401k Plan data: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN plan

W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan Name	W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN
Plan identification number	501

W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Other welfare benefit cover

401k Sponsoring company profile

W.B. DONER & COMPANY has sponsored the creation of one or more 401k plans.

Company Name: W.B. DONER & COMPANY

Employer identification number (EIN): 380539365

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2011-11-01 CHARLES BARTHA CHARLES BARTHA 2013-07-02
501 2010-11-01 CHARLES BARTHA
501 2009-11-01 CHARLES BARTHA
501 2008-11-01 CHARLES BARTHA
501 2007-11-01 CHARLES BARTHA
501 2006-11-01 CHARLES BARTHA
501 2005-11-01 CHARLES BARTHA
501 2004-11-01 CHARLES BARTHA
501 2003-11-01 CHARLES BARTHA
501 2002-11-01 CHARLES BARTHA
501 2001-11-01 CHARLES BARTHA
501 2000-11-01 CHARLES BARTHA
501 1999-11-01 CHARLES BARTHA
501 1998-11-01 CHARLES BARTHA

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2011-11-01	CHARLES BARTHA	CHARLES BARTHA	2013-07-02
501	2010-11-01	CHARLES BARTHA
501	2009-11-01	CHARLES BARTHA
501	2008-11-01	CHARLES BARTHA
501	2007-11-01	CHARLES BARTHA
501	2006-11-01	CHARLES BARTHA
501	2005-11-01	CHARLES BARTHA
501	2004-11-01	CHARLES BARTHA
501	2003-11-01	CHARLES BARTHA
501	2002-11-01	CHARLES BARTHA
501	2001-11-01	CHARLES BARTHA
501	2000-11-01	CHARLES BARTHA
501	1999-11-01	CHARLES BARTHA
501	1998-11-01	CHARLES BARTHA

Plan Statistics for W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN

Measure Date Value
2011: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 460
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 550
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 6
Total of all active and inactive participants 2011-11-01 556
2010: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-11-01 566
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 440
Number of retired or separated participants receiving benefits 2010-11-01 20
Number of other retired or separated participants entitled to future benefits 2010-11-01 0
Total of all active and inactive participants 2010-11-01 460
Total participants 2010-11-01 460
2009: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 647
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 496
Number of retired or separated participants receiving benefits 2009-11-01 70
Number of other retired or separated participants entitled to future benefits 2009-11-01 0
Total of all active and inactive participants 2009-11-01 566
2008: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2008 401k membership
Total participants, beginning-of-year 2008-11-01 746
Total number of active participants reported on line 7a of the Form 5500 2008-11-01 604
Number of retired or separated participants receiving benefits 2008-11-01 43
Number of other retired or separated participants entitled to future benefits 2008-11-01 0
Total of all active and inactive participants 2008-11-01 647
2007: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2007 401k membership
Total participants, beginning-of-year 2007-11-01 810
Total number of active participants reported on line 7a of the Form 5500 2007-11-01 730
Number of retired or separated participants receiving benefits 2007-11-01 16
Number of other retired or separated participants entitled to future benefits 2007-11-01 0
Total of all active and inactive participants 2007-11-01 746
2006: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2006 401k membership
Total participants, beginning-of-year 2006-11-01 820
Total number of active participants reported on line 7a of the Form 5500 2006-11-01 782
Number of retired or separated participants receiving benefits 2006-11-01 28
Number of other retired or separated participants entitled to future benefits 2006-11-01 0
Total of all active and inactive participants 2006-11-01 810
2005: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2005 401k membership
Total participants, beginning-of-year 2005-11-01 871
Total number of active participants reported on line 7a of the Form 5500 2005-11-01 802
Number of retired or separated participants receiving benefits 2005-11-01 18
Number of other retired or separated participants entitled to future benefits 2005-11-01 0
Total of all active and inactive participants 2005-11-01 820
2004: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2004 401k membership
Total participants, beginning-of-year 2004-11-01 876
Total number of active participants reported on line 7a of the Form 5500 2004-11-01 857
Number of retired or separated participants receiving benefits 2004-11-01 14
Number of other retired or separated participants entitled to future benefits 2004-11-01 0
Total of all active and inactive participants 2004-11-01 871
2003: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2003 401k membership
Total participants, beginning-of-year 2003-11-01 779
Total number of active participants reported on line 7a of the Form 5500 2003-11-01 845
Number of retired or separated participants receiving benefits 2003-11-01 31
Number of other retired or separated participants entitled to future benefits 2003-11-01 0
Total of all active and inactive participants 2003-11-01 876
2002: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2002 401k membership
Total participants, beginning-of-year 2002-11-01 790
Total number of active participants reported on line 7a of the Form 5500 2002-11-01 755
Number of retired or separated participants receiving benefits 2002-11-01 24
Number of other retired or separated participants entitled to future benefits 2002-11-01 0
Total of all active and inactive participants 2002-11-01 779
2001: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2001 401k membership
Total participants, beginning-of-year 2001-11-01 701
Total number of active participants reported on line 7a of the Form 5500 2001-11-01 760
Number of retired or separated participants receiving benefits 2001-11-01 30
Number of other retired or separated participants entitled to future benefits 2001-11-01 0
Total of all active and inactive participants 2001-11-01 790
2000: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2000 401k membership
Total participants, beginning-of-year 2000-11-01 648
Total number of active participants reported on line 7a of the Form 5500 2000-11-01 681
Number of retired or separated participants receiving benefits 2000-11-01 20
Number of other retired or separated participants entitled to future benefits 2000-11-01 0
Total of all active and inactive participants 2000-11-01 701
1999: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 1999 401k membership
Total participants, beginning-of-year 1999-11-01 100
Total number of active participants reported on line 7a of the Form 5500 1999-11-01 628
Number of retired or separated participants receiving benefits 1999-11-01 20
Number of other retired or separated participants entitled to future benefits 1999-11-01 0
Total of all active and inactive participants 1999-11-01 648
1998: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 1998 401k membership
Total participants, beginning-of-year 1998-11-01 100
Total number of active participants reported on line 7a of the Form 5500 1998-11-01 100
Number of retired or separated participants receiving benefits 1998-11-01 0
Number of other retired or separated participants entitled to future benefits 1998-11-01 0
Total of all active and inactive participants 1998-11-01 100

Measure	Date	Value
2011: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	460
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	550
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	6
Total of all active and inactive participants	2011-11-01	556
2010: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-11-01	566
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	440
Number of retired or separated participants receiving benefits	2010-11-01	20
Number of other retired or separated participants entitled to future benefits	2010-11-01	0
Total of all active and inactive participants	2010-11-01	460
Total participants	2010-11-01	460
2009: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	647
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	496
Number of retired or separated participants receiving benefits	2009-11-01	70
Number of other retired or separated participants entitled to future benefits	2009-11-01	0
Total of all active and inactive participants	2009-11-01	566
2008: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2008 401k membership
Total participants, beginning-of-year	2008-11-01	746
Total number of active participants reported on line 7a of the Form 5500	2008-11-01	604
Number of retired or separated participants receiving benefits	2008-11-01	43
Number of other retired or separated participants entitled to future benefits	2008-11-01	0
Total of all active and inactive participants	2008-11-01	647
2007: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2007 401k membership
Total participants, beginning-of-year	2007-11-01	810
Total number of active participants reported on line 7a of the Form 5500	2007-11-01	730
Number of retired or separated participants receiving benefits	2007-11-01	16
Number of other retired or separated participants entitled to future benefits	2007-11-01	0
Total of all active and inactive participants	2007-11-01	746
2006: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2006 401k membership
Total participants, beginning-of-year	2006-11-01	820
Total number of active participants reported on line 7a of the Form 5500	2006-11-01	782
Number of retired or separated participants receiving benefits	2006-11-01	28
Number of other retired or separated participants entitled to future benefits	2006-11-01	0
Total of all active and inactive participants	2006-11-01	810
2005: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2005 401k membership
Total participants, beginning-of-year	2005-11-01	871
Total number of active participants reported on line 7a of the Form 5500	2005-11-01	802
Number of retired or separated participants receiving benefits	2005-11-01	18
Number of other retired or separated participants entitled to future benefits	2005-11-01	0
Total of all active and inactive participants	2005-11-01	820
2004: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2004 401k membership
Total participants, beginning-of-year	2004-11-01	876
Total number of active participants reported on line 7a of the Form 5500	2004-11-01	857
Number of retired or separated participants receiving benefits	2004-11-01	14
Number of other retired or separated participants entitled to future benefits	2004-11-01	0
Total of all active and inactive participants	2004-11-01	871
2003: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2003 401k membership
Total participants, beginning-of-year	2003-11-01	779
Total number of active participants reported on line 7a of the Form 5500	2003-11-01	845
Number of retired or separated participants receiving benefits	2003-11-01	31
Number of other retired or separated participants entitled to future benefits	2003-11-01	0
Total of all active and inactive participants	2003-11-01	876
2002: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2002 401k membership
Total participants, beginning-of-year	2002-11-01	790
Total number of active participants reported on line 7a of the Form 5500	2002-11-01	755
Number of retired or separated participants receiving benefits	2002-11-01	24
Number of other retired or separated participants entitled to future benefits	2002-11-01	0
Total of all active and inactive participants	2002-11-01	779
2001: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2001 401k membership
Total participants, beginning-of-year	2001-11-01	701
Total number of active participants reported on line 7a of the Form 5500	2001-11-01	760
Number of retired or separated participants receiving benefits	2001-11-01	30
Number of other retired or separated participants entitled to future benefits	2001-11-01	0
Total of all active and inactive participants	2001-11-01	790
2000: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2000 401k membership
Total participants, beginning-of-year	2000-11-01	648
Total number of active participants reported on line 7a of the Form 5500	2000-11-01	681
Number of retired or separated participants receiving benefits	2000-11-01	20
Number of other retired or separated participants entitled to future benefits	2000-11-01	0
Total of all active and inactive participants	2000-11-01	701
1999: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 1999 401k membership
Total participants, beginning-of-year	1999-11-01	100
Total number of active participants reported on line 7a of the Form 5500	1999-11-01	628
Number of retired or separated participants receiving benefits	1999-11-01	20
Number of other retired or separated participants entitled to future benefits	1999-11-01	0
Total of all active and inactive participants	1999-11-01	648
1998: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 1998 401k membership
Total participants, beginning-of-year	1998-11-01	100
Total number of active participants reported on line 7a of the Form 5500	1998-11-01	100
Number of retired or separated participants receiving benefits	1998-11-01	0
Number of other retired or separated participants entitled to future benefits	1998-11-01	0
Total of all active and inactive participants	1998-11-01	100

Form 5500 Responses for W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN

2011: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Insurance	Yes
2011-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-11-01	Plan benefit arrangement – Insurance	Yes
2011-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	No
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	No
2010-11-01	Plan funding arrangement – Insurance	Yes
2010-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-11-01	Plan benefit arrangement – Insurance	Yes
2010-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Insurance	Yes
2009-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-11-01	Plan benefit arrangement – Insurance	Yes
2009-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2008: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No
2008-11-01	Plan funding arrangement – Insurance	Yes
2008-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2008-11-01	Plan benefit arrangement – Insurance	Yes
2008-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2007: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2007 form 5500 responses
2007-11-01	Type of plan entity	Single employer plan
2007-11-01	Submission has been amended	No
2007-11-01	This submission is the final filing	No
2007-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-11-01	Plan is a collectively bargained plan	No
2007-11-01	Plan funding arrangement – Insurance	Yes
2007-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2007-11-01	Plan benefit arrangement – Insurance	Yes
2007-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2006: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2006 form 5500 responses
2006-11-01	Type of plan entity	Single employer plan
2006-11-01	Submission has been amended	No
2006-11-01	This submission is the final filing	No
2006-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-11-01	Plan is a collectively bargained plan	No
2006-11-01	Plan funding arrangement – Insurance	Yes
2006-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2006-11-01	Plan benefit arrangement – Insurance	Yes
2006-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2005: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2005 form 5500 responses
2005-11-01	Type of plan entity	Single employer plan
2005-11-01	Submission has been amended	No
2005-11-01	This submission is the final filing	No
2005-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-11-01	Plan is a collectively bargained plan	No
2005-11-01	Plan funding arrangement – Insurance	Yes
2005-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2005-11-01	Plan benefit arrangement – Insurance	Yes
2005-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2004: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2004 form 5500 responses
2004-11-01	Type of plan entity	Single employer plan
2004-11-01	Submission has been amended	No
2004-11-01	This submission is the final filing	No
2004-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-11-01	Plan is a collectively bargained plan	No
2004-11-01	Plan funding arrangement – Insurance	Yes
2004-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2004-11-01	Plan benefit arrangement – Insurance	Yes
2004-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2003: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2003 form 5500 responses
2003-11-01	Type of plan entity	Single employer plan
2003-11-01	Submission has been amended	No
2003-11-01	This submission is the final filing	No
2003-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-11-01	Plan is a collectively bargained plan	No
2003-11-01	Plan funding arrangement – Insurance	Yes
2003-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2003-11-01	Plan benefit arrangement – Insurance	Yes
2003-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2002: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2002 form 5500 responses
2002-11-01	Type of plan entity	Single employer plan
2002-11-01	Submission has been amended	No
2002-11-01	This submission is the final filing	No
2002-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-11-01	Plan is a collectively bargained plan	No
2002-11-01	Plan funding arrangement – Insurance	Yes
2002-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2002-11-01	Plan benefit arrangement – Insurance	Yes
2002-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2001: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2001 form 5500 responses
2001-11-01	Type of plan entity	Single employer plan
2001-11-01	Submission has been amended	No
2001-11-01	This submission is the final filing	No
2001-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2001-11-01	Plan is a collectively bargained plan	No
2001-11-01	Plan funding arrangement – Insurance	Yes
2001-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2001-11-01	Plan benefit arrangement – Insurance	Yes
2001-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2000: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 2000 form 5500 responses
2000-11-01	Type of plan entity	Single employer plan
2000-11-01	Submission has been amended	No
2000-11-01	This submission is the final filing	No
2000-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2000-11-01	Plan is a collectively bargained plan	No
2000-11-01	Plan funding arrangement – Insurance	Yes
2000-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2000-11-01	Plan benefit arrangement – Insurance	Yes
2000-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
1999: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 1999 form 5500 responses
1999-11-01	Type of plan entity	Single employer plan
1999-11-01	Submission has been amended	No
1999-11-01	This submission is the final filing	No
1999-11-01	This return/report is a short plan year return/report (less than 12 months)	No
1999-11-01	Plan is a collectively bargained plan	No
1999-11-01	Plan funding arrangement – Insurance	Yes
1999-11-01	Plan funding arrangement – General assets of the sponsor	Yes
1999-11-01	Plan benefit arrangement – Insurance	Yes
1999-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
1998: W.B. DONER & COMPANY EMPLOYEE BENEFIT PLAN 1998 form 5500 responses
1998-11-01	Type of plan entity	Single employer plan
1998-11-01	First time form 5500 has been submitted	Yes
1998-11-01	Submission has been amended	No
1998-11-01	This submission is the final filing	No
1998-11-01	This return/report is a short plan year return/report (less than 12 months)	No
1998-11-01	Plan is a collectively bargained plan	No
1998-11-01	Plan funding arrangement – Insurance	Yes
1998-11-01	Plan funding arrangement – General assets of the sponsor	Yes
1998-11-01	Plan benefit arrangement – Insurance	Yes
1998-11-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	W.B. DONER & COMPANY
Employer identification number (EIN):	380539365
NAIC Classification:	541800