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SPERONE WESTWATER, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSPERONE WESTWATER, INC. PROFIT SHARING PLAN
Plan identification number 001

SPERONE WESTWATER, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SPERONE WESTWATER, INC has sponsored the creation of one or more 401k plans.

Company Name:SPERONE WESTWATER, INC
Employer identification number (EIN):132829155
NAIC Classification:453920
NAIC Description:Art Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPERONE WESTWATER, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ANGELA WESTWATER2023-05-11
0012021-01-01ANGELA WESTWATER2022-03-18
0012020-01-01ANGELA WESTWATER2021-02-11
0012019-01-01ANGELA WESTWATER2020-03-23
0012018-01-01ANGELA WESTWATER2019-03-11
0012017-01-01ANGELA WESTWATER2018-02-19
0012016-01-01ANGELA WESTWATER2017-03-01
0012015-01-01ANGELA WESTWATER2016-03-02
0012014-01-01ANGELA WESTWATER2015-04-15
0012013-01-01ANGELA WESTWATER2014-03-18
0012012-01-01ANGELA WESTWATER2013-04-09
0012011-01-01ANGELA WESTWATER2012-04-23
0012009-01-01ANGELA WESTWATER ANGELA WESTWATER2010-07-20

Plan Statistics for SPERONE WESTWATER, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SPERONE WESTWATER, INC. PROFIT SHARING PLAN

Measure Date Value
2009: SPERONE WESTWATER, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0111
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on SPERONE WESTWATER, INC. PROFIT SHARING PLAN

Measure Date Value
2010 : SPERONE WESTWATER, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$147,842
Expenses. Total of all expenses incurred2010-12-31$357
Benefits paid (including direct rollovers)2010-12-31$357
Total plan assets at end of year2010-12-31$943,279
Total plan assets at beginning of year2010-12-31$795,794
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$97,842
Net income (gross income less expenses)2010-12-31$147,485
Net plan assets at end of year (total assets less liabilities)2010-12-31$943,279
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$795,794
Total contributions received or receivable from employer(s)2010-12-31$50,000
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 SPERONE WESTWATER, INC. PROFIT SHARING PLAN

2009: SPERONE WESTWATER, INC. 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341165-000
Policy instance 1
Insurance contract or identification number341165-000
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,757
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $5,757
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE AGENCY SERVICES

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