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R WYATT COMPANIES, LP 401k Plan overview

Plan NameR WYATT COMPANIES, LP
Plan identification number 002

R WYATT COMPANIES, LP 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

TRANSPORTATION SERVICES has sponsored the creation of one or more 401k plans.

Company Name:TRANSPORTATION SERVICES
Employer identification number (EIN):200924344
NAIC Classification:561110
NAIC Description:Office Administrative Services

Additional information about TRANSPORTATION SERVICES

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2011-03-01
Company Identification Number: 20111127111
Legal Registered Office Address: 3667 pleasant view dr

castle rock
United States of America (USA)
80108

More information about TRANSPORTATION SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R WYATT COMPANIES, LP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RYAN WYATT2024-10-15
0022021-01-01RYAN WYATT2022-06-29
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARGARET SPISER MARGARET SPISER2018-09-28
0022016-01-01MARGARET SPISER MARGARET SPISER2017-10-04
0022015-01-01MARGARET SPISER
0022014-01-01MARGARET SPISER2015-06-11
0022013-01-01MARGARET SPISER2014-07-23
0022012-01-01MARGARET SPISER2013-10-14
0022011-01-01MARGARET SPISER

Plan Statistics for R WYATT COMPANIES, LP

401k plan membership statisitcs for R WYATT COMPANIES, LP

Measure Date Value
2020: R WYATT COMPANIES, LP 2020 401k membership
Total participants, beginning-of-year2020-01-01117
Total number of active participants reported on line 7a of the Form 55002020-01-0144
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0159
Number of participants with account balances2020-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: R WYATT COMPANIES, LP 2019 401k membership
Total participants, beginning-of-year2019-01-01132
Total number of active participants reported on line 7a of the Form 55002019-01-0153
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0167
Total of all active and inactive participants2019-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01120
Number of participants with account balances2019-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: R WYATT COMPANIES, LP 2018 401k membership
Total participants, beginning-of-year2018-01-01148
Total number of active participants reported on line 7a of the Form 55002018-01-0167
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01133
Number of participants with account balances2018-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: R WYATT COMPANIES, LP 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-0182
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0161
Total of all active and inactive participants2017-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01143
Number of participants with account balances2017-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: R WYATT COMPANIES, LP 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-0188
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01142
Number of participants with account balances2016-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: R WYATT COMPANIES, LP 2015 401k membership
Total participants, beginning-of-year2015-01-01124
Total number of active participants reported on line 7a of the Form 55002015-01-0191
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01127
Number of participants with account balances2015-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2011: R WYATT COMPANIES, LP 2011 401k membership
Total participants, beginning-of-year2011-01-01103
Total number of active participants reported on line 7a of the Form 55002011-01-0161
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0190
Number of participants with account balances2011-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on R WYATT COMPANIES, LP

Measure Date Value
2020 : R WYATT COMPANIES, LP 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$823,570
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$785,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$774,588
Expenses. Certain deemed distributions of participant loans2020-12-31$207
Value of total corrective distributions2020-12-31$7,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$269,261
Value of total assets at end of year2020-12-31$3,173,752
Value of total assets at beginning of year2020-12-31$3,135,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,199
Total interest from all sources2020-12-31$1,815
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$203,333
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$203,333
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$318,000
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$269,261
Participant contributions at end of year2020-12-31$12,600
Participant contributions at beginning of year2020-12-31$37,363
Other income not declared elsewhere2020-12-31$4
Administrative expenses (other) incurred2020-12-31$3,199
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$38,436
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,173,752
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,135,316
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,151,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,051,167
Interest on participant loans2020-12-31$1,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$9,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$46,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$46,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$77
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$349,157
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$774,588
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ADKF, P.C.
Accountancy firm EIN2020-12-31742606559
2019 : R WYATT COMPANIES, LP 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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 income from all sources (including contributions)2019-12-31$861,673
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$352,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$343,460
Expenses. Certain deemed distributions of participant loans2019-12-31$2,718
Value of total corrective distributions2019-12-31$5,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$256,114
Value of total assets at end of year2019-12-31$3,135,316
Value of total assets at beginning of year2019-12-31$2,626,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$950
Total interest from all sources2019-12-31$5,065
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$183,337
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$183,337
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$263,000
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
Contributions received from participants2019-12-31$245,147
Participant contributions at end of year2019-12-31$37,363
Participant contributions at beginning of year2019-12-31$78,114
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,967
Administrative expenses (other) incurred2019-12-31$950
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$509,193
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,135,316
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,626,123
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 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$3,051,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,504,976
Interest on participant loans2019-12-31$4,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$46,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$43,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$43,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$417,157
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$343,460
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
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31AKIN, DOHERTY, KLEIN & FEUGE
Accountancy firm EIN2019-12-31742606559
2018 : R WYATT COMPANIES, LP 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
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$59,603
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$94,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$91,714
Expenses. Certain deemed distributions of participant loans2018-12-31$46
Value of total corrective distributions2018-12-31$2,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$297,138
Value of total assets at end of year2018-12-31$2,626,123
Value of total assets at beginning of year2018-12-31$2,661,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$705
Total interest from all sources2018-12-31$4,355
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$221,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$221,378
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$267,000
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$283,000
Participant contributions at end of year2018-12-31$78,114
Participant contributions at beginning of year2018-12-31$69,272
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,138
Administrative expenses (other) incurred2018-12-31$705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-35,241
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,626,123
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,661,364
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$2,504,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,552,221
Interest on participant loans2018-12-31$3,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$43,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$39,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$39,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-463,268
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$91,714
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31AKIN, DOHERTY, KLEIN & FEUGE
Accountancy firm EIN2018-12-31742606559
2017 : R WYATT COMPANIES, LP 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$629,108
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$130,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$120,405
Expenses. Certain deemed distributions of participant loans2017-12-31$43
Value of total corrective distributions2017-12-31$8,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$250,680
Value of total assets at end of year2017-12-31$2,661,364
Value of total assets at beginning of year2017-12-31$2,162,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$990
Total interest from all sources2017-12-31$3,886
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$140,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$140,468
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$217,000
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$250,680
Participant contributions at end of year2017-12-31$69,272
Participant contributions at beginning of year2017-12-31$72,981
Other income not declared elsewhere2017-12-31$67
Administrative expenses (other) incurred2017-12-31$990
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
Value of net income/loss2017-12-31$498,834
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,661,364
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,162,530
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$2,552,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,057,198
Interest on participant loans2017-12-31$3,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$39,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$32,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$32,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$234,007
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$120,405
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31AKIN, DOHERTY, KLEIN & FEUGE
Accountancy firm EIN2017-12-31742606559
2016 : R WYATT COMPANIES, LP 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$396,237
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$52,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$51,445
Expenses. Certain deemed distributions of participant loans2016-12-31$41
Value of total corrective distributions2016-12-31$208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$257,255
Value of total assets at end of year2016-12-31$2,162,530
Value of total assets at beginning of year2016-12-31$1,819,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,075
Total interest from all sources2016-12-31$2,994
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$81,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$81,968
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$182,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$257,255
Participant contributions at end of year2016-12-31$72,981
Participant contributions at beginning of year2016-12-31$61,409
Administrative expenses (other) incurred2016-12-31$1,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$343,468
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,162,530
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,819,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,057,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,729,706
Interest on participant loans2016-12-31$2,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$32,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$27,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$27,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$54,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$51,445
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31AKIN, DOHERTY, KLEIN & FEUGE
Accountancy firm EIN2016-12-31742606559
2015 : R WYATT COMPANIES, LP 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$196,240
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$247,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$243,027
Expenses. Certain deemed distributions of participant loans2015-12-31$39
Value of total corrective distributions2015-12-31$3,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$249,193
Value of total assets at end of year2015-12-31$1,819,062
Value of total assets at beginning of year2015-12-31$1,870,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,100
Total interest from all sources2015-12-31$4,361
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$93,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$93,041
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$188,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$246,327
Participant contributions at end of year2015-12-31$61,409
Participant contributions at beginning of year2015-12-31$111,810
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,866
Administrative expenses (other) incurred2015-12-31$1,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-51,096
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,819,062
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,870,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,729,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,723,353
Interest on participant loans2015-12-31$4,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$27,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$34,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$34,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-150,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$243,027
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31AKIN, DOHERTY, KLEIN & FEUGE
Accountancy firm EIN2015-12-31742606559
2011 : R WYATT COMPANIES, LP 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$396,876
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$142,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$101,581
Value of total corrective distributions2011-12-31$39,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$440,017
Value of total assets at end of year2011-12-31$954,634
Value of total assets at beginning of year2011-12-31$700,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,150
Total interest from all sources2011-12-31$2,811
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$13,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$13,835
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$71,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$296,362
Participant contributions at end of year2011-12-31$49,365
Participant contributions at beginning of year2011-12-31$65,459
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$143,655
Administrative expenses (other) incurred2011-12-31$2,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$254,127
Value of net assets at end of year (total assets less liabilities)2011-12-31$954,634
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$700,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$890,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$622,913
Interest on participant loans2011-12-31$2,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$14,783
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$12,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$12,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-59,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$101,581
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31AKIN, DOHERTY, KLEIN & FEUGE
Accountancy firm EIN2011-12-31742606559
2010 : R WYATT COMPANIES, LP 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$714,149
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$13,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$649,097
Value of total assets at end of year2010-12-31$700,507
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$925
Total interest from all sources2010-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$11,307
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$304,332
Participant contributions at end of year2010-12-31$65,459
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$344,765
Administrative expenses (other) incurred2010-12-31$925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$700,507
Value of net assets at end of year (total assets less liabilities)2010-12-31$700,507
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$622,913
Interest on participant loans2010-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$12,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$53,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,717
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31AKIN, DOHERTY, KLEIN & FEUGE
Accountancy firm EIN2010-12-31742606559

Form 5500 Responses for R WYATT COMPANIES, LP

2020: R WYATT COMPANIES, LP 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: R WYATT COMPANIES, LP 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: R WYATT COMPANIES, LP 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: R WYATT COMPANIES, LP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: R WYATT COMPANIES, LP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: R WYATT COMPANIES, LP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2011: R WYATT COMPANIES, LP 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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