WESTERN WOODS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WESTERN WOODS 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022: WESTERN WOODS 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-10-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 46 |
Number of retired or separated participants receiving benefits | 2022-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-10-01 | 1 |
Total of all active and inactive participants | 2022-10-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-10-01 | 0 |
Total participants | 2022-10-01 | 47 |
Number of participants with account balances | 2022-10-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-10-01 | 0 |
2021: WESTERN WOODS 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-10-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 48 |
Number of retired or separated participants receiving benefits | 2021-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 2 |
Total of all active and inactive participants | 2021-10-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
Total participants | 2021-10-01 | 50 |
Number of participants with account balances | 2021-10-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 0 |
2020: WESTERN WOODS 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-10-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 51 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 2 |
Total of all active and inactive participants | 2020-10-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
Total participants | 2020-10-01 | 53 |
Number of participants with account balances | 2020-10-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
2019: WESTERN WOODS 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-10-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 49 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 3 |
Total of all active and inactive participants | 2019-10-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
Total participants | 2019-10-01 | 52 |
Number of participants with account balances | 2019-10-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
2018: WESTERN WOODS 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-10-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 54 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 8 |
Total of all active and inactive participants | 2018-10-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
Total participants | 2018-10-01 | 62 |
Number of participants with account balances | 2018-10-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
Measure | Date | Value |
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2023 : WESTERN WOODS 401(K) PROFIT SHARING PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-09-30 | $0 |
Total plan liabilities at end of year | 2023-09-30 | $0 |
Total plan liabilities at beginning of year | 2023-09-30 | $0 |
Total income from all sources | 2023-09-30 | $508,549 |
Expenses. Total of all expenses incurred | 2023-09-30 | $119,641 |
Benefits paid (including direct rollovers) | 2023-09-30 | $110,975 |
Total plan assets at end of year | 2023-09-30 | $2,438,199 |
Total plan assets at beginning of year | 2023-09-30 | $2,049,291 |
Value of fidelity bond covering the plan | 2023-09-30 | $300,000 |
Assets. Value of tangible personal property | 2023-09-30 | $0 |
Total contributions received or receivable from participants | 2023-09-30 | $226,240 |
Assets. Value of loans (other than to participants) | 2023-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2023-09-30 | $0 |
Other income received | 2023-09-30 | $282,309 |
Noncash contributions received | 2023-09-30 | $0 |
Net income (gross income less expenses) | 2023-09-30 | $388,908 |
Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $2,438,199 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $2,049,291 |
Assets. Value of participant loans | 2023-09-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2023-09-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-09-30 | $0 |
Assets. Value of employer securities | 2023-09-30 | $0 |
Assets. Value of employer real property | 2023-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2023-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2023-09-30 | $0 |
Value of corrective distributions | 2023-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-09-30 | $8,666 |
2022 : WESTERN WOODS 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-09-30 | $0 |
Total plan liabilities at end of year | 2022-09-30 | $0 |
Total plan liabilities at beginning of year | 2022-09-30 | $0 |
Total income from all sources | 2022-09-30 | $-223,722 |
Expenses. Total of all expenses incurred | 2022-09-30 | $116,567 |
Benefits paid (including direct rollovers) | 2022-09-30 | $105,441 |
Total plan assets at end of year | 2022-09-30 | $2,049,291 |
Total plan assets at beginning of year | 2022-09-30 | $2,389,580 |
Value of fidelity bond covering the plan | 2022-09-30 | $300,000 |
Total contributions received or receivable from participants | 2022-09-30 | $252,432 |
Expenses. Other expenses not covered elsewhere | 2022-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2022-09-30 | $0 |
Other income received | 2022-09-30 | $-476,154 |
Noncash contributions received | 2022-09-30 | $0 |
Net income (gross income less expenses) | 2022-09-30 | $-340,289 |
Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $2,049,291 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $2,389,580 |
Total contributions received or receivable from employer(s) | 2022-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2022-09-30 | $0 |
Value of corrective distributions | 2022-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $11,126 |
2021 : WESTERN WOODS 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-09-30 | $0 |
Total plan liabilities at end of year | 2021-09-30 | $0 |
Total plan liabilities at beginning of year | 2021-09-30 | $0 |
Total income from all sources | 2021-09-30 | $497,433 |
Expenses. Total of all expenses incurred | 2021-09-30 | $22,733 |
Benefits paid (including direct rollovers) | 2021-09-30 | $10,912 |
Total plan assets at end of year | 2021-09-30 | $2,389,580 |
Total plan assets at beginning of year | 2021-09-30 | $1,914,880 |
Value of fidelity bond covering the plan | 2021-09-30 | $300,000 |
Assets. Value of tangible personal property | 2021-09-30 | $0 |
Total contributions received or receivable from participants | 2021-09-30 | $127,374 |
Assets. Value of loans (other than to participants) | 2021-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2021-09-30 | $10,077 |
Other income received | 2021-09-30 | $359,982 |
Noncash contributions received | 2021-09-30 | $0 |
Net income (gross income less expenses) | 2021-09-30 | $474,700 |
Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $2,389,580 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $1,914,880 |
Assets. Value of participant loans | 2021-09-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-09-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-09-30 | $0 |
Assets. Value of employer securities | 2021-09-30 | $0 |
Assets. Value of employer real property | 2021-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2021-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2021-09-30 | $0 |
Value of corrective distributions | 2021-09-30 | $513 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $11,308 |
2020 : WESTERN WOODS 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-09-30 | $0 |
Total plan liabilities at end of year | 2020-09-30 | $0 |
Total plan liabilities at beginning of year | 2020-09-30 | $0 |
Total income from all sources | 2020-09-30 | $316,013 |
Expenses. Total of all expenses incurred | 2020-09-30 | $22,281 |
Benefits paid (including direct rollovers) | 2020-09-30 | $12,808 |
Total plan assets at end of year | 2020-09-30 | $1,914,880 |
Total plan assets at beginning of year | 2020-09-30 | $1,621,148 |
Value of fidelity bond covering the plan | 2020-09-30 | $300,000 |
Assets. Value of tangible personal property | 2020-09-30 | $0 |
Total contributions received or receivable from participants | 2020-09-30 | $149,218 |
Assets. Value of loans (other than to participants) | 2020-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2020-09-30 | $0 |
Other income received | 2020-09-30 | $166,795 |
Noncash contributions received | 2020-09-30 | $0 |
Net income (gross income less expenses) | 2020-09-30 | $293,732 |
Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $1,914,880 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $1,621,148 |
Assets. Value of participant loans | 2020-09-30 | $0 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2020-09-30 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2020-09-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-09-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-09-30 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-09-30 | $0 |
Assets. Value of employer securities | 2020-09-30 | $0 |
Assets. Value of employer real property | 2020-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2020-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2020-09-30 | $0 |
Value of corrective distributions | 2020-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $9,473 |
2019 : WESTERN WOODS 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-09-30 | $0 |
Total plan liabilities at end of year | 2019-09-30 | $0 |
Total plan liabilities at beginning of year | 2019-09-30 | $0 |
Total income from all sources | 2019-09-30 | $153,060 |
Expenses. Total of all expenses incurred | 2019-09-30 | $390,230 |
Benefits paid (including direct rollovers) | 2019-09-30 | $384,116 |
Total plan assets at end of year | 2019-09-30 | $1,621,148 |
Total plan assets at beginning of year | 2019-09-30 | $1,858,318 |
Value of fidelity bond covering the plan | 2019-09-30 | $300,000 |
Total contributions received or receivable from participants | 2019-09-30 | $122,200 |
Expenses. Other expenses not covered elsewhere | 2019-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2019-09-30 | $0 |
Other income received | 2019-09-30 | $30,860 |
Noncash contributions received | 2019-09-30 | $0 |
Net income (gross income less expenses) | 2019-09-30 | $-237,170 |
Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $1,621,148 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $1,858,318 |
Total contributions received or receivable from employer(s) | 2019-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2019-09-30 | $0 |
Value of corrective distributions | 2019-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $6,114 |