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WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameWENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN
Plan identification number 002

WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WENDELLA SIGHTSEEING COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:WENDELLA SIGHTSEEING COMPANY, INC.
Employer identification number (EIN):362206096
NAIC Classification:487000
NAIC Description: Scenic and Sightseeing Transportation, Tourism

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DONITA DOUGLAS2023-10-12
0022021-01-01MICHAEL BORGSTROM2022-10-04
0022020-01-01MICHAEL BORGSTROM2021-05-28
0022019-01-01MICHAEL BORGSTROM2020-06-29
0022018-01-01MICHAEL BORGSTROM2019-05-21
0022017-01-01
0022016-01-01
0022015-07-01
0022014-07-01
0022013-07-01
0022012-07-01ROBERT H. BORGSTROM2014-04-14
0022011-07-01ROBERT H. BORGSTROM2013-01-23
0022010-07-01ROBERT H. BORGSTROM2012-04-16

Plan Statistics for WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN

Measure Date Value
2022: WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01146
Total number of active participants reported on line 7a of the Form 55002022-01-01120
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01148
Number of participants with account balances2022-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01132
Total number of active participants reported on line 7a of the Form 55002021-01-01112
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01137
Number of participants with account balances2021-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01161
Total number of active participants reported on line 7a of the Form 55002020-01-01104
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01136
Number of participants with account balances2020-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01160
Total number of active participants reported on line 7a of the Form 55002019-01-01145
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01171
Number of participants with account balances2019-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01155
Total number of active participants reported on line 7a of the Form 55002018-01-01145
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01164
Number of participants with account balances2018-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01152
Total number of active participants reported on line 7a of the Form 55002017-01-01131
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01149
Number of participants with account balances2017-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111

Financial Data on WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$81,307
Total of all expenses incurred2022-12-31$323,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$289,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$633,926
Value of total assets at end of year2022-12-31$5,333,240
Value of total assets at beginning of year2022-12-31$5,575,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,484
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$139,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$139,894
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$116,457
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Administrative expenses (other) incurred2022-12-31$33,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-242,005
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,333,240
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,575,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,333,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,575,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-692,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$517,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$289,828
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Qualified
Accountancy firm name2022-12-31PBG FINANCIAL SERVICES, PLLC
Accountancy firm EIN2022-12-31844107940
2021 : WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$952,909
Total of all expenses incurred2021-12-31$169,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$137,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$412,590
Value of total assets at end of year2021-12-31$5,575,245
Value of total assets at beginning of year2021-12-31$4,791,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,040
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$207,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$207,464
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$97,904
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Administrative expenses (other) incurred2021-12-31$32,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$783,485
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,575,245
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,791,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,575,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,791,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$332,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$314,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$137,384
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Qualified
Accountancy firm name2021-12-31PBG FINANCIAL SERVICES LTD.
Accountancy firm EIN2021-12-31844107940
2020 : WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$373,325
Total of all expenses incurred2020-12-31$204,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$175,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$76,125
Value of total assets at end of year2020-12-31$4,791,760
Value of total assets at beginning of year2020-12-31$4,623,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,657
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$116,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$116,731
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$66,363
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$29,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$168,419
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,791,760
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,623,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,791,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,623,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$180,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$175,249
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Qualified
Accountancy firm name2020-12-31PBG FINANCIAL SERVICES, PLLC
Accountancy firm EIN2020-12-31844107940
2019 : WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$934,923
Total income from all sources (including contributions)2019-12-31$934,923
Total of all expenses incurred2019-12-31$161,179
Total of all expenses incurred2019-12-31$161,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$132,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$132,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$326,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$326,653
Value of total assets at end of year2019-12-31$4,623,341
Value of total assets at end of year2019-12-31$4,623,341
Value of total assets at beginning of year2019-12-31$3,849,597
Value of total assets at beginning of year2019-12-31$3,849,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$110,133
Contributions received from participants2019-12-31$110,133
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$28,824
Administrative expenses (other) incurred2019-12-31$28,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$773,744
Value of net income/loss2019-12-31$773,744
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,623,341
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,623,341
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,849,597
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,849,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,623,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,623,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,849,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,849,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$608,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$608,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$216,520
Contributions received in cash from employer2019-12-31$216,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$132,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$132,355
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Qualified
Opinion of an independent qualified public accountant for this plan2019-12-31Qualified
Accountancy firm name2019-12-31PBG FINANCIAL SERVICES LTD.
Accountancy firm name2019-12-31PBG FINANCIAL SERVICES LTD.
Accountancy firm EIN2019-12-31363430638
Accountancy firm EIN2019-12-31363430638
2018 : WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$112,823
Total of all expenses incurred2018-12-31$321,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$298,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$284,393
Value of total assets at end of year2018-12-31$3,849,597
Value of total assets at beginning of year2018-12-31$4,058,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$73,454
Participant contributions at beginning of year2018-12-31$59
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Administrative expenses (other) incurred2018-12-31$23,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-208,893
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,849,597
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,058,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,849,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,058,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-171,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$210,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$298,002
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PBG FINANCIAL SERVICES LTD.
Accountancy firm EIN2018-12-31363430638
2017 : WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$804,058
Total of all expenses incurred2017-12-31$206,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$187,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$313,994
Value of total assets at end of year2017-12-31$4,058,490
Value of total assets at beginning of year2017-12-31$3,461,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$13,994
Participant contributions at end of year2017-12-31$59
Administrative expenses (other) incurred2017-12-31$18,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$597,322
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,058,490
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,461,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,058,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,461,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$490,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$187,792
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PBG FINANCIAL SERVICES LTD.
Accountancy firm EIN2017-12-31363430638

Form 5500 Responses for WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN

2022: WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WENDELLA SIGHTSEEING COMPANY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808373-000
Policy instance 1
Insurance contract or identification number808373-000
Number of Individuals Covered34
Total amount of commissions paid to insurance brokerUSD $2,296
Total amount of fees paid to insurance companyUSD $229
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,296
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808373-000
Policy instance 1
Insurance contract or identification number808373-000
Number of Individuals Covered106
Total amount of commissions paid to insurance brokerUSD $1,942
Total amount of fees paid to insurance companyUSD $197
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,942
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808373-000
Policy instance 1
Insurance contract or identification number808373-000
Number of Individuals Covered34
Total amount of commissions paid to insurance brokerUSD $1,335
Total amount of fees paid to insurance companyUSD $134
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,335
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808373-000
Policy instance 1
Insurance contract or identification number808373-000
Number of Individuals Covered32
Total amount of commissions paid to insurance brokerUSD $737
Total amount of fees paid to insurance companyUSD $76
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $737
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808373-000
Policy instance 1
Insurance contract or identification number808373-000
Number of Individuals Covered27
Total amount of commissions paid to insurance brokerUSD $222
Total amount of fees paid to insurance companyUSD $23
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $222
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808373-000
Policy instance 1
Insurance contract or identification number808373-000
Number of Individuals Covered16
Total amount of commissions paid to insurance brokerUSD $23
Total amount of fees paid to insurance companyUSD $3
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $23
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker namePENSION CONSULTANTS CO., INC.

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