2010-01-01 | MIKE HOWARD | |||
001 | 2009-01-01 | MIKE HOWARD |
Measure | Date | Value |
---|---|---|
2022: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,415 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,331 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 160 |
Total of all active and inactive participants | 2022-01-01 | 1,491 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1,491 |
Number of participants with account balances | 2022-01-01 | 1,471 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 253 |
2021: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,251 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,220 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 189 |
Total of all active and inactive participants | 2021-01-01 | 1,409 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 1,409 |
Number of participants with account balances | 2021-01-01 | 1,369 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 203 |
2020: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,399 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,112 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 130 |
Total of all active and inactive participants | 2020-01-01 | 1,242 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 1,242 |
Number of participants with account balances | 2020-01-01 | 1,220 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 199 |
2019: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,438 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,285 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 111 |
Total of all active and inactive participants | 2019-01-01 | 1,396 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1,396 |
Number of participants with account balances | 2019-01-01 | 1,368 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 262 |
2018: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,325 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,329 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 109 |
Total of all active and inactive participants | 2018-01-01 | 1,438 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1,438 |
Number of participants with account balances | 2018-01-01 | 1,424 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 259 |
2017: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,185 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,213 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 111 |
Total of all active and inactive participants | 2017-01-01 | 1,324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 1,324 |
Number of participants with account balances | 2017-01-01 | 1,298 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 226 |
2016: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,115 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,081 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 92 |
Total of all active and inactive participants | 2016-01-01 | 1,173 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 1,174 |
Number of participants with account balances | 2016-01-01 | 1,147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 59 |
2015: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,310 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 973 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 142 |
Total of all active and inactive participants | 2015-01-01 | 1,115 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 1,115 |
Number of participants with account balances | 2015-01-01 | 1,086 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 251 |
2014: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,275 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,225 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 85 |
Total of all active and inactive participants | 2014-01-01 | 1,310 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 1,310 |
Number of participants with account balances | 2014-01-01 | 1,261 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 197 |
2013: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,212 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,184 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 91 |
Total of all active and inactive participants | 2013-01-01 | 1,275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 1,275 |
Number of participants with account balances | 2013-01-01 | 1,205 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 197 |
2012: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,245 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,127 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 84 |
Total of all active and inactive participants | 2012-01-01 | 1,211 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 1,211 |
Number of participants with account balances | 2012-01-01 | 1,190 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 288 |
2011: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,084 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,160 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 85 |
Total of all active and inactive participants | 2011-01-01 | 1,245 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 1,245 |
Number of participants with account balances | 2011-01-01 | 1,190 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 201 |
2010: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 820 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,050 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 34 |
Total of all active and inactive participants | 2010-01-01 | 1,084 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 1,084 |
Number of participants with account balances | 2010-01-01 | 1,014 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 16 |
2009: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,019 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 781 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 39 |
Total of all active and inactive participants | 2009-01-01 | 820 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 820 |
Number of participants with account balances | 2009-01-01 | 761 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 58 |
Measure | Date | Value |
---|---|---|
2022 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $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 assets | 2022-12-31 | $-2,748 |
Total of all expenses incurred | 2022-12-31 | $4,024,940 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,854,063 |
Value of total corrective distributions | 2022-12-31 | $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 year | 2022-12-31 | $76,023,821 |
Value of total assets at beginning of year | 2022-12-31 | $86,269,320 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $134,822 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $627,974 |
Administrative expenses professional fees incurred | 2022-12-31 | $134,822 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,835,913 |
Participant contributions at end of year | 2022-12-31 | $2,518,146 |
Participant contributions at beginning of year | 2022-12-31 | $2,476,146 |
Participant contributions at end of year | 2022-12-31 | $48,970 |
Participant contributions at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $41,773 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $7,160 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $268,119 |
Total non interest bearing cash at end of year | 2022-12-31 | $3,937 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $37,700,254 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $46,693,115 |
Interest on participant loans | 2022-12-31 | $119,544 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $27,444,094 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $31,300,308 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $7,999,103 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $5,154,823 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $-4,712,840 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $95,150 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $357,240 |
Contributions received in cash from employer | 2022-12-31 | $1,604,951 |
Employer contributions (assets) at end of year | 2022-12-31 | $172,394 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,854,063 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $23,129 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $34,102 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $16,579,824 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $16,582,572 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2022-12-31 | 731413977 |
2021 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $121,370 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $14,635,071 |
Total of all expenses incurred | 2021-12-31 | $4,362,988 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,110,939 |
Value of total corrective distributions | 2021-12-31 | $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 year | 2021-12-31 | $86,269,320 |
Value of total assets at beginning of year | 2021-12-31 | $73,429,734 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $114,407 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $491,397 |
Administrative expenses professional fees incurred | 2021-12-31 | $114,407 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,817,995 |
Participant contributions at end of year | 2021-12-31 | $2,476,146 |
Participant contributions at beginning of year | 2021-12-31 | $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 year | 2021-12-31 | $7,160 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $17,679 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $268,119 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $103,540 |
Total non interest bearing cash at end of year | 2021-12-31 | $280,528 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $46,693,115 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $44,578,575 |
Interest on participant loans | 2021-12-31 | $133,412 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $31,300,308 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $25,719,910 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $5,154,823 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $-7,635,967 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $357,240 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $235,870 |
Contributions received in cash from employer | 2021-12-31 | $2,094,547 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,110,939 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $34,102 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $54,926,896 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $40,291,825 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2021-12-31 | 731413977 |
2020 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-27,480 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-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 assets | 2020-12-31 | $5,203,514 |
Total of all expenses incurred | 2020-12-31 | $4,845,561 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,663,980 |
Value of total corrective distributions | 2020-12-31 | $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 year | 2020-12-31 | $73,429,734 |
Value of total assets at beginning of year | 2020-12-31 | $65,979,558 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $93,954 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $473,636 |
Administrative expenses professional fees incurred | 2020-12-31 | $93,954 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,386,499 |
Participant contributions at end of year | 2020-12-31 | $2,704,069 |
Participant contributions at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $17,679 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $15,749 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $103,540 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $87,627 |
Total non interest bearing cash at end of year | 2020-12-31 | $173,631 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $44,578,575 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $39,079,739 |
Interest on participant loans | 2020-12-31 | $151,915 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $25,719,910 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $23,525,623 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $38,053 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $2,179,627 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $235,870 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $263,350 |
Contributions received in cash from employer | 2020-12-31 | $444,705 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,663,980 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $4,178 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $34,137,386 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $28,933,872 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2020-12-31 | 731413977 |
2019 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-44,930 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-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 assets | 2019-12-31 | $3,640,456 |
Total of all expenses incurred | 2019-12-31 | $6,866,071 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,759,690 |
Value of total corrective distributions | 2019-12-31 | $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 year | 2019-12-31 | $65,979,558 |
Value of total assets at beginning of year | 2019-12-31 | $56,052,722 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $74,749 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $613,462 |
Administrative expenses professional fees incurred | 2019-12-31 | $74,749 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,541,079 |
Participant contributions at end of year | 2019-12-31 | $3,048,413 |
Participant contributions at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $15,749 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $18,516 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $87,627 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $31,632 |
Total non interest bearing cash at end of year | 2019-12-31 | $8,631 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $39,079,739 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $32,424,377 |
Interest on participant loans | 2019-12-31 | $152,606 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $23,525,623 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $20,206,037 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $38,053 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $3,662,026 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $263,350 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $588,000 |
Contributions received in cash from employer | 2019-12-31 | $1,194,504 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,759,690 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $4,178 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $41,057 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $19,809,577 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $16,169,121 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2019-12-31 | 731413977 |
2018 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $115,500 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $2,871,591 |
Total of all expenses incurred | 2018-12-31 | $3,981,532 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,922,444 |
Value of total corrective distributions | 2018-12-31 | $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 year | 2018-12-31 | $56,052,722 |
Value of total assets at beginning of year | 2018-12-31 | $57,732,210 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $10,458 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $525,552 |
Administrative expenses professional fees incurred | 2018-12-31 | $10,458 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,322,715 |
Participant contributions at end of year | 2018-12-31 | $2,770,452 |
Participant contributions at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $18,516 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $7,946 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $31,632 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $48,630 |
Total non interest bearing cash at end of year | 2018-12-31 | $45,340 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $32,424,377 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $34,548,611 |
Interest on participant loans | 2018-12-31 | $132,210 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $20,206,037 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $20,023,550 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $-2,992,089 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $588,000 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $472,500 |
Contributions received in cash from employer | 2018-12-31 | $1,059,103 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $926 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,922,444 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $41,057 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $4,839 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $15,897,647 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $13,026,056 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2018-12-31 | 731413977 |
2017 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $52,500 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $2,455,518 |
Total of all expenses incurred | 2017-12-31 | $2,256,117 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $57,732,210 |
Value of total assets at beginning of year | 2017-12-31 | $48,209,400 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $45,162 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $429,671 |
Administrative expenses professional fees incurred | 2017-12-31 | $45,162 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $13 |
Contributions received from participants | 2017-12-31 | $2,810,033 |
Participant contributions at end of year | 2017-12-31 | $2,673,705 |
Participant contributions at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $7,946 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $5,284 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $48,630 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $73,534 |
Total non interest bearing cash at end of year | 2017-12-31 | $4,972 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $34,548,611 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $25,809,348 |
Interest on participant loans | 2017-12-31 | $111,803 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $20,023,550 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $19,355,340 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $2,293,232 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $472,500 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $420,000 |
Contributions received in cash from employer | 2017-12-31 | $944,079 |
Employer contributions (assets) at end of year | 2017-12-31 | $926 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,210,955 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $4,839 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $65,317 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $12,198,222 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $9,742,704 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2017-12-31 | 731413977 |
2016 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $131,631 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,109,504 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,898,534 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $48,209,400 |
Value of total assets at beginning of year | 2016-12-31 | $45,919,750 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $135,255 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $357,889 |
Administrative expenses professional fees incurred | 2016-12-31 | $135,255 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,258,068 |
Participant contributions at end of year | 2016-12-31 | $2,553,030 |
Participant contributions at beginning of year | 2016-12-31 | $2,799,931 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $5,284 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $4,505 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $73,534 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $75,715 |
Total non interest bearing cash at end of year | 2016-12-31 | $66,398 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $25,809,348 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $28,774,067 |
Interest on participant loans | 2016-12-31 | $108,912 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $19,355,340 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $14,004,287 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $272,880 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $420,000 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $231,000 |
Contributions received in cash from employer | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,898,534 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $65,317 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $104,505 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2016-12-31 | 731413977 |
2015 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-93,789 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,819,245 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,656,444 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of total corrective distributions | 2015-12-31 | $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 year | 2015-12-31 | $45,919,750 |
Value of total assets at beginning of year | 2015-12-31 | $45,973,878 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $83,389 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $347,203 |
Administrative expenses professional fees incurred | 2015-12-31 | $83,389 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,536,429 |
Participant contributions at end of year | 2015-12-31 | $2,799,931 |
Participant contributions at beginning of year | 2015-12-31 | $2,835,983 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $4,505 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $38,073 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $75,715 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $79,453 |
Administrative expenses (other) incurred | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $105,960 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $28,774,067 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $27,692,252 |
Interest on participant loans | 2015-12-31 | $111,778 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $14,004,287 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $15,023,492 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $4,676 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $-384,367 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $231,000 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $327,624 |
Contributions received in cash from employer | 2015-12-31 | $287,456 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,656,373 |
Contract administrator fees | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $104,505 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $86,332 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2015-12-31 | 731413977 |
2014 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-295,416 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,205,640 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,193,797 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $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 year | 2014-12-31 | $45,973,878 |
Value of total assets at beginning of year | 2014-12-31 | $40,348,864 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $11,843 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $314,951 |
Administrative expenses professional fees incurred | 2014-12-31 | $11,843 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,717,754 |
Participant contributions at end of year | 2014-12-31 | $2,835,983 |
Participant contributions at beginning of year | 2014-12-31 | $2,362,827 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $38,073 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $3,715 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $79,453 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $114,246 |
Total non interest bearing cash at end of year | 2014-12-31 | $51,778 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $27,692,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $24,641,936 |
Interest on participant loans | 2014-12-31 | $104,413 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $15,023,492 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $12,673,237 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $4,676 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,855 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $686,189 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $327,624 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $623,040 |
Contributions received in cash from employer | 2014-12-31 | $881,951 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,193,797 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $86,332 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $18,026 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2014-12-31 | 731413977 |
2013 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $6,770,413 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,855,205 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,749,407 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $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 year | 2013-12-31 | $40,348,864 |
Value of total assets at beginning of year | 2013-12-31 | $32,922,069 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $11,936 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $308,230 |
Administrative expenses professional fees incurred | 2013-12-31 | $11,936 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,325,723 |
Participant contributions at end of year | 2013-12-31 | $2,362,827 |
Participant contributions at beginning of year | 2013-12-31 | $1,933,406 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $3,715 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $25,103 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $114,246 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $93,862 |
Total non interest bearing cash at end of year | 2013-12-31 | $41,254 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $24,641,936 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $20,282,188 |
Interest on participant loans | 2013-12-31 | $86,828 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $12,673,237 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $10,088,840 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,855 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,172 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,172 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $623,040 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $591,360 |
Contributions received in cash from employer | 2013-12-31 | $412,481 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,749,407 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $18,026 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2013-12-31 | 731413977 |
2012 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $2,962,670 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,676,973 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,623,204 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $521 |
Value of total corrective distributions | 2012-12-31 | $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 year | 2012-12-31 | $32,922,069 |
Value of total assets at beginning of year | 2012-12-31 | $28,815,610 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $21,615 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $363,459 |
Administrative expenses professional fees incurred | 2012-12-31 | $21,615 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,458,583 |
Participant contributions at end of year | 2012-12-31 | $1,933,406 |
Participant contributions at beginning of year | 2012-12-31 | $1,965,505 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $25,103 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $7,379 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $93,862 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $132,689 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $20,282,188 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $18,160,325 |
Interest on participant loans | 2012-12-31 | $82,753 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $10,088,840 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $7,932,398 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,172 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $9,966 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $9,966 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $591,360 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $607,200 |
Contributions received in cash from employer | 2012-12-31 | $769,435 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,623,204 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $31,634 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2012-12-31 | 731413977 |
2011 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-39,015 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,489,919 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,421,669 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $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 year | 2011-12-31 | $28,815,610 |
Value of total assets at beginning of year | 2011-12-31 | $26,991,469 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $68,250 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $290,000 |
Administrative expenses professional fees incurred | 2011-12-31 | $68,250 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,091,909 |
Participant contributions at end of year | 2011-12-31 | $1,965,505 |
Participant contributions at beginning of year | 2011-12-31 | $1,922,665 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $7,379 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $12,880 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $132,689 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $22,919 |
Total non interest bearing cash at end of year | 2011-12-31 | $132,837 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $18,160,325 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $18,124,695 |
Interest on participant loans | 2011-12-31 | $85,930 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $7,932,398 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $6,371,950 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $9,966 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $607,200 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $536,360 |
Contributions received in cash from employer | 2011-12-31 | $674,263 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $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 2520.101-3 | 2011-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $31,634 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2011-12-31 | 731413977 |
2010 : WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $2,456,707 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,271,512 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,123,195 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of total corrective distributions | 2010-12-31 | $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 year | 2010-12-31 | $26,991,469 |
Value of total assets at beginning of year | 2010-12-31 | $23,791,152 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $60,243 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $60,243 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,633,817 |
Participant contributions at end of year | 2010-12-31 | $1,922,665 |
Participant contributions at beginning of year | 2010-12-31 | $1,703,319 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $12,880 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $9,462 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $22,919 |
Total non interest bearing cash at end of year | 2010-12-31 | $22,919 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $18,124,695 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $18,740,553 |
Interest on participant loans | 2010-12-31 | $99,650 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $6,371,950 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $536,360 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $349,800 |
Contributions received in cash from employer | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $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 2520.101-3 | 2010-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $88,074 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HOGAN TAYLOR LLP |
Accountancy firm EIN | 2010-12-31 | 731413977 |
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 securities | 2009-12-31 | $0 |
2022: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |