Plan Name | THE WOLFF GROUP 401(K) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | WOLFF GROUP LLC |
Employer identification number (EIN): | 453145515 |
NAIC Classification: | 424400 |
Additional information about WOLFF GROUP LLC
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2011-03-11 |
Company Identification Number: | 4066665 |
Legal Registered Office Address: |
500 PARK AVE., 18C New York NEW YORK United States of America (USA) 10022 |
More information about WOLFF GROUP LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2013-01-01 | MICHAEL MCDONALD | |||
001 | 2012-01-01 | MICHAEL MCDONALD |
Measure | Date | Value |
---|---|---|
2013: THE WOLFF GROUP 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 187 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 0 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE WOLFF GROUP 401(K) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 160 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 22 |
Total of all active and inactive participants | 2012-01-01 | 182 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 182 |
Number of participants with account balances | 2012-01-01 | 157 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2013 : THE WOLFF GROUP 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
Total income from all sources (including contributions) | 2013-10-31 | $391,130 |
Total loss/gain on sale of assets | 2013-10-31 | $0 |
Total of all expenses incurred | 2013-10-31 | $3,674,105 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-10-31 | $3,642,654 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-10-31 | $231,663 |
Value of total assets at end of year | 2013-10-31 | $0 |
Value of total assets at beginning of year | 2013-10-31 | $3,282,975 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-10-31 | $31,451 |
Total interest from all sources | 2013-10-31 | $1,311 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-10-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-10-31 | $0 |
Was this plan covered by a fidelity bond | 2013-10-31 | Yes |
Value of fidelity bond cover | 2013-10-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-10-31 | No |
Contributions received from participants | 2013-10-31 | $166,545 |
Participant contributions at end of year | 2013-10-31 | $0 |
Participant contributions at beginning of year | 2013-10-31 | $92,379 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-10-31 | $44,266 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
Value of net income/loss | 2013-10-31 | $-3,282,975 |
Value of net assets at end of year (total assets less liabilities) | 2013-10-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-10-31 | $3,282,975 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-10-31 | No |
Investment advisory and management fees | 2013-10-31 | $31,451 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-10-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-10-31 | $2,730,897 |
Interest on participant loans | 2013-10-31 | $1,311 |
Value of interest in common/collective trusts at end of year | 2013-10-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-10-31 | $459,655 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-10-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-10-31 | $44 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-10-31 | $44 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-10-31 | $158,156 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-10-31 | No |
Contributions received in cash from employer | 2013-10-31 | $20,852 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-10-31 | $3,642,654 |
Did the plan have assets held for investment | 2013-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-10-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-10-31 | Disclaimer |
Accountancy firm name | 2013-10-31 | ECHELBARGER, HIMEBAUGH, TAMM & CO. |
Accountancy firm EIN | 2013-10-31 | 382498459 |
2012 : THE WOLFF GROUP 401(K) RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
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 | $1,093,207 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $162,922 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $140,928 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $814,767 |
Value of total assets at end of year | 2012-12-31 | $3,282,975 |
Value of total assets at beginning of year | 2012-12-31 | $2,352,690 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $21,994 |
Total interest from all sources | 2012-12-31 | $3,475 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $479,578 |
Participant contributions at end of year | 2012-12-31 | $92,379 |
Participant contributions at beginning of year | 2012-12-31 | $27,588 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $282,204 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $930,285 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,282,975 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,352,690 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $21,994 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,730,897 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,109,868 |
Interest on participant loans | 2012-12-31 | $3,475 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $459,655 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $215,195 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $44 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $39 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $39 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $274,965 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $52,985 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $140,928 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ECHELBARGER, HIMEBAUGH, TAMM & CO. |
Accountancy firm EIN | 2012-12-31 | 382498459 |
2013: THE WOLFF GROUP 401(K) RETIREMENT PLAN 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | Yes |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE WOLFF GROUP 401(K) RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |