401k Plan data: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN plan

MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 401k Plan overview

Plan Name	MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN
Plan identification number	001

MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN Benefits

401k Plan Type

Defined 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).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.

401k Sponsoring company profile

MUTZEL WESNER & SILVESTRO, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name: MUTZEL WESNER & SILVESTRO, L.L.P.

Employer identification number (EIN): 232896727

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 JOSEPH SILVESTRO JOSEPH SILVESTRO 2013-07-11
001 2011-01-01 JOSEPH SILVESTRO JOSEPH SILVESTRO 2012-10-05
001 2010-01-01 JOSEPH SILVESTRO JOSEPH SILVESTRO 2011-07-15
001 2009-01-01 FRANK J.WESNER JR. FRANK J.WESNER JR. 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	JOSEPH SILVESTRO	JOSEPH SILVESTRO	2013-07-11
001	2011-01-01	JOSEPH SILVESTRO	JOSEPH SILVESTRO	2012-10-05
001	2010-01-01	JOSEPH SILVESTRO	JOSEPH SILVESTRO	2011-07-15
001	2009-01-01	FRANK J.WESNER JR.	FRANK J.WESNER JR.	2010-10-07

Plan Statistics for MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN

401k plan membership statisitcs for MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN

Measure Date Value
2014: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN

Measure	Date	Value
2014 : MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$402,707
Expenses. Total of all expenses incurred	2014-12-31	$5,896
Benefits paid (including direct rollovers)	2014-12-31	$469
Total plan assets at end of year	2014-12-31	$2,574,284
Total plan assets at beginning of year	2014-12-31	$2,177,473
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$1,490
Expenses. Other expenses not covered elsewhere	2014-12-31	$25
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$401,217
Net income (gross income less expenses)	2014-12-31	$396,811
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,574,284
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,177,473
Assets. Value of participant loans	2014-12-31	$27,562
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,402
2013 : MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$317,167
Expenses. Total of all expenses incurred	2013-12-31	$47,666
Benefits paid (including direct rollovers)	2013-12-31	$46,784
Total plan assets at end of year	2013-12-31	$2,177,473
Total plan assets at beginning of year	2013-12-31	$1,907,972
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$2,731
Expenses. Other expenses not covered elsewhere	2013-12-31	$882
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$314,436
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$269,501
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,177,473
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,907,972
Assets. Value of participant loans	2013-12-31	$35,118
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$239,599
Expenses. Total of all expenses incurred	2012-12-31	$1,992
Benefits paid (including direct rollovers)	2012-12-31	$759
Total plan assets at end of year	2012-12-31	$1,907,972
Total plan assets at beginning of year	2012-12-31	$1,670,365
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$2,317
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,233
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$237,282
Net income (gross income less expenses)	2012-12-31	$237,607
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,907,972
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,670,365
Assets. Value of participant loans	2012-12-31	$5,539
Total contributions received or receivable from employer(s)	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-3,526
Expenses. Total of all expenses incurred	2011-12-31	$40
Benefits paid (including direct rollovers)	2011-12-31	$40
Total plan assets at end of year	2011-12-31	$1,670,365
Total plan assets at beginning of year	2011-12-31	$1,673,931
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$2,446
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-5,972
Net income (gross income less expenses)	2011-12-31	$-3,566
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,670,365
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,673,931
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$321,790
Expenses. Total of all expenses incurred	2010-12-31	$1,032,233
Benefits paid (including direct rollovers)	2010-12-31	$1,028,395
Total plan assets at end of year	2010-12-31	$1,673,931
Total plan assets at beginning of year	2010-12-31	$2,384,374
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$3,085
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$318,705
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-710,443
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,673,931
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,384,374
Assets. Value of participant loans	2010-12-31	$2,340
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,838

Form 5500 Responses for MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN

2014: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MUTZEL WESNER & SILVESTRO, L.L.P. SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MUTZEL WESNER & SILVESTRO, L.L.P.
Employer identification number (EIN):	232896727
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers