401k Plan data: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST plan

WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST
Plan identification number	002

WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

WEBSTER, DUKE & CO., PA has sponsored the creation of one or more 401k plans.

Company Name: WEBSTER, DUKE & CO., PA

Employer identification number (EIN): 561534144

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 RANDOLPH DUKE RANDOLPH DUKE 2019-07-23
002 2017-01-01 RANDOLPH DUKE RANDOLPH DUKE 2018-08-21
002 2016-01-01 RANDOLPH DUKE RANDOLPH DUKE 2017-06-01
002 2015-01-01 RANDOLPH DUKE RANDOLPH DUKE 2016-07-06
002 2014-01-01 RANDOLPH DUKE RANDOLPH DUKE 2015-07-01
002 2013-01-01 RANDOLPH DUKE RANDOLPH DUKE 2014-07-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	RANDOLPH DUKE	RANDOLPH DUKE	2019-07-23
002	2017-01-01	RANDOLPH DUKE	RANDOLPH DUKE	2018-08-21
002	2016-01-01	RANDOLPH DUKE	RANDOLPH DUKE	2017-06-01
002	2015-01-01	RANDOLPH DUKE	RANDOLPH DUKE	2016-07-06
002	2014-01-01	RANDOLPH DUKE	RANDOLPH DUKE	2015-07-01
002	2013-01-01	RANDOLPH DUKE	RANDOLPH DUKE	2014-07-08

Plan Statistics for WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST

401k plan membership statisitcs for WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST

Measure Date Value
2023: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2023: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST

Measure	Date	Value
2023 : WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$324,586
Expenses. Total of all expenses incurred	2023-12-31	$27,909
Benefits paid (including direct rollovers)	2023-12-31	$21,878
Total plan assets at end of year	2023-12-31	$1,816,914
Total plan assets at beginning of year	2023-12-31	$1,520,237
Total contributions received or receivable from participants	2023-12-31	$30,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$6,031
Other income received	2023-12-31	$294,586
Net income (gross income less expenses)	2023-12-31	$296,677
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,816,914
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,520,237
2022 : WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-245,010
Expenses. Total of all expenses incurred	2022-12-31	$80,870
Benefits paid (including direct rollovers)	2022-12-31	$71,745
Total plan assets at end of year	2022-12-31	$1,520,237
Total plan assets at beginning of year	2022-12-31	$1,846,117
Total contributions received or receivable from participants	2022-12-31	$38,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$9,125
Other income received	2022-12-31	$-283,010
Net income (gross income less expenses)	2022-12-31	$-325,880
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,520,237
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,846,117
2021 : WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$416,967
Expenses. Total of all expenses incurred	2021-12-31	$75,770
Benefits paid (including direct rollovers)	2021-12-31	$64,637
Total plan assets at end of year	2021-12-31	$1,846,117
Total plan assets at beginning of year	2021-12-31	$1,504,920
Total contributions received or receivable from participants	2021-12-31	$52,000
Other income received	2021-12-31	$280,930
Net income (gross income less expenses)	2021-12-31	$341,197
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,846,117
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,504,920
Total contributions received or receivable from employer(s)	2021-12-31	$84,037
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$11,133
2020 : WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$413,703
Expenses. Total of all expenses incurred	2020-12-31	$2,317,074
Benefits paid (including direct rollovers)	2020-12-31	$2,308,960
Total plan assets at end of year	2020-12-31	$1,504,920
Total plan assets at beginning of year	2020-12-31	$3,408,291
Total contributions received or receivable from participants	2020-12-31	$52,000
Other income received	2020-12-31	$267,218
Net income (gross income less expenses)	2020-12-31	$-1,903,371
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,504,920
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,408,291
Total contributions received or receivable from employer(s)	2020-12-31	$94,485
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$8,114
2019 : WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$633,205
Expenses. Total of all expenses incurred	2019-12-31	$90,112
Benefits paid (including direct rollovers)	2019-12-31	$83,560
Total plan assets at end of year	2019-12-31	$3,408,291
Total plan assets at beginning of year	2019-12-31	$2,865,198
Total contributions received or receivable from participants	2019-12-31	$49,500
Other income received	2019-12-31	$482,792
Net income (gross income less expenses)	2019-12-31	$543,093
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,408,291
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,865,198
Total contributions received or receivable from employer(s)	2019-12-31	$100,913
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,552
2018 : WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$78,705
Expenses. Total of all expenses incurred	2018-12-31	$90,855
Benefits paid (including direct rollovers)	2018-12-31	$84,354
Total plan assets at end of year	2018-12-31	$2,865,198
Total plan assets at beginning of year	2018-12-31	$2,877,348
Value of fidelity bond covering the plan	2018-12-31	$300,000
Total contributions received or receivable from participants	2018-12-31	$49,000
Other income received	2018-12-31	$-64,448
Net income (gross income less expenses)	2018-12-31	$-12,150
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,865,198
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,877,348
Total contributions received or receivable from employer(s)	2018-12-31	$94,153
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$6,501
2017 : WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$442,127
Expenses. Total of all expenses incurred	2017-12-31	$70,441
Benefits paid (including direct rollovers)	2017-12-31	$67,000
Total plan assets at end of year	2017-12-31	$2,877,348
Total plan assets at beginning of year	2017-12-31	$2,505,662
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$48,000
Other income received	2017-12-31	$305,214
Net income (gross income less expenses)	2017-12-31	$371,686
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,877,348
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,505,662
Total contributions received or receivable from employer(s)	2017-12-31	$88,913
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,441
2016 : WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$312,235
Total plan assets at end of year	2016-12-31	$2,505,662
Total plan assets at beginning of year	2016-12-31	$2,193,427
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$48,000
Other income received	2016-12-31	$166,051
Net income (gross income less expenses)	2016-12-31	$312,235
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,505,662
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,193,427
Total contributions received or receivable from employer(s)	2016-12-31	$98,184
2015 : WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$117,443
Total plan assets at end of year	2015-12-31	$2,193,427
Total plan assets at beginning of year	2015-12-31	$2,075,984
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$47,000
Other income received	2015-12-31	$-20,449
Net income (gross income less expenses)	2015-12-31	$117,443
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,193,427
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,075,984
Total contributions received or receivable from employer(s)	2015-12-31	$90,892
2014 : WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$319,149
Expenses. Total of all expenses incurred	2014-12-31	$500,024
Benefits paid (including direct rollovers)	2014-12-31	$500,000
Total plan assets at end of year	2014-12-31	$2,075,984
Total plan assets at beginning of year	2014-12-31	$2,256,859
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$43,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$24
Other income received	2014-12-31	$188,891
Net income (gross income less expenses)	2014-12-31	$-180,875
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,075,984
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,256,859
Total contributions received or receivable from employer(s)	2014-12-31	$87,258
2013 : WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$2,134,065
Total income from all sources	2013-12-31	$122,794
Total plan assets at end of year	2013-12-31	$2,256,859
Total plan assets at beginning of year	2013-12-31	$0
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$40,000
Other income received	2013-12-31	$-16,168
Net income (gross income less expenses)	2013-12-31	$122,794
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,256,859
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$98,962

Form 5500 Responses for WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST

2023: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WEBSTER, DUKE & CO., PA 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WEBSTER, DUKE & CO., PA
Employer identification number (EIN):	561534144
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants