Logo

WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameWORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • 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.
  • Life insurance

401k Sponsoring company profile

WORMUTH DAIRY & REFRIGERATION, LLC has sponsored the creation of one or more 401k plans.

Company Name:WORMUTH DAIRY & REFRIGERATION, LLC
Employer identification number (EIN):161528005
NAIC Classification:333100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID WORMUTH2024-05-30
0012022-01-01EDWARD ROJAS2023-04-12
0012021-01-01EDWARD ROJAS2022-05-10
0012020-01-01EDWARD ROJAS2021-07-01
0012019-01-01EDWARD ROJAS2020-06-30
0012019-01-01DAVID WORMUTH2020-07-29
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01
0012013-01-01SANDRA RAPSON
0012012-01-01SANDRA RAPSON
0012011-01-01SANDRA RAPSON
0012010-01-01CAROL ROGERS
0012009-01-01CAROL ROGERS

Plan Statistics for WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-2516
Total number of particpants at end of year2025-06-2518
Number of Participants With Account Balances2025-06-2518
2024: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-3013
Total number of particpants at end of year2024-05-3015
Number of Participants With Account Balances2024-05-3015
2022: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-1010
Total number of particpants at end of year2022-05-109
Number of Participants With Account Balances2022-05-109
2019: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0110
Total number of active participants reported on line 7a of the Form 55002019-01-0110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0112
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0112
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0115
Number of participants with account balances2014-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-019
Number of participants with account balances2010-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-250
Total liabilities as of the end of the plan year2025-06-250
Total liabilities as of the beginning of the plan year2025-06-250
Total expenses incurred by plan in this plan year2025-06-256550
Net assets as of the end of the plan year2025-06-25249302
Total assets as of the beginning of the plan year2025-06-25196718
Participant contributions to plan in this plan year2025-06-2530337
Value of participant loans at end of plan year2025-06-251266
Other expenses paid from plan in this plan year2025-06-250
Other contributions to plan in this plan year2025-06-250
Other income to plan in this plan year2025-06-2513743
Plan net income in this plan year2025-06-2552584
Net assets as of the end of the plan year2025-06-25249302
Net assets as of the beginning of the plan year2025-06-25196718
Employer contributions to plan in this plan year2025-06-2515054
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-253942
2024 : WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-300
Total liabilities as of the end of the plan year2024-05-300
Total liabilities as of the beginning of the plan year2024-05-300
Total expenses incurred by plan in this plan year2024-05-302857
Net assets as of the end of the plan year2024-05-30196718
Total assets as of the beginning of the plan year2024-05-30150175
Participant contributions to plan in this plan year2024-05-3023518
Other expenses paid from plan in this plan year2024-05-300
Other contributions to plan in this plan year2024-05-300
Other income to plan in this plan year2024-05-3014745
Plan net income in this plan year2024-05-3046543
Net assets as of the end of the plan year2024-05-30196718
Net assets as of the beginning of the plan year2024-05-30150175
Employer contributions to plan in this plan year2024-05-3011137
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-302857
2022 : WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-100
Total liabilities as of the end of the plan year2022-05-100
Total liabilities as of the beginning of the plan year2022-05-100
Total expenses incurred by plan in this plan year2022-05-1026913
Net assets as of the end of the plan year2022-05-10134170
Total assets as of the beginning of the plan year2022-05-10116862
Participant contributions to plan in this plan year2022-05-1022108
Value of participant loans at end of plan year2022-05-10782
Other expenses paid from plan in this plan year2022-05-100
Other contributions to plan in this plan year2022-05-100
Other income to plan in this plan year2022-05-1010323
Plan net income in this plan year2022-05-1017308
Net assets as of the end of the plan year2022-05-10134170
Net assets as of the beginning of the plan year2022-05-10116862
Employer contributions to plan in this plan year2022-05-1011790
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-102079
2019 : WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,931
Expenses. Total of all expenses incurred2019-12-31$866
Benefits paid (including direct rollovers)2019-12-31$866
Total plan assets at end of year2019-12-31$102,295
Total plan assets at beginning of year2019-12-31$100,230
Value of fidelity bond covering the plan2019-12-31$10,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$2,931
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,065
Net plan assets at end of year (total assets less liabilities)2019-12-31$102,295
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$100,230
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$8,959
Expenses. Total of all expenses incurred2018-12-31$877
Benefits paid (including direct rollovers)2018-12-31$877
Total plan assets at end of year2018-12-31$100,230
Total plan assets at beginning of year2018-12-31$92,148
Value of fidelity bond covering the plan2018-12-31$10,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$869
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$8,082
Net plan assets at end of year (total assets less liabilities)2018-12-31$100,230
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$92,148
Total contributions received or receivable from employer(s)2018-12-31$8,090
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$9,488
Expenses. Total of all expenses incurred2017-12-31$14,426
Benefits paid (including direct rollovers)2017-12-31$14,113
Total plan assets at end of year2017-12-31$92,148
Total plan assets at beginning of year2017-12-31$97,086
Value of fidelity bond covering the plan2017-12-31$10,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$313
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$642
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-4,938
Net plan assets at end of year (total assets less liabilities)2017-12-31$92,148
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$97,086
Total contributions received or receivable from employer(s)2017-12-31$8,846
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$9,728
Expenses. Total of all expenses incurred2016-12-31$1,263
Benefits paid (including direct rollovers)2016-12-31$950
Total plan assets at end of year2016-12-31$97,086
Total plan assets at beginning of year2016-12-31$88,621
Value of fidelity bond covering the plan2016-12-31$10,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$313
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$381
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$8,465
Net plan assets at end of year (total assets less liabilities)2016-12-31$97,086
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$88,621
Total contributions received or receivable from employer(s)2016-12-31$9,347
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$9,053
Expenses. Total of all expenses incurred2015-12-31$7,353
Benefits paid (including direct rollovers)2015-12-31$7,040
Total plan assets at end of year2015-12-31$88,621
Total plan assets at beginning of year2015-12-31$86,921
Value of fidelity bond covering the plan2015-12-31$10,000
Assets. Value of tangible personal property2015-12-31$0
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$124
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$1,700
Net plan assets at end of year (total assets less liabilities)2015-12-31$88,621
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$86,921
Assets. Value of participant loans2015-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-31$0
Assets. Value of assets in partnership/joint-venture interests2015-12-31$0
Assets. Value of real-estate (other than employer real property)2015-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Assets. Value of employer securities2015-12-31$0
Assets. Value of employer real property2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$8,929
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$313
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$10,140
Expenses. Total of all expenses incurred2014-12-31$7,860
Benefits paid (including direct rollovers)2014-12-31$7,547
Total plan assets at end of year2014-12-31$86,921
Total plan assets at beginning of year2014-12-31$84,641
Value of fidelity bond covering the plan2014-12-31$10,000
Assets. Value of tangible personal property2014-12-31$0
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$313
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$831
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$2,280
Net plan assets at end of year (total assets less liabilities)2014-12-31$86,921
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$84,641
Assets. Value of participant loans2014-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Assets. Value of assets in partnership/joint-venture interests2014-12-31$0
Assets. Value of real-estate (other than employer real property)2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Assets. Value of employer securities2014-12-31$0
Assets. Value of employer real property2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$9,309
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$6,338
Expenses. Total of all expenses incurred2013-12-31$15,125
Benefits paid (including direct rollovers)2013-12-31$14,812
Total plan assets at end of year2013-12-31$84,641
Total plan assets at beginning of year2013-12-31$93,428
Value of fidelity bond covering the plan2013-12-31$10,000
Assets. Value of tangible personal property2013-12-31$0
Total contributions received or receivable from participants2013-12-31$0
Assets. Value of loans (other than to participants)2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$313
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-1,002
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-8,787
Net plan assets at end of year (total assets less liabilities)2013-12-31$84,641
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$93,428
Assets. Value of participant loans2013-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Assets. Value of assets in partnership/joint-venture interests2013-12-31$0
Assets. Value of real-estate (other than employer real property)2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Assets. Value of employer securities2013-12-31$0
Assets. Value of employer real property2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$7,340
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$9,319
Expenses. Total of all expenses incurred2012-12-31$1,277
Benefits paid (including direct rollovers)2012-12-31$964
Total plan assets at end of year2012-12-31$93,428
Total plan assets at beginning of year2012-12-31$85,386
Value of fidelity bond covering the plan2012-12-31$10,000
Assets. Value of tangible personal property2012-12-31$0
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$313
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$2,504
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$8,042
Net plan assets at end of year (total assets less liabilities)2012-12-31$93,428
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$85,386
Assets. Value of participant loans2012-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Assets. Value of assets in partnership/joint-venture interests2012-12-31$0
Assets. Value of real-estate (other than employer real property)2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Assets. Value of employer securities2012-12-31$0
Assets. Value of employer real property2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$6,815
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$7,525
Expenses. Total of all expenses incurred2011-12-31$1,269
Benefits paid (including direct rollovers)2011-12-31$956
Total plan assets at end of year2011-12-31$85,386
Total plan assets at beginning of year2011-12-31$79,131
Value of fidelity bond covering the plan2011-12-31$10,000
Assets. Value of tangible personal property2011-12-31$0
Total contributions received or receivable from participants2011-12-31$0
Assets. Value of loans (other than to participants)2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$313
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,493
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$6,256
Net plan assets at end of year (total assets less liabilities)2011-12-31$85,386
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$79,131
Assets. Value of participant loans2011-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Assets. Value of assets in partnership/joint-venture interests2011-12-31$0
Assets. Value of real-estate (other than employer real property)2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$0
Assets. Value of employer securities2011-12-31$0
Assets. Value of employer real property2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$6,032
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$5,114
Expenses. Total of all expenses incurred2010-12-31$313
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$80,124
Total plan assets at beginning of year2010-12-31$75,323
Value of fidelity bond covering the plan2010-12-31$10,000
Assets. Value of tangible personal property2010-12-31$0
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$313
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-1,992
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$4,801
Net plan assets at end of year (total assets less liabilities)2010-12-31$80,124
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$75,323
Assets. Value of participant loans2010-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Assets. Value of assets in partnership/joint-venture interests2010-12-31$0
Assets. Value of real-estate (other than employer real property)2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Assets. Value of employer securities2010-12-31$0
Assets. Value of employer real property2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$7,106
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2009 : WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$-5,415
Minimum employer required contribution for this plan year2009-12-31$982
Amount contributed by the employer to the plan for this plan year2009-12-31$6,397

Form 5500 Responses for WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST

2019: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 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
2017: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 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 filingYes
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WORMUTH DAIRY & REFRIGERATION 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberIND. POLICIES
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberIND. POLICIES
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberIND. POLICIES
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberIND. POLICIES
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberIND. POLICIES
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberIND. POLICIES
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberIND. POLICIES
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberIND. POLICIES
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup