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Plan Name | WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | WESTECH ENGINEERING, LLC |
Employer identification number (EIN): | 942229674 |
NAIC Classification: | 333900 |
Additional information about WESTECH ENGINEERING, LLC
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2069-06-09 |
Company Identification Number: | 8659716 |
Legal Registered Office Address: |
3841 FAIRVIEW IND DR SE STE 100 SALEM United States of America (USA) 97302 |
More information about WESTECH ENGINEERING, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-07-01 | ||||
003 | 2020-07-01 | ||||
003 | 2020-07-01 | ||||
003 | 2019-07-01 | ||||
003 | 2018-07-01 | ||||
003 | 2017-07-01 | ||||
003 | 2016-07-01 | SCOTT ALLEN | |||
003 | 2015-07-01 | SCOTT ALLEN | SCOTT ALLEN | 2017-04-04 | |
003 | 2014-07-01 | SCOTT J ALLEN | SCOTT J ALLEN | 2016-04-04 | |
003 | 2013-07-01 | SCOTT ALLEN | SCOTT ALLEN | 2015-04-13 | |
003 | 2012-07-01 | SCOTT ALLEN | |||
003 | 2011-07-01 | SCOTT ALLEN | |||
003 | 2009-07-01 | SCOTT ALLEN | SCOTT ALLEN | 2011-04-15 |
Measure | Date | Value |
---|---|---|
2022: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 729 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 551 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 179 |
Total of all active and inactive participants | 2022-01-01 | 730 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 730 |
Number of participants with account balances | 2022-01-01 | 691 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-07-01 | 729 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 599 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 138 |
Total of all active and inactive participants | 2021-07-01 | 737 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 1 |
Total participants | 2021-07-01 | 738 |
Number of participants with account balances | 2021-07-01 | 720 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
2020: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-07-01 | 720 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 609 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 116 |
Total of all active and inactive participants | 2020-07-01 | 725 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 1 |
Total participants | 2020-07-01 | 726 |
Number of participants with account balances | 2020-07-01 | 670 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
2019: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 704 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 596 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 124 |
Total of all active and inactive participants | 2019-07-01 | 720 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 2 |
Total participants | 2019-07-01 | 722 |
Number of participants with account balances | 2019-07-01 | 675 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
2018: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 647 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 572 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 131 |
Total of all active and inactive participants | 2018-07-01 | 703 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 703 |
Number of participants with account balances | 2018-07-01 | 659 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
2017: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-07-01 | 614 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 525 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 121 |
Total of all active and inactive participants | 2017-07-01 | 646 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 1 |
Total participants | 2017-07-01 | 647 |
Number of participants with account balances | 2017-07-01 | 612 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
2016: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-07-01 | 578 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 500 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 114 |
Total of all active and inactive participants | 2016-07-01 | 614 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 614 |
Number of participants with account balances | 2016-07-01 | 586 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
2015: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-07-01 | 594 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 467 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 108 |
Total of all active and inactive participants | 2015-07-01 | 575 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 3 |
Total participants | 2015-07-01 | 578 |
Number of participants with account balances | 2015-07-01 | 563 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-07-01 | 577 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 496 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 95 |
Total of all active and inactive participants | 2014-07-01 | 591 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 3 |
Total participants | 2014-07-01 | 594 |
Number of participants with account balances | 2014-07-01 | 551 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 593 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 491 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 81 |
Total of all active and inactive participants | 2013-07-01 | 572 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 5 |
Total participants | 2013-07-01 | 577 |
Number of participants with account balances | 2013-07-01 | 542 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 508 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 519 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 73 |
Total of all active and inactive participants | 2012-07-01 | 592 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 1 |
Total participants | 2012-07-01 | 593 |
Number of participants with account balances | 2012-07-01 | 558 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 504 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 447 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 61 |
Total of all active and inactive participants | 2011-07-01 | 508 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 508 |
Number of participants with account balances | 2011-07-01 | 471 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
2009: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 476 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 388 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 57 |
Total of all active and inactive participants | 2009-07-01 | 445 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 445 |
Number of participants with account balances | 2009-07-01 | 388 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $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 | $-7,234,425 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $10,475,358 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $10,247,661 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $7,369,001 |
Value of total assets at end of year | 2022-12-31 | $67,011,577 |
Value of total assets at beginning of year | 2022-12-31 | $84,721,360 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $227,697 |
Total interest from all sources | 2022-12-31 | $21,176 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $812,361 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $812,361 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,500,000 |
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 | $4,483,926 |
Participant contributions at end of year | 2022-12-31 | $442,767 |
Participant contributions at beginning of year | 2022-12-31 | $408,091 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $168,456 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $8,384 |
Other income not declared elsewhere | 2022-12-31 | $194,093 |
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 | $-17,709,783 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $67,011,577 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $84,721,360 |
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 |
Investment advisory and management fees | 2022-12-31 | $85,842 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $63,957,705 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $81,685,109 |
Interest on participant loans | 2022-12-31 | $21,176 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,610,982 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,628,160 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-15,628,476 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-2,580 |
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 | $2,716,619 |
Employer contributions (assets) at end of year | 2022-12-31 | $123 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $10,239,277 |
Contract administrator fees | 2022-12-31 | $141,855 |
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 | WSRP, LLC |
Accountancy firm EIN | 2022-12-31 | 870517754 |
2021 : WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS 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 | $12,633,333 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,120,869 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,018,113 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $9,130,164 |
Value of total assets at end of year | 2021-12-31 | $84,721,360 |
Value of total assets at beginning of year | 2021-12-31 | $74,208,896 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $102,756 |
Total interest from all sources | 2021-12-31 | $10,254 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $487,929 |
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 | $487,929 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,127,975 |
Participant contributions at end of year | 2021-12-31 | $408,091 |
Participant contributions at beginning of year | 2021-12-31 | $412,207 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $5,724,255 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $416 |
Other income not declared elsewhere | 2021-12-31 | $106,662 |
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 | $10,512,464 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $84,721,360 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $74,208,896 |
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 |
Investment advisory and management fees | 2021-12-31 | $38,652 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $81,685,109 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $70,010,116 |
Interest on participant loans | 2021-12-31 | $10,254 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,628,160 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,786,573 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,973,145 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $-74,821 |
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 | Yes |
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 | $1,277,934 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,017,697 |
Contract administrator fees | 2021-12-31 | $64,104 |
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 | WSRP |
Accountancy firm EIN | 2021-12-31 | 870517754 |
Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total income from all sources (including contributions) | 2021-06-30 | $29,115,007 |
Total loss/gain on sale of assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $11,262,424 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $11,098,915 |
Expenses. Certain deemed distributions of participant loans | 2021-06-30 | $3,696 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $11,396,750 |
Value of total assets at end of year | 2021-06-30 | $74,208,896 |
Value of total assets at beginning of year | 2021-06-30 | $56,356,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $159,813 |
Total interest from all sources | 2021-06-30 | $26,883 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $498,021 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $498,021 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $3,662,342 |
Participant contributions at end of year | 2021-06-30 | $412,207 |
Participant contributions at beginning of year | 2021-06-30 | $572,839 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $5,889,090 |
Other income not declared elsewhere | 2021-06-30 | $124,517 |
Administrative expenses (other) incurred | 2021-06-30 | $72,761 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $17,852,583 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $74,208,896 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $56,356,313 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Investment advisory and management fees | 2021-06-30 | $19,507 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $70,010,116 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $52,284,812 |
Interest on participant loans | 2021-06-30 | $26,883 |
Value of interest in common/collective trusts at end of year | 2021-06-30 | $3,786,573 |
Value of interest in common/collective trusts at beginning of year | 2021-06-30 | $3,498,662 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $16,840,199 |
Net investment gain or loss from common/collective trusts | 2021-06-30 | $228,637 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $1,845,318 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $11,098,915 |
Contract administrator fees | 2021-06-30 | $67,545 |
Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
2020 : WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total income from all sources (including contributions) | 2020-06-30 | $6,702,953 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $3,147,911 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $2,950,080 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $4,444,586 |
Value of total assets at end of year | 2020-06-30 | $56,356,313 |
Value of total assets at beginning of year | 2020-06-30 | $52,801,271 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $197,831 |
Total interest from all sources | 2020-06-30 | $33,411 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $729,620 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $729,620 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $3,153,894 |
Participant contributions at end of year | 2020-06-30 | $572,839 |
Participant contributions at beginning of year | 2020-06-30 | $646,987 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $75,417 |
Other income not declared elsewhere | 2020-06-30 | $-53 |
Administrative expenses (other) incurred | 2020-06-30 | $197,831 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $3,555,042 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $56,356,313 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $52,801,271 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $52,284,812 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $49,598,683 |
Interest on participant loans | 2020-06-30 | $33,411 |
Value of interest in common/collective trusts at end of year | 2020-06-30 | $3,498,662 |
Value of interest in common/collective trusts at beginning of year | 2020-06-30 | $2,555,601 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $1,429,666 |
Net investment gain or loss from common/collective trusts | 2020-06-30 | $65,723 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $1,215,275 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $2,950,080 |
Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | WSRP |
Accountancy firm EIN | 2020-06-30 | 870517754 |
2019 : WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total income from all sources (including contributions) | 2019-06-30 | $7,857,545 |
Total loss/gain on sale of assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $2,559,553 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $2,317,138 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $4,599,123 |
Value of total assets at end of year | 2019-06-30 | $52,801,271 |
Value of total assets at beginning of year | 2019-06-30 | $47,503,279 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $242,415 |
Total interest from all sources | 2019-06-30 | $34,928 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $611,573 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $611,573 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $2,906,763 |
Participant contributions at end of year | 2019-06-30 | $646,987 |
Participant contributions at beginning of year | 2019-06-30 | $699,728 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $530,340 |
Other income not declared elsewhere | 2019-06-30 | $65 |
Administrative expenses (other) incurred | 2019-06-30 | $242,415 |
Total non interest bearing cash at beginning of year | 2019-06-30 | $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 | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $5,297,992 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $52,801,271 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $47,503,279 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $49,598,683 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $44,262,798 |
Interest on participant loans | 2019-06-30 | $34,928 |
Value of interest in common/collective trusts at end of year | 2019-06-30 | $2,555,601 |
Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $2,540,753 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $2,555,488 |
Net investment gain or loss from common/collective trusts | 2019-06-30 | $56,368 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $1,162,020 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $2,317,138 |
Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | WSRP |
Accountancy firm EIN | 2019-06-30 | 870517754 |
2018 : WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total income from all sources (including contributions) | 2018-06-30 | $7,927,698 |
Total loss/gain on sale of assets | 2018-06-30 | $0 |
Total of all expenses incurred | 2018-06-30 | $1,988,773 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $1,792,314 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $3,731,386 |
Value of total assets at end of year | 2018-06-30 | $47,503,279 |
Value of total assets at beginning of year | 2018-06-30 | $41,564,354 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $196,459 |
Total interest from all sources | 2018-06-30 | $33,187 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $492,992 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $492,992 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $2,594,276 |
Participant contributions at end of year | 2018-06-30 | $699,728 |
Participant contributions at beginning of year | 2018-06-30 | $661,011 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $95,347 |
Other income not declared elsewhere | 2018-06-30 | $-216 |
Administrative expenses (other) incurred | 2018-06-30 | $196,459 |
Total non interest bearing cash at end of year | 2018-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2018-06-30 | $6,030 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $5,938,925 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $47,503,279 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $41,564,354 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $44,262,798 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $38,382,045 |
Interest on participant loans | 2018-06-30 | $33,187 |
Value of interest in common/collective trusts at end of year | 2018-06-30 | $2,540,753 |
Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $2,515,268 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $3,620,731 |
Net investment gain or loss from common/collective trusts | 2018-06-30 | $49,618 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $1,041,763 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $1,792,314 |
Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | WSRP |
Accountancy firm EIN | 2018-06-30 | 870517754 |
2017 : WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total income from all sources (including contributions) | 2017-06-30 | $9,034,564 |
Total loss/gain on sale of assets | 2017-06-30 | $0 |
Total of all expenses incurred | 2017-06-30 | $2,825,144 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $2,653,645 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $3,549,730 |
Value of total assets at end of year | 2017-06-30 | $41,564,354 |
Value of total assets at beginning of year | 2017-06-30 | $35,354,934 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $171,499 |
Total interest from all sources | 2017-06-30 | $31,782 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $398,097 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $398,097 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $2,295,501 |
Participant contributions at end of year | 2017-06-30 | $661,011 |
Participant contributions at beginning of year | 2017-06-30 | $693,003 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $279,676 |
Other income not declared elsewhere | 2017-06-30 | $575 |
Administrative expenses (other) incurred | 2017-06-30 | $171,499 |
Total non interest bearing cash at end of year | 2017-06-30 | $6,030 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $6,209,420 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $41,564,354 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $35,354,934 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $38,382,045 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $31,969,911 |
Interest on participant loans | 2017-06-30 | $31,782 |
Value of interest in common/collective trusts at end of year | 2017-06-30 | $2,515,268 |
Value of interest in common/collective trusts at beginning of year | 2017-06-30 | $2,692,020 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $5,002,732 |
Net investment gain or loss from common/collective trusts | 2017-06-30 | $51,648 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $974,553 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $2,653,645 |
Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
Accountancy firm name | 2017-06-30 | WSRP |
Accountancy firm EIN | 2017-06-30 | 870517754 |
2016 : WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total income from all sources (including contributions) | 2016-06-30 | $2,719,094 |
Total loss/gain on sale of assets | 2016-06-30 | $0 |
Total of all expenses incurred | 2016-06-30 | $1,870,272 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $1,729,902 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $3,011,897 |
Value of total assets at end of year | 2016-06-30 | $35,354,934 |
Value of total assets at beginning of year | 2016-06-30 | $34,506,112 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $140,370 |
Total interest from all sources | 2016-06-30 | $30,668 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $377,560 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $377,560 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $1,977,477 |
Participant contributions at end of year | 2016-06-30 | $693,003 |
Participant contributions at beginning of year | 2016-06-30 | $719,308 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $112,715 |
Other income not declared elsewhere | 2016-06-30 | $50 |
Administrative expenses (other) incurred | 2016-06-30 | $140,370 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $848,822 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $35,354,934 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $34,506,112 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $31,969,911 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $31,200,134 |
Interest on participant loans | 2016-06-30 | $30,668 |
Value of interest in common/collective trusts at end of year | 2016-06-30 | $2,692,020 |
Value of interest in common/collective trusts at beginning of year | 2016-06-30 | $2,586,670 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-743,478 |
Net investment gain or loss from common/collective trusts | 2016-06-30 | $42,397 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $921,705 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $1,729,902 |
Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
Accountancy firm name | 2016-06-30 | WSRP |
Accountancy firm EIN | 2016-06-30 | 870517754 |
2015 : WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total income from all sources (including contributions) | 2015-06-30 | $4,185,887 |
Total loss/gain on sale of assets | 2015-06-30 | $0 |
Total of all expenses incurred | 2015-06-30 | $3,166,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $3,038,125 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $2,657,027 |
Value of total assets at end of year | 2015-06-30 | $34,506,112 |
Value of total assets at beginning of year | 2015-06-30 | $33,486,628 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $128,278 |
Total interest from all sources | 2015-06-30 | $31,389 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $1,730,928 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $1,730,928 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Contributions received from participants | 2015-06-30 | $1,683,417 |
Participant contributions at end of year | 2015-06-30 | $719,308 |
Participant contributions at beginning of year | 2015-06-30 | $829,013 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $96,865 |
Other income not declared elsewhere | 2015-06-30 | $-96 |
Administrative expenses (other) incurred | 2015-06-30 | $128,278 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $1,019,484 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $34,506,112 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $33,486,628 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $31,200,134 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $30,158,389 |
Interest on participant loans | 2015-06-30 | $31,389 |
Value of interest in common/collective trusts at end of year | 2015-06-30 | $2,586,670 |
Value of interest in common/collective trusts at beginning of year | 2015-06-30 | $2,499,226 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $-266,063 |
Net investment gain or loss from common/collective trusts | 2015-06-30 | $32,702 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Contributions received in cash from employer | 2015-06-30 | $876,745 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $3,038,125 |
Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
Accountancy firm name | 2015-06-30 | WSRP |
Accountancy firm EIN | 2015-06-30 | 870517754 |
2014 : WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
Total income from all sources (including contributions) | 2014-06-30 | $8,011,140 |
Total loss/gain on sale of assets | 2014-06-30 | $0 |
Total of all expenses incurred | 2014-06-30 | $2,426,203 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $2,291,879 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $2,889,958 |
Value of total assets at end of year | 2014-06-30 | $33,486,628 |
Value of total assets at beginning of year | 2014-06-30 | $27,901,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $134,324 |
Total interest from all sources | 2014-06-30 | $29,421 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $979,835 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $979,835 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $1,687,109 |
Participant contributions at end of year | 2014-06-30 | $829,013 |
Participant contributions at beginning of year | 2014-06-30 | $580,035 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $65,293 |
Other income not declared elsewhere | 2014-06-30 | $-186 |
Administrative expenses (other) incurred | 2014-06-30 | $134,324 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $5,584,937 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $33,486,628 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $27,901,691 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $30,158,389 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $25,026,299 |
Interest on participant loans | 2014-06-30 | $29,409 |
Value of interest in common/collective trusts at end of year | 2014-06-30 | $2,499,226 |
Value of interest in common/collective trusts at beginning of year | 2014-06-30 | $2,295,368 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $-11 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $-11 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $12 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $4,084,221 |
Net investment gain or loss from common/collective trusts | 2014-06-30 | $27,891 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Contributions received in cash from employer | 2014-06-30 | $1,137,556 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $2,291,879 |
Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Aggregate proceeds on sale of assets | 2014-06-30 | $10 |
Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $10 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
Accountancy firm name | 2014-06-30 | WSRP |
Accountancy firm EIN | 2014-06-30 | 870517754 |
2013 : WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
Total transfer of assets to this plan | 2013-06-30 | $7,403,453 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total income from all sources (including contributions) | 2013-06-30 | $5,774,766 |
Total loss/gain on sale of assets | 2013-06-30 | $17 |
Total of all expenses incurred | 2013-06-30 | $1,436,063 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $1,333,409 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $2,734,301 |
Value of total assets at end of year | 2013-06-30 | $27,901,691 |
Value of total assets at beginning of year | 2013-06-30 | $16,159,535 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $102,654 |
Total interest from all sources | 2013-06-30 | $21,396 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $512,067 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $512,067 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $1,620,686 |
Participant contributions at end of year | 2013-06-30 | $580,035 |
Participant contributions at beginning of year | 2013-06-30 | $374,002 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $21,006 |
Other income not declared elsewhere | 2013-06-30 | $26,556 |
Administrative expenses (other) incurred | 2013-06-30 | $102,654 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $4,338,703 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $27,901,691 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $16,159,535 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $25,026,299 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $15,785,533 |
Interest on participant loans | 2013-06-30 | $21,252 |
Value of interest in common/collective trusts at end of year | 2013-06-30 | $2,295,368 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $-11 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $144 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $2,479,550 |
Net investment gain or loss from common/collective trusts | 2013-06-30 | $879 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $1,092,609 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $1,333,409 |
Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Aggregate proceeds on sale of assets | 2013-06-30 | $3,380,511 |
Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $3,380,494 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
Accountancy firm name | 2013-06-30 | WISAN, SMITH, RACKER & PRESCOTT |
Accountancy firm EIN | 2013-06-30 | 870517754 |
2012 : WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total income from all sources (including contributions) | 2012-06-30 | $2,432,033 |
Total loss/gain on sale of assets | 2012-06-30 | $0 |
Total of all expenses incurred | 2012-06-30 | $782,617 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $708,476 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $2,279,381 |
Value of total assets at end of year | 2012-06-30 | $16,159,535 |
Value of total assets at beginning of year | 2012-06-30 | $14,510,119 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $74,141 |
Total interest from all sources | 2012-06-30 | $16,344 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $200,873 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $200,873 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $1,272,054 |
Participant contributions at end of year | 2012-06-30 | $374,002 |
Participant contributions at beginning of year | 2012-06-30 | $397,764 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $151,428 |
Other income not declared elsewhere | 2012-06-30 | $71,410 |
Administrative expenses (other) incurred | 2012-06-30 | $74,141 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $1,649,416 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $16,159,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $14,510,119 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $15,785,533 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $14,112,355 |
Interest on participant loans | 2012-06-30 | $16,344 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-135,975 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $855,899 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $708,476 |
Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
Accountancy firm name | 2012-06-30 | WISAN, SMITH, RACKER & PRESCOTT |
Accountancy firm EIN | 2012-06-30 | 870517754 |
2011 : WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total income from all sources (including contributions) | 2011-06-30 | $4,474,956 |
Total loss/gain on sale of assets | 2011-06-30 | $0 |
Total of all expenses incurred | 2011-06-30 | $661,105 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $609,957 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $1,923,679 |
Value of total assets at end of year | 2011-06-30 | $14,510,119 |
Value of total assets at beginning of year | 2011-06-30 | $10,696,268 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $51,148 |
Total interest from all sources | 2011-06-30 | $16,304 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $178,059 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $178,059 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $1,125,974 |
Participant contributions at end of year | 2011-06-30 | $397,764 |
Participant contributions at beginning of year | 2011-06-30 | $300,917 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $32,752 |
Other income not declared elsewhere | 2011-06-30 | $49,027 |
Administrative expenses (other) incurred | 2011-06-30 | $51,148 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $3,813,851 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $14,510,119 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $10,696,268 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $14,112,355 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $9,269,598 |
Interest on participant loans | 2011-06-30 | $16,304 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $1,125,753 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $1,125,753 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $2,307,887 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $764,953 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $609,957 |
Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
Accountancy firm name | 2011-06-30 | HANSEN, BARNETT & MAXWELL, P.C. |
Accountancy firm EIN | 2011-06-30 | 870281467 |
2010 : WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
2022: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
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: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2021 form 5500 responses | ||
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2020 form 5500 responses | ||
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | Yes |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2019 form 5500 responses | ||
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2017 form 5500 responses | ||
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2016 form 5500 responses | ||
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2015 form 5500 responses | ||
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2014 form 5500 responses | ||
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2009: WESTECH ENGINEERING, LLC. 401(K) RETIREMENT SAVINGS PLAN & TRUST 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |