401k Plan data: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST plan

WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	002

WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

WENDEL ROSEN LLP has sponsored the creation of one or more 401k plans.

Company Name: WENDEL ROSEN LLP

Employer identification number (EIN): 941123744

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 GINGER WILSON
002 2016-01-01 GINGER WILSON
002 2015-01-01 REGINA MACIULA
002 2014-01-01 REGINA MACIULA
002 2013-01-01 REGINA MACIULA REGINA MACIULA 2014-10-14
002 2012-01-01 REGINA MACIULA REGINA MACIULA 2013-10-09
002 2011-01-01 REGINA MACIULA REGINA MACIULA 2012-10-12
002 2009-01-01 REGINA MACIULA REGINA MACIULA 2010-10-29
002 2009-01-01 REGINA MACIULA REGINA MACIULA 2010-09-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	GINGER WILSON
002	2016-01-01	GINGER WILSON
002	2015-01-01	REGINA MACIULA
002	2014-01-01	REGINA MACIULA
002	2013-01-01	REGINA MACIULA	REGINA MACIULA	2014-10-14
002	2012-01-01	REGINA MACIULA	REGINA MACIULA	2013-10-09
002	2011-01-01	REGINA MACIULA	REGINA MACIULA	2012-10-12
002	2009-01-01	REGINA MACIULA	REGINA MACIULA	2010-10-29
002	2009-01-01	REGINA MACIULA	REGINA MACIULA	2010-09-28

Plan Statistics for WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 28
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 78
Total of all active and inactive participants 2022-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 108
Number of participants with account balances 2022-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 95
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 80
Total of all active and inactive participants 2021-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 176
Number of participants with account balances 2021-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 96
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 80
Total of all active and inactive participants 2020-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 177
Number of participants with account balances 2020-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 118
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 58
Total of all active and inactive participants 2019-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 177
Number of participants with account balances 2019-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 126
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 48
Total of all active and inactive participants 2018-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 175
Number of participants with account balances 2018-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 131
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 44
Total of all active and inactive participants 2017-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 176
Number of participants with account balances 2017-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 139
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 31
Total of all active and inactive participants 2016-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 170
Number of participants with account balances 2016-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 131
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 26
Total of all active and inactive participants 2015-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 157
Number of participants with account balances 2015-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 113
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 30
Total of all active and inactive participants 2014-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 143
Number of participants with account balances 2014-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 115
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 40
Total of all active and inactive participants 2013-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 155
Number of participants with account balances 2013-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 119
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 147
Total participants 2012-01-01 147
Number of participants with account balances 2012-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 113
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 28
Total of all active and inactive participants 2011-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 142
Number of participants with account balances 2011-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 119
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 28
Total of all active and inactive participants 2009-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 148
Number of participants with account balances 2009-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	28
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	78
Total of all active and inactive participants	2022-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	108
Number of participants with account balances	2022-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	95
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	80
Total of all active and inactive participants	2021-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	176
Number of participants with account balances	2021-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	96
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	80
Total of all active and inactive participants	2020-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	177
Number of participants with account balances	2020-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	118
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	58
Total of all active and inactive participants	2019-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	177
Number of participants with account balances	2019-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	126
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	48
Total of all active and inactive participants	2018-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	175
Number of participants with account balances	2018-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	131
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	44
Total of all active and inactive participants	2017-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	176
Number of participants with account balances	2017-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	139
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	31
Total of all active and inactive participants	2016-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	170
Number of participants with account balances	2016-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	131
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	26
Total of all active and inactive participants	2015-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	157
Number of participants with account balances	2015-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	113
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	30
Total of all active and inactive participants	2014-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	143
Number of participants with account balances	2014-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	115
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	40
Total of all active and inactive participants	2013-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	155
Number of participants with account balances	2013-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	119
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	147
Total participants	2012-01-01	147
Number of participants with account balances	2012-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	113
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	28
Total of all active and inactive participants	2011-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	142
Number of participants with account balances	2011-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	119
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	28
Total of all active and inactive participants	2009-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	148
Number of participants with account balances	2009-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$99,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-14,472,041
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$23,917,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$23,894,777
Value of total corrective distributions	2022-12-31	$4,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,322,336
Value of total assets at end of year	2022-12-31	$61,415,711
Value of total assets at beginning of year	2022-12-31	$99,904,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$18,241
Total interest from all sources	2022-12-31	$12,275
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,122,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,122,645
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$847,296
Participant contributions at end of year	2022-12-31	$173,185
Participant contributions at beginning of year	2022-12-31	$327,754
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$13,984,878
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$23,366,863
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$55,952
Other income not declared elsewhere	2022-12-31	$-3,930,282
Administrative expenses (other) incurred	2022-12-31	$18,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-38,389,451
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$61,415,711
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$99,904,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$46,838,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$75,155,809
Interest on participant loans	2022-12-31	$12,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-13,999,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$419,088
Employer contributions (assets) at end of year	2022-12-31	$419,088
Employer contributions (assets) at beginning of year	2022-12-31	$1,054,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$23,894,777
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2022-12-31	431947695
2021 : WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
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	$14,951,223
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,224,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,184,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,136,602
Value of total assets at end of year	2021-12-31	$99,904,762
Value of total assets at beginning of year	2021-12-31	$90,177,705
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$39,584
Total interest from all sources	2021-12-31	$21,097
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,300,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,300,802
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,401,737
Participant contributions at end of year	2021-12-31	$327,754
Participant contributions at beginning of year	2021-12-31	$432,070
Participant contributions at beginning of year	2021-12-31	$830
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$23,366,863
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$20,779,415
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$680,529
Other income not declared elsewhere	2021-12-31	$2,493,933
Administrative expenses (other) incurred	2021-12-31	$39,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$9,727,057
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$99,904,762
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$90,177,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$75,155,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$67,478,073
Interest on participant loans	2021-12-31	$21,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,998,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,054,336
Employer contributions (assets) at end of year	2021-12-31	$1,054,336
Employer contributions (assets) at beginning of year	2021-12-31	$1,487,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,184,582
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2021-12-31	431947695
2020 : WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
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	$12,558,079
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,467,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,415,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,864,202
Value of total assets at end of year	2020-12-31	$90,177,705
Value of total assets at beginning of year	2020-12-31	$81,087,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$52,329
Total interest from all sources	2020-12-31	$20,642
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,051,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,051,995
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,356,885
Participant contributions at end of year	2020-12-31	$432,070
Participant contributions at beginning of year	2020-12-31	$359,015
Participant contributions at end of year	2020-12-31	$830
Participant contributions at beginning of year	2020-12-31	$2,300
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$20,779,415
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$17,098,105
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$20,000
Other income not declared elsewhere	2020-12-31	$2,257,859
Administrative expenses (other) incurred	2020-12-31	$52,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$9,090,657
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$90,177,705
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$81,087,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$67,478,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$61,996,276
Interest on participant loans	2020-12-31	$20,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,363,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,487,317
Employer contributions (assets) at end of year	2020-12-31	$1,487,317
Employer contributions (assets) at beginning of year	2020-12-31	$1,631,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,415,093
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2020-12-31	942290202
2019 : WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$17,432,023
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,878,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,854,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,443,206
Value of total assets at end of year	2019-12-31	$81,087,048
Value of total assets at beginning of year	2019-12-31	$65,533,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$24,429
Total interest from all sources	2019-12-31	$22,271
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,893,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,893,614
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,655,359
Participant contributions at end of year	2019-12-31	$359,015
Participant contributions at beginning of year	2019-12-31	$335,006
Participant contributions at end of year	2019-12-31	$2,300
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$17,098,105
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$13,530,094
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$156,495
Other income not declared elsewhere	2019-12-31	$3,112,303
Administrative expenses (other) incurred	2019-12-31	$24,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$15,553,293
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$81,087,048
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$65,533,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$61,996,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$50,171,788
Interest on participant loans	2019-12-31	$22,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,960,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,631,352
Employer contributions (assets) at end of year	2019-12-31	$1,631,352
Employer contributions (assets) at beginning of year	2019-12-31	$1,496,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,854,301
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2019-12-31	942290202
2018 : WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$-257,736
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,463,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,420,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,070,141
Value of total assets at end of year	2018-12-31	$65,533,755
Value of total assets at beginning of year	2018-12-31	$71,255,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$43,126
Total interest from all sources	2018-12-31	$20,327
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,792,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,792,581
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,509,274
Participant contributions at end of year	2018-12-31	$335,006
Participant contributions at beginning of year	2018-12-31	$387,838
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$43,961
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$13,530,094
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$17,196,547
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$64,000
Other income not declared elsewhere	2018-12-31	$-314,557
Administrative expenses (other) incurred	2018-12-31	$43,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-5,721,333
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$65,533,755
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$71,255,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$50,171,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$52,001,376
Interest on participant loans	2018-12-31	$20,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,826,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,496,867
Employer contributions (assets) at end of year	2018-12-31	$1,496,867
Employer contributions (assets) at beginning of year	2018-12-31	$1,625,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,420,471
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2018-12-31	942290202
2017 : WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$13,667,081
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$4,060,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,057,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,473,926
Value of total assets at end of year	2017-12-31	$71,255,088
Value of total assets at beginning of year	2017-12-31	$61,648,221
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,867
Total interest from all sources	2017-12-31	$16,041
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,603,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,603,982
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,553,385
Participant contributions at end of year	2017-12-31	$387,838
Participant contributions at beginning of year	2017-12-31	$316,194
Participant contributions at end of year	2017-12-31	$43,961
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$17,196,547
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$15,647,557
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,294,191
Other income not declared elsewhere	2017-12-31	$2,414,478
Administrative expenses (other) incurred	2017-12-31	$2,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$9,606,867
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$71,255,088
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$61,648,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$52,001,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$44,118,250
Interest on participant loans	2017-12-31	$16,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,158,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,626,350
Employer contributions (assets) at end of year	2017-12-31	$1,625,366
Employer contributions (assets) at beginning of year	2017-12-31	$1,566,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,057,347
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2017-12-31	942290202
2016 : WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$8,470,735
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,173,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,146,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,617,875
Value of total assets at end of year	2016-12-31	$61,648,221
Value of total assets at beginning of year	2016-12-31	$54,350,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$26,559
Total interest from all sources	2016-12-31	$18,279
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,365,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,365,521
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,466,624
Participant contributions at end of year	2016-12-31	$316,194
Participant contributions at beginning of year	2016-12-31	$376,489
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$15,647,557
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$13,829,543
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$585,031
Other income not declared elsewhere	2016-12-31	$1,145,344
Administrative expenses (other) incurred	2016-12-31	$26,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$7,297,548
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$61,648,221
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$54,350,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$44,118,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$38,602,014
Interest on participant loans	2016-12-31	$18,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,323,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,566,220
Employer contributions (assets) at end of year	2016-12-31	$1,566,220
Employer contributions (assets) at beginning of year	2016-12-31	$1,542,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,146,628
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2016-12-31	942290202
2015 : WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$2,211,317
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,035,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,001,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,871,195
Value of total assets at end of year	2015-12-31	$54,350,673
Value of total assets at beginning of year	2015-12-31	$53,174,722
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$33,812
Total interest from all sources	2015-12-31	$22,081
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,450,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,450,634
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,327,709
Participant contributions at end of year	2015-12-31	$376,489
Participant contributions at beginning of year	2015-12-31	$459,558
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$65,502
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$13,829,543
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$14,141,225
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$859
Other income not declared elsewhere	2015-12-31	$-201,146
Administrative expenses (other) incurred	2015-12-31	$33,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,175,951
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$54,350,673
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$53,174,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$38,602,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$37,173,399
Interest on participant loans	2015-12-31	$22,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,931,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,542,627
Employer contributions (assets) at end of year	2015-12-31	$1,542,627
Employer contributions (assets) at beginning of year	2015-12-31	$1,335,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,001,554
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2015-12-31	942290202
2014 : WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$6,614,797
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$12,240,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$12,231,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,651,531
Value of total assets at end of year	2014-12-31	$53,174,722
Value of total assets at beginning of year	2014-12-31	$58,800,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,433
Total interest from all sources	2014-12-31	$19,406
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,044,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,044,931
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,260,633
Participant contributions at end of year	2014-12-31	$459,558
Participant contributions at beginning of year	2014-12-31	$353,253
Participant contributions at end of year	2014-12-31	$65,502
Participant contributions at beginning of year	2014-12-31	$69,262
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$14,141,225
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$20,784,286
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$63,181
Administrative expenses (other) incurred	2014-12-31	$9,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-5,625,937
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$53,174,722
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$58,800,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$37,173,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$36,190,805
Interest on participant loans	2014-12-31	$19,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$7,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$7,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,898,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,327,717
Employer contributions (assets) at end of year	2014-12-31	$1,335,038
Employer contributions (assets) at beginning of year	2014-12-31	$1,395,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$12,231,301
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2014-12-31	942290202
2013 : WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$700
Total income from all sources (including contributions)	2013-12-31	$11,551,261
Total of all expenses incurred	2013-12-31	$1,246,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,181,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,834,419
Value of total assets at end of year	2013-12-31	$58,800,659
Value of total assets at beginning of year	2013-12-31	$48,496,129
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$64,809
Total interest from all sources	2013-12-31	$19,205
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$595,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$595,504
Administrative expenses professional fees incurred	2013-12-31	$12,500
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,211,605
Participant contributions at end of year	2013-12-31	$353,253
Participant contributions at beginning of year	2013-12-31	$373,668
Participant contributions at end of year	2013-12-31	$69,262
Participant contributions at beginning of year	2013-12-31	$655
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$20,784,286
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$17,873,287
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$226,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$700
Other income not declared elsewhere	2013-12-31	$2,834,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$10,305,230
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$58,800,659
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$48,495,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$5,035
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$36,190,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$28,850,691
Interest on participant loans	2013-12-31	$19,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$7,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$96,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$96,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$5,267,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,396,136
Employer contributions (assets) at end of year	2013-12-31	$1,395,990
Employer contributions (assets) at beginning of year	2013-12-31	$1,301,065
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,181,222
Contract administrator fees	2013-12-31	$47,274
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2013-12-31	942290202
2012 : WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$3,474
Total income from all sources (including contributions)	2012-12-31	$7,394,465
Total of all expenses incurred	2012-12-31	$951,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$916,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,521,371
Value of total assets at end of year	2012-12-31	$48,496,129
Value of total assets at beginning of year	2012-12-31	$42,056,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$35,094
Total interest from all sources	2012-12-31	$22,828
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$595,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$595,443
Administrative expenses professional fees incurred	2012-12-31	$5,036
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,143,590
Participant contributions at end of year	2012-12-31	$373,668
Participant contributions at beginning of year	2012-12-31	$463,924
Participant contributions at end of year	2012-12-31	$655
Participant contributions at beginning of year	2012-12-31	$58,885
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$17,873,287
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$14,773,166
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$76,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$3,474
Other income not declared elsewhere	2012-12-31	$1,537,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$6,442,875
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$48,495,429
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$42,052,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$28,850,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$25,550,751
Interest on participant loans	2012-12-31	$22,828
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$96,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$3,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$3,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,717,623
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,301,098
Employer contributions (assets) at end of year	2012-12-31	$1,301,065
Employer contributions (assets) at beginning of year	2012-12-31	$1,205,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$916,496
Contract administrator fees	2012-12-31	$30,058
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MOWAT, MACKIE & ANDERSON
Accountancy firm EIN	2012-12-31	946357165
2011 : WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$3,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$3,306,907
Total of all expenses incurred	2011-12-31	$2,045,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,954,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,354,180
Value of total assets at end of year	2011-12-31	$42,056,028
Value of total assets at beginning of year	2011-12-31	$40,790,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$90,349
Total interest from all sources	2011-12-31	$25,099
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$522,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$522,242
Administrative expenses professional fees incurred	2011-12-31	$14,500
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$982,001
Participant contributions at end of year	2011-12-31	$463,924
Participant contributions at beginning of year	2011-12-31	$503,675
Participant contributions at end of year	2011-12-31	$58,885
Participant contributions at beginning of year	2011-12-31	$58,438
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$14,773,166
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$14,714,963
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,166,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$3,474
Other income not declared elsewhere	2011-12-31	$-154,292
Administrative expenses (other) incurred	2011-12-31	$917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,261,868
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$42,052,554
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$40,790,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$34,989
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$25,550,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$22,081,023
Interest on participant loans	2011-12-31	$25,099
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$6,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$3,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,340,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,340,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-440,360
Net investment gain or loss from common/collective trusts	2011-12-31	$38
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,205,828
Employer contributions (assets) at end of year	2011-12-31	$1,205,828
Employer contributions (assets) at beginning of year	2011-12-31	$1,085,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,954,690
Contract administrator fees	2011-12-31	$39,943
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MOWAT, MACKIE & ANDERSON
Accountancy firm EIN	2011-12-31	946357165
2010 : WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$6,764,733
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,407,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,292,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,264,815
Value of total assets at end of year	2010-12-31	$40,790,686
Value of total assets at beginning of year	2010-12-31	$36,433,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$115,381
Total interest from all sources	2010-12-31	$23,007
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$479,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$479,989
Administrative expenses professional fees incurred	2010-12-31	$12,000
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,060,075
Participant contributions at end of year	2010-12-31	$503,675
Participant contributions at beginning of year	2010-12-31	$402,317
Participant contributions at end of year	2010-12-31	$58,438
Participant contributions at beginning of year	2010-12-31	$68,866
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$14,714,963
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$12,704,250
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$119,083
Other income not declared elsewhere	2010-12-31	$1,527,662
Administrative expenses (other) incurred	2010-12-31	$792
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,357,304
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$40,790,686
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$36,433,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$57,942
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$22,081,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$19,179,991
Interest on participant loans	2010-12-31	$21,518
Value of interest in common/collective trusts at end of year	2010-12-31	$6,539
Value of interest in common/collective trusts at beginning of year	2010-12-31	$6,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,340,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,853,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,853,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,469,116
Net investment gain or loss from common/collective trusts	2010-12-31	$144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,085,657
Employer contributions (assets) at end of year	2010-12-31	$1,085,657
Employer contributions (assets) at beginning of year	2010-12-31	$1,217,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,292,048
Contract administrator fees	2010-12-31	$44,647
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MOWAT, MACKIE & ANDERSON
Accountancy firm EIN	2010-12-31	946357165

Form 5500 Responses for WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST

2022: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WENDEL ROSEN 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WENDEL ROSEN LLP
Employer identification number (EIN):	941123744
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers