401k Plan data: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN plan

WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN
Plan identification number	001

WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WACHTER INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WACHTER INVESTMENTS, INC.

Employer identification number (EIN): 942591848

NAIC Classification: 522300
NAIC Description: Activities Related to Credit Intermediation

Additional information about WACHTER INVESTMENTS, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1979-08-06

Company Identification Number: C0927465

Legal Registered Office Address: 49 Park Road

Burlingame
United States of America (USA)
94010

More information about WACHTER INVESTMENTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01 RICHARD B. WACHTER
001 2017-07-01 RICHARD B. WACHTER
001 2016-07-01 RICHARD B. WACHTER
001 2015-07-01 RICHARD B. WACHTER
001 2014-07-01 RICHARD B. WACHTER
001 2013-07-01 RICHARD B. WACHTER
001 2012-07-01 RICHARD B. WACHTER
001 2011-07-01 RICHARD B. WACHTER
001 2010-07-01 RICHARD B. WACHTER
001 2009-07-01 RICHARD B. WACHTER

Plan Statistics for WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN

Measure Date Value
2022: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 3
Number of retired or separated participants receiving benefits 2022-07-01 1
Number of other retired or separated participants entitled to future benefits 2022-07-01 2
Total of all active and inactive participants 2022-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 6
Number of participants with account balances 2022-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 3
Number of retired or separated participants receiving benefits 2021-07-01 1
Number of other retired or separated participants entitled to future benefits 2021-07-01 2
Total of all active and inactive participants 2021-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 6
Number of participants with account balances 2021-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 3
Number of retired or separated participants receiving benefits 2020-07-01 2
Number of other retired or separated participants entitled to future benefits 2020-07-01 2
Total of all active and inactive participants 2020-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 7
Number of participants with account balances 2020-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 2
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 4
Total of all active and inactive participants 2019-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 6
Number of participants with account balances 2019-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 3
Number of other retired or separated participants entitled to future benefits 2018-07-01 3
Total of all active and inactive participants 2018-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 6
Number of participants with account balances 2018-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 3
Number of retired or separated participants receiving benefits 2017-07-01 1
Number of other retired or separated participants entitled to future benefits 2017-07-01 2
Total of all active and inactive participants 2017-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 6
Number of participants with account balances 2017-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 4
Number of retired or separated participants receiving benefits 2016-07-01 1
Number of other retired or separated participants entitled to future benefits 2016-07-01 1
Total of all active and inactive participants 2016-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 6
Number of participants with account balances 2016-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 5
Number of retired or separated participants receiving benefits 2015-07-01 1
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 6
Number of participants with account balances 2015-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 5
Number of retired or separated participants receiving benefits 2014-07-01 1
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 6
Number of participants with account balances 2014-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 5
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 1
Total of all active and inactive participants 2013-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 6
Number of participants with account balances 2013-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 5
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 1
Total of all active and inactive participants 2012-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 6
Number of participants with account balances 2012-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 5
Number of other retired or separated participants entitled to future benefits 2011-07-01 1
Total of all active and inactive participants 2011-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 6
Number of participants with account balances 2011-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 5
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 1
Total of all active and inactive participants 2010-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 6
Number of participants with account balances 2010-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 5
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 1
Total of all active and inactive participants 2009-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 6
Number of participants with account balances 2009-07-01 6
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: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	3
Number of retired or separated participants receiving benefits	2022-07-01	1
Number of other retired or separated participants entitled to future benefits	2022-07-01	2
Total of all active and inactive participants	2022-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	6
Number of participants with account balances	2022-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	3
Number of retired or separated participants receiving benefits	2021-07-01	1
Number of other retired or separated participants entitled to future benefits	2021-07-01	2
Total of all active and inactive participants	2021-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	6
Number of participants with account balances	2021-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	3
Number of retired or separated participants receiving benefits	2020-07-01	2
Number of other retired or separated participants entitled to future benefits	2020-07-01	2
Total of all active and inactive participants	2020-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	7
Number of participants with account balances	2020-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	2
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	4
Total of all active and inactive participants	2019-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	6
Number of participants with account balances	2019-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	3
Number of other retired or separated participants entitled to future benefits	2018-07-01	3
Total of all active and inactive participants	2018-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	6
Number of participants with account balances	2018-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	3
Number of retired or separated participants receiving benefits	2017-07-01	1
Number of other retired or separated participants entitled to future benefits	2017-07-01	2
Total of all active and inactive participants	2017-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	6
Number of participants with account balances	2017-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	4
Number of retired or separated participants receiving benefits	2016-07-01	1
Number of other retired or separated participants entitled to future benefits	2016-07-01	1
Total of all active and inactive participants	2016-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	6
Number of participants with account balances	2016-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	5
Number of retired or separated participants receiving benefits	2015-07-01	1
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	6
Number of participants with account balances	2015-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	5
Number of retired or separated participants receiving benefits	2014-07-01	1
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	6
Number of participants with account balances	2014-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	5
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	1
Total of all active and inactive participants	2013-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	6
Number of participants with account balances	2013-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	5
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	1
Total of all active and inactive participants	2012-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	6
Number of participants with account balances	2012-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	5
Number of other retired or separated participants entitled to future benefits	2011-07-01	1
Total of all active and inactive participants	2011-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	6
Number of participants with account balances	2011-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	5
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	1
Total of all active and inactive participants	2010-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	6
Number of participants with account balances	2010-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	5
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	1
Total of all active and inactive participants	2009-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	6
Number of participants with account balances	2009-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-06-30	$53,429
Expenses. Total of all expenses incurred	2023-06-30	$155,000
Benefits paid (including direct rollovers)	2023-06-30	$155,000
Total plan assets at end of year	2023-06-30	$3,633,409
Total plan assets at beginning of year	2023-06-30	$3,734,980
Value of fidelity bond covering the plan	2023-06-30	$2,863,750
Total contributions received or receivable from participants	2023-06-30	$0
Assets. Value of loans (other than to participants)	2023-06-30	$1,300,149
Contributions received from other sources (not participants or employers)	2023-06-30	$0
Other income received	2023-06-30	$53,429
Net income (gross income less expenses)	2023-06-30	$-101,571
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$3,633,409
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$3,734,980
Assets. Value of real-estate (other than employer real property)	2023-06-30	$1,843,340
Total contributions received or receivable from employer(s)	2023-06-30	$0
Value of certain deemed distributions of participant loans	2023-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-06-30	$0
2022 : WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-06-30	$3,495
Total income from all sources	2022-06-30	$362,319
Expenses. Total of all expenses incurred	2022-06-30	$30,000
Benefits paid (including direct rollovers)	2022-06-30	$30,000
Total plan assets at end of year	2022-06-30	$3,734,980
Total plan assets at beginning of year	2022-06-30	$3,406,156
Value of fidelity bond covering the plan	2022-06-30	$2,863,750
Total contributions received or receivable from participants	2022-06-30	$0
Assets. Value of loans (other than to participants)	2022-06-30	$1,487,717
Contributions received from other sources (not participants or employers)	2022-06-30	$0
Other income received	2022-06-30	$362,319
Net income (gross income less expenses)	2022-06-30	$332,319
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$3,734,980
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$3,402,661
Assets. Value of participant loans	2022-06-30	$1,487,717
Assets. Value of real-estate (other than employer real property)	2022-06-30	$1,937,340
Total contributions received or receivable from employer(s)	2022-06-30	$0
Value of certain deemed distributions of participant loans	2022-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$0
2021 : WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-06-30	$3,495
Total plan liabilities at beginning of year	2021-06-30	$2,895
Total income from all sources	2021-06-30	$481,500
Expenses. Total of all expenses incurred	2021-06-30	$82,326
Benefits paid (including direct rollovers)	2021-06-30	$63,132
Total plan assets at end of year	2021-06-30	$3,406,156
Total plan assets at beginning of year	2021-06-30	$3,006,382
Value of fidelity bond covering the plan	2021-06-30	$2,863,750
Total contributions received or receivable from participants	2021-06-30	$0
Expenses. Other expenses not covered elsewhere	2021-06-30	$19,194
Contributions received from other sources (not participants or employers)	2021-06-30	$0
Other income received	2021-06-30	$481,500
Net income (gross income less expenses)	2021-06-30	$399,174
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$3,402,661
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$3,003,487
Assets. Value of participant loans	2021-06-30	$1,423,911
Assets. Value of real-estate (other than employer real property)	2021-06-30	$1,732,420
Total contributions received or receivable from employer(s)	2021-06-30	$0
Value of certain deemed distributions of participant loans	2021-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
2020 : WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-06-30	$0
Total plan liabilities at end of year	2020-06-30	$2,895
Total plan liabilities at beginning of year	2020-06-30	$2,895
Total income from all sources	2020-06-30	$227,180
Expenses. Total of all expenses incurred	2020-06-30	$375,188
Benefits paid (including direct rollovers)	2020-06-30	$356,440
Total plan assets at end of year	2020-06-30	$3,006,382
Total plan assets at beginning of year	2020-06-30	$3,154,390
Value of fidelity bond covering the plan	2020-06-30	$2,833,000
Total contributions received or receivable from participants	2020-06-30	$0
Assets. Value of loans (other than to participants)	2020-06-30	$1,208,475
Expenses. Other expenses not covered elsewhere	2020-06-30	$18,748
Contributions received from other sources (not participants or employers)	2020-06-30	$0
Other income received	2020-06-30	$227,180
Noncash contributions received	2020-06-30	$0
Net income (gross income less expenses)	2020-06-30	$-148,008
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$3,003,487
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$3,151,495
Assets. Value of real-estate (other than employer real property)	2020-06-30	$1,414,700
Total contributions received or receivable from employer(s)	2020-06-30	$0
Value of certain deemed distributions of participant loans	2020-06-30	$0
Value of corrective distributions	2020-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-06-30	$0
2019 : WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-06-30	$0
Total plan liabilities at end of year	2019-06-30	$2,895
Total plan liabilities at beginning of year	2019-06-30	$375
Total income from all sources	2019-06-30	$34,310
Expenses. Total of all expenses incurred	2019-06-30	$45,966
Benefits paid (including direct rollovers)	2019-06-30	$30,000
Total plan assets at end of year	2019-06-30	$3,154,390
Total plan assets at beginning of year	2019-06-30	$3,163,526
Value of fidelity bond covering the plan	2019-06-30	$2,833,000
Total contributions received or receivable from participants	2019-06-30	$0
Assets. Value of loans (other than to participants)	2019-06-30	$1,281,585
Expenses. Other expenses not covered elsewhere	2019-06-30	$15,966
Contributions received from other sources (not participants or employers)	2019-06-30	$0
Other income received	2019-06-30	$34,310
Noncash contributions received	2019-06-30	$0
Net income (gross income less expenses)	2019-06-30	$-11,656
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$3,151,495
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$3,163,151
Assets. Value of real-estate (other than employer real property)	2019-06-30	$1,349,840
Total contributions received or receivable from employer(s)	2019-06-30	$0
Value of certain deemed distributions of participant loans	2019-06-30	$0
Value of corrective distributions	2019-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
2018 : WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-06-30	$0
Total plan liabilities at end of year	2018-06-30	$375
Total plan liabilities at beginning of year	2018-06-30	$0
Total income from all sources	2018-06-30	$544,002
Expenses. Total of all expenses incurred	2018-06-30	$34,282
Benefits paid (including direct rollovers)	2018-06-30	$19,850
Total plan assets at end of year	2018-06-30	$3,163,526
Total plan assets at beginning of year	2018-06-30	$2,653,431
Value of fidelity bond covering the plan	2018-06-30	$2,492,000
Total contributions received or receivable from participants	2018-06-30	$0
Assets. Value of loans (other than to participants)	2018-06-30	$1,353,929
Expenses. Other expenses not covered elsewhere	2018-06-30	$14,282
Contributions received from other sources (not participants or employers)	2018-06-30	$0
Other income received	2018-06-30	$544,002
Noncash contributions received	2018-06-30	$0
Net income (gross income less expenses)	2018-06-30	$509,720
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$3,163,151
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$2,653,431
Assets. Value of real-estate (other than employer real property)	2018-06-30	$1,478,620
Total contributions received or receivable from employer(s)	2018-06-30	$0
Value of certain deemed distributions of participant loans	2018-06-30	$0
Value of corrective distributions	2018-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
2017 : WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-06-30	$0
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$279,420
Expenses. Total of all expenses incurred	2017-06-30	$32,054
Benefits paid (including direct rollovers)	2017-06-30	$19,850
Total plan assets at end of year	2017-06-30	$2,653,431
Total plan assets at beginning of year	2017-06-30	$2,406,065
Value of fidelity bond covering the plan	2017-06-30	$2,227,000
Total contributions received or receivable from participants	2017-06-30	$0
Assets. Value of loans (other than to participants)	2017-06-30	$1,319,711
Expenses. Other expenses not covered elsewhere	2017-06-30	$10,217
Contributions received from other sources (not participants or employers)	2017-06-30	$0
Other income received	2017-06-30	$279,420
Noncash contributions received	2017-06-30	$0
Net income (gross income less expenses)	2017-06-30	$247,366
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$2,653,431
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$2,406,065
Assets. Value of real-estate (other than employer real property)	2017-06-30	$1,172,177
Total contributions received or receivable from employer(s)	2017-06-30	$0
Value of certain deemed distributions of participant loans	2017-06-30	$0
Value of corrective distributions	2017-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$1,987
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-06-30	$0
2016 : WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-06-30	$0
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$80,588
Expenses. Total of all expenses incurred	2016-06-30	$41,344
Benefits paid (including direct rollovers)	2016-06-30	$30,000
Total plan assets at end of year	2016-06-30	$2,406,065
Total plan assets at beginning of year	2016-06-30	$2,366,821
Value of fidelity bond covering the plan	2016-06-30	$2,227,000
Total contributions received or receivable from participants	2016-06-30	$0
Assets. Value of loans (other than to participants)	2016-06-30	$1,364,322
Expenses. Other expenses not covered elsewhere	2016-06-30	$11,344
Contributions received from other sources (not participants or employers)	2016-06-30	$0
Other income received	2016-06-30	$80,588
Noncash contributions received	2016-06-30	$0
Net income (gross income less expenses)	2016-06-30	$39,244
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$2,406,065
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$2,366,821
Assets. Value of real-estate (other than employer real property)	2016-06-30	$894,880
Total contributions received or receivable from employer(s)	2016-06-30	$0
Value of certain deemed distributions of participant loans	2016-06-30	$0
Value of corrective distributions	2016-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$0
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$234,918
Expenses. Total of all expenses incurred	2015-06-30	$40,741
Benefits paid (including direct rollovers)	2015-06-30	$30,000
Total plan assets at end of year	2015-06-30	$2,366,821
Total plan assets at beginning of year	2015-06-30	$2,172,644
Value of fidelity bond covering the plan	2015-06-30	$2,114,200
Total contributions received or receivable from participants	2015-06-30	$0
Assets. Value of loans (other than to participants)	2015-06-30	$1,330,431
Expenses. Other expenses not covered elsewhere	2015-06-30	$10,741
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$234,918
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$194,177
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$2,366,821
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$2,172,644
Assets. Value of real-estate (other than employer real property)	2015-06-30	$896,450
Total contributions received or receivable from employer(s)	2015-06-30	$0
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$0
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$143,447
Expenses. Total of all expenses incurred	2014-06-30	$20,000
Benefits paid (including direct rollovers)	2014-06-30	$20,000
Total plan assets at end of year	2014-06-30	$2,172,644
Total plan assets at beginning of year	2014-06-30	$2,049,197
Value of fidelity bond covering the plan	2014-06-30	$1,950,500
Total contributions received or receivable from participants	2014-06-30	$0
Assets. Value of loans (other than to participants)	2014-06-30	$1,301,967
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$143,447
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$123,447
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$2,172,644
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$2,049,197
Assets. Value of real-estate (other than employer real property)	2014-06-30	$812,160
Total contributions received or receivable from employer(s)	2014-06-30	$0
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$244,492
Expenses. Total of all expenses incurred	2013-06-30	$20,000
Benefits paid (including direct rollovers)	2013-06-30	$20,000
Total plan assets at end of year	2013-06-30	$2,049,197
Total plan assets at beginning of year	2013-06-30	$1,824,705
Value of fidelity bond covering the plan	2013-06-30	$1,675,300
Total contributions received or receivable from participants	2013-06-30	$0
Assets. Value of loans (other than to participants)	2013-06-30	$1,164,598
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$244,492
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$224,492
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$2,049,197
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$1,824,705
Assets. Value of real-estate (other than employer real property)	2013-06-30	$785,840
Total contributions received or receivable from employer(s)	2013-06-30	$0
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$135,163
Expenses. Total of all expenses incurred	2012-06-30	$7,455
Benefits paid (including direct rollovers)	2012-06-30	$7,455
Total plan assets at end of year	2012-06-30	$1,824,705
Total plan assets at beginning of year	2012-06-30	$1,696,997
Value of fidelity bond covering the plan	2012-06-30	$1,614,100
Total contributions received or receivable from participants	2012-06-30	$0
Assets. Value of loans (other than to participants)	2012-06-30	$1,512,475
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$135,163
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$127,708
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$1,824,705
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,696,997
Assets. Value of real-estate (other than employer real property)	2012-06-30	$160,498
Total contributions received or receivable from employer(s)	2012-06-30	$0
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$142,739
Expenses. Total of all expenses incurred	2011-06-30	$0
Benefits paid (including direct rollovers)	2011-06-30	$0
Total plan assets at end of year	2011-06-30	$1,696,997
Total plan assets at beginning of year	2011-06-30	$1,554,258
Value of fidelity bond covering the plan	2011-06-30	$1,500,300
Total contributions received or receivable from participants	2011-06-30	$0
Assets. Value of loans (other than to participants)	2011-06-30	$1,532,736
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$142,739
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$142,739
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,696,997
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,554,258
Assets. Value of real-estate (other than employer real property)	2011-06-30	$81,333
Total contributions received or receivable from employer(s)	2011-06-30	$0
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0

Form 5500 Responses for WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN

2022: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: WACHTER INVESTMENTS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WACHTER INVESTMENTS, INC.
Employer identification number (EIN):	942591848
NAIC Classification:	522300
NAIC Description:	Activities Related to Credit Intermediation

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1979-08-06
Company Identification Number:	C0927465
Legal Registered Office Address:	49 Park Road Burlingame United States of America (USA) 94010