401k Plan data: WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN plan

WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN
Plan identification number	001

WEYMOUTH CLUB, INC 401(K) SAVINGS 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
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WEYMOUTH CLUB, INC has sponsored the creation of one or more 401k plans.

Company Name: WEYMOUTH CLUB, INC

Employer identification number (EIN): 042990471

NAIC Classification: 713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 STEVEN LOUKO JR 2024-10-11
001 2022-01-01 STEVEN LOUKO 2023-10-05
001 2021-01-01 JEFF LINN 2022-09-07 TONY SPINELLI 2022-08-30
001 2020-01-01 STEVE FLANIGAN 2021-05-10 STEPHEN GOLDMAN 2021-05-07
001 2019-01-01 STEVE FLANIGAN 2020-05-12 STEPHEN GOLDMAN 2020-05-12
001 2018-01-01 STEVE FLANIGAN 2019-06-04 STEPHEN GOLDMAN 2019-06-04
001 2017-01-01 STEVE FLANIGAN 2018-07-31
001 2016-01-01 STEVE FLANIGAN 2017-05-15 STEPHEN GOLDMAN 2017-05-15
001 2015-01-01 STEVE FLANIGAN 2016-04-19 STEPHEN GOLDMAN 2016-04-19
001 2014-01-01 STEVE FLANIGAN 2015-05-21 STEPHEN GOLDMAN 2015-05-21
001 2013-01-01 STEVE FLANIGAN 2014-05-22 STEPHEN GOLDMAN 2014-05-22
001 2012-01-01 STEVE FLANIGAN 2013-07-02 STEPHEN GOLDMAN 2013-07-02
001 2011-01-01 STEVE FLANIGAN STEPHEN GOLDMAN 2012-09-21
001 2010-01-01 STEVE FLANIGAN STEPHEN GOLDMAN 2011-07-20
001 2009-01-01 STEPHEN GOLDMAN STEPHEN GOLDMAN 2010-08-16
001 2009-01-01 STEPHEN GOLDMAN STEPHEN GOLDMAN 2010-08-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	STEVEN LOUKO JR	2024-10-11
001	2022-01-01	STEVEN LOUKO	2023-10-05
001	2021-01-01	JEFF LINN	2022-09-07	TONY SPINELLI	2022-08-30
001	2020-01-01	STEVE FLANIGAN	2021-05-10	STEPHEN GOLDMAN	2021-05-07
001	2019-01-01	STEVE FLANIGAN	2020-05-12	STEPHEN GOLDMAN	2020-05-12
001	2018-01-01	STEVE FLANIGAN	2019-06-04	STEPHEN GOLDMAN	2019-06-04
001	2017-01-01	STEVE FLANIGAN	2018-07-31
001	2016-01-01	STEVE FLANIGAN	2017-05-15	STEPHEN GOLDMAN	2017-05-15
001	2015-01-01	STEVE FLANIGAN	2016-04-19	STEPHEN GOLDMAN	2016-04-19
001	2014-01-01	STEVE FLANIGAN	2015-05-21	STEPHEN GOLDMAN	2015-05-21
001	2013-01-01	STEVE FLANIGAN	2014-05-22	STEPHEN GOLDMAN	2014-05-22
001	2012-01-01	STEVE FLANIGAN	2013-07-02	STEPHEN GOLDMAN	2013-07-02
001	2011-01-01	STEVE FLANIGAN		STEPHEN GOLDMAN	2012-09-21
001	2010-01-01	STEVE FLANIGAN		STEPHEN GOLDMAN	2011-07-20
001	2009-01-01	STEPHEN GOLDMAN		STEPHEN GOLDMAN	2010-08-16
001	2009-01-01	STEPHEN GOLDMAN		STEPHEN GOLDMAN	2010-08-16

Plan Statistics for WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN

401k plan membership statisitcs for WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN

Measure Date Value
2011: WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 80
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 15
Total of all active and inactive participants 2011-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 95
Number of participants with account balances 2011-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 231
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 12
Total of all active and inactive participants 2010-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 243
Number of participants with account balances 2010-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 98
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 105
Number of participants with account balances 2009-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2011: WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	80
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	15
Total of all active and inactive participants	2011-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	95
Number of participants with account balances	2011-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	231
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	12
Total of all active and inactive participants	2010-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	243
Number of participants with account balances	2010-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	98
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	105
Number of participants with account balances	2009-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN

Measure	Date	Value
2011 : WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$210,962
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$44,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$24,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$257,427
Value of total assets at end of year	2011-12-31	$2,355,075
Value of total assets at beginning of year	2011-12-31	$2,188,466
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$19,714
Total interest from all sources	2011-12-31	$825
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$47,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$47,288
Administrative expenses professional fees incurred	2011-12-31	$7,000
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$173,890
Participant contributions at end of year	2011-12-31	$16,709
Participant contributions at beginning of year	2011-12-31	$24,422
Participant contributions at end of year	2011-12-31	$3,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$166,609
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,355,075
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,188,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$5,420
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,251,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,082,517
Interest on participant loans	2011-12-31	$825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-94,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$83,537
Employer contributions (assets) at end of year	2011-12-31	$83,537
Employer contributions (assets) at beginning of year	2011-12-31	$81,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$24,639
Contract administrator fees	2011-12-31	$7,294
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CARON AND BLETZER
Accountancy firm EIN	2011-12-31	043499945
2010 : WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$435,430
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$108,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$92,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$261,291
Value of total assets at end of year	2010-12-31	$2,188,466
Value of total assets at beginning of year	2010-12-31	$1,861,057
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$15,329
Total interest from all sources	2010-12-31	$1,131
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$37,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$37,882
Administrative expenses professional fees incurred	2010-12-31	$6,780
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$150,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$177,983
Participant contributions at end of year	2010-12-31	$24,422
Participant contributions at beginning of year	2010-12-31	$18,622
Participant contributions at beginning of year	2010-12-31	$4,024
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,781
Other income not declared elsewhere	2010-12-31	$710
Total non interest bearing cash at beginning of year	2010-12-31	$1,631,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$327,409
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,188,466
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,861,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$3,453
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,082,517
Interest on participant loans	2010-12-31	$1,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$120,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$134,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$81,527
Employer contributions (assets) at end of year	2010-12-31	$81,527
Employer contributions (assets) at beginning of year	2010-12-31	$86,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$92,692
Contract administrator fees	2010-12-31	$5,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CARON & BLETZER
Accountancy firm EIN	2010-12-31	043499945
2009 : WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN

2011: WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WEYMOUTH CLUB, INC 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-BO-BT5N

Policy instance

Insurance contract or identification number	GAP-BO-BT5N
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $81
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $81
Insurance broker organization code?	4
Insurance broker name	UBS FINANCIAL SERVICES, INC

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Company Name:	WEYMOUTH CLUB, INC
Employer identification number (EIN):	042990471
NAIC Classification:	713900