401k Plan data: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN plan

WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN
Plan identification number	001

WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WEISMANN CAPITAL, LLC has sponsored the creation of one or more 401k plans.

Company Name: WEISMANN CAPITAL, LLC

Employer identification number (EIN): 274677519

NAIC Classification: 523900

Additional information about WEISMANN CAPITAL, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4918703

More information about WEISMANN CAPITAL, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 APRIL POLK 2019-10-15
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 PAUL WEISMANN
001 2011-01-01 PAUL WEISMANN 2012-09-25

Plan Statistics for WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2017: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2017: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2017 : WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$129,209
Expenses. Total of all expenses incurred	2017-12-31	$496,122
Benefits paid (including direct rollovers)	2017-12-31	$492,374
Total plan assets at end of year	2017-12-31	$379,329
Total plan assets at beginning of year	2017-12-31	$746,242
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$14,850
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$104,159
Net income (gross income less expenses)	2017-12-31	$-366,913
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$379,329
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$746,242
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$234,799
Total contributions received or receivable from employer(s)	2017-12-31	$10,200
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,748
2016 : WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$116,087
Expenses. Total of all expenses incurred	2016-12-31	$47,642
Benefits paid (including direct rollovers)	2016-12-31	$42,599
Total plan assets at end of year	2016-12-31	$746,242
Total plan assets at beginning of year	2016-12-31	$677,797
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$18,250
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$79,666
Net income (gross income less expenses)	2016-12-31	$68,445
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$746,242
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$677,797
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$191,404
Total contributions received or receivable from employer(s)	2016-12-31	$18,171
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,043
2015 : WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$5,091
Expenses. Total of all expenses incurred	2015-12-31	$3,175
Total plan assets at end of year	2015-12-31	$677,797
Total plan assets at beginning of year	2015-12-31	$675,881
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$38,900
Other income received	2015-12-31	$-71,309
Net income (gross income less expenses)	2015-12-31	$1,916
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$677,797
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$675,881
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$302,424
Total contributions received or receivable from employer(s)	2015-12-31	$37,500
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,175
2014 : WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$96,716
Expenses. Total of all expenses incurred	2014-12-31	$2,432
Total plan assets at end of year	2014-12-31	$675,881
Total plan assets at beginning of year	2014-12-31	$581,597
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$36,900
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,432
Other income received	2014-12-31	$21,916
Net income (gross income less expenses)	2014-12-31	$94,284
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$675,881
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$581,597
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$366,737
Total contributions received or receivable from employer(s)	2014-12-31	$37,900
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$163,691
Expenses. Total of all expenses incurred	2013-12-31	$106,480
Benefits paid (including direct rollovers)	2013-12-31	$105,795
Total plan assets at end of year	2013-12-31	$581,597
Total plan assets at beginning of year	2013-12-31	$524,386
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$37,400
Expenses. Other expenses not covered elsewhere	2013-12-31	$685
Contributions received from other sources (not participants or employers)	2013-12-31	$5,651
Other income received	2013-12-31	$89,015
Net income (gross income less expenses)	2013-12-31	$57,211
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$581,597
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$524,386
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$360,691
Total contributions received or receivable from employer(s)	2013-12-31	$31,625
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$112,881
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$524,386
Total plan assets at beginning of year	2012-12-31	$411,505
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$36,900
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$57,890
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$112,881
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$524,386
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$411,505
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$296,189
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$9,390
Total contributions received or receivable from employer(s)	2012-12-31	$18,091
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0

Form 5500 Responses for WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN

2017: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WEISMANN CAPITAL, LLC 401(K) SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	WEISMANN CAPITAL, LLC
Employer identification number (EIN):	274677519
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4918703

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	APRIL POLK	2019-10-15
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	PAUL WEISMANN
001	2011-01-01	PAUL WEISMANN	2012-09-25