WALDHEGER-COYNE CO., L.P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST
Measure | Date | Value |
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2020: WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
Total of all active and inactive participants | 2020-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 23 |
Number of participants with account balances | 2020-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 21 |
Total participants | 2019-01-01 | 21 |
Number of participants with account balances | 2019-01-01 | 21 |
2018: WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 20 |
Total participants | 2018-01-01 | 20 |
Number of participants with account balances | 2018-01-01 | 20 |
2017: WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 18 |
Total participants | 2017-01-01 | 18 |
Number of participants with account balances | 2017-01-01 | 18 |
2016: WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 18 |
Total participants | 2016-01-01 | 18 |
Number of participants with account balances | 2016-01-01 | 18 |
2015: WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 19 |
Total participants | 2015-01-01 | 19 |
Number of participants with account balances | 2015-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 19 |
Total participants | 2014-01-01 | 19 |
Number of participants with account balances | 2014-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2009: WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 18 |
Total participants | 2009-01-01 | 18 |
Number of participants with account balances | 2009-01-01 | 18 |
Measure | Date | Value |
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2020 : WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $8,728 |
Expenses. Total of all expenses incurred | 2020-12-31 | $115,000 |
Benefits paid (including direct rollovers) | 2020-12-31 | $115,000 |
Total plan assets at end of year | 2020-12-31 | $5,745,873 |
Total plan assets at beginning of year | 2020-12-31 | $5,852,145 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $202,893 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $-250,272 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-106,272 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,745,873 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,852,145 |
Assets. Value of participant loans | 2020-12-31 | $3,111 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $56,107 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,191,948 |
Expenses. Total of all expenses incurred | 2019-12-31 | $174,152 |
Benefits paid (including direct rollovers) | 2019-12-31 | $128,798 |
Total plan assets at end of year | 2019-12-31 | $5,852,145 |
Total plan assets at beginning of year | 2019-12-31 | $4,834,349 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $185,966 |
Other income received | 2019-12-31 | $956,676 |
Net income (gross income less expenses) | 2019-12-31 | $1,017,796 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,852,145 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,834,349 |
Assets. Value of participant loans | 2019-12-31 | $8,698 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $2,586,851 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $49,306 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $45,354 |
2018 : WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $14,766 |
Expenses. Total of all expenses incurred | 2018-12-31 | $544,298 |
Benefits paid (including direct rollovers) | 2018-12-31 | $476,670 |
Total plan assets at end of year | 2018-12-31 | $4,834,349 |
Total plan assets at beginning of year | 2018-12-31 | $5,363,881 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $186,208 |
Other income received | 2018-12-31 | $-219,873 |
Net income (gross income less expenses) | 2018-12-31 | $-529,532 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,834,349 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,363,881 |
Assets. Value of participant loans | 2018-12-31 | $16,581 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $1,950,583 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $48,431 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $67,628 |
2017 : WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $795,226 |
Expenses. Total of all expenses incurred | 2017-12-31 | $137,345 |
Benefits paid (including direct rollovers) | 2017-12-31 | $90,440 |
Total plan assets at end of year | 2017-12-31 | $5,363,881 |
Total plan assets at beginning of year | 2017-12-31 | $4,706,000 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $149,951 |
Other income received | 2017-12-31 | $597,391 |
Net income (gross income less expenses) | 2017-12-31 | $657,881 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,363,881 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,706,000 |
Assets. Value of participant loans | 2017-12-31 | $25,556 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $1,951,675 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $47,884 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $46,905 |
2016 : WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $15,490 |
Total income from all sources | 2016-12-31 | $517,172 |
Expenses. Total of all expenses incurred | 2016-12-31 | $146,400 |
Benefits paid (including direct rollovers) | 2016-12-31 | $74,404 |
Total plan assets at end of year | 2016-12-31 | $4,706,000 |
Total plan assets at beginning of year | 2016-12-31 | $4,350,718 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $146,558 |
Other income received | 2016-12-31 | $321,947 |
Net income (gross income less expenses) | 2016-12-31 | $370,772 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,706,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,335,228 |
Assets. Value of participant loans | 2016-12-31 | $34,944 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $1,093,569 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $48,667 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $71,996 |
2015 : WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $15,490 |
Total income from all sources | 2015-12-31 | $121,420 |
Expenses. Total of all expenses incurred | 2015-12-31 | $145,827 |
Benefits paid (including direct rollovers) | 2015-12-31 | $74,690 |
Total plan assets at end of year | 2015-12-31 | $4,350,718 |
Total plan assets at beginning of year | 2015-12-31 | $4,359,635 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $140,319 |
Other income received | 2015-12-31 | $-78,273 |
Net income (gross income less expenses) | 2015-12-31 | $-24,407 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,335,228 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,359,635 |
Assets. Value of participant loans | 2015-12-31 | $15,329 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $1,648,493 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $59,374 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $71,137 |
2014 : WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $481,456 |
Expenses. Total of all expenses incurred | 2014-12-31 | $132,717 |
Benefits paid (including direct rollovers) | 2014-12-31 | $69,973 |
Total plan assets at end of year | 2014-12-31 | $4,359,635 |
Total plan assets at beginning of year | 2014-12-31 | $4,010,896 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $128,398 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $367 |
Other income received | 2014-12-31 | $303,639 |
Net income (gross income less expenses) | 2014-12-31 | $348,739 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,359,635 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,010,896 |
Assets. Value of participant loans | 2014-12-31 | $11,536 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $1,663,050 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $49,419 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $62,377 |
2010 : WALDHEGER-COYNE PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $274,098 |
Expenses. Total of all expenses incurred | 2010-12-31 | $133,790 |
Benefits paid (including direct rollovers) | 2010-12-31 | $75,000 |
Total plan assets at end of year | 2010-12-31 | $3,675,358 |
Total plan assets at beginning of year | 2010-12-31 | $3,535,050 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $31,859 |
Other income received | 2010-12-31 | $197,309 |
Net income (gross income less expenses) | 2010-12-31 | $140,308 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,675,358 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,535,050 |
Assets. Value of participant loans | 2010-12-31 | $4,373 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $135,500 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $44,930 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $58,790 |