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WEBPT, INC. 401(K) PLAN 401k Plan overview

Plan NameWEBPT, INC. 401(K) PLAN
Plan identification number 001

WEBPT, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:WEBPT
Employer identification number (EIN):273282959
NAIC Classification:511210
NAIC Description:Software Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEBPT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PHIL TISUE
0012016-01-01PHIL TISUE
0012015-01-01PHIL TISUE
0012014-01-01PHIL TISUE
0012014-01-01PHIL TISUE
0012013-02-01PHIL TISUE

Plan Statistics for WEBPT, INC. 401(K) PLAN

401k plan membership statisitcs for WEBPT, INC. 401(K) PLAN

Measure Date Value
2022: WEBPT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01772
Total number of active participants reported on line 7a of the Form 55002022-01-01706
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01170
Total of all active and inactive participants2022-01-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01877
Number of participants with account balances2022-01-01861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01130
2021: WEBPT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01769
Total number of active participants reported on line 7a of the Form 55002021-01-01612
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01137
Total of all active and inactive participants2021-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01749
Number of participants with account balances2021-01-01726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0178
2020: WEBPT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01705
Total number of active participants reported on line 7a of the Form 55002020-01-01598
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01157
Total of all active and inactive participants2020-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01755
Number of participants with account balances2020-01-01709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0143
2019: WEBPT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01588
Total number of active participants reported on line 7a of the Form 55002019-01-01489
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01191
Total of all active and inactive participants2019-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01680
Number of participants with account balances2019-01-01629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0132
2018: WEBPT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01452
Total number of active participants reported on line 7a of the Form 55002018-01-01467
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01102
Total of all active and inactive participants2018-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01572
Number of participants with account balances2018-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0136
2017: WEBPT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01339
Total number of active participants reported on line 7a of the Form 55002017-01-01257
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01336
Number of participants with account balances2017-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0148
2016: WEBPT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01266
Total number of active participants reported on line 7a of the Form 55002016-01-01340
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01370
Number of participants with account balances2016-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WEBPT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01223
Total number of active participants reported on line 7a of the Form 55002015-01-01219
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01256
Number of participants with account balances2015-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WEBPT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01174
Total number of active participants reported on line 7a of the Form 55002014-01-01197
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01223
Number of participants with account balances2014-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WEBPT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-010
Total number of active participants reported on line 7a of the Form 55002013-02-01162
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-0112
Total of all active and inactive participants2013-02-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-01174
Number of participants with account balances2013-02-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-010

Financial Data on WEBPT, INC. 401(K) PLAN

Measure Date Value
2022 : WEBPT, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$3,047,225
Total of all expenses incurred2022-12-31$3,157,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,028,777
Value of total corrective distributions2022-12-31$24,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,268,413
Value of total assets at end of year2022-12-31$18,397,791
Value of total assets at beginning of year2022-12-31$18,508,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$104,846
Total interest from all sources2022-12-31$17,117
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$366,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$366,703
Was this plan covered by a fidelity bond2022-12-31No
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,803,428
Participant contributions at end of year2022-12-31$411,999
Participant contributions at beginning of year2022-12-31$246,671
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,073,445
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$463
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$82
Administrative expenses (other) incurred2022-12-31$72,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-110,418
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,397,791
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,508,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$32,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,621,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,063,284
Interest on participant loans2022-12-31$13,477
Interest earned on other investments2022-12-31$3,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$364,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$198,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,605,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,391,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,028,777
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : WEBPT, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,015,540
Total of all expenses incurred2021-12-31$3,252,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,143,438
Value of total corrective distributions2021-12-31$10,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,705,623
Value of total assets at end of year2021-12-31$18,508,209
Value of total assets at beginning of year2021-12-31$15,745,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$98,718
Total interest from all sources2021-12-31$17,395
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$310,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$310,551
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,798,077
Participant contributions at end of year2021-12-31$246,671
Participant contributions at beginning of year2021-12-31$224,932
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$167,189
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$82
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$275
Administrative expenses (other) incurred2021-12-31$64,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,763,176
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,508,209
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,745,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$34,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,063,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,838,131
Interest on participant loans2021-12-31$10,055
Interest earned on other investments2021-12-31$7,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$198,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$681,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,981,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$740,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,143,438
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : WEBPT, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,212,591
Total of all expenses incurred2020-12-31$1,339,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,263,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,061,534
Value of total assets at end of year2020-12-31$15,745,033
Value of total assets at beginning of year2020-12-31$11,872,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,716
Total interest from all sources2020-12-31$17,405
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$249,434
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$249,434
Was this plan covered by a fidelity bond2020-12-31No
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$2,549,516
Participant contributions at end of year2020-12-31$224,932
Participant contributions at beginning of year2020-12-31$161,869
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$274,575
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$275
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,462
Administrative expenses (other) incurred2020-12-31$50,321
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$3,873,016
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,745,033
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,872,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,838,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,117,317
Interest on participant loans2020-12-31$8,554
Interest earned on other investments2020-12-31$8,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$681,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$591,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,884,218
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$237,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,263,859
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : WEBPT, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,342,361
Total income from all sources (including contributions)2019-12-31$5,342,361
Total of all expenses incurred2019-12-31$727,913
Total of all expenses incurred2019-12-31$727,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$691,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$691,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,543,426
Value of total assets at end of year2019-12-31$11,872,017
Value of total assets at end of year2019-12-31$11,872,017
Value of total assets at beginning of year2019-12-31$7,257,569
Value of total assets at beginning of year2019-12-31$7,257,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,773
Total interest from all sources2019-12-31$14,461
Total interest from all sources2019-12-31$14,461
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$214,943
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$214,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$214,943
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$214,943
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,334,979
Contributions received from participants2019-12-31$2,334,979
Participant contributions at end of year2019-12-31$161,869
Participant contributions at end of year2019-12-31$161,869
Participant contributions at beginning of year2019-12-31$157,021
Participant contributions at beginning of year2019-12-31$157,021
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$21,129
Participant contributions at beginning of year2019-12-31$21,129
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$290,511
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$290,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,462
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,462
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$36,773
Administrative expenses (other) incurred2019-12-31$36,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,614,448
Value of net income/loss2019-12-31$4,614,448
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,872,017
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,872,017
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,257,569
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,257,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,117,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,117,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,765,978
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,765,978
Interest on participant loans2019-12-31$8,259
Interest on participant loans2019-12-31$8,259
Interest earned on other investments2019-12-31$6,202
Interest earned on other investments2019-12-31$6,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$591,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$591,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$262,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$262,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-189,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-189,004
Net investment gain/loss from pooled separate accounts2019-12-31$1,758,535
Net investment gain/loss from pooled separate accounts2019-12-31$1,758,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$917,936
Contributions received in cash from employer2019-12-31$917,936
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$51,159
Employer contributions (assets) at beginning of year2019-12-31$51,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$691,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$691,140
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COULTER & JUSTUS
Accountancy firm name2019-12-31COULTER & JUSTUS
Accountancy firm EIN2019-12-31621532536
Accountancy firm EIN2019-12-31621532536
2018 : WEBPT, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$3,430,964
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$450,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$418,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,992,015
Value of total assets at end of year2018-12-31$7,257,569
Value of total assets at beginning of year2018-12-31$4,277,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,962
Total interest from all sources2018-12-31$6,421
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,758,844
Participant contributions at end of year2018-12-31$157,021
Participant contributions at beginning of year2018-12-31$89,223
Participant contributions at end of year2018-12-31$21,129
Participant contributions at beginning of year2018-12-31$45,706
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,524,273
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$2,979,993
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,257,569
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,277,576
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 pooled separate accounts at end of year2018-12-31$6,765,978
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,007,548
Interest on participant loans2018-12-31$5,347
Interest earned on other investments2018-12-31$1,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$262,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$94,954
Net investment gain/loss from pooled separate accounts2018-12-31$-567,472
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$708,898
Employer contributions (assets) at end of year2018-12-31$51,159
Employer contributions (assets) at beginning of year2018-12-31$40,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$418,009
Contract administrator fees2018-12-31$32,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COULTER & JUSTUS
Accountancy firm EIN2018-12-31621532536
2017 : WEBPT, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,338,998
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$473,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$444,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,795,363
Value of total assets at end of year2017-12-31$4,277,576
Value of total assets at beginning of year2017-12-31$2,412,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,662
Total interest from all sources2017-12-31$3,721
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,103,711
Participant contributions at end of year2017-12-31$89,223
Participant contributions at beginning of year2017-12-31$55,292
Participant contributions at end of year2017-12-31$45,706
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$267,987
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$1,865,403
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,277,576
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,412,173
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 pooled separate accounts at end of year2017-12-31$4,007,548
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,297,939
Interest on participant loans2017-12-31$2,727
Interest earned on other investments2017-12-31$994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$94,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$58,942
Net investment gain/loss from pooled separate accounts2017-12-31$539,914
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$423,665
Employer contributions (assets) at end of year2017-12-31$40,145
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$444,933
Contract administrator fees2017-12-31$28,662
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31COULTER & JUSTUS
Accountancy firm EIN2017-12-31621532536
2016 : WEBPT, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$1,180,096
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$74,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$53,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,041,038
Value of total assets at end of year2016-12-31$2,412,173
Value of total assets at beginning of year2016-12-31$1,306,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,697
Total interest from all sources2016-12-31$2,028
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$651,766
Participant contributions at end of year2016-12-31$55,292
Participant contributions at beginning of year2016-12-31$25,021
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$17,809
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$229,792
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$1,105,819
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,412,173
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,306,354
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 pooled separate accounts at end of year2016-12-31$2,297,939
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,262,159
Interest on participant loans2016-12-31$1,743
Interest earned on other investments2016-12-31$285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$58,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,365
Net investment gain/loss from pooled separate accounts2016-12-31$137,030
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$159,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$53,580
Contract administrator fees2016-12-31$20,697
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31COULTER & JUSTUS
Accountancy firm EIN2016-12-31621532536
2015 : WEBPT, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$423,699
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$111,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$94,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$446,048
Value of total assets at end of year2015-12-31$1,306,354
Value of total assets at beginning of year2015-12-31$994,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,835
Total interest from all sources2015-12-31$260
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$400,483
Participant contributions at end of year2015-12-31$25,021
Participant contributions at beginning of year2015-12-31$7,194
Participant contributions at end of year2015-12-31$17,809
Participant contributions at beginning of year2015-12-31$15,301
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$45,565
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$312,215
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,306,354
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$994,139
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 pooled separate accounts at end of year2015-12-31$1,262,159
Value of interest in pooled separate accounts at beginning of year2015-12-31$971,414
Interest on participant loans2015-12-31$246
Interest earned on other investments2015-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$230
Net investment gain/loss from pooled separate accounts2015-12-31$-22,609
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 contributions2015-12-31Yes
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$94,649
Contract administrator fees2015-12-31$16,835
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31COULTER & JUSTUS
Accountancy firm EIN2015-12-31621532536
2014 : WEBPT, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$416,020
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$65,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$54,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$376,354
Value of total assets at end of year2014-12-31$994,138
Value of total assets at beginning of year2014-12-31$643,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,892
Total interest from all sources2014-12-31$129
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$341,285
Participant contributions at end of year2014-12-31$7,194
Participant contributions at beginning of year2014-12-31$2,595
Participant contributions at end of year2014-12-31$15,301
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$35,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$350,525
Value of net assets at end of year (total assets less liabilities)2014-12-31$994,138
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$643,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$971,413
Value of interest in pooled separate accounts at beginning of year2014-12-31$641,018
Interest on participant loans2014-12-31$128
Interest earned on other investments2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$39,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$54,603
Contract administrator fees2014-12-31$10,892
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COULTER & JUSTUS
Accountancy firm EIN2014-12-31621532536
2013 : WEBPT, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$325,537
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$326,939
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$280,198
Value of total assets at end of year2013-12-31$643,613
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,012
Total interest from all sources2013-12-31$45
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$204,813
Participant contributions at end of year2013-12-31$2,595
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$75,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$318,076
Value of net assets at end of year (total assets less liabilities)2013-12-31$643,613
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$641,018
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$45
Net investment gain/loss from pooled separate accounts2013-12-31$46,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,851
Contract administrator fees2013-12-31$4,012
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COULTER & JUSTUS
Accountancy firm EIN2013-12-31621532536

Form 5500 Responses for WEBPT, INC. 401(K) PLAN

2022: WEBPT, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEBPT, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEBPT, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEBPT, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEBPT, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEBPT, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEBPT, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEBPT, INC. 401(K) PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEBPT, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEBPT, INC. 401(K) PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01First time form 5500 has been submittedYes
2013-02-01Submission has been amendedYes
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement – InsuranceYes
2013-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513520
Policy instance 1
Insurance contract or identification number513520
Number of Individuals Covered861
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513520
Policy instance 1
Insurance contract or identification number513520
Number of Individuals Covered726
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513520
Policy instance 1
Insurance contract or identification number513520
Number of Individuals Covered709
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513520
Policy instance 2
Insurance contract or identification number513520
Number of Individuals Covered629
Insurance policy start date2019-12-24
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932339 00002
Policy instance 1
Insurance contract or identification number932339 00002
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-24
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932339-00002
Policy instance 1
Insurance contract or identification number932339-00002
Number of Individuals Covered546
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,497
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,497
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932339-002
Policy instance 1
Insurance contract or identification number932339-002
Number of Individuals Covered336
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,912
Total amount of fees paid to insurance companyUSD $1,420
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,912
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameTAG
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932339-002
Policy instance 1
Insurance contract or identification number932339-002
Number of Individuals Covered256
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,166
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1166
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
Insurance broker nameTAG RESOURCES, LLC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932339-002
Policy instance 1
Insurance contract or identification number932339-002
Number of Individuals Covered223
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,950
Total amount of fees paid to insurance companyUSD $655
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,950
Insurance broker organization code?3
Amount paid for insurance broker fees655
Additional information about fees paid to insurance brokerPLAN ADMIN
Insurance broker nameTAG RESOURCES, LLC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932339-002
Policy instance 1
Insurance contract or identification number932339-002
Number of Individuals Covered174
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,057
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932339-002
Policy instance 1
Insurance contract or identification number932339-002
Number of Individuals Covered174
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,057
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1057
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
Insurance broker nameTAG RESOURCES, LLC

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