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WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

WEAVER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WEAVER & ASSOCIATES, INC.
Employer identification number (EIN):952143976
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about WEAVER & ASSOCIATES, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2016-02-23
Company Identification Number: C3878830
Legal Registered Office Address: 101 N Brand Blvd 11th Fl

Glendale
United States of America (USA)
91203

More information about WEAVER & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01DENISE WEAVER2022-07-21
0022020-01-01DENISE WEAVER2021-06-16
0022019-01-01DENISE WEAVER2020-09-11
0022018-01-01DENISE WEAVER2019-09-11
0022017-01-01DENISE WEAVER2018-09-06
0022016-01-01DENISE WEAVER2017-07-12 DENISE WEAVER2017-07-12
0022015-01-01DENISE WEAVER
0022014-01-01DENISE WEAVER
0022013-01-01DENISE WEAVER
0022012-01-01DENISE WEAVER
0022011-01-01DENISE WEAVER
0022010-01-01DENISE WEAVER
0022009-01-01DENISE WEAVER

Plan Statistics for WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0114
Number of participants with account balances2015-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0119
Number of participants with account balances2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0118
Number of participants with account balances2013-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0126
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0120
Number of participants with account balances2012-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0128
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0126
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0118
Total number of active participants reported on line 7a of the Form 55002010-01-0117
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0128
Number of participants with account balances2010-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0132
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0132
Number of participants with account balances2009-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$90,324
Expenses. Total of all expenses incurred2015-12-31$9,557
Benefits paid (including direct rollovers)2015-12-31$9,307
Total plan assets at end of year2015-12-31$1,762,118
Total plan assets at beginning of year2015-12-31$1,681,351
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$100,565
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-38,988
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$80,767
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,762,118
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,681,351
Assets. Value of participant loans2015-12-31$26,727
Total contributions received or receivable from employer(s)2015-12-31$28,747
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$250
2014 : WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$207,274
Expenses. Total of all expenses incurred2014-12-31$11,000
Benefits paid (including direct rollovers)2014-12-31$11,000
Total plan assets at end of year2014-12-31$1,681,351
Total plan assets at beginning of year2014-12-31$1,485,077
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$84,315
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$98,002
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$196,274
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,681,351
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,485,077
Assets. Value of participant loans2014-12-31$20,230
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$24,957
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$300,797
Expenses. Total of all expenses incurred2013-12-31$75,136
Benefits paid (including direct rollovers)2013-12-31$75,136
Total plan assets at end of year2013-12-31$1,485,077
Total plan assets at beginning of year2013-12-31$1,259,416
Value of fidelity bond covering the plan2013-12-31$140,000
Total contributions received or receivable from participants2013-12-31$51,144
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$225,328
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$225,661
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,485,077
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,259,416
Assets. Value of participant loans2013-12-31$28,107
Total contributions received or receivable from employer(s)2013-12-31$24,325
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$235,009
Expenses. Total of all expenses incurred2012-12-31$33,699
Benefits paid (including direct rollovers)2012-12-31$33,218
Total plan assets at end of year2012-12-31$1,259,416
Total plan assets at beginning of year2012-12-31$1,058,106
Value of fidelity bond covering the plan2012-12-31$140,000
Total contributions received or receivable from participants2012-12-31$33,946
Contributions received from other sources (not participants or employers)2012-12-31$37,889
Other income received2012-12-31$137,436
Net income (gross income less expenses)2012-12-31$201,310
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,259,416
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,058,106
Assets. Value of participant loans2012-12-31$35,724
Total contributions received or receivable from employer(s)2012-12-31$25,738
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$481
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$84,145
Expenses. Total of all expenses incurred2011-12-31$25,569
Benefits paid (including direct rollovers)2011-12-31$25,469
Total plan assets at end of year2011-12-31$1,058,106
Total plan assets at beginning of year2011-12-31$999,530
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$62,382
Other income received2011-12-31$-27,872
Net income (gross income less expenses)2011-12-31$58,576
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,058,106
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$999,530
Assets. Value of participant loans2011-12-31$11,409
Total contributions received or receivable from employer(s)2011-12-31$49,635
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$201,032
Expenses. Total of all expenses incurred2010-12-31$6,067
Benefits paid (including direct rollovers)2010-12-31$5,917
Total plan assets at end of year2010-12-31$999,530
Total plan assets at beginning of year2010-12-31$804,565
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$53,628
Other income received2010-12-31$105,232
Net income (gross income less expenses)2010-12-31$194,965
Net plan assets at end of year (total assets less liabilities)2010-12-31$999,530
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$804,565
Assets. Value of participant loans2010-12-31$2,184
Total contributions received or receivable from employer(s)2010-12-31$42,172
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2015: WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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: WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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: WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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: WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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: WEAVER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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