ALT & WITZIG ENGINEERING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALT & WITZIG ENGINEERING, INC. 401K PLAN
401k plan membership statisitcs for ALT & WITZIG ENGINEERING, INC. 401K PLAN
Measure | Date | Value |
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2022 : ALT & WITZIG ENGINEERING, INC. 401K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $2,552,587 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,849,673 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $767,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $712,967 |
Value of total corrective distributions | 2022-12-31 | $7,884 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $504,602 |
Value of total assets at end of year | 2022-12-31 | $9,187,766 |
Value of total assets at beginning of year | 2022-12-31 | $14,357,078 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $46,201 |
Total interest from all sources | 2022-12-31 | $21,011 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $384,051 |
Participant contributions at end of year | 2022-12-31 | $35,808 |
Participant contributions at beginning of year | 2022-12-31 | $106,949 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $26,131 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,616,725 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,187,766 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $14,357,078 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $7,969,161 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $13,450,865 |
Interest on participant loans | 2022-12-31 | $1,646 |
Interest earned on other investments | 2022-12-31 | $19,365 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,062,889 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $666,615 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,375,286 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $120,551 |
Employer contributions (assets) at end of year | 2022-12-31 | $119,908 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $106,518 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $712,967 |
Contract administrator fees | 2022-12-31 | $46,201 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | AGRESTA STORMS O'LEARY |
Accountancy firm EIN | 2022-12-31 | 562353893 |
2021 : ALT & WITZIG ENGINEERING, INC. 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,415,309 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $818,061 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $760,289 |
Value of total corrective distributions | 2021-12-31 | $9,700 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $650,867 |
Value of total assets at end of year | 2021-12-31 | $14,357,078 |
Value of total assets at beginning of year | 2021-12-31 | $12,759,830 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $48,072 |
Total interest from all sources | 2021-12-31 | $15,789 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $542,633 |
Participant contributions at end of year | 2021-12-31 | $106,949 |
Participant contributions at beginning of year | 2021-12-31 | $125,024 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,716 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $26,131 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,597,248 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $14,357,078 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,759,830 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $13,450,865 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $11,895,804 |
Interest on participant loans | 2021-12-31 | $4,375 |
Interest earned on other investments | 2021-12-31 | $11,414 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $666,615 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $594,619 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,748,653 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $106,518 |
Employer contributions (assets) at end of year | 2021-12-31 | $106,518 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $144,383 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $760,289 |
Contract administrator fees | 2021-12-31 | $48,072 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | AGRESTA, STORMS & O'LEARY, PC |
Accountancy firm EIN | 2021-12-31 | 562353893 |
2020 : ALT & WITZIG ENGINEERING, INC. 401K PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,720,449 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $366,024 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $321,706 |
Value of total corrective distributions | 2020-12-31 | $6,986 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $737,916 |
Value of total assets at end of year | 2020-12-31 | $12,759,830 |
Value of total assets at beginning of year | 2020-12-31 | $10,405,405 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $37,332 |
Total interest from all sources | 2020-12-31 | $21,541 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $586,501 |
Participant contributions at end of year | 2020-12-31 | $125,024 |
Participant contributions at beginning of year | 2020-12-31 | $129,920 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $7,032 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,354,425 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $12,759,830 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,405,405 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $11,895,804 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $9,250,115 |
Interest on participant loans | 2020-12-31 | $6,285 |
Interest earned on other investments | 2020-12-31 | $15,256 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $594,619 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $884,216 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,960,992 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $144,383 |
Employer contributions (assets) at end of year | 2020-12-31 | $144,383 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $141,154 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $321,706 |
Contract administrator fees | 2020-12-31 | $37,332 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | AGRESTA, STORMS & O'LEARY, PC |
Accountancy firm EIN | 2020-12-31 | 562353893 |
2019 : ALT & WITZIG ENGINEERING, INC. 401K PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,609,380 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $528,994 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $481,535 |
Value of total corrective distributions | 2019-12-31 | $11,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $704,720 |
Value of total assets at end of year | 2019-12-31 | $10,405,405 |
Value of total assets at beginning of year | 2019-12-31 | $8,325,019 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $35,754 |
Total interest from all sources | 2019-12-31 | $24,692 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $558,550 |
Participant contributions at end of year | 2019-12-31 | $129,920 |
Participant contributions at beginning of year | 2019-12-31 | $137,079 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $40 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $5,017 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,080,386 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,405,405 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,325,019 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $9,250,115 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $7,321,009 |
Interest on participant loans | 2019-12-31 | $6,333 |
Interest earned on other investments | 2019-12-31 | $18,359 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $884,216 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $745,986 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,879,968 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $141,153 |
Employer contributions (assets) at end of year | 2019-12-31 | $141,154 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $120,905 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $481,535 |
Contract administrator fees | 2019-12-31 | $35,754 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | AGRESTA, STORMS & O'LEARY, PC |
Accountancy firm EIN | 2019-12-31 | 562353893 |
2018 : ALT & WITZIG ENGINEERING, INC. 401K PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $175,624 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $165,705 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $137,118 |
Value of total corrective distributions | 2018-12-31 | $10,915 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $624,224 |
Value of total assets at end of year | 2018-12-31 | $8,325,019 |
Value of total assets at beginning of year | 2018-12-31 | $8,315,100 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $17,672 |
Total interest from all sources | 2018-12-31 | $10,470 |
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 year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $501,941 |
Participant contributions at end of year | 2018-12-31 | $137,079 |
Participant contributions at beginning of year | 2018-12-31 | $133,702 |
Participant contributions at end of year | 2018-12-31 | $40 |
Participant contributions at beginning of year | 2018-12-31 | $45,095 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $9,919 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,325,019 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,315,100 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $7,321,009 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $7,952,792 |
Interest on participant loans | 2018-12-31 | $5,496 |
Interest earned on other investments | 2018-12-31 | $4,974 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $745,986 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $125,479 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-459,070 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $122,283 |
Employer contributions (assets) at end of year | 2018-12-31 | $120,905 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $58,032 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $137,118 |
Contract administrator fees | 2018-12-31 | $17,672 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | AGRESTA, STORMS & O'LEARY, PC |
Accountancy firm EIN | 2018-12-31 | 562353893 |
2017 : ALT & WITZIG ENGINEERING, INC. 401K PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $1,786,320 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $283,148 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $276,656 |
Value of total corrective distributions | 2017-12-31 | $3,491 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $535,151 |
Value of total assets at end of year | 2017-12-31 | $8,315,100 |
Value of total assets at beginning of year | 2017-12-31 | $6,811,928 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,001 |
Total interest from all sources | 2017-12-31 | $8,046 |
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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $471,870 |
Participant contributions at end of year | 2017-12-31 | $133,702 |
Participant contributions at beginning of year | 2017-12-31 | $143,845 |
Participant contributions at end of year | 2017-12-31 | $45,095 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $5,249 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,503,172 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $8,315,100 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,811,928 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $7,952,792 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $6,394,060 |
Interest on participant loans | 2017-12-31 | $5,045 |
Interest earned on other investments | 2017-12-31 | $3,001 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $125,479 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $217,413 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,243,123 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $58,032 |
Employer contributions (assets) at end of year | 2017-12-31 | $58,032 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $56,610 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $276,656 |
Contract administrator fees | 2017-12-31 | $3,001 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | AGRESTA, STORMS & O'LEARY, PC |
Accountancy firm EIN | 2017-12-31 | 562353893 |
2016 : ALT & WITZIG ENGINEERING, INC. 401K PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $942,409 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $201,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $197,640 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $512,363 |
Value of total assets at end of year | 2016-12-31 | $6,811,928 |
Value of total assets at beginning of year | 2016-12-31 | $6,071,400 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,241 |
Total interest from all sources | 2016-12-31 | $7,298 |
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 year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $4,241 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $455,753 |
Participant contributions at end of year | 2016-12-31 | $143,845 |
Participant contributions at beginning of year | 2016-12-31 | $109,193 |
Participant contributions at beginning of year | 2016-12-31 | $10,116 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $740,528 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,811,928 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,071,400 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $6,394,060 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $5,758,235 |
Interest on participant loans | 2016-12-31 | $4,053 |
Interest earned on other investments | 2016-12-31 | $3,245 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $217,413 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $140,361 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $422,748 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $56,610 |
Employer contributions (assets) at end of year | 2016-12-31 | $56,610 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $53,495 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $197,640 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | AGRESTA, STORMS & O'LEARY, PC |
Accountancy firm EIN | 2016-12-31 | 562353893 |
2015 : ALT & WITZIG ENGINEERING, INC. 401K PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $468,330 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $237,465 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $233,237 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $480,447 |
Value of total assets at end of year | 2015-12-31 | $6,071,400 |
Value of total assets at beginning of year | 2015-12-31 | $5,840,535 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,228 |
Total interest from all sources | 2015-12-31 | $5,808 |
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 year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $4,228 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $406,337 |
Participant contributions at end of year | 2015-12-31 | $109,193 |
Participant contributions at beginning of year | 2015-12-31 | $118,439 |
Participant contributions at end of year | 2015-12-31 | $10,116 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $20,615 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $230,865 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,071,400 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,840,535 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $5,758,235 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $5,565,249 |
Interest on participant loans | 2015-12-31 | $4,204 |
Interest earned on other investments | 2015-12-31 | $1,604 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $140,361 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $105,022 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-17,925 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $53,495 |
Employer contributions (assets) at end of year | 2015-12-31 | $53,495 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $51,825 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $233,237 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | AGRESTA, STORMS & O'LEARY, PC |
Accountancy firm EIN | 2015-12-31 | 562353893 |
2014 : ALT & WITZIG ENGINEERING, INC. 401K PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $801,240 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $716,252 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $661,043 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $49,889 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $456,299 |
Value of total assets at end of year | 2014-12-31 | $5,840,535 |
Value of total assets at beginning of year | 2014-12-31 | $5,755,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,320 |
Total interest from all sources | 2014-12-31 | $8,256 |
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 year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $5,320 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $401,381 |
Participant contributions at end of year | 2014-12-31 | $118,439 |
Participant contributions at beginning of year | 2014-12-31 | $149,219 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,093 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $84,988 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,840,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,755,547 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $5,565,249 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $5,321,216 |
Interest on participant loans | 2014-12-31 | $4,942 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $3,314 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $105,022 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $235,531 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $336,685 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $51,825 |
Employer contributions (assets) at end of year | 2014-12-31 | $51,825 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $49,581 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $661,043 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | AGRESTA, STORMS & O'LEARY, PC |
Accountancy firm EIN | 2014-12-31 | 562353893 |
2013 : ALT & WITZIG ENGINEERING, INC. 401K PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
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 | $1,396,432 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $159,722 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $155,996 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $421,784 |
Value of total assets at end of year | 2013-12-31 | $5,755,547 |
Value of total assets at beginning of year | 2013-12-31 | $4,518,837 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,726 |
Total interest from all sources | 2013-12-31 | $8,959 |
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 year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $372,203 |
Participant contributions at end of year | 2013-12-31 | $149,219 |
Participant contributions at beginning of year | 2013-12-31 | $123,864 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,236,710 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,755,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,518,837 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $5,321,216 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $4,118,209 |
Interest on participant loans | 2013-12-31 | $5,024 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $3,935 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $235,531 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $236,413 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $965,689 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $49,581 |
Employer contributions (assets) at end of year | 2013-12-31 | $49,581 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $40,351 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $155,996 |
Contract administrator fees | 2013-12-31 | $3,726 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | AGRESTA, STORMS & O'LEARY, PC |
Accountancy firm EIN | 2013-12-31 | 562353893 |
2012 : ALT & WITZIG ENGINEERING, INC. 401K PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $59,949 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,201,025 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $272,106 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $268,400 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $649,004 |
Value of total assets at end of year | 2012-12-31 | $4,518,837 |
Value of total assets at beginning of year | 2012-12-31 | $3,529,969 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,706 |
Total interest from all sources | 2012-12-31 | $4,355 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $3,706 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $274,232 |
Participant contributions at end of year | 2012-12-31 | $123,864 |
Participant contributions at beginning of year | 2012-12-31 | $51,190 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $308,505 |
Other income not declared elsewhere | 2012-12-31 | $4,406 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $928,919 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,518,837 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,529,969 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $4,118,209 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $3,250,038 |
Interest on participant loans | 2012-12-31 | $4,355 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $236,413 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $228,741 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $543,260 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $66,267 |
Employer contributions (assets) at end of year | 2012-12-31 | $40,351 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $268,400 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | AGRESTA, STORMS & O'LEARY, PC |
Accountancy firm EIN | 2012-12-31 | 562353893 |
2011 : ALT & WITZIG ENGINEERING, INC. 401K PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $115,325 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $78,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $59,955 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $184,134 |
Value of total assets at end of year | 2011-12-31 | $3,529,969 |
Value of total assets at beginning of year | 2011-12-31 | $3,492,869 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $18,270 |
Total interest from all sources | 2011-12-31 | $2,449 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $920 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $154,856 |
Participant contributions at end of year | 2011-12-31 | $51,190 |
Participant contributions at beginning of year | 2011-12-31 | $64,063 |
Other income not declared elsewhere | 2011-12-31 | $6,629 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $37,100 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,529,969 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,492,869 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $17,350 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $3,250,038 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $3,107,830 |
Interest on participant loans | 2011-12-31 | $2,449 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $228,741 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $320,976 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-77,887 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $29,278 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $59,955 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | AGRESTA, STORMS & O'LEARY, PC |
Accountancy firm EIN | 2011-12-31 | 562353893 |
2010 : ALT & WITZIG ENGINEERING, INC. 401K PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $651,560 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $233,497 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $216,537 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $186,306 |
Value of total assets at end of year | 2010-12-31 | $3,492,869 |
Value of total assets at beginning of year | 2010-12-31 | $3,074,806 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $16,960 |
Total interest from all sources | 2010-12-31 | $3,048 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $1,645 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $161,105 |
Participant contributions at end of year | 2010-12-31 | $64,063 |
Participant contributions at beginning of year | 2010-12-31 | $51,342 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $163 |
Other income not declared elsewhere | 2010-12-31 | $8,139 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $418,063 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,492,869 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,074,806 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $15,315 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $3,107,830 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,833,930 |
Interest on participant loans | 2010-12-31 | $3,048 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $320,976 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $189,534 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $454,067 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $25,038 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $216,537 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | AGRESTA, STORMS & O'LEARY, PC |
Accountancy firm EIN | 2010-12-31 | 562353893 |
2009 : ALT & WITZIG ENGINEERING, INC. 401K PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |