R.E. WARNER & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU
401k plan membership statisitcs for R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU
Measure | Date | Value |
---|
2017: R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 59 |
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 | 32 |
Total of all active and inactive participants | 2017-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 93 |
Number of participants with account balances | 2017-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 9 |
2016: R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 79 |
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 | 26 |
Total of all active and inactive participants | 2016-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 105 |
Number of participants with account balances | 2016-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 67 |
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 | 24 |
Total of all active and inactive participants | 2015-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 91 |
Number of participants with account balances | 2015-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 29 |
Total of all active and inactive participants | 2014-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 96 |
Number of participants with account balances | 2014-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
2013: R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 69 |
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 | 28 |
Total of all active and inactive participants | 2013-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 97 |
Number of participants with account balances | 2013-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 7 |
Measure | Date | Value |
---|
2017 : R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $1,463,675 |
Expenses. Total of all expenses incurred | 2017-12-31 | $400,042 |
Benefits paid (including direct rollovers) | 2017-12-31 | $395,822 |
Total plan assets at end of year | 2017-12-31 | $8,868,103 |
Total plan assets at beginning of year | 2017-12-31 | $7,804,470 |
Total contributions received or receivable from participants | 2017-12-31 | $267,416 |
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 | $1,140,539 |
Net income (gross income less expenses) | 2017-12-31 | $1,063,633 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $8,868,103 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,804,470 |
Assets. Value of participant loans | 2017-12-31 | $63,039 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $55,720 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,220 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $1,170,707 |
Expenses. Total of all expenses incurred | 2016-12-31 | $458,931 |
Benefits paid (including direct rollovers) | 2016-12-31 | $453,541 |
Total plan assets at end of year | 2016-12-31 | $7,804,470 |
Total plan assets at beginning of year | 2016-12-31 | $7,092,694 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $313,118 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $432,302 |
Other income received | 2016-12-31 | $422,989 |
Net income (gross income less expenses) | 2016-12-31 | $711,776 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,804,470 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,092,694 |
Assets. Value of participant loans | 2016-12-31 | $65,456 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $2,298 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $1,355 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,035 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $237,619 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,838,951 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,835,416 |
Total plan assets at end of year | 2015-12-31 | $7,092,694 |
Total plan assets at beginning of year | 2015-12-31 | $8,694,026 |
Total contributions received or receivable from participants | 2015-12-31 | $293,053 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $20,356 |
Other income received | 2015-12-31 | $-75,885 |
Net income (gross income less expenses) | 2015-12-31 | $-1,601,332 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,092,694 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,694,026 |
Assets. Value of participant loans | 2015-12-31 | $90,804 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $95 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,535 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $1,243,421 |
Expenses. Total of all expenses incurred | 2014-12-31 | $406,818 |
Benefits paid (including direct rollovers) | 2014-12-31 | $402,619 |
Total plan assets at end of year | 2014-12-31 | $8,694,026 |
Total plan assets at beginning of year | 2014-12-31 | $7,857,423 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $324,396 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $477,303 |
Other income received | 2014-12-31 | $360,384 |
Net income (gross income less expenses) | 2014-12-31 | $836,603 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,694,026 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,857,423 |
Assets. Value of participant loans | 2014-12-31 | $97,610 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $81,338 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $812 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,387 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $1,749,667 |
Expenses. Total of all expenses incurred | 2013-12-31 | $271,580 |
Benefits paid (including direct rollovers) | 2013-12-31 | $248,760 |
Total plan assets at end of year | 2013-12-31 | $7,857,423 |
Total plan assets at beginning of year | 2013-12-31 | $6,379,336 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $322,392 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $272,471 |
Other income received | 2013-12-31 | $1,127,218 |
Net income (gross income less expenses) | 2013-12-31 | $1,478,087 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,857,423 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,379,336 |
Assets. Value of participant loans | 2013-12-31 | $85,160 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $27,586 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $22,820 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2017: R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU 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 – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU 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 – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
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 – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU 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 – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRU 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 – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |