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WIELAND SALES 401(K) PLAN 401k Plan overview

Plan NameWIELAND SALES 401(K) PLAN
Plan identification number 002

WIELAND SALES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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

WIELAND SALES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WIELAND SALES, INC.
Employer identification number (EIN):381803572
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WIELAND SALES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-03-01MICHAEL WIELAND2023-09-22
0022021-03-01
0022020-03-01
0022019-03-01
0022018-03-01
0022017-03-01
0022016-03-01
0022015-03-01MICHAEL WIELAND2016-09-21
0022014-03-01MIKE WIELAND2015-08-11
0022013-03-01MIKE WIELAND2015-04-07
0022012-03-01MIKE WIELAND2015-04-07
0022011-03-01MIKE WIELAND2015-04-07
0022010-03-01MIKE WIELAND
0022009-03-01MIKE WIELAND
0022008-03-01MIKE WIELAND
0022007-03-01MIKE WIELAND
0022006-03-01MIKE WIELAND
0022006-01-01MIKE WIELAND MIKE WIELAND2015-04-07

Plan Statistics for WIELAND SALES 401(K) PLAN

401k plan membership statisitcs for WIELAND SALES 401(K) PLAN

Measure Date Value
2010: WIELAND SALES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-01104
Total number of active participants reported on line 7a of the Form 55002010-03-0165
Number of retired or separated participants receiving benefits2010-03-012
Number of other retired or separated participants entitled to future benefits2010-03-015
Total of all active and inactive participants2010-03-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-010
Total participants2010-03-0172
Number of participants with account balances2010-03-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-010
2009: WIELAND SALES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-01117
Total number of active participants reported on line 7a of the Form 55002009-03-0175
Number of retired or separated participants receiving benefits2009-03-014
Number of other retired or separated participants entitled to future benefits2009-03-0124
Total of all active and inactive participants2009-03-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-01103
Number of participants with account balances2009-03-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-011
2008: WIELAND SALES 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-03-01121
Total number of active participants reported on line 7a of the Form 55002008-03-0189
Number of retired or separated participants receiving benefits2008-03-012
Number of other retired or separated participants entitled to future benefits2008-03-0122
Total of all active and inactive participants2008-03-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-03-010
Total participants2008-03-01113
Number of participants with account balances2008-03-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-03-011
2007: WIELAND SALES 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-03-01137
Total number of active participants reported on line 7a of the Form 55002007-03-0192
Number of retired or separated participants receiving benefits2007-03-010
Number of other retired or separated participants entitled to future benefits2007-03-0123
Total of all active and inactive participants2007-03-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-03-010
Total participants2007-03-01115
Number of participants with account balances2007-03-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-03-0111
2006: WIELAND SALES 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year2006-03-01140
Total number of active participants reported on line 7a of the Form 55002006-03-01119
Number of retired or separated participants receiving benefits2006-03-010
Number of other retired or separated participants entitled to future benefits2006-03-0118
Total of all active and inactive participants2006-03-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-03-010
Total participants2006-03-01137
Number of participants with account balances2006-03-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-03-016
Total participants, beginning-of-year2006-01-01149
Total number of active participants reported on line 7a of the Form 55002006-01-01138
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-0117
Total of all active and inactive participants2006-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-01155
Number of participants with account balances2006-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-012

Financial Data on WIELAND SALES 401(K) PLAN

Measure Date Value
2011 : WIELAND SALES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total income from all sources (including contributions)2011-02-28$394,622
Total loss/gain on sale of assets2011-02-28$0
Total of all expenses incurred2011-02-28$204,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$176,384
Value of total corrective distributions2011-02-28$4,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$138,820
Value of total assets at end of year2011-02-28$1,706,203
Value of total assets at beginning of year2011-02-28$1,516,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$23,869
Total interest from all sources2011-02-28$4,689
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$250,000
If this is an individual account plan, was there a blackout period2011-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-02-28$0
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$134,131
Participant contributions at end of year2011-02-28$100,518
Participant contributions at beginning of year2011-02-28$118,347
Income. Received or receivable in cash from other sources (including rollovers)2011-02-28$22
Other income not declared elsewhere2011-02-28$1,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$189,925
Value of net assets at end of year (total assets less liabilities)2011-02-28$1,706,203
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$1,516,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-28$1,458,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$1,259,652
Interest on participant loans2011-02-28$4,689
Value of interest in common/collective trusts at end of year2011-02-28$140,770
Value of interest in common/collective trusts at beginning of year2011-02-28$138,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-02-28$6,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-02-28$98
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-02-28$98
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-02-28$247,305
Net investment gain or loss from common/collective trusts2011-02-28$2,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28No
Was there a failure to transmit to the plan any participant contributions2011-02-28Yes
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$4,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$176,384
Contract administrator fees2011-02-28$23,869
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28Yes
Opinion of an independent qualified public accountant for this plan2011-02-28Disclaimer
Accountancy firm name2011-02-28MRPR
Accountancy firm EIN2011-02-28382141969
2010 : WIELAND SALES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-02-28$0
Total transfer of assets to this plan2010-02-28$5,357
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-02-28$0
Total income from all sources (including contributions)2010-02-28$576,869
Total loss/gain on sale of assets2010-02-28$0
Total of all expenses incurred2010-02-28$328,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-02-28$297,069
Expenses. Certain deemed distributions of participant loans2010-02-28$8,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-02-28$200,196
Value of total assets at end of year2010-02-28$1,516,278
Value of total assets at beginning of year2010-02-28$1,262,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-02-28$23,000
Total interest from all sources2010-02-28$4,680
Total dividends received (eg from common stock, registered investment company shares)2010-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-02-28No
Was this plan covered by a fidelity bond2010-02-28Yes
Value of fidelity bond cover2010-02-28$250,000
If this is an individual account plan, was there a blackout period2010-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-02-28$0
Were there any nonexempt tranactions with any party-in-interest2010-02-28No
Contributions received from participants2010-02-28$191,087
Participant contributions at end of year2010-02-28$118,347
Participant contributions at beginning of year2010-02-28$81,748
Other income not declared elsewhere2010-02-28$637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-02-28No
Value of net income/loss2010-02-28$248,796
Value of net assets at end of year (total assets less liabilities)2010-02-28$1,516,278
Value of net assets at beginning of year (total assets less liabilities)2010-02-28$1,262,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2010-02-28No
Were any leases to which the plan was party in default or uncollectible2010-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-02-28$1,259,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-02-28$952,631
Interest on participant loans2010-02-28$4,680
Value of interest in common/collective trusts at end of year2010-02-28$138,181
Value of interest in common/collective trusts at beginning of year2010-02-28$227,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-02-28$98
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-02-28$81
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-02-28$81
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-02-28$367,999
Net investment gain or loss from common/collective trusts2010-02-28$3,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-02-28No
Was there a failure to transmit to the plan any participant contributions2010-02-28Yes
Has the plan failed to provide any benefit when due under the plan2010-02-28No
Contributions received in cash from employer2010-02-28$9,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-02-28$297,069
Contract administrator fees2010-02-28$23,000
Did the plan have assets held for investment2010-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-02-28Yes
Opinion of an independent qualified public accountant for this plan2010-02-28Disclaimer
Accountancy firm name2010-02-28MRPR
Accountancy firm EIN2010-02-28382141969
2009 : WIELAND SALES 401(K) PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-02-28$0
Total transfer of assets to this plan2009-02-28$7,170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-02-28$0
Total income from all sources (including contributions)2009-02-28$-217,201
Total loss/gain on sale of assets2009-02-28$0
Total of all expenses incurred2009-02-28$178,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-02-28$154,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-02-28$276,018
Value of total assets at end of year2009-02-28$1,262,125
Value of total assets at beginning of year2009-02-28$1,650,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-02-28$24,335
Total interest from all sources2009-02-28$3,867
Total dividends received (eg from common stock, registered investment company shares)2009-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-02-28No
Was this plan covered by a fidelity bond2009-02-28Yes
Value of fidelity bond cover2009-02-28$250,000
If this is an individual account plan, was there a blackout period2009-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-02-28$0
Were there any nonexempt tranactions with any party-in-interest2009-02-28No
Contributions received from participants2009-02-28$247,003
Participant contributions at end of year2009-02-28$81,748
Participant contributions at beginning of year2009-02-28$100,564
Other income not declared elsewhere2009-02-28$-337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-02-28No
Value of net income/loss2009-02-28$-395,687
Value of net assets at end of year (total assets less liabilities)2009-02-28$1,262,125
Value of net assets at beginning of year (total assets less liabilities)2009-02-28$1,650,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2009-02-28No
Were any leases to which the plan was party in default or uncollectible2009-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-02-28$952,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-02-28$1,329,987
Interest on participant loans2009-02-28$3,867
Value of interest in common/collective trusts at end of year2009-02-28$227,665
Value of interest in common/collective trusts at beginning of year2009-02-28$204,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-02-28$81
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-02-28$15,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-02-28$15,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-02-28$-504,845
Net investment gain/loss from pooled separate accounts2009-02-28$8,096
Net investment gain or loss from common/collective trusts2009-02-28$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-02-28No
Was there a failure to transmit to the plan any participant contributions2009-02-28Yes
Has the plan failed to provide any benefit when due under the plan2009-02-28No
Contributions received in cash from employer2009-02-28$29,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-02-28$154,151
Contract administrator fees2009-02-28$24,335
Did the plan have assets held for investment2009-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-02-28Yes
Opinion of an independent qualified public accountant for this plan2009-02-28Disclaimer
Accountancy firm name2009-02-28MRPR
Accountancy firm EIN2009-02-28382141969
2008 : WIELAND SALES 401(K) PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-02-29$0
Total income from all sources (including contributions)2008-02-29$356,149
Total loss/gain on sale of assets2008-02-29$0
Total of all expenses incurred2008-02-29$389,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-02-29$363,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-02-29$307,927
Value of total assets at end of year2008-02-29$1,659,195
Value of total assets at beginning of year2008-02-29$1,692,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-02-29$26,089
Total interest from all sources2008-02-29$3,850
Total dividends received (eg from common stock, registered investment company shares)2008-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-02-29No
Was this plan covered by a fidelity bond2008-02-29Yes
Value of fidelity bond cover2008-02-29$250,000
If this is an individual account plan, was there a blackout period2008-02-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-02-29$0
Were there any nonexempt tranactions with any party-in-interest2008-02-29No
Contributions received from participants2008-02-29$275,319
Participant contributions at end of year2008-02-29$100,564
Participant contributions at beginning of year2008-02-29$98,363
Participant contributions at end of year2008-02-29$7,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-02-29No
Value of net income/loss2008-02-29$-33,665
Value of net assets at end of year (total assets less liabilities)2008-02-29$1,659,195
Value of net assets at beginning of year (total assets less liabilities)2008-02-29$1,692,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2008-02-29No
Were any leases to which the plan was party in default or uncollectible2008-02-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-02-29$1,329,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-02-29$1,391,738
Interest on participant loans2008-02-29$3,850
Value of interest in common/collective trusts at end of year2008-02-29$204,932
Value of interest in common/collective trusts at beginning of year2008-02-29$202,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-02-29$15,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-02-29$170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-02-29$170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-02-29$34,995
Net investment gain or loss from common/collective trusts2008-02-29$9,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-02-29No
Was there a failure to transmit to the plan any participant contributions2008-02-29No
Has the plan failed to provide any benefit when due under the plan2008-02-29No
Contributions received in cash from employer2008-02-29$32,608
Employer contributions (assets) at end of year2008-02-29$994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-02-29$363,725
Contract administrator fees2008-02-29$26,089
Did the plan have assets held for investment2008-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-02-29Yes
Opinion of an independent qualified public accountant for this plan2008-02-29Disclaimer
Accountancy firm name2008-02-29MRPR
Accountancy firm EIN2008-02-29382141969
2007 : WIELAND SALES 401(K) PLAN 2007 401k financial data
Total unrealized appreciation/depreciation of assets2007-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-02-28$0
Total income from all sources (including contributions)2007-02-28$414,018
Total loss/gain on sale of assets2007-02-28$0
Total of all expenses incurred2007-02-28$84,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-02-28$55,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-02-28$269,671
Value of total assets at end of year2007-02-28$1,692,860
Value of total assets at beginning of year2007-02-28$1,363,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-02-28$28,860
Total interest from all sources2007-02-28$1,703
Total dividends received (eg from common stock, registered investment company shares)2007-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-02-28No
Was this plan covered by a fidelity bond2007-02-28Yes
Value of fidelity bond cover2007-02-28$250,000
If this is an individual account plan, was there a blackout period2007-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-02-28$0
Were there any nonexempt tranactions with any party-in-interest2007-02-28No
Contributions received from participants2007-02-28$248,165
Participant contributions at end of year2007-02-28$98,363
Participant contributions at beginning of year2007-02-28$41,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-02-28No
Value of net income/loss2007-02-28$329,596
Value of net assets at end of year (total assets less liabilities)2007-02-28$1,692,860
Value of net assets at beginning of year (total assets less liabilities)2007-02-28$1,363,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2007-02-28No
Were any leases to which the plan was party in default or uncollectible2007-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2007-02-28$1,391,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2007-02-28$266,734
Interest on participant loans2007-02-28$1,703
Value of interest in common/collective trusts at end of year2007-02-28$202,589
Value of interest in common/collective trusts at beginning of year2007-02-28$1,054,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2007-02-28$170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-02-28$130,962
Net investment gain or loss from common/collective trusts2007-02-28$11,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-02-28No
Was there a failure to transmit to the plan any participant contributions2007-02-28No
Has the plan failed to provide any benefit when due under the plan2007-02-28No
Contributions received in cash from employer2007-02-28$21,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-02-28$55,562
Contract administrator fees2007-02-28$28,860
Did the plan have assets held for investment2007-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-02-28Yes
Opinion of an independent qualified public accountant for this plan2007-02-28Disclaimer
Accountancy firm name2007-02-28MRPR
Accountancy firm EIN2007-02-28382141969
2006 : WIELAND SALES 401(K) PLAN 2006 401k financial data
Total unrealized appreciation/depreciation of assets2006-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-02-28$0
Total income from all sources (including contributions)2006-02-28$65,886
Total loss/gain on sale of assets2006-02-28$0
Total of all expenses incurred2006-02-28$20,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-02-28$20,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-02-28$25,379
Value of total assets at end of year2006-02-28$1,363,264
Value of total assets at beginning of year2006-02-28$1,317,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2006-02-28$150
Total interest from all sources2006-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2006-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2006-02-28No
Was this plan covered by a fidelity bond2006-02-28Yes
Value of fidelity bond cover2006-02-28$250,000
If this is an individual account plan, was there a blackout period2006-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2006-02-28$0
Were there any nonexempt tranactions with any party-in-interest2006-02-28No
Contributions received from participants2006-02-28$22,927
Participant contributions at end of year2006-02-28$41,848
Participant contributions at beginning of year2006-02-28$41,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2006-02-28No
Value of net income/loss2006-02-28$45,297
Value of net assets at end of year (total assets less liabilities)2006-02-28$1,363,264
Value of net assets at beginning of year (total assets less liabilities)2006-02-28$1,317,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2006-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2006-02-28No
Were any leases to which the plan was party in default or uncollectible2006-02-28No
Value of interest in pooled separate accounts at end of year2006-02-28$1,054,682
Value of interest in pooled separate accounts at beginning of year2006-02-28$1,016,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2006-02-28$266,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2006-02-28$259,721
Net investment gain/loss from pooled separate accounts2006-02-28$40,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2006-02-28No
Was there a failure to transmit to the plan any participant contributions2006-02-28No
Has the plan failed to provide any benefit when due under the plan2006-02-28No
Contributions received in cash from employer2006-02-28$2,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2006-02-28$20,439
Contract administrator fees2006-02-28$150
Did the plan have assets held for investment2006-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2006-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2006-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2006-02-28Yes
Opinion of an independent qualified public accountant for this plan2006-02-28Disclaimer
Accountancy firm name2006-02-28MRPR GROUP PC
Accountancy firm EIN2006-02-28382141969

Form 5500 Responses for WIELAND SALES 401(K) PLAN

2010: WIELAND SALES 401(K) PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement - TrustYes
2009: WIELAND SALES 401(K) PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement - TrustYes
2008: WIELAND SALES 401(K) PLAN 2008 form 5500 responses
2008-03-01Type of plan entitySingle employer plan
2008-03-01Submission has been amendedNo
2008-03-01This submission is the final filingNo
2008-03-01This return/report is a short plan year return/report (less than 12 months)No
2008-03-01Plan is a collectively bargained planNo
2008-03-01Plan funding arrangement – TrustYes
2008-03-01Plan benefit arrangement - TrustYes
2007: WIELAND SALES 401(K) PLAN 2007 form 5500 responses
2007-03-01Type of plan entitySingle employer plan
2007-03-01Submission has been amendedNo
2007-03-01This submission is the final filingNo
2007-03-01This return/report is a short plan year return/report (less than 12 months)No
2007-03-01Plan is a collectively bargained planNo
2007-03-01Plan funding arrangement – TrustYes
2007-03-01Plan benefit arrangement - TrustYes
2006: WIELAND SALES 401(K) PLAN 2006 form 5500 responses
2006-03-01Type of plan entitySingle employer plan
2006-03-01Submission has been amendedNo
2006-03-01This submission is the final filingNo
2006-03-01This return/report is a short plan year return/report (less than 12 months)No
2006-03-01Plan is a collectively bargained planNo
2006-03-01Plan funding arrangement – TrustYes
2006-03-01Plan benefit arrangement - TrustYes
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number652829
Policy instance 1
Insurance contract or identification number652829
Number of Individuals Covered155
Insurance policy start date2006-01-01
Insurance policy end date2006-02-28
Total amount of commissions paid to insurance brokerUSD $939
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGUARANTEED INTEREST CONTRACT
Commission paid to Insurance BrokerUSD $268
Insurance broker organization code?3
Insurance broker nameTIMOTHY BEISER

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