Plan Name | WORLEY 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | WORLEY WAREHOUSING, INC. |
Employer identification number (EIN): | 421103477 |
NAIC Classification: | 531130 |
NAIC Description: | Lessors of Miniwarehouses and Self-Storage Units |
Additional information about WORLEY WAREHOUSING, INC.
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 1977-08-29 |
Company Identification Number: | 44510 |
Legal Registered Office Address: |
423 SOUTHGATE COURT S.W. CEDAR RAPIDS United States of America (USA) 52404 |
More information about WORLEY WAREHOUSING, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-06-01 | ||||
001 | 2021-06-01 | ||||
001 | 2020-06-01 | ||||
001 | 2019-06-01 | ||||
001 | 2018-06-01 | ||||
001 | 2017-06-01 | BRANDT WORLEY | |||
001 | 2016-06-01 | DAVID E WILSON | |||
001 | 2015-06-01 | DAVID E WILSON | |||
001 | 2014-06-01 | DAVID E WILSON | DAVID E WILSON | 2015-12-10 | |
001 | 2013-06-01 | DAVE WILSON | |||
001 | 2012-06-01 | DAVID WILSON | DAVID WILSON | 2013-10-29 | |
001 | 2011-06-01 | DAVID WILSON | DAVID WILSON | 2012-12-15 | |
001 | 2009-06-01 | DAVID WILSON | DAVID WILSON | 2011-01-03 |
Measure | Date | Value |
---|---|---|
2022: WORLEY 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-06-01 | 222 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 173 |
Number of retired or separated participants receiving benefits | 2022-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 55 |
Total of all active and inactive participants | 2022-06-01 | 228 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-06-01 | 0 |
Total participants | 2022-06-01 | 228 |
Number of participants with account balances | 2022-06-01 | 157 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-06-01 | 0 |
2021: WORLEY 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-06-01 | 198 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 167 |
Number of retired or separated participants receiving benefits | 2021-06-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 49 |
Total of all active and inactive participants | 2021-06-01 | 222 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-06-01 | 0 |
Total participants | 2021-06-01 | 222 |
Number of participants with account balances | 2021-06-01 | 156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-06-01 | 0 |
2020: WORLEY 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-06-01 | 188 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 135 |
Number of retired or separated participants receiving benefits | 2020-06-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 51 |
Total of all active and inactive participants | 2020-06-01 | 192 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-06-01 | 1 |
Total participants | 2020-06-01 | 193 |
Number of participants with account balances | 2020-06-01 | 163 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-06-01 | 0 |
2019: WORLEY 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-06-01 | 181 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 131 |
Number of retired or separated participants receiving benefits | 2019-06-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 48 |
Total of all active and inactive participants | 2019-06-01 | 186 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-06-01 | 0 |
Total participants | 2019-06-01 | 186 |
Number of participants with account balances | 2019-06-01 | 156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-06-01 | 0 |
2018: WORLEY 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-06-01 | 176 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 120 |
Number of retired or separated participants receiving benefits | 2018-06-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 54 |
Total of all active and inactive participants | 2018-06-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-01 | 0 |
Total participants | 2018-06-01 | 181 |
Number of participants with account balances | 2018-06-01 | 146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-06-01 | 1 |
2017: WORLEY 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-06-01 | 188 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 109 |
Number of retired or separated participants receiving benefits | 2017-06-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2017-06-01 | 56 |
Total of all active and inactive participants | 2017-06-01 | 176 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-06-01 | 0 |
Total participants | 2017-06-01 | 176 |
Number of participants with account balances | 2017-06-01 | 147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-06-01 | 2 |
2016: WORLEY 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-06-01 | 190 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 119 |
Number of retired or separated participants receiving benefits | 2016-06-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 55 |
Total of all active and inactive participants | 2016-06-01 | 185 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-06-01 | 0 |
Total participants | 2016-06-01 | 185 |
Number of participants with account balances | 2016-06-01 | 160 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-06-01 | 3 |
2015: WORLEY 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-06-01 | 279 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 117 |
Number of retired or separated participants receiving benefits | 2015-06-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 62 |
Total of all active and inactive participants | 2015-06-01 | 190 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-06-01 | 0 |
Total participants | 2015-06-01 | 190 |
Number of participants with account balances | 2015-06-01 | 167 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-06-01 | 7 |
2014: WORLEY 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-06-01 | 306 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 128 |
Number of retired or separated participants receiving benefits | 2014-06-01 | 53 |
Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 96 |
Total of all active and inactive participants | 2014-06-01 | 277 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 0 |
Total participants | 2014-06-01 | 277 |
Number of participants with account balances | 2014-06-01 | 257 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-01 | 20 |
2013: WORLEY 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-06-01 | 299 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 237 |
Number of retired or separated participants receiving benefits | 2013-06-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 52 |
Total of all active and inactive participants | 2013-06-01 | 306 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-06-01 | 1 |
Total participants | 2013-06-01 | 307 |
Number of participants with account balances | 2013-06-01 | 307 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-06-01 | 21 |
2012: WORLEY 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-06-01 | 308 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 242 |
Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 60 |
Total of all active and inactive participants | 2012-06-01 | 302 |
Total participants | 2012-06-01 | 302 |
Number of participants with account balances | 2012-06-01 | 264 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-06-01 | 12 |
2011: WORLEY 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-06-01 | 315 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 238 |
Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 70 |
Total of all active and inactive participants | 2011-06-01 | 308 |
Total participants | 2011-06-01 | 308 |
Number of participants with account balances | 2011-06-01 | 308 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-06-01 | 26 |
2009: WORLEY 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-06-01 | 317 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 268 |
Number of retired or separated participants receiving benefits | 2009-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 101 |
Total of all active and inactive participants | 2009-06-01 | 369 |
Total participants | 2009-06-01 | 369 |
Number of participants with account balances | 2009-06-01 | 379 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-06-01 | 54 |
Measure | Date | Value |
---|---|---|
2023 : WORLEY 401(K) PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-05-31 | $0 |
Total transfer of assets to this plan | 2023-05-31 | $6,780 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $0 |
Total income from all sources (including contributions) | 2023-05-31 | $752,025 |
Total loss/gain on sale of assets | 2023-05-31 | $0 |
Total of all expenses incurred | 2023-05-31 | $625,065 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-05-31 | $560,538 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-05-31 | $654,955 |
Value of total assets at end of year | 2023-05-31 | $10,556,635 |
Value of total assets at beginning of year | 2023-05-31 | $10,422,895 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-05-31 | $64,527 |
Total interest from all sources | 2023-05-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-05-31 | $166,382 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-05-31 | $166,382 |
Was this plan covered by a fidelity bond | 2023-05-31 | Yes |
Value of fidelity bond cover | 2023-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-05-31 | No |
Contributions received from participants | 2023-05-31 | $382,049 |
Total non interest bearing cash at end of year | 2023-05-31 | $4 |
Total non interest bearing cash at beginning of year | 2023-05-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
Value of net income/loss | 2023-05-31 | $126,960 |
Value of net assets at end of year (total assets less liabilities) | 2023-05-31 | $10,556,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-05-31 | $10,422,895 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-05-31 | $9,970,030 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-05-31 | $6,113,993 |
Value of interest in common/collective trusts at end of year | 2023-05-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2023-05-31 | $3,578,159 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-05-31 | $586,601 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-05-31 | $730,743 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-05-31 | $730,743 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-05-31 | $-69,312 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-05-31 | No |
Contributions received in cash from employer | 2023-05-31 | $272,906 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-05-31 | $560,538 |
Contract administrator fees | 2023-05-31 | $64,527 |
Did the plan have assets held for investment | 2023-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-05-31 | Unqualified |
Accountancy firm name | 2023-05-31 | THE BREMS GROUP LLP |
Accountancy firm EIN | 2023-05-31 | 352545971 |
2022 : WORLEY 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $900 |
Total income from all sources (including contributions) | 2022-05-31 | $-199,235 |
Total loss/gain on sale of assets | 2022-05-31 | $0 |
Total of all expenses incurred | 2022-05-31 | $1,113,245 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-31 | $1,049,922 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-31 | $670,348 |
Value of total assets at end of year | 2022-05-31 | $10,422,895 |
Value of total assets at beginning of year | 2022-05-31 | $11,736,275 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-31 | $63,323 |
Total interest from all sources | 2022-05-31 | $1,547 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-05-31 | $82,631 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-05-31 | $82,631 |
Was this plan covered by a fidelity bond | 2022-05-31 | Yes |
Value of fidelity bond cover | 2022-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-05-31 | No |
Contributions received from participants | 2022-05-31 | $397,508 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
Value of net income/loss | 2022-05-31 | $-1,312,480 |
Value of net assets at end of year (total assets less liabilities) | 2022-05-31 | $10,422,895 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-05-31 | $11,735,375 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-05-31 | No |
Investment advisory and management fees | 2022-05-31 | $63,323 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-05-31 | $6,113,993 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-05-31 | $7,356,301 |
Value of interest in common/collective trusts at end of year | 2022-05-31 | $3,578,159 |
Value of interest in common/collective trusts at beginning of year | 2022-05-31 | $3,663,985 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-05-31 | $730,743 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-05-31 | $713,342 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-05-31 | $713,342 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-05-31 | $1,547 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-05-31 | $-953,761 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-05-31 | No |
Contributions received in cash from employer | 2022-05-31 | $272,840 |
Employer contributions (assets) at beginning of year | 2022-05-31 | $2,647 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-31 | $1,049,922 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-05-31 | $900 |
Did the plan have assets held for investment | 2022-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-05-31 | Unqualified |
Accountancy firm name | 2022-05-31 | THE BREMS GROUP LLP |
Accountancy firm EIN | 2022-05-31 | 352545971 |
2021 : WORLEY 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $900 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $0 |
Total income from all sources (including contributions) | 2021-05-31 | $3,194,619 |
Total loss/gain on sale of assets | 2021-05-31 | $0 |
Total of all expenses incurred | 2021-05-31 | $1,803,932 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-05-31 | $1,746,887 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-05-31 | $577,958 |
Value of total assets at end of year | 2021-05-31 | $11,736,278 |
Value of total assets at beginning of year | 2021-05-31 | $10,344,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-05-31 | $57,045 |
Total interest from all sources | 2021-05-31 | $1,378 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-05-31 | $79,427 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-05-31 | $79,427 |
Was this plan covered by a fidelity bond | 2021-05-31 | Yes |
Value of fidelity bond cover | 2021-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-05-31 | No |
Contributions received from participants | 2021-05-31 | $337,738 |
Total non interest bearing cash at end of year | 2021-05-31 | $8 |
Total non interest bearing cash at beginning of year | 2021-05-31 | $61 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
Value of net income/loss | 2021-05-31 | $1,390,687 |
Value of net assets at end of year (total assets less liabilities) | 2021-05-31 | $11,735,378 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-05-31 | $10,344,691 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-05-31 | No |
Investment advisory and management fees | 2021-05-31 | $57,045 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-05-31 | $7,356,301 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-05-31 | $6,326,009 |
Value of interest in common/collective trusts at end of year | 2021-05-31 | $3,663,985 |
Value of interest in common/collective trusts at beginning of year | 2021-05-31 | $3,376,156 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-05-31 | $713,338 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-05-31 | $630,775 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-05-31 | $630,775 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-05-31 | $1,378 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-05-31 | $2,535,856 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-05-31 | No |
Contributions received in cash from employer | 2021-05-31 | $240,220 |
Employer contributions (assets) at end of year | 2021-05-31 | $2,646 |
Employer contributions (assets) at beginning of year | 2021-05-31 | $11,690 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-05-31 | $1,746,887 |
Liabilities. Value of benefit claims payable at end of year | 2021-05-31 | $900 |
Did the plan have assets held for investment | 2021-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-05-31 | Disclaimer |
Accountancy firm name | 2021-05-31 | THE BREMS GROUP LLP |
Accountancy firm EIN | 2021-05-31 | 352545971 |
2020 : WORLEY 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $0 |
Total income from all sources (including contributions) | 2020-05-31 | $1,347,162 |
Total loss/gain on sale of assets | 2020-05-31 | $0 |
Total of all expenses incurred | 2020-05-31 | $733,068 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-05-31 | $677,760 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-05-31 | $573,033 |
Value of total assets at end of year | 2020-05-31 | $10,344,691 |
Value of total assets at beginning of year | 2020-05-31 | $9,730,597 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-05-31 | $55,308 |
Total interest from all sources | 2020-05-31 | $11,674 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-05-31 | $106,562 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-05-31 | $106,562 |
Was this plan covered by a fidelity bond | 2020-05-31 | Yes |
Value of fidelity bond cover | 2020-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-05-31 | No |
Contributions received from participants | 2020-05-31 | $346,572 |
Total non interest bearing cash at end of year | 2020-05-31 | $61 |
Total non interest bearing cash at beginning of year | 2020-05-31 | $108 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
Value of net income/loss | 2020-05-31 | $614,094 |
Value of net assets at end of year (total assets less liabilities) | 2020-05-31 | $10,344,691 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-05-31 | $9,730,597 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-05-31 | No |
Investment advisory and management fees | 2020-05-31 | $55,308 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-05-31 | $6,326,009 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-05-31 | $6,077,628 |
Value of interest in common/collective trusts at end of year | 2020-05-31 | $3,376,156 |
Value of interest in common/collective trusts at beginning of year | 2020-05-31 | $2,996,879 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-05-31 | $630,775 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-05-31 | $651,157 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-05-31 | $651,157 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-05-31 | $11,674 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-05-31 | $461,940 |
Net investment gain or loss from common/collective trusts | 2020-05-31 | $193,953 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-05-31 | No |
Contributions received in cash from employer | 2020-05-31 | $226,461 |
Employer contributions (assets) at end of year | 2020-05-31 | $11,690 |
Employer contributions (assets) at beginning of year | 2020-05-31 | $4,825 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-05-31 | $677,760 |
Did the plan have assets held for investment | 2020-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-05-31 | Disclaimer |
Accountancy firm name | 2020-05-31 | THE BREMS GROUP LLP |
Accountancy firm EIN | 2020-05-31 | 352545971 |
2019 : WORLEY 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $0 |
Total income from all sources (including contributions) | 2019-05-31 | $766,665 |
Total loss/gain on sale of assets | 2019-05-31 | $0 |
Total of all expenses incurred | 2019-05-31 | $1,784,808 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-05-31 | $1,733,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-05-31 | $502,627 |
Value of total assets at end of year | 2019-05-31 | $9,730,597 |
Value of total assets at beginning of year | 2019-05-31 | $10,748,740 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-05-31 | $50,913 |
Total interest from all sources | 2019-05-31 | $16,435 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-05-31 | $109,378 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-05-31 | $109,378 |
Was this plan covered by a fidelity bond | 2019-05-31 | Yes |
Value of fidelity bond cover | 2019-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-05-31 | No |
Contributions received from participants | 2019-05-31 | $307,714 |
Total non interest bearing cash at end of year | 2019-05-31 | $108 |
Total non interest bearing cash at beginning of year | 2019-05-31 | $139 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
Value of net income/loss | 2019-05-31 | $-1,018,143 |
Value of net assets at end of year (total assets less liabilities) | 2019-05-31 | $9,730,597 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-05-31 | $10,748,740 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-05-31 | No |
Investment advisory and management fees | 2019-05-31 | $50,913 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-05-31 | $6,077,628 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-05-31 | $6,825,217 |
Value of interest in common/collective trusts at end of year | 2019-05-31 | $2,996,879 |
Value of interest in common/collective trusts at beginning of year | 2019-05-31 | $2,983,615 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-05-31 | $651,157 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-05-31 | $936,112 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-05-31 | $936,112 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-05-31 | $16,435 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-05-31 | $138,225 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-05-31 | No |
Contributions received in cash from employer | 2019-05-31 | $194,913 |
Employer contributions (assets) at end of year | 2019-05-31 | $4,825 |
Employer contributions (assets) at beginning of year | 2019-05-31 | $3,657 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-05-31 | $1,733,895 |
Did the plan have assets held for investment | 2019-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-05-31 | Disclaimer |
Accountancy firm name | 2019-05-31 | JAMES T. BREMS,PC |
Accountancy firm EIN | 2019-05-31 | 421427254 |
2018 : WORLEY 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $0 |
Total income from all sources (including contributions) | 2018-05-31 | $1,673,112 |
Total loss/gain on sale of assets | 2018-05-31 | $0 |
Total of all expenses incurred | 2018-05-31 | $2,705,659 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-05-31 | $2,647,124 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-05-31 | $558,954 |
Value of total assets at end of year | 2018-05-31 | $10,748,740 |
Value of total assets at beginning of year | 2018-05-31 | $11,781,287 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-05-31 | $58,535 |
Total interest from all sources | 2018-05-31 | $11,264 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-05-31 | $134,520 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-05-31 | $134,520 |
Was this plan covered by a fidelity bond | 2018-05-31 | Yes |
Value of fidelity bond cover | 2018-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-05-31 | No |
Contributions received from participants | 2018-05-31 | $346,686 |
Total non interest bearing cash at end of year | 2018-05-31 | $139 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
Value of net income/loss | 2018-05-31 | $-1,032,547 |
Value of net assets at end of year (total assets less liabilities) | 2018-05-31 | $10,748,740 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-05-31 | $11,781,287 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-05-31 | No |
Investment advisory and management fees | 2018-05-31 | $58,535 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-05-31 | $6,825,217 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-05-31 | $10,841,332 |
Value of interest in common/collective trusts at end of year | 2018-05-31 | $2,983,615 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-05-31 | $936,112 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-05-31 | $935,274 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-05-31 | $935,274 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-05-31 | $11,264 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-05-31 | $342,626 |
Net investment gain or loss from common/collective trusts | 2018-05-31 | $625,748 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-05-31 | No |
Contributions received in cash from employer | 2018-05-31 | $212,268 |
Employer contributions (assets) at end of year | 2018-05-31 | $3,657 |
Employer contributions (assets) at beginning of year | 2018-05-31 | $4,681 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-05-31 | $2,647,124 |
Did the plan have assets held for investment | 2018-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-05-31 | Disclaimer |
Accountancy firm name | 2018-05-31 | JAMES T. BREMS, PC |
Accountancy firm EIN | 2018-05-31 | 421427254 |
2017 : WORLEY 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $0 |
Total income from all sources (including contributions) | 2017-05-31 | $1,855,035 |
Total loss/gain on sale of assets | 2017-05-31 | $0 |
Total of all expenses incurred | 2017-05-31 | $687,123 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-05-31 | $626,159 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-05-31 | $547,911 |
Value of total assets at end of year | 2017-05-31 | $11,781,287 |
Value of total assets at beginning of year | 2017-05-31 | $10,613,375 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-05-31 | $60,964 |
Total interest from all sources | 2017-05-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-05-31 | $137,724 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-05-31 | $137,724 |
Was this plan covered by a fidelity bond | 2017-05-31 | Yes |
Value of fidelity bond cover | 2017-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-05-31 | No |
Contributions received from participants | 2017-05-31 | $328,248 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-05-31 | $2,764 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
Value of net income/loss | 2017-05-31 | $1,167,912 |
Value of net assets at end of year (total assets less liabilities) | 2017-05-31 | $11,781,287 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-05-31 | $10,613,375 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-05-31 | No |
Investment advisory and management fees | 2017-05-31 | $60,964 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-05-31 | $10,841,332 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-05-31 | $9,693,795 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-05-31 | $935,274 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-05-31 | $917,723 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-05-31 | $917,723 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-05-31 | $1,169,400 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-05-31 | No |
Contributions received in cash from employer | 2017-05-31 | $216,899 |
Employer contributions (assets) at end of year | 2017-05-31 | $4,681 |
Employer contributions (assets) at beginning of year | 2017-05-31 | $1,857 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-05-31 | $626,159 |
Did the plan have assets held for investment | 2017-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-05-31 | Disclaimer |
Accountancy firm name | 2017-05-31 | JAMES T. BREMS, PC |
Accountancy firm EIN | 2017-05-31 | 421427254 |
2016 : WORLEY 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $0 |
Total income from all sources (including contributions) | 2016-05-31 | $471,903 |
Total loss/gain on sale of assets | 2016-05-31 | $0 |
Total of all expenses incurred | 2016-05-31 | $1,384,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-05-31 | $1,328,381 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-05-31 | $545,681 |
Value of total assets at end of year | 2016-05-31 | $10,613,375 |
Value of total assets at beginning of year | 2016-05-31 | $11,526,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-05-31 | $56,237 |
Total interest from all sources | 2016-05-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-05-31 | $135,705 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-05-31 | $135,705 |
Was this plan covered by a fidelity bond | 2016-05-31 | Yes |
Value of fidelity bond cover | 2016-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-05-31 | No |
Contributions received from participants | 2016-05-31 | $332,088 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
Value of net income/loss | 2016-05-31 | $-912,715 |
Value of net assets at end of year (total assets less liabilities) | 2016-05-31 | $10,613,375 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-05-31 | $11,526,090 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-05-31 | No |
Investment advisory and management fees | 2016-05-31 | $56,237 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-05-31 | $9,693,795 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-05-31 | $10,491,420 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-05-31 | $917,723 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-05-31 | $1,029,161 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-05-31 | $1,029,161 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-05-31 | $-209,483 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-05-31 | No |
Contributions received in cash from employer | 2016-05-31 | $213,593 |
Employer contributions (assets) at end of year | 2016-05-31 | $1,857 |
Employer contributions (assets) at beginning of year | 2016-05-31 | $5,509 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-05-31 | $1,328,381 |
Did the plan have assets held for investment | 2016-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-05-31 | Disclaimer |
Accountancy firm name | 2016-05-31 | JAMES T .BREMS, PC |
Accountancy firm EIN | 2016-05-31 | 421427254 |
2015 : WORLEY 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $0 |
Total income from all sources (including contributions) | 2015-05-31 | $1,787,039 |
Total loss/gain on sale of assets | 2015-05-31 | $0 |
Total of all expenses incurred | 2015-05-31 | $2,348,891 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-31 | $2,284,394 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-31 | $808,053 |
Value of total assets at end of year | 2015-05-31 | $11,526,090 |
Value of total assets at beginning of year | 2015-05-31 | $12,087,942 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-31 | $64,497 |
Total interest from all sources | 2015-05-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-05-31 | $170,464 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-05-31 | $170,464 |
Was this plan covered by a fidelity bond | 2015-05-31 | Yes |
Value of fidelity bond cover | 2015-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-05-31 | No |
Contributions received from participants | 2015-05-31 | $476,357 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-05-31 | $4,136 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
Value of net income/loss | 2015-05-31 | $-561,852 |
Value of net assets at end of year (total assets less liabilities) | 2015-05-31 | $11,526,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-05-31 | $12,087,942 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-05-31 | No |
Investment advisory and management fees | 2015-05-31 | $64,497 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-05-31 | $10,491,420 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-05-31 | $11,311,220 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-05-31 | $1,029,161 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-05-31 | $755,377 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-05-31 | $755,377 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-05-31 | $808,522 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-05-31 | No |
Contributions received in cash from employer | 2015-05-31 | $327,560 |
Employer contributions (assets) at end of year | 2015-05-31 | $5,509 |
Employer contributions (assets) at beginning of year | 2015-05-31 | $21,345 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-31 | $2,284,394 |
Did the plan have assets held for investment | 2015-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-05-31 | Disclaimer |
Accountancy firm name | 2015-05-31 | JAMES T. BREMS, PC |
Accountancy firm EIN | 2015-05-31 | 421427254 |
2014 : WORLEY 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $0 |
Total income from all sources (including contributions) | 2014-05-31 | $2,536,705 |
Total loss/gain on sale of assets | 2014-05-31 | $0 |
Total of all expenses incurred | 2014-05-31 | $1,463,771 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $1,405,828 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $955,856 |
Value of total assets at end of year | 2014-05-31 | $12,087,942 |
Value of total assets at beginning of year | 2014-05-31 | $11,015,008 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $57,943 |
Total interest from all sources | 2014-05-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-05-31 | $137,076 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-05-31 | $137,076 |
Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
Value of fidelity bond cover | 2014-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
Contributions received from participants | 2014-05-31 | $548,272 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-05-31 | $110 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
Value of net income/loss | 2014-05-31 | $1,072,934 |
Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $12,087,942 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $11,015,008 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
Investment advisory and management fees | 2014-05-31 | $57,943 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-05-31 | $11,311,220 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-05-31 | $810,138 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-05-31 | $755,377 |
Asset value of US Government securities at beginning of year | 2014-05-31 | $1,210,755 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-05-31 | $1,443,773 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
Contributions received in cash from employer | 2014-05-31 | $407,474 |
Employer contributions (assets) at end of year | 2014-05-31 | $21,345 |
Employer contributions (assets) at beginning of year | 2014-05-31 | $9,258 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-31 | $1,405,828 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-05-31 | $8,984,857 |
Did the plan have assets held for investment | 2014-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Disclaimer |
Accountancy firm name | 2014-05-31 | JAMES T. BREMS, PC |
Accountancy firm EIN | 2014-05-31 | 421427254 |
2013 : WORLEY 401(K) PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-05-31 | $1,323,985 |
Total unrealized appreciation/depreciation of assets | 2013-05-31 | $1,323,985 |
Total income from all sources (including contributions) | 2013-05-31 | $2,680,342 |
Total loss/gain on sale of assets | 2013-05-31 | $282,976 |
Total of all expenses incurred | 2013-05-31 | $1,599,040 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $1,547,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $917,301 |
Value of total assets at end of year | 2013-05-31 | $11,015,008 |
Value of total assets at beginning of year | 2013-05-31 | $9,933,706 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $51,293 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-05-31 | $156,080 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
Was this plan covered by a fidelity bond | 2013-05-31 | No |
If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
Contributions received from participants | 2013-05-31 | $529,111 |
Participant contributions at end of year | 2013-05-31 | $0 |
Participant contributions at beginning of year | 2013-05-31 | $19,741 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
Value of net income/loss | 2013-05-31 | $1,081,302 |
Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $11,015,008 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $9,933,706 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
Investment advisory and management fees | 2013-05-31 | $51,293 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-05-31 | $810,138 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-05-31 | $686,877 |
Asset value of US Government securities at end of year | 2013-05-31 | $1,210,755 |
Asset value of US Government securities at beginning of year | 2013-05-31 | $1,744,860 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
Contributions received in cash from employer | 2013-05-31 | $388,190 |
Employer contributions (assets) at end of year | 2013-05-31 | $9,258 |
Employer contributions (assets) at beginning of year | 2013-05-31 | $21,288 |
Income. Dividends from common stock | 2013-05-31 | $156,080 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $1,547,747 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-05-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-05-31 | $8,984,857 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-05-31 | $7,460,940 |
Did the plan have assets held for investment | 2013-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
Aggregate proceeds on sale of assets | 2013-05-31 | $2,333,396 |
Aggregate carrying amount (costs) on sale of assets | 2013-05-31 | $2,050,420 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Disclaimer |
Accountancy firm name | 2013-05-31 | JAMES T. BREMS, PC |
Accountancy firm EIN | 2013-05-31 | 421427254 |
2012 : WORLEY 401(K) PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-05-31 | $-366,058 |
Total unrealized appreciation/depreciation of assets | 2012-05-31 | $-366,058 |
Total income from all sources (including contributions) | 2012-05-31 | $663,509 |
Total loss/gain on sale of assets | 2012-05-31 | $-39,321 |
Total of all expenses incurred | 2012-05-31 | $866,757 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $812,750 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $935,582 |
Value of total assets at end of year | 2012-05-31 | $9,933,706 |
Value of total assets at beginning of year | 2012-05-31 | $10,136,954 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $54,007 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-05-31 | $133,306 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
Was this plan covered by a fidelity bond | 2012-05-31 | No |
If this is an individual account plan, was there a blackout period | 2012-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
Contributions received from participants | 2012-05-31 | $534,290 |
Participant contributions at end of year | 2012-05-31 | $19,741 |
Administrative expenses (other) incurred | 2012-05-31 | $609 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
Value of net income/loss | 2012-05-31 | $-203,248 |
Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $9,933,706 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $10,136,954 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
Investment advisory and management fees | 2012-05-31 | $53,398 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-05-31 | $686,877 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-31 | $638,610 |
Asset value of US Government securities at end of year | 2012-05-31 | $1,744,860 |
Asset value of US Government securities at beginning of year | 2012-05-31 | $1,345,473 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
Contributions received in cash from employer | 2012-05-31 | $401,292 |
Employer contributions (assets) at end of year | 2012-05-31 | $21,288 |
Income. Dividends from common stock | 2012-05-31 | $133,306 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $812,750 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-05-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-05-31 | $7,460,940 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-05-31 | $8,152,871 |
Did the plan have assets held for investment | 2012-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
Aggregate proceeds on sale of assets | 2012-05-31 | $3,720,149 |
Aggregate carrying amount (costs) on sale of assets | 2012-05-31 | $3,759,470 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Disclaimer |
Accountancy firm name | 2012-05-31 | JAMES T. BREMS, PC |
Accountancy firm EIN | 2012-05-31 | 421427254 |
2011 : WORLEY 401(K) PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-05-31 | $1,457,381 |
Total unrealized appreciation/depreciation of assets | 2011-05-31 | $1,457,381 |
Total income from all sources (including contributions) | 2011-05-31 | $2,754,431 |
Total loss/gain on sale of assets | 2011-05-31 | $267,415 |
Total of all expenses incurred | 2011-05-31 | $530,246 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $477,529 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $916,602 |
Value of total assets at end of year | 2011-05-31 | $10,136,954 |
Value of total assets at beginning of year | 2011-05-31 | $7,912,767 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $52,717 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-05-31 | $112,647 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | No |
Was this plan covered by a fidelity bond | 2011-05-31 | No |
If this is an individual account plan, was there a blackout period | 2011-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
Contributions received from participants | 2011-05-31 | $528,757 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-05-31 | $4,502 |
Other income not declared elsewhere | 2011-05-31 | $386 |
Total non interest bearing cash at end of year | 2011-05-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-05-31 | $40 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
Value of net income/loss | 2011-05-31 | $2,224,185 |
Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $10,136,954 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $7,912,767 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
Investment advisory and management fees | 2011-05-31 | $52,717 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-31 | $638,610 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-31 | $620,897 |
Asset value of US Government securities at end of year | 2011-05-31 | $1,345,473 |
Asset value of US Government securities at beginning of year | 2011-05-31 | $1,353,703 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
Contributions received in cash from employer | 2011-05-31 | $383,343 |
Employer contributions (assets) at end of year | 2011-05-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-05-31 | $8,095 |
Income. Dividends from common stock | 2011-05-31 | $112,647 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $477,529 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-05-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-05-31 | $8,152,871 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-05-31 | $5,930,032 |
Did the plan have assets held for investment | 2011-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
Aggregate proceeds on sale of assets | 2011-05-31 | $2,029,359 |
Aggregate carrying amount (costs) on sale of assets | 2011-05-31 | $1,761,944 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Disclaimer |
Accountancy firm name | 2011-05-31 | JAMES T. BREMS, PC |
Accountancy firm EIN | 2011-05-31 | 421427254 |
2010 : WORLEY 401(K) PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-05-31 | $0 |
2022: WORLEY 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-06-01 | Type of plan entity | Single employer plan |
2022-06-01 | Submission has been amended | No |
2022-06-01 | This submission is the final filing | No |
2022-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-06-01 | Plan is a collectively bargained plan | No |
2022-06-01 | Plan funding arrangement – Trust | Yes |
2022-06-01 | Plan benefit arrangement - Trust | Yes |
2021: WORLEY 401(K) PLAN 2021 form 5500 responses | ||
2021-06-01 | Type of plan entity | Single employer plan |
2021-06-01 | Submission has been amended | No |
2021-06-01 | This submission is the final filing | No |
2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-06-01 | Plan is a collectively bargained plan | No |
2021-06-01 | Plan funding arrangement – Trust | Yes |
2021-06-01 | Plan benefit arrangement - Trust | Yes |
2020: WORLEY 401(K) PLAN 2020 form 5500 responses | ||
2020-06-01 | Type of plan entity | Single employer plan |
2020-06-01 | Submission has been amended | No |
2020-06-01 | This submission is the final filing | No |
2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-06-01 | Plan is a collectively bargained plan | No |
2020-06-01 | Plan funding arrangement – Trust | Yes |
2020-06-01 | Plan benefit arrangement - Trust | Yes |
2019: WORLEY 401(K) PLAN 2019 form 5500 responses | ||
2019-06-01 | Type of plan entity | Single employer plan |
2019-06-01 | Submission has been amended | No |
2019-06-01 | This submission is the final filing | No |
2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-06-01 | Plan is a collectively bargained plan | No |
2019-06-01 | Plan funding arrangement – Trust | Yes |
2019-06-01 | Plan benefit arrangement - Trust | Yes |
2018: WORLEY 401(K) PLAN 2018 form 5500 responses | ||
2018-06-01 | Type of plan entity | Single employer plan |
2018-06-01 | Submission has been amended | No |
2018-06-01 | This submission is the final filing | No |
2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-06-01 | Plan is a collectively bargained plan | No |
2018-06-01 | Plan funding arrangement – Trust | Yes |
2018-06-01 | Plan benefit arrangement - Trust | Yes |
2017: WORLEY 401(K) PLAN 2017 form 5500 responses | ||
2017-06-01 | Type of plan entity | Single employer plan |
2017-06-01 | Submission has been amended | No |
2017-06-01 | This submission is the final filing | No |
2017-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-06-01 | Plan is a collectively bargained plan | No |
2017-06-01 | Plan funding arrangement – Trust | Yes |
2017-06-01 | Plan benefit arrangement - Trust | Yes |
2016: WORLEY 401(K) PLAN 2016 form 5500 responses | ||
2016-06-01 | Type of plan entity | Single employer plan |
2016-06-01 | Submission has been amended | No |
2016-06-01 | This submission is the final filing | No |
2016-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-06-01 | Plan is a collectively bargained plan | No |
2016-06-01 | Plan funding arrangement – Trust | Yes |
2016-06-01 | Plan benefit arrangement - Trust | Yes |
2015: WORLEY 401(K) PLAN 2015 form 5500 responses | ||
2015-06-01 | Type of plan entity | Single employer plan |
2015-06-01 | Submission has been amended | No |
2015-06-01 | This submission is the final filing | No |
2015-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-06-01 | Plan is a collectively bargained plan | No |
2015-06-01 | Plan funding arrangement – Trust | Yes |
2015-06-01 | Plan benefit arrangement - Trust | Yes |
2014: WORLEY 401(K) PLAN 2014 form 5500 responses | ||
2014-06-01 | Type of plan entity | Single employer plan |
2014-06-01 | Submission has been amended | No |
2014-06-01 | This submission is the final filing | No |
2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-06-01 | Plan is a collectively bargained plan | No |
2014-06-01 | Plan funding arrangement – Trust | Yes |
2014-06-01 | Plan benefit arrangement - Trust | Yes |
2013: WORLEY 401(K) PLAN 2013 form 5500 responses | ||
2013-06-01 | Type of plan entity | Single employer plan |
2013-06-01 | Submission has been amended | No |
2013-06-01 | This submission is the final filing | No |
2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-06-01 | Plan is a collectively bargained plan | No |
2013-06-01 | Plan funding arrangement – Trust | Yes |
2013-06-01 | Plan benefit arrangement - Trust | Yes |
2012: WORLEY 401(K) PLAN 2012 form 5500 responses | ||
2012-06-01 | Type of plan entity | Single employer plan |
2012-06-01 | Plan funding arrangement – Trust | Yes |
2012-06-01 | Plan benefit arrangement - Trust | Yes |
2011: WORLEY 401(K) PLAN 2011 form 5500 responses | ||
2011-06-01 | Type of plan entity | Single employer plan |
2011-06-01 | Plan funding arrangement – Trust | Yes |
2011-06-01 | Plan benefit arrangement - Trust | Yes |
2009: WORLEY 401(K) PLAN 2009 form 5500 responses | ||
2009-06-01 | Type of plan entity | Single employer plan |
2009-06-01 | This submission is the final filing | No |
2009-06-01 | Plan funding arrangement – Trust | Yes |
2009-06-01 | Plan benefit arrangement - Trust | Yes |