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WSGR DEFINED BENEFIT RETIREMENT PLAN 401k Plan overview

Plan NameWSGR DEFINED BENEFIT RETIREMENT PLAN
Plan identification number 004

WSGR DEFINED BENEFIT RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

WILSON SONSINI GOODRICH & ROSATI, P. C. has sponsored the creation of one or more 401k plans.

Company Name:WILSON SONSINI GOODRICH & ROSATI, P. C.
Employer identification number (EIN):942451946
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WSGR DEFINED BENEFIT RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042015-01-01DONALD E. BRADLEY
0042014-01-01DONALD E. BRADLEY
0042013-01-01DONALD E. BRADLEY
0042012-01-01DONALD E. BRADLEY
0042011-01-01DONALD E. BRADLEY
0042010-01-01DONALD E. BRADLEY
0042009-01-01DONALD E. BRADLEY DONALD E. BRADLEY2010-10-14

Plan Statistics for WSGR DEFINED BENEFIT RETIREMENT PLAN

401k plan membership statisitcs for WSGR DEFINED BENEFIT RETIREMENT PLAN

Measure Date Value
2015: WSGR DEFINED BENEFIT RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01203
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WSGR DEFINED BENEFIT RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01210
Total number of active participants reported on line 7a of the Form 55002014-01-01166
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WSGR DEFINED BENEFIT RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01215
Total number of active participants reported on line 7a of the Form 55002013-01-01176
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01210
2012: WSGR DEFINED BENEFIT RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01215
Total number of active participants reported on line 7a of the Form 55002012-01-01166
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WSGR DEFINED BENEFIT RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01192
Total number of active participants reported on line 7a of the Form 55002011-01-01164
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WSGR DEFINED BENEFIT RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01199
Total number of active participants reported on line 7a of the Form 55002010-01-01165
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WSGR DEFINED BENEFIT RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01191
Total number of active participants reported on line 7a of the Form 55002009-01-01174
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WSGR DEFINED BENEFIT RETIREMENT PLAN

Measure Date Value
2015 : WSGR DEFINED BENEFIT RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-29$0
Total income from all sources (including contributions)2015-10-29$2,200,344
Total loss/gain on sale of assets2015-10-29$150,100
Total of all expenses incurred2015-10-29$132,742,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-29$132,351,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-29$297,153
Value of total assets at end of year2015-10-29$0
Value of total assets at beginning of year2015-10-29$130,542,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-29$391,806
Total interest from all sources2015-10-29$216,318
Total dividends received (eg from common stock, registered investment company shares)2015-10-29$605,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-29Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-10-29$0
Total dividends received from registered investment company shares (eg mutual funds)2015-10-29$532,050
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-10-29$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-10-29$23,427
Was this plan covered by a fidelity bond2015-10-29Yes
Value of fidelity bond cover2015-10-29$500,000
If this is an individual account plan, was there a blackout period2015-10-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-29$0
Were there any nonexempt tranactions with any party-in-interest2015-10-29No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-10-29$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-10-29$364,928
Other income not declared elsewhere2015-10-29$1,314
Administrative expenses (other) incurred2015-10-29$49,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-29No
Value of net income/loss2015-10-29$-130,542,530
Value of net assets at end of year (total assets less liabilities)2015-10-29$0
Value of net assets at beginning of year (total assets less liabilities)2015-10-29$130,542,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-29No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-29No
Were any leases to which the plan was party in default or uncollectible2015-10-29No
Investment advisory and management fees2015-10-29$341,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-29$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-29$84,715,282
Income. Interest from US Government securities2015-10-29$112,936
Income. Interest from corporate debt instruments2015-10-29$101,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-10-29$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-10-29$17,451,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-10-29$17,451,537
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-10-29$1,568
Expenses. Payments to insurance carriers foe the provision of benefits2015-10-29$481,834
Asset value of US Government securities at end of year2015-10-29$0
Asset value of US Government securities at beginning of year2015-10-29$10,122,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-29$930,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-29Yes
Was there a failure to transmit to the plan any participant contributions2015-10-29No
Has the plan failed to provide any benefit when due under the plan2015-10-29No
Contributions received in cash from employer2015-10-29$297,153
Income. Dividends from preferred stock2015-10-29$879
Income. Dividends from common stock2015-10-29$72,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-29$131,869,234
Asset. Corporate debt instrument debt (other) at end of year2015-10-29$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-10-29$7,107,817
Assets. Corporate common stocks other than exployer securities at end of year2015-10-29$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-10-29$10,756,657
Did the plan have assets held for investment2015-10-29No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-29Yes
Aggregate proceeds on sale of assets2015-10-29$33,767,911
Aggregate carrying amount (costs) on sale of assets2015-10-29$33,617,811
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-29Yes
Opinion of an independent qualified public accountant for this plan2015-10-29Disclaimer
Accountancy firm name2015-10-29MOSS ADAMS LLP
Accountancy firm EIN2015-10-29910189318
2014 : WSGR DEFINED BENEFIT RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$738,434
Total unrealized appreciation/depreciation of assets2014-12-31$738,434
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$5,361,784
Total loss/gain on sale of assets2014-12-31$175,346
Total of all expenses incurred2014-12-31$9,397,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,660,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$130,542,530
Value of total assets at beginning of year2014-12-31$134,578,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$736,632
Total interest from all sources2014-12-31$522,891
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,344,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,042,577
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$23,427
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$364,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$273,363
Administrative expenses (other) incurred2014-12-31$75,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-4,035,684
Value of net assets at end of year (total assets less liabilities)2014-12-31$130,542,530
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$134,578,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$661,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$84,715,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$78,363,400
Income. Interest from US Government securities2014-12-31$320,636
Income. Interest from corporate debt instruments2014-12-31$201,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$17,451,537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,331,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,331,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$519
Asset value of US Government securities at end of year2014-12-31$10,122,882
Asset value of US Government securities at beginning of year2014-12-31$15,634,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,580,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Income. Dividends from preferred stock2014-12-31$348
Income. Dividends from common stock2014-12-31$301,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,660,836
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$7,107,817
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$6,008,163
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$10,756,657
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$20,966,917
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$29,950,816
Aggregate carrying amount (costs) on sale of assets2014-12-31$29,775,470
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : WSGR DEFINED BENEFIT RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$1,533,140
Total unrealized appreciation/depreciation of assets2013-12-31$1,533,140
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$25,495,328
Total loss/gain on sale of assets2013-12-31$3,695,422
Total of all expenses incurred2013-12-31$5,034,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,261,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,472,761
Value of total assets at end of year2013-12-31$134,578,214
Value of total assets at beginning of year2013-12-31$114,117,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$773,277
Total interest from all sources2013-12-31$648,996
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,398,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,823,451
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$273,363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$224,216
Administrative expenses (other) incurred2013-12-31$70,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$20,460,770
Value of net assets at end of year (total assets less liabilities)2013-12-31$134,578,214
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$114,117,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$703,021
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$78,363,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$61,608,055
Income. Interest from US Government securities2013-12-31$442,577
Income. Interest from corporate debt instruments2013-12-31$206,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,331,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,184,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,184,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$345
Asset value of US Government securities at end of year2013-12-31$15,634,774
Asset value of US Government securities at beginning of year2013-12-31$16,263,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,746,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$13,472,761
Income. Dividends from common stock2013-12-31$575,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,261,281
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$6,008,163
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$6,405,844
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$20,966,917
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$25,430,862
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$34,327,202
Aggregate carrying amount (costs) on sale of assets2013-12-31$30,631,780
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : WSGR DEFINED BENEFIT RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,016,858
Total unrealized appreciation/depreciation of assets2012-12-31$3,016,858
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$25,333,013
Total loss/gain on sale of assets2012-12-31$-10,925
Total of all expenses incurred2012-12-31$7,277,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,597,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$17,607,300
Value of total assets at end of year2012-12-31$114,117,444
Value of total assets at beginning of year2012-12-31$96,061,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$679,693
Total interest from all sources2012-12-31$505,220
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,534,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,776,862
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$104,526
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,258,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$224,216
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$191,492
Administrative expenses (other) incurred2012-12-31$59,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$18,055,775
Value of net assets at end of year (total assets less liabilities)2012-12-31$114,117,444
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$96,061,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$619,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$61,608,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$43,604,667
Income. Interest from US Government securities2012-12-31$368,726
Income. Interest from corporate debt instruments2012-12-31$134,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,184,645
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,558,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,558,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,422
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$96,903
Asset value of US Government securities at end of year2012-12-31$16,263,822
Asset value of US Government securities at beginning of year2012-12-31$7,186,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,613,055
Net gain/loss from 103.12 investment entities2012-12-31$-2,933,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$17,607,300
Income. Dividends from preferred stock2012-12-31$1,081
Income. Dividends from common stock2012-12-31$756,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,597,545
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$6,405,844
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$25,430,862
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$40,060,673
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$40,630,619
Aggregate carrying amount (costs) on sale of assets2012-12-31$40,641,544
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : WSGR DEFINED BENEFIT RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-3,539,650
Total unrealized appreciation/depreciation of assets2011-12-31$-3,539,650
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$6,026,282
Total loss/gain on sale of assets2011-12-31$3,433,510
Total of all expenses incurred2011-12-31$3,222,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,552,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,551,205
Value of total assets at end of year2011-12-31$96,061,669
Value of total assets at beginning of year2011-12-31$93,257,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$669,595
Total interest from all sources2011-12-31$249,410
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,027,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,155,666
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$104,526
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$121,155
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,258,840
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,966,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$191,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$185,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$1,676,049
Administrative expenses (other) incurred2011-12-31$57,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,803,936
Value of net assets at end of year (total assets less liabilities)2011-12-31$96,061,669
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$93,257,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$612,532
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$43,604,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$37,431,921
Income. Interest from US Government securities2011-12-31$247,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,558,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$16,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$16,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,241
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$96,903
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$223,944
Asset value of US Government securities at end of year2011-12-31$7,186,169
Asset value of US Government securities at beginning of year2011-12-31$9,032,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,486,853
Net gain/loss from 103.12 investment entities2011-12-31$115,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,551,205
Income. Dividends from preferred stock2011-12-31$4,219
Income. Dividends from common stock2011-12-31$867,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,552,751
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$40,060,673
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$42,279,259
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$33,749,364
Aggregate carrying amount (costs) on sale of assets2011-12-31$30,315,854
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOHLER, NIXON & WILLIAMS
Accountancy firm EIN2011-12-31770106234
2010 : WSGR DEFINED BENEFIT RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,418,127
Total unrealized appreciation/depreciation of assets2010-12-31$2,418,127
Total transfer of assets from this plan2010-12-31$6,965
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$118,633
Total income from all sources (including contributions)2010-12-31$24,930,299
Total loss/gain on sale of assets2010-12-31$687,789
Total of all expenses incurred2010-12-31$3,764,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,212,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,303,087
Value of total assets at end of year2010-12-31$93,257,733
Value of total assets at beginning of year2010-12-31$72,217,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$552,350
Total interest from all sources2010-12-31$385,848
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,430,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,629,553
Administrative expenses professional fees incurred2010-12-31$552,350
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$121,155
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$56,124
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,966,537
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,631,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$185,859
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$155,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$118,633
Other income not declared elsewhere2010-12-31$226,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$21,165,524
Value of net assets at end of year (total assets less liabilities)2010-12-31$93,257,733
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$72,099,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$37,431,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$24,963,087
Income. Interest from US Government securities2010-12-31$385,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$16,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$27,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$27,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$223,944
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$716,579
Asset value of US Government securities at end of year2010-12-31$9,032,880
Asset value of US Government securities at beginning of year2010-12-31$11,610,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,276,245
Net gain/loss from 103.12 investment entities2010-12-31$202,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$16,303,087
Income. Dividends from preferred stock2010-12-31$1,915
Income. Dividends from common stock2010-12-31$798,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,212,425
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$42,279,259
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$31,057,191
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$25,180,154
Aggregate carrying amount (costs) on sale of assets2010-12-31$24,492,365
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOHLER, NIXON & WILLIAMS
Accountancy firm EIN2010-12-31770106234
2009 : WSGR DEFINED BENEFIT RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WSGR DEFINED BENEFIT RETIREMENT PLAN

2015: WSGR DEFINED BENEFIT RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WSGR DEFINED BENEFIT RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WSGR DEFINED BENEFIT RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WSGR DEFINED BENEFIT RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WSGR DEFINED BENEFIT RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WSGR DEFINED BENEFIT RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WSGR DEFINED BENEFIT RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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