Plan Name | SPERONE WESTWATER, INC. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SPERONE WESTWATER, INC |
Employer identification number (EIN): | 132829155 |
NAIC Classification: | 453920 |
NAIC Description: | Art Dealers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ANGELA WESTWATER | 2023-05-11 | ||
001 | 2021-01-01 | ANGELA WESTWATER | 2022-03-18 | ||
001 | 2020-01-01 | ANGELA WESTWATER | 2021-02-11 | ||
001 | 2019-01-01 | ANGELA WESTWATER | 2020-03-23 | ||
001 | 2018-01-01 | ANGELA WESTWATER | 2019-03-11 | ||
001 | 2017-01-01 | ANGELA WESTWATER | 2018-02-19 | ||
001 | 2016-01-01 | ANGELA WESTWATER | 2017-03-01 | ||
001 | 2015-01-01 | ANGELA WESTWATER | 2016-03-02 | ||
001 | 2014-01-01 | ANGELA WESTWATER | 2015-04-15 | ||
001 | 2013-01-01 | ANGELA WESTWATER | 2014-03-18 | ||
001 | 2012-01-01 | ANGELA WESTWATER | 2013-04-09 | ||
001 | 2011-01-01 | ANGELA WESTWATER | 2012-04-23 | ||
001 | 2009-01-01 | ANGELA WESTWATER | ANGELA WESTWATER | 2010-07-20 |
Measure | Date | Value |
---|---|---|
2009: SPERONE WESTWATER, INC. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 11 |
Total participants | 2009-01-01 | 11 |
Number of participants with account balances | 2009-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2010 : SPERONE WESTWATER, INC. PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $147,842 |
Expenses. Total of all expenses incurred | 2010-12-31 | $357 |
Benefits paid (including direct rollovers) | 2010-12-31 | $357 |
Total plan assets at end of year | 2010-12-31 | $943,279 |
Total plan assets at beginning of year | 2010-12-31 | $795,794 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Other income received | 2010-12-31 | $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 securities | 2010-12-31 | $0 |
2009: SPERONE WESTWATER, INC. PROFIT SHARING PLAN 2009 form 5500 responses | ||
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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 - Trust | Yes |
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) | |||||||||||||||||||
Policy contract number | 341165-000 | ||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||
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