WEIFIELD GROUP HOLDINGS, LLC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WEIFIELD GROUP 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : WEIFIELD GROUP 401(K) RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $4,891,267 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $1,496,515 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,401,384 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,676,848 |
| Value of total assets at end of year | 2023-12-31 | $15,678,967 |
| Value of total assets at beginning of year | 2023-12-31 | $12,284,215 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $95,131 |
| Total interest from all sources | 2023-12-31 | $22,131 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,590,620 |
| Participant contributions at end of year | 2023-12-31 | $359,477 |
| Participant contributions at beginning of year | 2023-12-31 | $283,540 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $295,802 |
| Other income not declared elsewhere | 2023-12-31 | $6,731 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $3,394,752 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $15,678,967 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $12,284,215 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $14,665,381 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $11,502,623 |
| Interest on participant loans | 2023-12-31 | $22,131 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $654,109 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $498,052 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $2,185,557 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $790,426 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,401,384 |
| Contract administrator fees | 2023-12-31 | $95,131 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2023-12-31 | 390758449 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $4,891,267 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $1,496,515 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,401,384 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $2,676,848 |
| Value of total assets at end of year | 2023-01-01 | $15,678,967 |
| Value of total assets at beginning of year | 2023-01-01 | $12,284,215 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $95,131 |
| Total interest from all sources | 2023-01-01 | $22,131 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,590,620 |
| Participant contributions at end of year | 2023-01-01 | $359,477 |
| Participant contributions at beginning of year | 2023-01-01 | $283,540 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $295,802 |
| Other income not declared elsewhere | 2023-01-01 | $6,731 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $3,394,752 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $15,678,967 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $12,284,215 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $14,665,381 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $11,502,623 |
| Interest on participant loans | 2023-01-01 | $22,131 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $654,109 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $498,052 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $2,185,557 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $790,426 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,401,384 |
| Contract administrator fees | 2023-01-01 | $95,131 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | WIPFLI LLP |
| Accountancy firm EIN | 2023-01-01 | 390758449 |
| 2022 : WEIFIELD GROUP 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $986,711 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $177,164 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $2,150,905 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,071,192 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,319,410 |
| Value of total assets at end of year | 2022-12-31 | $12,284,215 |
| Value of total assets at beginning of year | 2022-12-31 | $13,271,245 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $79,713 |
| Total interest from all sources | 2022-12-31 | $14,853 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,488,327 |
| Participant contributions at end of year | 2022-12-31 | $283,540 |
| Participant contributions at beginning of year | 2022-12-31 | $217,720 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $97,225 |
| Other income not declared elsewhere | 2022-12-31 | $3,807 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,973,741 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,284,215 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,271,245 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $11,502,623 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $12,712,468 |
| Interest on participant loans | 2022-12-31 | $14,853 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $498,052 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $341,057 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,160,906 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $733,858 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,071,192 |
| Contract administrator fees | 2022-12-31 | $79,713 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2022-12-31 | 390758449 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $986,711 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $177,164 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $2,150,905 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $2,071,192 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $2,319,410 |
| Value of total assets at end of year | 2022-01-01 | $12,284,215 |
| Value of total assets at beginning of year | 2022-01-01 | $13,271,245 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $79,713 |
| Total interest from all sources | 2022-01-01 | $14,853 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,488,327 |
| Participant contributions at end of year | 2022-01-01 | $283,540 |
| Participant contributions at beginning of year | 2022-01-01 | $217,720 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $97,225 |
| Other income not declared elsewhere | 2022-01-01 | $3,807 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,973,741 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $12,284,215 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $13,271,245 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $11,502,623 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $12,712,468 |
| Interest on participant loans | 2022-01-01 | $14,853 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $498,052 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $341,057 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-2,160,906 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $733,858 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $2,071,192 |
| Contract administrator fees | 2022-01-01 | $79,713 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WIPFLI LLP |
| Accountancy firm EIN | 2022-01-01 | 390758449 |
| 2021 : WEIFIELD GROUP 401(K) RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $4,275,196 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,211,743 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,155,487 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,535,773 |
| Value of total assets at end of year | 2021-12-31 | $13,271,245 |
| Value of total assets at beginning of year | 2021-12-31 | $10,207,792 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $56,256 |
| Total interest from all sources | 2021-12-31 | $9,042 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,312,293 |
| Participant contributions at end of year | 2021-12-31 | $217,720 |
| Participant contributions at beginning of year | 2021-12-31 | $122,400 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $602,379 |
| Other income not declared elsewhere | 2021-12-31 | $1,811 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $3,063,453 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,271,245 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,207,792 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $12,712,468 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $9,965,045 |
| Interest on participant loans | 2021-12-31 | $9,042 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $341,057 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $120,347 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,728,570 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $621,101 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,155,487 |
| Contract administrator fees | 2021-12-31 | $56,256 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2021-12-31 | 390758449 |
| 2020 : WEIFIELD GROUP 401(K) RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $3,266,614 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $717,411 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $668,371 |
| Value of total corrective distributions | 2020-12-31 | $936 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,015,051 |
| Value of total assets at end of year | 2020-12-31 | $10,207,792 |
| Value of total assets at beginning of year | 2020-12-31 | $7,658,589 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $48,104 |
| Total interest from all sources | 2020-12-31 | $8,430 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,247,868 |
| Participant contributions at end of year | 2020-12-31 | $122,400 |
| Participant contributions at beginning of year | 2020-12-31 | $129,442 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $154,223 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $2,549,203 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,207,792 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,658,589 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $9,965,045 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $7,529,147 |
| Interest on participant loans | 2020-12-31 | $8,430 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $120,347 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,243,133 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $612,960 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $668,371 |
| Contract administrator fees | 2020-12-31 | $48,104 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2020-12-31 | 390758449 |
| 2019 : WEIFIELD GROUP 401(K) RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $2,808,815 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $168,689 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $144,051 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,569,390 |
| Value of total assets at end of year | 2019-12-31 | $7,658,589 |
| Value of total assets at beginning of year | 2019-12-31 | $5,018,463 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $24,638 |
| Total interest from all sources | 2019-12-31 | $6,140 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $936,311 |
| Participant contributions at end of year | 2019-12-31 | $129,442 |
| Participant contributions at beginning of year | 2019-12-31 | $105,811 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $156,103 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $2,640,126 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,658,589 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,018,463 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $7,529,147 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $4,912,652 |
| Interest on participant loans | 2019-12-31 | $6,140 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,233,285 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $476,976 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $144,051 |
| Contract administrator fees | 2019-12-31 | $24,638 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | HUGHES & COMPANY, LLC. |
| Accountancy firm EIN | 2019-12-31 | 813880933 |
