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L. C. WHITFORD CO., INC. 401(K) PLAN 401k Plan overview

Plan NameL. C. WHITFORD CO., INC. 401(K) PLAN
Plan identification number 004

L. C. WHITFORD CO., INC. 401(K) 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01L. BRADLEY WHITFORD
0042016-01-01L. BRADLEY WHITFORD2017-06-28
0042015-01-01L. BRADLEY WHITFORD2016-02-22
0042014-01-01L. BRADLEY WHITFORD2015-05-11
0042013-01-01L. BRADLEY WHITFORD2014-04-01
0042012-01-01L. BRADLEY WHITFORD2013-06-12
0042011-01-01L. BRADLEY WHITFORD2012-07-02
0042010-01-01L. BRADLEY WHITFORD2011-04-26

Plan Statistics for L. C. WHITFORD CO., INC. 401(K) PLAN

401k plan membership statisitcs for L. C. WHITFORD CO., INC. 401(K) PLAN

Measure Date Value
2022: L. C. WHITFORD CO., INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01199
Total number of active participants reported on line 7a of the Form 55002022-01-01142
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01201
Number of participants with account balances2022-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: L. C. WHITFORD CO., INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01195
Total number of active participants reported on line 7a of the Form 55002021-01-01142
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01198
Number of participants with account balances2021-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: L. C. WHITFORD CO., INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01193
Total number of active participants reported on line 7a of the Form 55002020-01-01123
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01194
Number of participants with account balances2020-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: L. C. WHITFORD CO., INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01194
Total number of active participants reported on line 7a of the Form 55002019-01-0197
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0185
Total of all active and inactive participants2019-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01189
Number of participants with account balances2019-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: L. C. WHITFORD CO., INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01168
Total number of active participants reported on line 7a of the Form 55002018-01-01103
Number of retired or separated participants receiving benefits2018-01-0183
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01186
Number of participants with account balances2018-01-01177
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. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01174
Total number of active participants reported on line 7a of the Form 55002017-01-0193
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01167
Number of participants with account balances2017-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132

Financial Data on L. C. WHITFORD CO., INC. 401(K) PLAN

Measure Date Value
2022 : L. C. WHITFORD CO., INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-989,247
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$815,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$762,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$711,668
Value of total assets at end of year2022-12-31$10,031,880
Value of total assets at beginning of year2022-12-31$11,836,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,345
Total interest from all sources2022-12-31$305
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$388,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$388,780
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$406,133
Participant contributions at end of year2022-12-31$18,910
Participant contributions at beginning of year2022-12-31$6,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,804,799
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,031,880
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,836,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$20,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,943,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,775,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$54,055
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$49,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$49,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,090,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$305,535
Employer contributions (assets) at end of year2022-12-31$15,134
Employer contributions (assets) at beginning of year2022-12-31$4,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$762,207
Contract administrator fees2022-12-31$33,291
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PROTO & LOSKEY, LLC
Accountancy firm EIN2022-12-31204042890
2021 : L. C. WHITFORD CO., INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,295,458
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,066,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$990,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$723,850
Value of total assets at end of year2021-12-31$11,836,679
Value of total assets at beginning of year2021-12-31$10,607,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,615
Total interest from all sources2021-12-31$42
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$672,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$672,543
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$400,932
Participant contributions at end of year2021-12-31$6,046
Participant contributions at beginning of year2021-12-31$4,976
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,228,903
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,836,679
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,607,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$41,707
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,775,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,558,456
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$49,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$40,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$40,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$42
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$899,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$322,918
Employer contributions (assets) at end of year2021-12-31$4,808
Employer contributions (assets) at beginning of year2021-12-31$4,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$990,940
Contract administrator fees2021-12-31$33,908
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PROTO & LOSKEY, LLC
Accountancy firm EIN2021-12-31204042890
2020 : L. C. WHITFORD CO., INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,918,149
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,104,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,034,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$948,340
Value of total assets at end of year2020-12-31$10,607,776
Value of total assets at beginning of year2020-12-31$9,793,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,244
Total interest from all sources2020-12-31$2,425
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$265,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$265,069
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$422,075
Participant contributions at end of year2020-12-31$4,976
Participant contributions at beginning of year2020-12-31$12,084
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$201,928
Administrative expenses (other) incurred2020-12-31$568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$813,992
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,607,776
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,793,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$38,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,558,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,771,008
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$40,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$702,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$324,337
Employer contributions (assets) at end of year2020-12-31$4,294
Employer contributions (assets) at beginning of year2020-12-31$10,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,034,913
Contract administrator fees2020-12-31$29,988
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PROTO & LOSKEY, LLC
Accountancy firm EIN2020-12-31204042890
2019 : L. C. WHITFORD CO., INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,252,124
Total income from all sources (including contributions)2019-12-31$2,252,124
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$658,709
Total of all expenses incurred2019-12-31$658,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$597,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$597,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$764,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$764,658
Value of total assets at end of year2019-12-31$9,793,784
Value of total assets at end of year2019-12-31$9,793,784
Value of total assets at beginning of year2019-12-31$8,200,369
Value of total assets at beginning of year2019-12-31$8,200,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,067
Total interest from all sources2019-12-31$8,697
Total interest from all sources2019-12-31$8,697
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$293,125
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$293,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$293,125
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$293,125
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$438,046
Contributions received from participants2019-12-31$438,046
Participant contributions at end of year2019-12-31$12,084
Participant contributions at end of year2019-12-31$12,084
Participant contributions at beginning of year2019-12-31$11,927
Participant contributions at beginning of year2019-12-31$11,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,593,415
Value of net income/loss2019-12-31$1,593,415
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,793,784
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,200,369
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,200,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,771,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,771,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,178,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,178,024
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,185,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,185,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$326,612
Contributions received in cash from employer2019-12-31$326,612
Employer contributions (assets) at end of year2019-12-31$10,692
Employer contributions (assets) at end of year2019-12-31$10,692
Employer contributions (assets) at beginning of year2019-12-31$10,418
Employer contributions (assets) at beginning of year2019-12-31$10,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$597,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$597,642
Contract administrator fees2019-12-31$61,067
Contract administrator fees2019-12-31$61,067
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PROTO & LOSKEY, LLC
Accountancy firm name2019-12-31PROTO & LOSKEY, LLC
Accountancy firm EIN2019-12-31204042890
Accountancy firm EIN2019-12-31204042890
2018 : L. C. WHITFORD CO., INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$3,870,547
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$37,162
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$341,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$291,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$698,871
Value of total assets at end of year2018-12-31$8,200,369
Value of total assets at beginning of year2018-12-31$4,634,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,907
Total interest from all sources2018-12-31$3,392
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$270,617
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$270,617
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$417,631
Participant contributions at end of year2018-12-31$11,927
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,065
Administrative expenses (other) incurred2018-12-31$4,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-304,373
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,200,369
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,634,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,178,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$398,768
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,235,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-889,206
Net investment gain/loss from pooled separate accounts2018-12-31$-46,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$276,175
Employer contributions (assets) at end of year2018-12-31$10,418
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$291,628
Contract administrator fees2018-12-31$45,866
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PROTO & LOSKEY, LLC
Accountancy firm EIN2018-12-31204042890
2017 : L. C. WHITFORD CO., INC. 401(K) 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$1,156,871
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$180,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$155,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$541,592
Value of total assets at end of year2017-12-31$4,634,195
Value of total assets at beginning of year2017-12-31$3,658,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,009
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$406,489
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Administrative expenses (other) incurred2017-12-31$3,269
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$976,025
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,634,195
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,658,170
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$398,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,658,170
Value of interest in pooled separate accounts at end of year2017-12-31$4,235,255
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$615,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$135,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$155,837
Contract administrator fees2017-12-31$21,740
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

Form 5500 Responses for L. C. WHITFORD CO., INC. 401(K) PLAN

2022: L. C. WHITFORD CO., INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: L. C. WHITFORD CO., INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: L. C. WHITFORD CO., INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: L. C. WHITFORD CO., INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: L. C. WHITFORD CO., INC. 401(K) 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 filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: L. C. WHITFORD CO., INC. 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342264-000
Policy instance 1
Insurance contract or identification number342264-000
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-04-03
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 fees0
Additional information about fees paid to insurance brokerOTHER
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342264-000
Policy instance 1
Insurance contract or identification number342264-000
Number of Individuals Covered103
Insurance policy start date2018-01-01
Insurance policy end date2018-04-03
Total amount of commissions paid to insurance brokerUSD $7,570
Total amount of fees paid to insurance companyUSD $1,416
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 $3,785
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerOTHER
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342264-000
Policy instance 1
Insurance contract or identification number342264-000
Number of Individuals Covered167
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $26,824
Total amount of fees paid to insurance companyUSD $4,976
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 $13,412
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerOTHER
Insurance broker organization code?3
Insurance broker nameMARKLEY ACTUARIAL SERVICES, INC.

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