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WLHR 401(K) PLAN 401k Plan overview

Plan NameWLHR 401(K) PLAN
Plan identification number 001

WLHR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WLHR has sponsored the creation of one or more 401k plans.

Company Name:WLHR
Employer identification number (EIN):455030184
NAIC Classification:561300

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01ELLEN O'DONNELL
0012015-01-01ELLEN O'DONNELL
0012014-01-01ELLEN O'DONNELL2015-10-01
0012013-01-01ELLEN O'DONNELL2014-07-18
0012012-01-01ELLEN O'DONNELL2013-06-05 ELLEN O'DONNELL2013-06-05

Plan Statistics for WLHR 401(K) PLAN

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

Measure Date Value
2016: WLHR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01145
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WLHR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01124
Total number of active participants reported on line 7a of the Form 55002015-01-01145
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01145
Number of participants with account balances2015-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on WLHR 401(K) PLAN

Measure Date Value
2016 : WLHR 401(K) PLAN 2016 401k financial data
Total transfer of assets from this plan2016-03-31$1,271,145
Total income from all sources (including contributions)2016-03-31$74,092
Total of all expenses incurred2016-03-31$43,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$31,373
Value of total corrective distributions2016-03-31$8,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$88,652
Value of total assets at end of year2016-03-31$0
Value of total assets at beginning of year2016-03-31$1,240,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$4,427
Total interest from all sources2016-03-31$138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-03-31$0
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$70,122
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$71,609
Participant contributions at end of year2016-03-31$0
Participant contributions at beginning of year2016-03-31$20,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$30,268
Value of net assets at end of year (total assets less liabilities)2016-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$1,240,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in pooled separate accounts at end of year2016-03-31$0
Value of interest in pooled separate accounts at beginning of year2016-03-31$708,611
Interest on participant loans2016-03-31$138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$511,897
Net investment gain/loss from pooled separate accounts2016-03-31$-14,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$17,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$31,373
Contract administrator fees2016-03-31$4,427
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31DANIELLS PHILLIPS VAUGAN & BOCK
Accountancy firm EIN2016-03-31952972229
2015 : WLHR 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$162,986
Total income from all sources (including contributions)2015-12-31$468,618
Total of all expenses incurred2015-12-31$91,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$42,297
Value of total corrective distributions2015-12-31$33,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$465,594
Value of total assets at end of year2015-12-31$1,240,877
Value of total assets at beginning of year2015-12-31$701,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,585
Total interest from all sources2015-12-31$703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$70,122
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$274,128
Participant contributions at end of year2015-12-31$20,369
Participant contributions at beginning of year2015-12-31$11,299
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$115,602
Other income not declared elsewhere2015-12-31$6,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$376,675
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,240,877
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$701,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$708,611
Value of interest in pooled separate accounts at beginning of year2015-12-31$689,917
Interest on participant loans2015-12-31$703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$511,897
Net investment gain/loss from pooled separate accounts2015-12-31$-3,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$75,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$42,297
Contract administrator fees2015-12-31$16,585
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DANIELLS PHILLIPS VAUGAN & BOCK
Accountancy firm EIN2015-12-31952972229

Form 5500 Responses for WLHR 401(K) PLAN

2016: WLHR 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WLHR 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932320000
Policy instance 1
Insurance contract or identification number932320000
Number of Individuals Covered0
Insurance policy start date2016-01-01
Insurance policy end date2016-03-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932320-000
Policy instance 1
Insurance contract or identification number932320-000
Number of Individuals Covered82
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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