WEST TARRANT ASSOCIATES INC. has sponsored the creation of one or more 401k plans.
Additional information about WEST TARRANT ASSOCIATES INC.
Submission information for form 5500 for 401k plan WEST TARRANT ASSOCIATES INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : WEST TARRANT ASSOCIATES INC. RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $-49,756 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $355,338 |
| Total plan assets at beginning of year | 2023-12-31 | $405,094 |
| Value of fidelity bond covering the plan | 2023-12-31 | $55,000 |
| Other income received | 2023-12-31 | $-49,756 |
| Net income (gross income less expenses) | 2023-12-31 | $-49,756 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $355,338 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $405,094 |
| Assets. Value of employer securities | 2023-12-31 | $350,000 |
| 2022 : WEST TARRANT ASSOCIATES INC. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-99,933 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $405,094 |
| Total plan assets at beginning of year | 2022-12-31 | $505,027 |
| Value of fidelity bond covering the plan | 2022-12-31 | $75,000 |
| Other income received | 2022-12-31 | $-99,933 |
| Net income (gross income less expenses) | 2022-12-31 | $-99,933 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $405,094 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $505,027 |
| Assets. Value of employer securities | 2022-12-31 | $400,000 |
| 2021 : WEST TARRANT ASSOCIATES INC. RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $129,101 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $505,027 |
| Total plan assets at beginning of year | 2021-12-31 | $375,926 |
| Value of fidelity bond covering the plan | 2021-12-31 | $20,000 |
| Other income received | 2021-12-31 | $129,101 |
| Net income (gross income less expenses) | 2021-12-31 | $129,101 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $505,027 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $375,926 |
| Assets. Value of employer securities | 2021-12-31 | $500,000 |
| 2020 : WEST TARRANT ASSOCIATES INC. RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $310,313 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $375,926 |
| Total plan assets at beginning of year | 2020-12-31 | $65,613 |
| Value of fidelity bond covering the plan | 2020-12-31 | $20,000 |
| Other income received | 2020-12-31 | $305,313 |
| Net income (gross income less expenses) | 2020-12-31 | $310,313 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $375,926 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $65,613 |
| Assets. Value of employer securities | 2020-12-31 | $370,899 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $5,000 |
| 2019 : WEST TARRANT ASSOCIATES INC. RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $42,524 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $65,613 |
| Total plan assets at beginning of year | 2019-12-31 | $23,089 |
| Value of fidelity bond covering the plan | 2019-12-31 | $20,000 |
| Other income received | 2019-12-31 | $42,524 |
| Net income (gross income less expenses) | 2019-12-31 | $42,524 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $65,613 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $23,089 |
| Assets. Value of employer securities | 2019-12-31 | $65,586 |
| 2018 : WEST TARRANT ASSOCIATES INC. RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-188,254 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $23,089 |
| Total plan assets at beginning of year | 2018-12-31 | $211,343 |
| Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-188,254 |
| Net income (gross income less expenses) | 2018-12-31 | $-188,254 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $23,089 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $211,343 |
| Assets. Value of employer securities | 2018-12-31 | $23,063 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : WEST TARRANT ASSOCIATES INC. RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $211,358 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $15 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $211,343 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $211,295 |
| Other income received | 2017-12-31 | $63 |
| Net income (gross income less expenses) | 2017-12-31 | $211,343 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $211,343 |
| Assets. Value of employer securities | 2017-12-31 | $211,318 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $15 |
| 2023: WEST TARRANT ASSOCIATES INC. RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: WEST TARRANT ASSOCIATES INC. RETIREMENT 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: WEST TARRANT ASSOCIATES INC. RETIREMENT 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: WEST TARRANT ASSOCIATES INC. RETIREMENT 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: WEST TARRANT ASSOCIATES INC. RETIREMENT 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: WEST TARRANT ASSOCIATES INC. RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WEST TARRANT ASSOCIATES INC. RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-06-07 | Type of plan entity | Single employer plan |
| 2017-06-07 | First time form 5500 has been submitted | Yes |
| 2017-06-07 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2017-06-07 | Plan funding arrangement – Trust | Yes |
| 2017-06-07 | Plan benefit arrangement - Trust | Yes |
