401k Plan data: WOSTMANN & ASSOCIATES 401(K) PLAN plan

WOSTMANN & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	WOSTMANN & ASSOCIATES 401(K) PLAN
Plan identification number	001

WOSTMANN & ASSOCIATES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

WOSTMANN & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WOSTMANN & ASSOCIATES, INC.

Employer identification number (EIN): 920123560

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOSTMANN & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BERNARD WOSTMANN 2024-05-03
001 2022-01-01 BERNARD WOSTMANN 2023-05-05
001 2021-01-01 BERNARD WOSTMANN 2022-07-08 SANDER SCHIJVENS 2022-07-08
001 2020-01-01 BERNARD WOSTMANN 2021-06-22 SANDER SCHIJVENS 2021-06-24
001 2018-01-01 BERNARD WOSTMANN 2019-07-01 BERNARD WOSTMANN 2019-07-01
001 2017-01-01 BERNARD F WOSTMANN 2018-06-27 BERNARD F WOSTMANN 2018-06-27
001 2016-01-01 MARTIN T PHELAN 2017-06-30
001 2015-01-01 MARTIN T PHELAN 2016-07-05 MARTIN T PHELAN 2016-07-05
001 2014-01-01 MARTIN PHELAN MARTIN PHELAN 2015-06-25
001 2013-01-01 JULIE CARELLA
001 2012-01-01 MARTIN PHELAN
001 2011-01-01 MARTIN T PHELAN
001 2009-01-01 MARTIN T PHELAN MARTIN T PHELAN 2010-07-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BERNARD WOSTMANN	2024-05-03
001	2022-01-01	BERNARD WOSTMANN	2023-05-05
001	2021-01-01	BERNARD WOSTMANN	2022-07-08	SANDER SCHIJVENS	2022-07-08
001	2020-01-01	BERNARD WOSTMANN	2021-06-22	SANDER SCHIJVENS	2021-06-24
001	2018-01-01	BERNARD WOSTMANN	2019-07-01	BERNARD WOSTMANN	2019-07-01
001	2017-01-01	BERNARD F WOSTMANN	2018-06-27	BERNARD F WOSTMANN	2018-06-27
001	2016-01-01	MARTIN T PHELAN	2017-06-30
001	2015-01-01	MARTIN T PHELAN	2016-07-05	MARTIN T PHELAN	2016-07-05
001	2014-01-01	MARTIN PHELAN		MARTIN PHELAN	2015-06-25
001	2013-01-01	JULIE CARELLA
001	2012-01-01	MARTIN PHELAN
001	2011-01-01	MARTIN T PHELAN
001	2009-01-01	MARTIN T PHELAN		MARTIN T PHELAN	2010-07-07

Plan Statistics for WOSTMANN & ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for WOSTMANN & ASSOCIATES 401(K) PLAN

Measure Date Value
2025: WOSTMANN & ASSOCIATES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-05-14 39
Total number of particpants at end of year 2025-05-14 40
Number of Participants With Account Balances 2025-05-14 35
2024: WOSTMANN & ASSOCIATES 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-03 41
Total number of particpants at end of year 2024-05-03 39
Number of Participants With Account Balances 2024-05-03 36
2022: WOSTMANN & ASSOCIATES 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-07-08 41
Total number of particpants at end of year 2022-07-08 44
Number of Participants With Account Balances 2022-07-08 37
2014: WOSTMANN & ASSOCIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 28
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 40
Number of participants with account balances 2014-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WOSTMANN & ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 36
Number of participants with account balances 2013-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WOSTMANN & ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 29
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 43
Number of participants with account balances 2012-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WOSTMANN & ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 36
Number of participants with account balances 2011-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: WOSTMANN & ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 41
Number of participants with account balances 2009-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2025: WOSTMANN & ASSOCIATES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-05-14	39
Total number of particpants at end of year	2025-05-14	40
Number of Participants With Account Balances	2025-05-14	35
2024: WOSTMANN & ASSOCIATES 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-03	41
Total number of particpants at end of year	2024-05-03	39
Number of Participants With Account Balances	2024-05-03	36
2022: WOSTMANN & ASSOCIATES 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-07-08	41
Total number of particpants at end of year	2022-07-08	44
Number of Participants With Account Balances	2022-07-08	37
2014: WOSTMANN & ASSOCIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	28
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	40
Number of participants with account balances	2014-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WOSTMANN & ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	36
Number of participants with account balances	2013-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WOSTMANN & ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	29
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	43
Number of participants with account balances	2012-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WOSTMANN & ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	36
Number of participants with account balances	2011-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: WOSTMANN & ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	41
Number of participants with account balances	2009-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on WOSTMANN & ASSOCIATES 401(K) PLAN

Measure	Date	Value
2025 : WOSTMANN & ASSOCIATES 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-05-14	0
Total liabilities as of the end of the plan year	2025-05-14	0
Total liabilities as of the beginning of the plan year	2025-05-14	0
Total expenses incurred by plan in this plan year	2025-05-14	191946
Net assets as of the end of the plan year	2025-05-14	4963664
Total assets as of the beginning of the plan year	2025-05-14	4174477
Value of plan covered by a fidelity bond	2025-05-14	500000
Participant contributions to plan in this plan year	2025-05-14	220498
Value of participant loans at end of plan year	2025-05-14	58635
Other expenses paid from plan in this plan year	2025-05-14	0
Other contributions to plan in this plan year	2025-05-14	0
Other income to plan in this plan year	2025-05-14	672987
Plan net income in this plan year	2025-05-14	789187
Net assets as of the end of the plan year	2025-05-14	4963664
Net assets as of the beginning of the plan year	2025-05-14	4174477
Employer contributions to plan in this plan year	2025-05-14	87648
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-14	16265
2024 : WOSTMANN & ASSOCIATES 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-05-03	0
Total liabilities as of the end of the plan year	2024-05-03	0
Total liabilities as of the beginning of the plan year	2024-05-03	0
Total expenses incurred by plan in this plan year	2024-05-03	142049
Net assets as of the end of the plan year	2024-05-03	4174477
Total assets as of the beginning of the plan year	2024-05-03	3310046
Value of plan covered by a fidelity bond	2024-05-03	500000
Participant contributions to plan in this plan year	2024-05-03	230379
Value of participant loans at end of plan year	2024-05-03	2618
Other expenses paid from plan in this plan year	2024-05-03	0
Other contributions to plan in this plan year	2024-05-03	0
Other income to plan in this plan year	2024-05-03	682648
Plan net income in this plan year	2024-05-03	864431
Net assets as of the end of the plan year	2024-05-03	4174477
Net assets as of the beginning of the plan year	2024-05-03	3310046
Employer contributions to plan in this plan year	2024-05-03	93453
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-03	13027
2022 : WOSTMANN & ASSOCIATES 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-07-08	0
Total expenses incurred by plan in this plan year	2022-07-08	640233
Net assets as of the end of the plan year	2022-07-08	4284608
Total assets as of the beginning of the plan year	2022-07-08	3897739
Value of plan covered by a fidelity bond	2022-07-08	350000
Participant contributions to plan in this plan year	2022-07-08	260738
Value of participant loans at end of plan year	2022-07-08	1050
Other expenses paid from plan in this plan year	2022-07-08	24134
Other contributions to plan in this plan year	2022-07-08	0
Other income to plan in this plan year	2022-07-08	669201
Plan net income in this plan year	2022-07-08	386869
Net assets as of the end of the plan year	2022-07-08	4284608
Net assets as of the beginning of the plan year	2022-07-08	3897739
Employer contributions to plan in this plan year	2022-07-08	97163
2014 : WOSTMANN & ASSOCIATES 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$384,904
Expenses. Total of all expenses incurred	2014-12-31	$77,597
Benefits paid (including direct rollovers)	2014-12-31	$77,324
Total plan assets at end of year	2014-12-31	$1,628,788
Total plan assets at beginning of year	2014-12-31	$1,321,481
Value of fidelity bond covering the plan	2014-12-31	$124,000
Total contributions received or receivable from participants	2014-12-31	$225,645
Expenses. Other expenses not covered elsewhere	2014-12-31	$273
Contributions received from other sources (not participants or employers)	2014-12-31	$10,923
Other income received	2014-12-31	$70,785
Net income (gross income less expenses)	2014-12-31	$307,307
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,628,788
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,321,481
Assets. Value of participant loans	2014-12-31	$8,046
Total contributions received or receivable from employer(s)	2014-12-31	$77,551
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : WOSTMANN & ASSOCIATES 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$6
Total income from all sources	2013-12-31	$474,407
Expenses. Total of all expenses incurred	2013-12-31	$405,135
Benefits paid (including direct rollovers)	2013-12-31	$404,868
Total plan assets at end of year	2013-12-31	$1,321,481
Total plan assets at beginning of year	2013-12-31	$1,252,203
Value of fidelity bond covering the plan	2013-12-31	$124,000
Total contributions received or receivable from participants	2013-12-31	$176,942
Expenses. Other expenses not covered elsewhere	2013-12-31	$267
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$245,537
Net income (gross income less expenses)	2013-12-31	$69,272
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,321,481
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,252,203
Assets. Value of participant loans	2013-12-31	$2
Total contributions received or receivable from employer(s)	2013-12-31	$51,928
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : WOSTMANN & ASSOCIATES 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$420,439
Expenses. Total of all expenses incurred	2012-12-31	$12,841
Benefits paid (including direct rollovers)	2012-12-31	$12,311
Total plan assets at end of year	2012-12-31	$1,252,203
Total plan assets at beginning of year	2012-12-31	$844,605
Value of fidelity bond covering the plan	2012-12-31	$124,000
Total contributions received or receivable from participants	2012-12-31	$153,750
Expenses. Other expenses not covered elsewhere	2012-12-31	$530
Contributions received from other sources (not participants or employers)	2012-12-31	$87,869
Other income received	2012-12-31	$123,791
Net income (gross income less expenses)	2012-12-31	$407,598
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,252,203
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$844,605
Assets. Value of participant loans	2012-12-31	$33,843
Total contributions received or receivable from employer(s)	2012-12-31	$55,029
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : WOSTMANN & ASSOCIATES 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$172,469
Expenses. Total of all expenses incurred	2011-12-31	$24,353
Benefits paid (including direct rollovers)	2011-12-31	$24,203
Total plan assets at end of year	2011-12-31	$844,605
Total plan assets at beginning of year	2011-12-31	$696,489
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$152,442
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-40,168
Net income (gross income less expenses)	2011-12-31	$148,116
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$844,605
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$696,489
Assets. Value of participant loans	2011-12-31	$28,189
Total contributions received or receivable from employer(s)	2011-12-31	$60,195
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$150
2010 : WOSTMANN & ASSOCIATES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$273,864
Expenses. Total of all expenses incurred	2010-12-31	$65,136
Benefits paid (including direct rollovers)	2010-12-31	$65,036
Total plan assets at end of year	2010-12-31	$696,489
Total plan assets at beginning of year	2010-12-31	$487,761
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$135,297
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$76,604
Net income (gross income less expenses)	2010-12-31	$208,728
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$696,489
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$487,761
Assets. Value of participant loans	2010-12-31	$1,269
Total contributions received or receivable from employer(s)	2010-12-31	$61,963
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$100

Form 5500 Responses for WOSTMANN & ASSOCIATES 401(K) PLAN

2014: WOSTMANN & ASSOCIATES 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: WOSTMANN & ASSOCIATES 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: WOSTMANN & ASSOCIATES 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: WOSTMANN & ASSOCIATES 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: WOSTMANN & ASSOCIATES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-828399
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	942579
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	942579
Policy instance	1

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Company Name:	WOSTMANN & ASSOCIATES, INC.
Employer identification number (EIN):	920123560
NAIC Classification:	812990
NAIC Description:	All Other Personal Services