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WINDERMERE 401(K) PLAN 401k Plan overview

Plan NameWINDERMERE 401(K) PLAN
Plan identification number 002

WINDERMERE 401(K) PLAN Benefits

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

401k Sponsoring company profile

WINDERMERE REAL ESTATE SERVICES COMPANY has sponsored the creation of one or more 401k plans.

Company Name:WINDERMERE REAL ESTATE SERVICES COMPANY
Employer identification number (EIN):911619712
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Additional information about WINDERMERE REAL ESTATE SERVICES COMPANY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1983-07-22
Company Identification Number: 600497661
Legal Registered Office Address: 300 DESCHUTES WAY SW STE 208 MC-CSC1

TUMWATER
United States of America (USA)
98501

More information about WINDERMERE REAL ESTATE SERVICES COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINDERMERE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01MARK OSTER
0022016-01-01MARK OSTER
0022015-01-01MARK OSTER
0022014-01-01MARK OSTER
0022013-01-01MARK OSTER
0022012-01-01MARK OSTER
0022011-01-01MARK OSTER
0022010-01-01MARK OSTER
0022009-01-01TIM WISSNER TIM WISSNER2010-09-22

Plan Statistics for WINDERMERE 401(K) PLAN

401k plan membership statisitcs for WINDERMERE 401(K) PLAN

Measure Date Value
2021: WINDERMERE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01742
Total number of active participants reported on line 7a of the Form 55002021-01-01464
Number of retired or separated participants receiving benefits2021-01-0162
Number of other retired or separated participants entitled to future benefits2021-01-01220
Total of all active and inactive participants2021-01-01746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01746
Number of participants with account balances2021-01-01603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WINDERMERE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01820
Total number of active participants reported on line 7a of the Form 55002020-01-01569
Number of retired or separated participants receiving benefits2020-01-0157
Number of other retired or separated participants entitled to future benefits2020-01-01237
Total of all active and inactive participants2020-01-01863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01863
Number of participants with account balances2020-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WINDERMERE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01741
Total number of active participants reported on line 7a of the Form 55002019-01-01589
Number of retired or separated participants receiving benefits2019-01-0137
Number of other retired or separated participants entitled to future benefits2019-01-01210
Total of all active and inactive participants2019-01-01836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01836
Number of participants with account balances2019-01-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WINDERMERE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01572
Total number of active participants reported on line 7a of the Form 55002018-01-01483
Number of retired or separated participants receiving benefits2018-01-0125
Number of other retired or separated participants entitled to future benefits2018-01-01100
Total of all active and inactive participants2018-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0113
Total participants2018-01-01621
Number of participants with account balances2018-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: WINDERMERE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01498
Total number of active participants reported on line 7a of the Form 55002017-01-01484
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0180
Total of all active and inactive participants2017-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01564
Number of participants with account balances2017-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WINDERMERE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01476
Total number of active participants reported on line 7a of the Form 55002016-01-01419
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0179
Total of all active and inactive participants2016-01-01498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01498
Number of participants with account balances2016-01-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WINDERMERE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01413
Total number of active participants reported on line 7a of the Form 55002015-01-01367
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01109
Total of all active and inactive participants2015-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01476
Number of participants with account balances2015-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WINDERMERE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01412
Total number of active participants reported on line 7a of the Form 55002014-01-01293
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01119
Total of all active and inactive participants2014-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01413
Number of participants with account balances2014-01-01359
2013: WINDERMERE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01339
Total number of active participants reported on line 7a of the Form 55002013-01-01271
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01140
Total of all active and inactive participants2013-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01412
Number of participants with account balances2013-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WINDERMERE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01415
Total number of active participants reported on line 7a of the Form 55002012-01-01199
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01140
Total of all active and inactive participants2012-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01339
Number of participants with account balances2012-01-01339
2011: WINDERMERE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01492
Total number of active participants reported on line 7a of the Form 55002011-01-01274
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01141
Total of all active and inactive participants2011-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01415
Number of participants with account balances2011-01-01347
2010: WINDERMERE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01433
Total number of active participants reported on line 7a of the Form 55002010-01-01332
Number of retired or separated participants receiving benefits2010-01-01160
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01492
Number of participants with account balances2010-01-01365
2009: WINDERMERE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01426
Total number of active participants reported on line 7a of the Form 55002009-01-01302
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01131
Total of all active and inactive participants2009-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01433
Number of participants with account balances2009-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WINDERMERE 401(K) PLAN

Measure Date Value
2021 : WINDERMERE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$604
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,769,466
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,764,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,606,014
Expenses. Certain deemed distributions of participant loans2021-12-31$11,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,543,800
Value of total assets at end of year2021-12-31$46,659,041
Value of total assets at beginning of year2021-12-31$39,654,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$146,880
Total interest from all sources2021-12-31$120,747
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,228,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,228,876
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,328,213
Participant contributions at end of year2021-12-31$170,630
Participant contributions at beginning of year2021-12-31$262,294
Participant contributions at end of year2021-12-31$251,357
Participant contributions at beginning of year2021-12-31$266,887
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$226,151
Total non interest bearing cash at end of year2021-12-31$23,909,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,005,272
Value of net assets at end of year (total assets less liabilities)2021-12-31$46,659,041
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$39,654,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,196,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,366,377
Interest on participant loans2021-12-31$12,730
Interest earned on other investments2021-12-31$108,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,204,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,870,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,876,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$989,436
Employer contributions (assets) at end of year2021-12-31$926,860
Employer contributions (assets) at beginning of year2021-12-31$888,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,606,014
Contract administrator fees2021-12-31$146,880
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2021-12-31911301672
2020 : WINDERMERE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$3,999,897
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,425,192
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,399,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,256,543
Expenses. Certain deemed distributions of participant loans2020-12-31$27,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,053,744
Value of total assets at end of year2020-12-31$39,654,373
Value of total assets at beginning of year2020-12-31$40,628,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$116,084
Total interest from all sources2020-12-31$140,608
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$961,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$961,520
Administrative expenses professional fees incurred2020-12-31$20,086
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,015,374
Participant contributions at end of year2020-12-31$262,294
Participant contributions at beginning of year2020-12-31$308,779
Participant contributions at end of year2020-12-31$266,887
Participant contributions at beginning of year2020-12-31$254,432
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$149,123
Administrative expenses (other) incurred2020-12-31$60,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,025,308
Value of net assets at end of year (total assets less liabilities)2020-12-31$39,654,373
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,628,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$35,027
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,366,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,015,106
Interest on participant loans2020-12-31$16,948
Interest earned on other investments2020-12-31$123,660
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,870,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,886,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,269,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$889,247
Employer contributions (assets) at end of year2020-12-31$888,014
Employer contributions (assets) at beginning of year2020-12-31$1,164,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,256,543
Contract administrator fees2020-12-31$803
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2020-12-31913101672
2019 : WINDERMERE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,962,201
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,252,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,086,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,110,246
Value of total assets at end of year2019-12-31$40,628,962
Value of total assets at beginning of year2019-12-31$31,919,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$165,496
Total interest from all sources2019-12-31$84,540
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,267,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,267,375
Administrative expenses professional fees incurred2019-12-31$65,442
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,516,603
Participant contributions at end of year2019-12-31$308,779
Participant contributions at beginning of year2019-12-31$424,398
Participant contributions at end of year2019-12-31$254,432
Participant contributions at beginning of year2019-12-31$252,587
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$418,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$52,555
Other income not declared elsewhere2019-12-31$1,213
Administrative expenses (other) incurred2019-12-31$65,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,709,754
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,628,962
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,919,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$33,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,015,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,831,103
Interest on participant loans2019-12-31$18,691
Interest earned on other investments2019-12-31$65,849
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$3,953,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,886,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$358,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,498,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,175,475
Employer contributions (assets) at end of year2019-12-31$1,164,318
Employer contributions (assets) at beginning of year2019-12-31$1,045,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,086,951
Contract administrator fees2019-12-31$830
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2019-12-31913101672
2018 : WINDERMERE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,697,654
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,955,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,806,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,606,328
Value of total assets at end of year2018-12-31$30,571,745
Value of total assets at beginning of year2018-12-31$31,829,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$148,403
Total interest from all sources2018-12-31$21,922
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$966,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,994
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,263,837
Participant contributions at end of year2018-12-31$424,398
Participant contributions at beginning of year2018-12-31$359,781
Participant contributions at end of year2018-12-31$252,587
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$318,939
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$52,555
Administrative expenses (other) incurred2018-12-31$111,776
Total non interest bearing cash at end of year2018-12-31$3,593
Total non interest bearing cash at beginning of year2018-12-31$4,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,257,493
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,571,745
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,829,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$6,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,831,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,632,250
Interest on participant loans2018-12-31$18,200
Income. Interest from loans (other than to participants)2018-12-31$21,922
Interest earned on other investments2018-12-31$1,602
Value of interest in common/collective trusts at end of year2018-12-31$3,953,693
Value of interest in common/collective trusts at beginning of year2018-12-31$3,739,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$358,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$93,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$93,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$358,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,897,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,023,552
Employer contributions (assets) at end of year2018-12-31$1,045,914
Income. Dividends from common stock2018-12-31$966,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,806,744
Contract administrator fees2018-12-31$148,403
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2018-12-31913101672
2017 : WINDERMERE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,973,579
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,923,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,825,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,174,170
Value of total assets at end of year2017-12-31$31,829,238
Value of total assets at beginning of year2017-12-31$25,779,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$97,810
Total interest from all sources2017-12-31$15,056
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,562,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,562,294
Administrative expenses professional fees incurred2017-12-31$11,380
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,114,219
Participant contributions at end of year2017-12-31$359,781
Participant contributions at beginning of year2017-12-31$253,286
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$167,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$55,374
Total non interest bearing cash at end of year2017-12-31$4,161
Total non interest bearing cash at beginning of year2017-12-31$2,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,050,160
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,829,238
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,779,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$4,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,632,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,755,500
Interest on participant loans2017-12-31$14,970
Value of interest in common/collective trusts at end of year2017-12-31$3,739,261
Value of interest in common/collective trusts at beginning of year2017-12-31$2,674,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$93,785
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$93,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$93,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$86
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,187,250
Net investment gain or loss from common/collective trusts2017-12-31$34,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$892,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,825,609
Contract administrator fees2017-12-31$26,976
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2017-12-31913101672
2016 : WINDERMERE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,705,603
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,945,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,842,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,747,440
Value of total assets at end of year2016-12-31$25,779,078
Value of total assets at beginning of year2016-12-31$24,019,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$103,745
Total interest from all sources2016-12-31$10,002
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$954,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$954,988
Administrative expenses professional fees incurred2016-12-31$15,598
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,899,336
Participant contributions at end of year2016-12-31$253,286
Participant contributions at beginning of year2016-12-31$225,895
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$104,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$54,770
Total non interest bearing cash at end of year2016-12-31$2,612
Total non interest bearing cash at beginning of year2016-12-31$2,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,759,700
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,779,078
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,019,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$3,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,755,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,364,884
Interest on participant loans2016-12-31$9,894
Value of interest in common/collective trusts at end of year2016-12-31$2,674,373
Value of interest in common/collective trusts at beginning of year2016-12-31$2,326,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$93,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$98,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$98,940
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$957,939
Net investment gain or loss from common/collective trusts2016-12-31$35,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$743,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,842,158
Contract administrator fees2016-12-31$30,367
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2016-12-31913101672
2015 : WINDERMERE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,173,617
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,745,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,650,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,154,320
Value of total assets at end of year2015-12-31$24,019,378
Value of total assets at beginning of year2015-12-31$23,591,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$95,108
Total interest from all sources2015-12-31$10,983
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$810,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$810,191
Administrative expenses professional fees incurred2015-12-31$10,690
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,467,838
Participant contributions at end of year2015-12-31$225,895
Participant contributions at beginning of year2015-12-31$331,769
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$70,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$50,755
Total non interest bearing cash at end of year2015-12-31$2,960
Total non interest bearing cash at beginning of year2015-12-31$791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$428,311
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,019,378
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,591,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$4,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,364,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,795,312
Interest on participant loans2015-12-31$10,869
Value of interest in common/collective trusts at end of year2015-12-31$2,326,699
Value of interest in common/collective trusts at beginning of year2015-12-31$2,358,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$98,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$104,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$104,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-820,915
Net investment gain or loss from common/collective trusts2015-12-31$19,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$615,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,650,198
Contract administrator fees2015-12-31$29,084
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2015-12-31913101672
2014 : WINDERMERE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,497,236
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,375,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,285,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,055,363
Value of total assets at end of year2014-12-31$23,591,067
Value of total assets at beginning of year2014-12-31$22,469,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$90,510
Total interest from all sources2014-12-31$16,382
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$919,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$919,909
Administrative expenses professional fees incurred2014-12-31$10,494
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,250,653
Participant contributions at end of year2014-12-31$331,769
Participant contributions at beginning of year2014-12-31$432,370
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$237,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$46,295
Total non interest bearing cash at end of year2014-12-31$791
Total non interest bearing cash at beginning of year2014-12-31$97,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,121,426
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,591,067
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,469,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$4,657
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,795,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,441,804
Income. Interest from loans (other than to participants)2014-12-31$16,276
Value of interest in common/collective trusts at end of year2014-12-31$2,358,475
Value of interest in common/collective trusts at beginning of year2014-12-31$2,403,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$104,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$94,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$94,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$487,436
Net investment gain or loss from common/collective trusts2014-12-31$18,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$567,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,285,300
Contract administrator fees2014-12-31$29,064
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2014-12-31913101672
2013 : WINDERMERE 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,153,582
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,244,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,155,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,650,526
Value of total assets at end of year2013-12-31$22,469,641
Value of total assets at beginning of year2013-12-31$18,560,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$88,528
Total interest from all sources2013-12-31$17,914
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$641,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$641,482
Administrative expenses professional fees incurred2013-12-31$10,174
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,074,172
Participant contributions at end of year2013-12-31$432,370
Participant contributions at beginning of year2013-12-31$379,356
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$93,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$43,853
Total non interest bearing cash at end of year2013-12-31$97,306
Total non interest bearing cash at beginning of year2013-12-31$73,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,909,184
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,469,641
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,560,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$5,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,441,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,462,035
Income. Interest from loans (other than to participants)2013-12-31$17,826
Value of interest in common/collective trusts at end of year2013-12-31$2,403,653
Value of interest in common/collective trusts at beginning of year2013-12-31$2,553,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$94,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$91,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$91,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$88
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,828,707
Net investment gain or loss from common/collective trusts2013-12-31$14,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$483,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,155,870
Contract administrator fees2013-12-31$28,929
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2013-12-31913101672
2012 : WINDERMERE 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,027
Total income from all sources (including contributions)2012-12-31$3,460,249
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,008,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$920,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,426,893
Value of total assets at end of year2012-12-31$18,560,457
Value of total assets at beginning of year2012-12-31$16,114,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$87,410
Total interest from all sources2012-12-31$16,463
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$376,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$376,287
Administrative expenses professional fees incurred2012-12-31$13,040
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$981,841
Participant contributions at end of year2012-12-31$379,356
Participant contributions at beginning of year2012-12-31$407,522
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,027
Administrative expenses (other) incurred2012-12-31$40,781
Total non interest bearing cash at end of year2012-12-31$73,367
Total non interest bearing cash at beginning of year2012-12-31$1,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,451,857
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,560,457
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,108,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$4,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,462,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,644,320
Interest on participant loans2012-12-31$16,371
Value of interest in common/collective trusts at end of year2012-12-31$2,553,997
Value of interest in common/collective trusts at beginning of year2012-12-31$2,963,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$91,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$98,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$98,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$92
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,616,085
Net investment gain or loss from common/collective trusts2012-12-31$24,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$442,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$920,982
Contract administrator fees2012-12-31$29,351
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2012-12-31913101672
2011 : WINDERMERE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,058
Total income from all sources (including contributions)2011-12-31$895,228
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,942,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,857,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,390,337
Value of total assets at end of year2011-12-31$16,114,627
Value of total assets at beginning of year2011-12-31$18,162,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$84,749
Total interest from all sources2011-12-31$14,197
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$238,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$238,544
Administrative expenses professional fees incurred2011-12-31$10,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$886,451
Participant contributions at end of year2011-12-31$407,522
Participant contributions at beginning of year2011-12-31$340,639
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,027
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$7,058
Administrative expenses (other) incurred2011-12-31$40,814
Total non interest bearing cash at end of year2011-12-31$1,070
Total non interest bearing cash at beginning of year2011-12-31$4,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,047,234
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,108,600
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,155,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$4,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,644,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,984,046
Interest on participant loans2011-12-31$14,052
Value of interest in common/collective trusts at end of year2011-12-31$2,963,210
Value of interest in common/collective trusts at beginning of year2011-12-31$2,700,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$98,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$133,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$133,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-794,401
Net investment gain or loss from common/collective trusts2011-12-31$46,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$478,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,857,713
Contract administrator fees2011-12-31$29,756
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2011-12-31913101672
2010 : WINDERMERE 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,058
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,741
Total income from all sources (including contributions)2010-12-31$3,830,059
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,415,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,325,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,506,942
Value of total assets at end of year2010-12-31$18,162,892
Value of total assets at beginning of year2010-12-31$16,746,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$89,888
Total interest from all sources2010-12-31$218,171
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$263,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$263,272
Administrative expenses professional fees incurred2010-12-31$1,538
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$994,185
Participant contributions at end of year2010-12-31$340,639
Participant contributions at beginning of year2010-12-31$148,702
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$7,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$5,741
Administrative expenses (other) incurred2010-12-31$83,744
Total non interest bearing cash at end of year2010-12-31$137,337
Total non interest bearing cash at beginning of year2010-12-31$3,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,414,680
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,155,834
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,741,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$584
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,984,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,456,819
Interest on participant loans2010-12-31$8,389
Value of interest in common/collective trusts at end of year2010-12-31$2,700,870
Value of interest in common/collective trusts at beginning of year2010-12-31$3,137,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$209,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,784,068
Net investment gain or loss from common/collective trusts2010-12-31$57,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$506,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,325,491
Contract administrator fees2010-12-31$4,022
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2010-12-31913101672

Form 5500 Responses for WINDERMERE 401(K) PLAN

2021: WINDERMERE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WINDERMERE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WINDERMERE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WINDERMERE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WINDERMERE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WINDERMERE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WINDERMERE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WINDERMERE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WINDERMERE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WINDERMERE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WINDERMERE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WINDERMERE 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WINDERMERE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number196-80665
Policy instance 1
Insurance contract or identification number196-80665
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number196-80665
Policy instance 1
Insurance contract or identification number196-80665
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number196-80665
Policy instance 1
Insurance contract or identification number196-80665
Number of Individuals Covered623
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-KZ5V
Policy instance 1
Insurance contract or identification numberGAP-CP-KZ5V
Number of Individuals Covered621
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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