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WORLEY 401(K) PLAN 401k Plan overview

Plan NameWORLEY 401(K) PLAN
Plan identification number 001

WORLEY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WORLEY WAREHOUSING, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-01
0012021-06-01
0012020-06-01
0012019-06-01
0012018-06-01
0012017-06-01BRANDT WORLEY
0012016-06-01DAVID E WILSON
0012015-06-01DAVID E WILSON
0012014-06-01DAVID E WILSON DAVID E WILSON2015-12-10
0012013-06-01DAVE WILSON
0012012-06-01DAVID WILSON DAVID WILSON2013-10-29
0012011-06-01DAVID WILSON DAVID WILSON2012-12-15
0012009-06-01DAVID WILSON DAVID WILSON2011-01-03

Plan Statistics for WORLEY 401(K) PLAN

401k plan membership statisitcs for WORLEY 401(K) PLAN

Measure Date Value
2022: WORLEY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-01222
Total number of active participants reported on line 7a of the Form 55002022-06-01173
Number of retired or separated participants receiving benefits2022-06-010
Number of other retired or separated participants entitled to future benefits2022-06-0155
Total of all active and inactive participants2022-06-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-010
Total participants2022-06-01228
Number of participants with account balances2022-06-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-06-010
2021: WORLEY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-01198
Total number of active participants reported on line 7a of the Form 55002021-06-01167
Number of retired or separated participants receiving benefits2021-06-016
Number of other retired or separated participants entitled to future benefits2021-06-0149
Total of all active and inactive participants2021-06-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-010
Total participants2021-06-01222
Number of participants with account balances2021-06-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-010
2020: WORLEY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01188
Total number of active participants reported on line 7a of the Form 55002020-06-01135
Number of retired or separated participants receiving benefits2020-06-016
Number of other retired or separated participants entitled to future benefits2020-06-0151
Total of all active and inactive participants2020-06-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-011
Total participants2020-06-01193
Number of participants with account balances2020-06-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-010
2019: WORLEY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01181
Total number of active participants reported on line 7a of the Form 55002019-06-01131
Number of retired or separated participants receiving benefits2019-06-017
Number of other retired or separated participants entitled to future benefits2019-06-0148
Total of all active and inactive participants2019-06-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-010
Total participants2019-06-01186
Number of participants with account balances2019-06-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-010
2018: WORLEY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01176
Total number of active participants reported on line 7a of the Form 55002018-06-01120
Number of retired or separated participants receiving benefits2018-06-017
Number of other retired or separated participants entitled to future benefits2018-06-0154
Total of all active and inactive participants2018-06-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-01181
Number of participants with account balances2018-06-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-011
2017: WORLEY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01188
Total number of active participants reported on line 7a of the Form 55002017-06-01109
Number of retired or separated participants receiving benefits2017-06-0111
Number of other retired or separated participants entitled to future benefits2017-06-0156
Total of all active and inactive participants2017-06-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-01176
Number of participants with account balances2017-06-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-012
2016: WORLEY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01190
Total number of active participants reported on line 7a of the Form 55002016-06-01119
Number of retired or separated participants receiving benefits2016-06-0111
Number of other retired or separated participants entitled to future benefits2016-06-0155
Total of all active and inactive participants2016-06-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-01185
Number of participants with account balances2016-06-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-013
2015: WORLEY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01279
Total number of active participants reported on line 7a of the Form 55002015-06-01117
Number of retired or separated participants receiving benefits2015-06-0111
Number of other retired or separated participants entitled to future benefits2015-06-0162
Total of all active and inactive participants2015-06-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-01190
Number of participants with account balances2015-06-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-017
2014: WORLEY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01306
Total number of active participants reported on line 7a of the Form 55002014-06-01128
Number of retired or separated participants receiving benefits2014-06-0153
Number of other retired or separated participants entitled to future benefits2014-06-0196
Total of all active and inactive participants2014-06-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-01277
Number of participants with account balances2014-06-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-0120
2013: WORLEY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01299
Total number of active participants reported on line 7a of the Form 55002013-06-01237
Number of retired or separated participants receiving benefits2013-06-0117
Number of other retired or separated participants entitled to future benefits2013-06-0152
Total of all active and inactive participants2013-06-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-011
Total participants2013-06-01307
Number of participants with account balances2013-06-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-0121
2012: WORLEY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01308
Total number of active participants reported on line 7a of the Form 55002012-06-01242
Number of other retired or separated participants entitled to future benefits2012-06-0160
Total of all active and inactive participants2012-06-01302
Total participants2012-06-01302
Number of participants with account balances2012-06-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-0112
2011: WORLEY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01315
Total number of active participants reported on line 7a of the Form 55002011-06-01238
Number of other retired or separated participants entitled to future benefits2011-06-0170
Total of all active and inactive participants2011-06-01308
Total participants2011-06-01308
Number of participants with account balances2011-06-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-0126
2009: WORLEY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01317
Total number of active participants reported on line 7a of the Form 55002009-06-01268
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-01101
Total of all active and inactive participants2009-06-01369
Total participants2009-06-01369
Number of participants with account balances2009-06-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-0154

Financial Data on WORLEY 401(K) PLAN

Measure Date Value
2023 : WORLEY 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-05-31$0
Total transfer of assets to this plan2023-05-31$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 assets2023-05-31$0
Total of all expenses incurred2023-05-31$625,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$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 year2023-05-31$10,556,635
Value of total assets at beginning of year2023-05-31$10,422,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$64,527
Total interest from all sources2023-05-31$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 year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$166,382
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$500,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Contributions received from participants2023-05-31$382,049
Total non interest bearing cash at end of year2023-05-31$4
Total non interest bearing cash at beginning of year2023-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$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)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$9,970,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$6,113,993
Value of interest in common/collective trusts at end of year2023-05-31$0
Value of interest in common/collective trusts at beginning of year2023-05-31$3,578,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-05-31$586,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-05-31$730,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-05-31$730,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$-69,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31No
Was there a failure to transmit to the plan any participant contributions2023-05-31No
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$272,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$560,538
Contract administrator fees2023-05-31$64,527
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31THE BREMS GROUP LLP
Accountancy firm EIN2023-05-31352545971
2022 : WORLEY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-05-31$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 assets2022-05-31$0
Total of all expenses incurred2022-05-31$1,113,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$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 year2022-05-31$10,422,895
Value of total assets at beginning of year2022-05-31$11,736,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$63,323
Total interest from all sources2022-05-31$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 year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$82,631
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$397,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-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)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$63,323
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$6,113,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$7,356,301
Value of interest in common/collective trusts at end of year2022-05-31$3,578,159
Value of interest in common/collective trusts at beginning of year2022-05-31$3,663,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$730,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$713,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$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 assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$272,840
Employer contributions (assets) at beginning of year2022-05-31$2,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$1,049,922
Liabilities. Value of benefit claims payable at beginning of year2022-05-31$900
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31THE BREMS GROUP LLP
Accountancy firm EIN2022-05-31352545971
2021 : WORLEY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-05-31$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 assets2021-05-31$0
Total of all expenses incurred2021-05-31$1,803,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$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 year2021-05-31$11,736,278
Value of total assets at beginning of year2021-05-31$10,344,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$57,045
Total interest from all sources2021-05-31$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 year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$79,427
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$500,000
If this is an individual account plan, was there a blackout period2021-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$337,738
Total non interest bearing cash at end of year2021-05-31$8
Total non interest bearing cash at beginning of year2021-05-31$61
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$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)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$57,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$7,356,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$6,326,009
Value of interest in common/collective trusts at end of year2021-05-31$3,663,985
Value of interest in common/collective trusts at beginning of year2021-05-31$3,376,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$713,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$630,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$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 assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$240,220
Employer contributions (assets) at end of year2021-05-31$2,646
Employer contributions (assets) at beginning of year2021-05-31$11,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$1,746,887
Liabilities. Value of benefit claims payable at end of year2021-05-31$900
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Disclaimer
Accountancy firm name2021-05-31THE BREMS GROUP LLP
Accountancy firm EIN2021-05-31352545971
2020 : WORLEY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-05-31$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 assets2020-05-31$0
Total of all expenses incurred2020-05-31$733,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$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 year2020-05-31$10,344,691
Value of total assets at beginning of year2020-05-31$9,730,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$55,308
Total interest from all sources2020-05-31$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 year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$106,562
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$500,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$346,572
Total non interest bearing cash at end of year2020-05-31$61
Total non interest bearing cash at beginning of year2020-05-31$108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$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)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$55,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$6,326,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$6,077,628
Value of interest in common/collective trusts at end of year2020-05-31$3,376,156
Value of interest in common/collective trusts at beginning of year2020-05-31$2,996,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$630,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$651,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$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 trusts2020-05-31$193,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$226,461
Employer contributions (assets) at end of year2020-05-31$11,690
Employer contributions (assets) at beginning of year2020-05-31$4,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$677,760
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31Yes
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Accountancy firm name2020-05-31THE BREMS GROUP LLP
Accountancy firm EIN2020-05-31352545971
2019 : WORLEY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-05-31$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 assets2019-05-31$0
Total of all expenses incurred2019-05-31$1,784,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$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 year2019-05-31$9,730,597
Value of total assets at beginning of year2019-05-31$10,748,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$50,913
Total interest from all sources2019-05-31$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 year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$109,378
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$500,000
If this is an individual account plan, was there a blackout period2019-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$307,714
Total non interest bearing cash at end of year2019-05-31$108
Total non interest bearing cash at beginning of year2019-05-31$139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$-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)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$50,913
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$6,077,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$6,825,217
Value of interest in common/collective trusts at end of year2019-05-31$2,996,879
Value of interest in common/collective trusts at beginning of year2019-05-31$2,983,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$651,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$936,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$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 assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$194,913
Employer contributions (assets) at end of year2019-05-31$4,825
Employer contributions (assets) at beginning of year2019-05-31$3,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$1,733,895
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31JAMES T. BREMS,PC
Accountancy firm EIN2019-05-31421427254
2018 : WORLEY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-05-31$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 assets2018-05-31$0
Total of all expenses incurred2018-05-31$2,705,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$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 year2018-05-31$10,748,740
Value of total assets at beginning of year2018-05-31$11,781,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$58,535
Total interest from all sources2018-05-31$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 year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$134,520
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$500,000
If this is an individual account plan, was there a blackout period2018-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$346,686
Total non interest bearing cash at end of year2018-05-31$139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$-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)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$58,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$6,825,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$10,841,332
Value of interest in common/collective trusts at end of year2018-05-31$2,983,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$936,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$935,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$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 trusts2018-05-31$625,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$212,268
Employer contributions (assets) at end of year2018-05-31$3,657
Employer contributions (assets) at beginning of year2018-05-31$4,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$2,647,124
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31JAMES T. BREMS, PC
Accountancy firm EIN2018-05-31421427254
2017 : WORLEY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-05-31$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 assets2017-05-31$0
Total of all expenses incurred2017-05-31$687,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$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 year2017-05-31$11,781,287
Value of total assets at beginning of year2017-05-31$10,613,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$60,964
Total interest from all sources2017-05-31$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 year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$137,724
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$500,000
If this is an individual account plan, was there a blackout period2017-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-05-31$0
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$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 appraiser2017-05-31No
Value of net income/loss2017-05-31$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)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$60,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$10,841,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$9,693,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$935,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$917,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$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 assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$216,899
Employer contributions (assets) at end of year2017-05-31$4,681
Employer contributions (assets) at beginning of year2017-05-31$1,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$626,159
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31JAMES T. BREMS, PC
Accountancy firm EIN2017-05-31421427254
2016 : WORLEY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-05-31$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 assets2016-05-31$0
Total of all expenses incurred2016-05-31$1,384,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$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 year2016-05-31$10,613,375
Value of total assets at beginning of year2016-05-31$11,526,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$56,237
Total interest from all sources2016-05-31$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 year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$135,705
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$500,000
If this is an individual account plan, was there a blackout period2016-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$332,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-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)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$56,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$9,693,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$10,491,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$917,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$1,029,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$1,029,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-209,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$213,593
Employer contributions (assets) at end of year2016-05-31$1,857
Employer contributions (assets) at beginning of year2016-05-31$5,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$1,328,381
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31JAMES T .BREMS, PC
Accountancy firm EIN2016-05-31421427254
2015 : WORLEY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-05-31$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 assets2015-05-31$0
Total of all expenses incurred2015-05-31$2,348,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$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 year2015-05-31$11,526,090
Value of total assets at beginning of year2015-05-31$12,087,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$64,497
Total interest from all sources2015-05-31$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 year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$170,464
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
If this is an individual account plan, was there a blackout period2015-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$476,357
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$4,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$-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)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$64,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$10,491,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$11,311,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$1,029,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$755,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$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 assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$327,560
Employer contributions (assets) at end of year2015-05-31$5,509
Employer contributions (assets) at beginning of year2015-05-31$21,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$2,284,394
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31Yes
Opinion of an independent qualified public accountant for this plan2015-05-31Disclaimer
Accountancy firm name2015-05-31JAMES T. BREMS, PC
Accountancy firm EIN2015-05-31421427254
2014 : WORLEY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-05-31$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 assets2014-05-31$0
Total of all expenses incurred2014-05-31$1,463,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$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 year2014-05-31$12,087,942
Value of total assets at beginning of year2014-05-31$11,015,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$57,943
Total interest from all sources2014-05-31$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 year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$137,076
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$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 appraiser2014-05-31No
Value of net income/loss2014-05-31$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)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$57,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$11,311,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$810,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$755,377
Asset value of US Government securities at beginning of year2014-05-31$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 assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$407,474
Employer contributions (assets) at end of year2014-05-31$21,345
Employer contributions (assets) at beginning of year2014-05-31$9,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$1,405,828
Assets. Corporate common stocks other than exployer securities at beginning of year2014-05-31$8,984,857
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31JAMES T. BREMS, PC
Accountancy firm EIN2014-05-31421427254
2013 : WORLEY 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$1,323,985
Total unrealized appreciation/depreciation of assets2013-05-31$1,323,985
Total income from all sources (including contributions)2013-05-31$2,680,342
Total loss/gain on sale of assets2013-05-31$282,976
Total of all expenses incurred2013-05-31$1,599,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$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 year2013-05-31$11,015,008
Value of total assets at beginning of year2013-05-31$9,933,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$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 year2013-05-31No
Was this plan covered by a fidelity bond2013-05-31No
If this is an individual account plan, was there a blackout period2013-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$529,111
Participant contributions at end of year2013-05-31$0
Participant contributions at beginning of year2013-05-31$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 appraiser2013-05-31No
Value of net income/loss2013-05-31$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)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$51,293
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$810,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$686,877
Asset value of US Government securities at end of year2013-05-31$1,210,755
Asset value of US Government securities at beginning of year2013-05-31$1,744,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$388,190
Employer contributions (assets) at end of year2013-05-31$9,258
Employer contributions (assets) at beginning of year2013-05-31$21,288
Income. Dividends from common stock2013-05-31$156,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$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 2520.101-32013-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-05-31$8,984,857
Assets. Corporate common stocks other than exployer securities at beginning of year2013-05-31$7,460,940
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Aggregate proceeds on sale of assets2013-05-31$2,333,396
Aggregate carrying amount (costs) on sale of assets2013-05-31$2,050,420
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31JAMES T. BREMS, PC
Accountancy firm EIN2013-05-31421427254
2012 : WORLEY 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$-366,058
Total unrealized appreciation/depreciation of assets2012-05-31$-366,058
Total income from all sources (including contributions)2012-05-31$663,509
Total loss/gain on sale of assets2012-05-31$-39,321
Total of all expenses incurred2012-05-31$866,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$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 year2012-05-31$9,933,706
Value of total assets at beginning of year2012-05-31$10,136,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$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 year2012-05-31No
Was this plan covered by a fidelity bond2012-05-31No
If this is an individual account plan, was there a blackout period2012-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$534,290
Participant contributions at end of year2012-05-31$19,741
Administrative expenses (other) incurred2012-05-31$609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-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)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$53,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$686,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$638,610
Asset value of US Government securities at end of year2012-05-31$1,744,860
Asset value of US Government securities at beginning of year2012-05-31$1,345,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31Yes
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$401,292
Employer contributions (assets) at end of year2012-05-31$21,288
Income. Dividends from common stock2012-05-31$133,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$812,750
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-05-31$7,460,940
Assets. Corporate common stocks other than exployer securities at beginning of year2012-05-31$8,152,871
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Aggregate proceeds on sale of assets2012-05-31$3,720,149
Aggregate carrying amount (costs) on sale of assets2012-05-31$3,759,470
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31JAMES T. BREMS, PC
Accountancy firm EIN2012-05-31421427254
2011 : WORLEY 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-05-31$1,457,381
Total unrealized appreciation/depreciation of assets2011-05-31$1,457,381
Total income from all sources (including contributions)2011-05-31$2,754,431
Total loss/gain on sale of assets2011-05-31$267,415
Total of all expenses incurred2011-05-31$530,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$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 year2011-05-31$10,136,954
Value of total assets at beginning of year2011-05-31$7,912,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$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 year2011-05-31No
Was this plan covered by a fidelity bond2011-05-31No
If this is an individual account plan, was there a blackout period2011-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$528,757
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$4,502
Other income not declared elsewhere2011-05-31$386
Total non interest bearing cash at end of year2011-05-31$0
Total non interest bearing cash at beginning of year2011-05-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$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)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$52,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$638,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$620,897
Asset value of US Government securities at end of year2011-05-31$1,345,473
Asset value of US Government securities at beginning of year2011-05-31$1,353,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$383,343
Employer contributions (assets) at end of year2011-05-31$0
Employer contributions (assets) at beginning of year2011-05-31$8,095
Income. Dividends from common stock2011-05-31$112,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$477,529
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-05-31$8,152,871
Assets. Corporate common stocks other than exployer securities at beginning of year2011-05-31$5,930,032
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$2,029,359
Aggregate carrying amount (costs) on sale of assets2011-05-31$1,761,944
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31JAMES T. BREMS, PC
Accountancy firm EIN2011-05-31421427254
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 securities2010-05-31$0

Form 5500 Responses for WORLEY 401(K) PLAN

2022: WORLEY 401(K) PLAN 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planNo
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement - TrustYes
2021: WORLEY 401(K) PLAN 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: WORLEY 401(K) PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: WORLEY 401(K) PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: WORLEY 401(K) PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: WORLEY 401(K) PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: WORLEY 401(K) PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: WORLEY 401(K) PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: WORLEY 401(K) PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: WORLEY 401(K) PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: WORLEY 401(K) PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: WORLEY 401(K) PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2009: WORLEY 401(K) PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01This submission is the final filingNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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