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L. C. WHITFORD CO., INC. PENSION PLAN 401k Plan overview

Plan NameL. C. WHITFORD CO., INC. PENSION PLAN
Plan identification number 002

L. C. WHITFORD CO., INC. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

L. C. WHITFORD CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:L. C. WHITFORD CO., INC.
Employer identification number (EIN):160789973
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L. C. WHITFORD CO., INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01L. BRADLEY WHITFORD
0022017-01-01L. BRADLEY WHITFORD
0022016-01-01L. BRADLEY WHITFORD
0022015-01-01L. BRADLEY WHITFORD
0022014-01-01L. BRADLEY WHITFORD
0022014-01-01L. BRADLEY WHITFORD
0022013-01-01L. BRADLEY WHITFORD
0022012-01-01L. BRADLEY WHITFORD
0022011-01-01L. BRADLEY WHITFORD
0022010-01-01L. BRADLEY WHITFORD
0022009-01-01L. BRADLEY WHITFORD

Plan Statistics for L. C. WHITFORD CO., INC. PENSION PLAN

401k plan membership statisitcs for L. C. WHITFORD CO., INC. PENSION PLAN

Measure Date Value
2018: L. C. WHITFORD CO., INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01184
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: L. C. WHITFORD CO., INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01195
Total number of active participants reported on line 7a of the Form 55002017-01-0180
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0196
Total of all active and inactive participants2017-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01182
Number of participants with account balances2017-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: L. C. WHITFORD CO., INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01187
Total number of active participants reported on line 7a of the Form 55002016-01-0182
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01111
Total of all active and inactive participants2016-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01193
Number of participants with account balances2016-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: L. C. WHITFORD CO., INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01193
Total number of active participants reported on line 7a of the Form 55002015-01-0175
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01104
Total of all active and inactive participants2015-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01179
Number of participants with account balances2015-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: L. C. WHITFORD CO., INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01177
Total number of active participants reported on line 7a of the Form 55002014-01-0179
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01106
Total of all active and inactive participants2014-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01185
Number of participants with account balances2014-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: L. C. WHITFORD CO., INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01181
Total number of active participants reported on line 7a of the Form 55002013-01-0170
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01107
Total of all active and inactive participants2013-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01177
Number of participants with account balances2013-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: L. C. WHITFORD CO., INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01192
Total number of active participants reported on line 7a of the Form 55002012-01-0185
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0187
Total of all active and inactive participants2012-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01173
Number of participants with account balances2012-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: L. C. WHITFORD CO., INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01187
Total number of active participants reported on line 7a of the Form 55002011-01-0178
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01108
Total of all active and inactive participants2011-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01190
Number of participants with account balances2011-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: L. C. WHITFORD CO., INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01195
Total number of active participants reported on line 7a of the Form 55002010-01-0182
Number of retired or separated participants receiving benefits2010-01-018
Number of other retired or separated participants entitled to future benefits2010-01-0191
Total of all active and inactive participants2010-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01181
Number of participants with account balances2010-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: L. C. WHITFORD CO., INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01195
Total number of active participants reported on line 7a of the Form 55002009-01-01105
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0189
Total of all active and inactive participants2009-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01197
Number of participants with account balances2009-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on L. C. WHITFORD CO., INC. PENSION PLAN

Measure Date Value
2018 : L. C. WHITFORD CO., INC. PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-04-30$0
Total transfer of assets from this plan2018-04-30$3,870,546
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total income from all sources (including contributions)2018-04-30$-78,764
Total loss/gain on sale of assets2018-04-30$0
Total of all expenses incurred2018-04-30$29,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$24,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$31,467
Value of total assets at end of year2018-04-30$0
Value of total assets at beginning of year2018-04-30$3,978,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$4,539
Total interest from all sources2018-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-04-30$0
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$500,000
If this is an individual account plan, was there a blackout period2018-04-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-30$0
Funding deficiency by the employer to the plan for this plan year2018-04-30$0
Minimum employer required contribution for this plan year2018-04-30$31,703
Amount contributed by the employer to the plan for this plan year2018-04-30$31,703
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$-108,006
Value of net assets at end of year (total assets less liabilities)2018-04-30$0
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$3,978,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$3,978,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$-110,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30No
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$31,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$24,703
Contract administrator fees2018-04-30$4,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-04-30Yes
Did the plan have assets held for investment2018-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30PROTO & LOSKEY,LLC
Accountancy firm EIN2018-04-30204042890
2017 : L. C. WHITFORD CO., INC. PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$608,969
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$148,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$132,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$173,365
Value of total assets at end of year2017-12-31$3,978,552
Value of total assets at beginning of year2017-12-31$3,517,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,692
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$173,365
Amount contributed by the employer to the plan for this plan year2017-12-31$173,365
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$2,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$460,585
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,978,552
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,517,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,978,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,517,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$83
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$83
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$435,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$173,365
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$132,692
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$13,271
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PROTO & LOSKEY, LLC
Accountancy firm EIN2017-12-31204042890
2016 : L. C. WHITFORD CO., INC. PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-112,226
Total unrealized appreciation/depreciation of assets2016-12-31$-112,226
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$493,121
Total loss/gain on sale of assets2016-12-31$-13,707
Total of all expenses incurred2016-12-31$169,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$154,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$168,724
Value of total assets at end of year2016-12-31$3,517,967
Value of total assets at beginning of year2016-12-31$3,194,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,479
Total interest from all sources2016-12-31$4,840
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$105,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$105,582
Administrative expenses professional fees incurred2016-12-31$9,181
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$168,728
Amount contributed by the employer to the plan for this plan year2016-12-31$168,728
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$22,747
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$323,610
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,517,967
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,194,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$6,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,517,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$435,620
Income. Interest from US Government securities2016-12-31$951
Income. Interest from corporate debt instruments2016-12-31$3,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$83
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$53,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$53,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$144
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$213,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$339,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$168,724
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$144,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$154,032
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$135,927
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$178,820
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,004,510
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$3,318,802
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,332,509
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PROTO & LOSKEY, LLC
Accountancy firm EIN2016-12-31204042890
2015 : L. C. WHITFORD CO., INC. PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-113,238
Total unrealized appreciation/depreciation of assets2015-12-31$-113,238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-80,670
Total loss/gain on sale of assets2015-12-31$-171,665
Total of all expenses incurred2015-12-31$204,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$174,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$144,190
Value of total assets at end of year2015-12-31$3,194,357
Value of total assets at beginning of year2015-12-31$3,479,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,676
Total interest from all sources2015-12-31$15,100
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$49,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,807
Administrative expenses professional fees incurred2015-12-31$21,059
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$144,190
Amount contributed by the employer to the plan for this plan year2015-12-31$144,190
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$22,747
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$10,293
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,261
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$8,561
Other income not declared elsewhere2015-12-31$15,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-285,275
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,194,357
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,479,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$8,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$435,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$488,786
Interest earned on other investments2015-12-31$763
Income. Interest from US Government securities2015-12-31$3,869
Income. Interest from corporate debt instruments2015-12-31$10,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$53,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$250,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$250,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$213,064
Asset value of US Government securities at beginning of year2015-12-31$240,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-20,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$144,190
Employer contributions (assets) at end of year2015-12-31$144,190
Employer contributions (assets) at beginning of year2015-12-31$116,954
Income. Dividends from common stock2015-12-31$42,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$174,929
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$135,927
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$209,960
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$178,820
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$88,934
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,004,510
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,065,971
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$5,032,588
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,204,253
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PROTO & LOSKEY, LLC
Accountancy firm EIN2015-12-31204042890
2014 : L. C. WHITFORD CO., INC. PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$169,985
Total unrealized appreciation/depreciation of assets2014-12-31$169,985
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$272,975
Total loss/gain on sale of assets2014-12-31$-88,169
Total of all expenses incurred2014-12-31$166,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$135,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$116,954
Value of total assets at end of year2014-12-31$3,479,632
Value of total assets at beginning of year2014-12-31$3,373,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,996
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$20,503
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$46,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,572
Administrative expenses professional fees incurred2014-12-31$22,360
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$116,954
Amount contributed by the employer to the plan for this plan year2014-12-31$116,954
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$10,293
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$307,203
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$8,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$8,108
Other income not declared elsewhere2014-12-31$9,674
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$106,621
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,479,632
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,373,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,636
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$488,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$15,237
Income. Interest from US Government securities2014-12-31$-5,221
Income. Interest from corporate debt instruments2014-12-31$10,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$250,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$66,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$66,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$240,094
Asset value of US Government securities at beginning of year2014-12-31$272,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$116,954
Employer contributions (assets) at end of year2014-12-31$116,954
Employer contributions (assets) at beginning of year2014-12-31$112,855
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$40,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$135,358
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$209,960
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$250,143
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$88,934
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$93,519
Contract administrator fees2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,065,971
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,262,717
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$5,277,275
Aggregate carrying amount (costs) on sale of assets2014-12-31$5,365,444
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PROTO & LOSKEY, LLC
Accountancy firm EIN2014-12-31204042890
2013 : L. C. WHITFORD CO., INC. PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$415,282
Total unrealized appreciation/depreciation of assets2013-12-31$415,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$684,041
Total loss/gain on sale of assets2013-12-31$87,925
Total of all expenses incurred2013-12-31$69,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$40,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$112,855
Value of total assets at end of year2013-12-31$3,373,011
Value of total assets at beginning of year2013-12-31$2,758,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,158
Total interest from all sources2013-12-31$22,129
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$38,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$20,472
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$112,855
Amount contributed by the employer to the plan for this plan year2013-12-31$112,855
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$307,203
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$181,103
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$8,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$8,332
Other income not declared elsewhere2013-12-31$7,850
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$614,950
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,373,011
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,758,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$7,686
Interest on participant loans2013-12-31$0
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$859
Income. Interest from US Government securities2013-12-31$8,998
Income. Interest from corporate debt instruments2013-12-31$12,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$66,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$53,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$53,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$21
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$272,104
Asset value of US Government securities at beginning of year2013-12-31$269,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$112,855
Employer contributions (assets) at end of year2013-12-31$112,855
Employer contributions (assets) at beginning of year2013-12-31$118,435
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$38,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$40,933
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$250,143
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$275,421
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$93,519
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$71,665
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,262,717
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,780,747
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$3,703,638
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,615,713
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PROTO & LOSKEY, LLC
Accountancy firm EIN2013-12-31204042890
2012 : L. C. WHITFORD CO., INC. PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$165,359
Total unrealized appreciation/depreciation of assets2012-12-31$165,359
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$794
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$425,303
Total loss/gain on sale of assets2012-12-31$71,266
Total of all expenses incurred2012-12-31$198,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$176,522
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$118,817
Value of total assets at end of year2012-12-31$2,758,061
Value of total assets at beginning of year2012-12-31$2,532,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,308
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$26,734
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$37,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$17,929
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$118,463
Amount contributed by the employer to the plan for this plan year2012-12-31$118,463
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$181,103
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$165,400
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$8,332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,311
Other income not declared elsewhere2012-12-31$5,269
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$226,473
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,758,061
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,531,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$4,379
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$2,455
Income. Interest from US Government securities2012-12-31$10,002
Income. Interest from corporate debt instruments2012-12-31$14,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$53,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$12
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$269,061
Asset value of US Government securities at beginning of year2012-12-31$204,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$118,817
Employer contributions (assets) at end of year2012-12-31$118,435
Employer contributions (assets) at beginning of year2012-12-31$113,902
Income. Dividends from common stock2012-12-31$37,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$176,522
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$275,421
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$271,110
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$71,665
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$105,470
Contract administrator fees2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,780,747
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,654,312
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$794
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$2,934,638
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,863,372
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PROTO & LOSKEY, LLC
Accountancy firm EIN2012-12-31204042890
2011 : L. C. WHITFORD CO., INC. PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$32,962
Total unrealized appreciation/depreciation of assets2011-12-31$32,962
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$794
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$226,778
Total loss/gain on sale of assets2011-12-31$14,356
Total of all expenses incurred2011-12-31$137,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$116,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$113,902
Value of total assets at end of year2011-12-31$2,532,382
Value of total assets at beginning of year2011-12-31$2,441,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,531
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$26,586
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$30,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$113,899
Amount contributed by the employer to the plan for this plan year2011-12-31$113,899
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$165,400
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$195,452
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,311
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$9,333
Other income not declared elsewhere2011-12-31$8,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$89,693
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,531,588
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,441,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$20,531
Interest on participant loans2011-12-31$0
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$3,304
Income. Interest from US Government securities2011-12-31$8,684
Income. Interest from corporate debt instruments2011-12-31$14,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$29,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$29,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Asset value of US Government securities at end of year2011-12-31$204,219
Asset value of US Government securities at beginning of year2011-12-31$199,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$113,902
Employer contributions (assets) at end of year2011-12-31$113,902
Employer contributions (assets) at beginning of year2011-12-31$127,526
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$30,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$116,554
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$271,110
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$209,248
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$105,470
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$62,727
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,654,312
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,608,941
Liabilities. Value of benefit claims payable at end of year2011-12-31$794
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,939,635
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,925,279
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PROTO & LOSKEY, LLC
Accountancy firm EIN2011-12-31204042890
2010 : L. C. WHITFORD CO., INC. PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$210,877
Total unrealized appreciation/depreciation of assets2010-12-31$210,877
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$18,157
Total income from all sources (including contributions)2010-12-31$344,066
Total loss/gain on sale of assets2010-12-31$-57,481
Total of all expenses incurred2010-12-31$89,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$70,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$127,526
Value of total assets at end of year2010-12-31$2,441,895
Value of total assets at beginning of year2010-12-31$2,205,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,883
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$28,048
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$28,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$141,864
Amount contributed by the employer to the plan for this plan year2010-12-31$141,864
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$195,452
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$128,275
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$9,333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$7,238
Other income not declared elsewhere2010-12-31$6,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$254,509
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,441,895
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,187,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$18,883
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$3,420
Income. Interest from US Government securities2010-12-31$10,192
Income. Interest from corporate debt instruments2010-12-31$14,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$29,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$61,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$61,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$25
Asset value of US Government securities at end of year2010-12-31$199,427
Asset value of US Government securities at beginning of year2010-12-31$272,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$127,526
Employer contributions (assets) at end of year2010-12-31$127,526
Employer contributions (assets) at beginning of year2010-12-31$131,759
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$28,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$70,674
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$209,248
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$160,162
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$62,727
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$74,639
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,608,941
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,369,082
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$18,157
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$2,062,614
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,120,095
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PROTO & LOSKEY, LLC
Accountancy firm EIN2010-12-31204042890
2009 : L. C. WHITFORD CO., INC. PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$138,699
Amount contributed by the employer to the plan for this plan year2009-12-31$138,699

Form 5500 Responses for L. C. WHITFORD CO., INC. PENSION PLAN

2018: L. C. WHITFORD CO., INC. PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: L. C. WHITFORD CO., INC. PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: L. C. WHITFORD CO., INC. PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: L. C. WHITFORD CO., INC. PENSION 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: L. C. WHITFORD CO., INC. PENSION 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: L. C. WHITFORD CO., INC. PENSION 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: L. C. WHITFORD CO., INC. PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: L. C. WHITFORD CO., INC. PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: L. C. WHITFORD CO., INC. PENSION 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: L. C. WHITFORD CO., INC. PENSION 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 – 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 number517133-000
Policy instance 1
Insurance contract or identification number517133-000
Number of Individuals Covered183
Insurance policy start date2017-03-29
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,853
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1853
Additional information about fees paid to insurance brokerREFERRAL
Insurance broker organization code?5
Insurance broker nameMARKLEY ACTUARIAL SERVICES, INC.

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