401k Plan data: WELBRO ESOP AND TRUST plan

WELBRO ESOP AND TRUST 401k Plan overview

Plan Name	WELBRO ESOP AND TRUST
Plan identification number	002

WELBRO ESOP AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Stock bonus
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

WELBRO BUILDING CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: WELBRO BUILDING CORPORATION

Employer identification number (EIN): 593483018

NAIC Classification: 236200

Additional information about WELBRO BUILDING CORPORATION

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1997-12-19

Company Identification Number: P97000106713

Legal Registered Office Address: 2301 MAITLAND CENTER PARKWAY

MAITLAND

32751

More information about WELBRO BUILDING CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELBRO ESOP 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
002 2017-01-01 LORRAINE ENGLISH LARRY NELSON 2018-07-16
002 2016-01-01 LORRAINE ENGLISH LARRY NELSON 2017-08-16
002 2015-01-01 LORRAINE ENGLISH LARRY NELSON 2016-06-01
002 2014-01-01 LORRAINE ENGLISH LARRY NELSON 2015-06-23
002 2013-01-01 LORRAINE ENGLISH
002 2012-12-18 LARRY NELSON

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
002	2017-01-01	LORRAINE ENGLISH	LARRY NELSON	2018-07-16
002	2016-01-01	LORRAINE ENGLISH	LARRY NELSON	2017-08-16
002	2015-01-01	LORRAINE ENGLISH	LARRY NELSON	2016-06-01
002	2014-01-01	LORRAINE ENGLISH	LARRY NELSON	2015-06-23
002	2013-01-01	LORRAINE ENGLISH
002	2012-12-18	LARRY NELSON

Plan Statistics for WELBRO ESOP AND TRUST

401k plan membership statisitcs for WELBRO ESOP AND TRUST

Measure Date Value
2023: WELBRO ESOP AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 73
Number of retired or separated participants receiving benefits 2023-01-01 17
Number of other retired or separated participants entitled to future benefits 2023-01-01 20
Total of all active and inactive participants 2023-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 3
Total participants 2023-01-01 113
Number of participants with account balances 2023-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 2
2022: WELBRO ESOP AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 67
Number of retired or separated participants receiving benefits 2022-01-01 12
Number of other retired or separated participants entitled to future benefits 2022-01-01 26
Total of all active and inactive participants 2022-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 108
Number of participants with account balances 2022-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: WELBRO ESOP AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 66
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 25
Total of all active and inactive participants 2021-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 98
Number of participants with account balances 2021-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: WELBRO ESOP AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 72
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 106
Number of participants with account balances 2020-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WELBRO ESOP AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 80
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 28
Total of all active and inactive participants 2019-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 111
Number of participants with account balances 2019-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 14
2018: WELBRO ESOP AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 97
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 15
Total of all active and inactive participants 2018-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 113
Number of participants with account balances 2018-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: WELBRO ESOP AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 83
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 8
Total of all active and inactive participants 2017-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 91
Number of participants with account balances 2017-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: WELBRO ESOP AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 69
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 8
Total of all active and inactive participants 2016-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 77
Number of participants with account balances 2016-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: WELBRO ESOP AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 64
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 7
Total of all active and inactive participants 2015-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 71
Number of participants with account balances 2015-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: WELBRO ESOP AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 64
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 8
Total of all active and inactive participants 2014-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 72
Number of participants with account balances 2014-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: WELBRO ESOP AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 68
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 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 68
Number of participants with account balances 2013-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WELBRO ESOP AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-12-18 70
Total number of active participants reported on line 7a of the Form 5500 2012-12-18 70
Number of retired or separated participants receiving benefits 2012-12-18 0
Number of other retired or separated participants entitled to future benefits 2012-12-18 0
Total of all active and inactive participants 2012-12-18 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-18 0
Total participants 2012-12-18 70
Number of participants with account balances 2012-12-18 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-18 0

Measure	Date	Value
2023: WELBRO ESOP AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	73
Number of retired or separated participants receiving benefits	2023-01-01	17
Number of other retired or separated participants entitled to future benefits	2023-01-01	20
Total of all active and inactive participants	2023-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	3
Total participants	2023-01-01	113
Number of participants with account balances	2023-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	2
2022: WELBRO ESOP AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	67
Number of retired or separated participants receiving benefits	2022-01-01	12
Number of other retired or separated participants entitled to future benefits	2022-01-01	26
Total of all active and inactive participants	2022-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	108
Number of participants with account balances	2022-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: WELBRO ESOP AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	66
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	98
Number of participants with account balances	2021-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: WELBRO ESOP AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	72
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	106
Number of participants with account balances	2020-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WELBRO ESOP AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	80
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	28
Total of all active and inactive participants	2019-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	111
Number of participants with account balances	2019-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	14
2018: WELBRO ESOP AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	97
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	15
Total of all active and inactive participants	2018-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	113
Number of participants with account balances	2018-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: WELBRO ESOP AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	83
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	8
Total of all active and inactive participants	2017-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	91
Number of participants with account balances	2017-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: WELBRO ESOP AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	69
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	8
Total of all active and inactive participants	2016-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	77
Number of participants with account balances	2016-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: WELBRO ESOP AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	64
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	7
Total of all active and inactive participants	2015-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	71
Number of participants with account balances	2015-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: WELBRO ESOP AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	64
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	8
Total of all active and inactive participants	2014-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	72
Number of participants with account balances	2014-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: WELBRO ESOP AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	68
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	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	68
Number of participants with account balances	2013-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WELBRO ESOP AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-12-18	70
Total number of active participants reported on line 7a of the Form 5500	2012-12-18	70
Number of retired or separated participants receiving benefits	2012-12-18	0
Number of other retired or separated participants entitled to future benefits	2012-12-18	0
Total of all active and inactive participants	2012-12-18	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-18	0
Total participants	2012-12-18	70
Number of participants with account balances	2012-12-18	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-18	0

Financial Data on WELBRO ESOP AND TRUST

Measure	Date	Value
2023 : WELBRO ESOP AND TRUST 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$393,470
Total income from all sources	2023-12-31	$1,679,934
Expenses. Total of all expenses incurred	2023-12-31	$181,592
Benefits paid (including direct rollovers)	2023-12-31	$101,493
Total plan assets at end of year	2023-12-31	$2,855,099
Total plan assets at beginning of year	2023-12-31	$1,750,227
Value of fidelity bond covering the plan	2023-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$14,266
Other income received	2023-12-31	$917,478
Net income (gross income less expenses)	2023-12-31	$1,498,342
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,855,099
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,356,757
Assets. Value of employer securities	2023-12-31	$1,353,929
Total contributions received or receivable from employer(s)	2023-12-31	$762,456
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$65,833
2022 : WELBRO ESOP AND TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$393,470
Total plan liabilities at beginning of year	2022-12-31	$472,164
Total income from all sources	2022-12-31	$-527,859
Expenses. Total of all expenses incurred	2022-12-31	$141,010
Benefits paid (including direct rollovers)	2022-12-31	$67,471
Total plan assets at end of year	2022-12-31	$1,750,227
Total plan assets at beginning of year	2022-12-31	$2,497,790
Value of fidelity bond covering the plan	2022-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$11,332
Other income received	2022-12-31	$-816,660
Net income (gross income less expenses)	2022-12-31	$-668,869
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,356,757
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,025,626
Assets. Value of employer securities	2022-12-31	$520,742
Total contributions received or receivable from employer(s)	2022-12-31	$288,801
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$62,207
2021 : WELBRO ESOP AND TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$472,164
Total plan liabilities at beginning of year	2021-12-31	$550,858
Total income from all sources	2021-12-31	$407,540
Expenses. Total of all expenses incurred	2021-12-31	$130,341
Benefits paid (including direct rollovers)	2021-12-31	$51,722
Total plan assets at end of year	2021-12-31	$2,497,790
Total plan assets at beginning of year	2021-12-31	$2,299,285
Value of fidelity bond covering the plan	2021-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$13,221
Other income received	2021-12-31	$13,394
Net income (gross income less expenses)	2021-12-31	$277,199
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,025,626
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,748,427
Assets. Value of employer securities	2021-12-31	$1,326,056
Total contributions received or receivable from employer(s)	2021-12-31	$394,146
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$65,398
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : WELBRO ESOP AND TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$550,858
Total plan liabilities at beginning of year	2020-12-31	$629,552
Total income from all sources	2020-12-31	$247,034
Expenses. Total of all expenses incurred	2020-12-31	$109,698
Benefits paid (including direct rollovers)	2020-12-31	$31,291
Total plan assets at end of year	2020-12-31	$2,299,285
Total plan assets at beginning of year	2020-12-31	$2,240,643
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$78,407
Other income received	2020-12-31	$152,302
Net income (gross income less expenses)	2020-12-31	$137,336
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,748,427
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,611,091
Assets. Value of employer securities	2020-12-31	$1,116,170
Total contributions received or receivable from employer(s)	2020-12-31	$94,732
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : WELBRO ESOP AND TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$629,552
Total plan liabilities at beginning of year	2019-12-31	$708,246
Total income from all sources	2019-12-31	$80,974
Expenses. Total of all expenses incurred	2019-12-31	$68,621
Benefits paid (including direct rollovers)	2019-12-31	$10,804
Total plan assets at end of year	2019-12-31	$2,240,643
Total plan assets at beginning of year	2019-12-31	$2,306,984
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$57,817
Other income received	2019-12-31	$-14,718
Net income (gross income less expenses)	2019-12-31	$12,353
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,611,091
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,598,738
Assets. Value of employer securities	2019-12-31	$1,003,750
Total contributions received or receivable from employer(s)	2019-12-31	$95,692
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : WELBRO ESOP AND TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$708,246
Total plan liabilities at beginning of year	2018-12-31	$786,940
Total income from all sources	2018-12-31	$214,260
Expenses. Total of all expenses incurred	2018-12-31	$54,244
Benefits paid (including direct rollovers)	2018-12-31	$5,044
Total plan assets at end of year	2018-12-31	$2,306,984
Total plan assets at beginning of year	2018-12-31	$2,225,662
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$49,200
Other income received	2018-12-31	$116,679
Net income (gross income less expenses)	2018-12-31	$160,016
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,598,738
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,438,722
Assets. Value of employer securities	2018-12-31	$1,140,260
Total contributions received or receivable from employer(s)	2018-12-31	$97,581
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : WELBRO ESOP AND TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$786,940
Total plan liabilities at beginning of year	2017-12-31	$865,634
Total income from all sources	2017-12-31	$88,031
Expenses. Total of all expenses incurred	2017-12-31	$32,659
Benefits paid (including direct rollovers)	2017-12-31	$11,884
Total plan assets at end of year	2017-12-31	$2,225,662
Total plan assets at beginning of year	2017-12-31	$2,248,984
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$20,775
Other income received	2017-12-31	$-11,438
Net income (gross income less expenses)	2017-12-31	$55,372
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,438,722
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,383,350
Assets. Value of employer securities	2017-12-31	$1,035,067
Total contributions received or receivable from employer(s)	2017-12-31	$99,469
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WELBRO ESOP AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$865,634
Total plan liabilities at beginning of year	2016-12-31	$944,328
Total income from all sources	2016-12-31	$803,151
Expenses. Total of all expenses incurred	2016-12-31	$35,700
Benefits paid (including direct rollovers)	2016-12-31	$12,974
Total plan assets at end of year	2016-12-31	$2,248,984
Total plan assets at beginning of year	2016-12-31	$1,560,227
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$22,726
Other income received	2016-12-31	$501,731
Net income (gross income less expenses)	2016-12-31	$767,451
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,383,350
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$615,899
Assets. Value of employer securities	2016-12-31	$1,114,564
Total contributions received or receivable from employer(s)	2016-12-31	$301,420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : WELBRO ESOP AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$944,328
Total plan liabilities at beginning of year	2015-12-31	$1,023,022
Total income from all sources	2015-12-31	$897,962
Expenses. Total of all expenses incurred	2015-12-31	$27,512
Benefits paid (including direct rollovers)	2015-12-31	$2,959
Total plan assets at end of year	2015-12-31	$1,560,227
Total plan assets at beginning of year	2015-12-31	$768,471
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$24,553
Other income received	2015-12-31	$41,756
Net income (gross income less expenses)	2015-12-31	$870,450
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$615,899
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$-254,551
Assets. Value of employer securities	2015-12-31	$810,227
Total contributions received or receivable from employer(s)	2015-12-31	$856,206
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WELBRO ESOP AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$1,023,022
Total plan liabilities at beginning of year	2014-12-31	$1,101,716
Total income from all sources	2014-12-31	$118,786
Expenses. Total of all expenses incurred	2014-12-31	$26,441
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$768,471
Total plan assets at beginning of year	2014-12-31	$754,820
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$26,441
Other income received	2014-12-31	$13,651
Net income (gross income less expenses)	2014-12-31	$92,345
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$-254,551
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$-346,896
Assets. Value of employer securities	2014-12-31	$768,471
Total contributions received or receivable from employer(s)	2014-12-31	$105,135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WELBRO ESOP AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$1,101,716
Total plan liabilities at beginning of year	2013-12-31	$1,180,410
Total income from all sources	2013-12-31	$-318,566
Expenses. Total of all expenses incurred	2013-12-31	$28,330
Total plan assets at end of year	2013-12-31	$754,820
Total plan assets at beginning of year	2013-12-31	$1,180,410
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$28,330
Other income received	2013-12-31	$-425,590
Net income (gross income less expenses)	2013-12-31	$-346,896
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$-346,896
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$754,820
Total contributions received or receivable from employer(s)	2013-12-31	$107,024
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WELBRO ESOP AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,180,410
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$0
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,180,410
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Net income (gross income less expenses)	2012-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$1,180,410
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for WELBRO ESOP AND TRUST

2023: WELBRO ESOP AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WELBRO ESOP AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WELBRO ESOP AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WELBRO ESOP AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WELBRO ESOP AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WELBRO ESOP AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WELBRO ESOP AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WELBRO ESOP AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WELBRO ESOP AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WELBRO ESOP AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WELBRO ESOP AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WELBRO ESOP AND TRUST 2012 form 5500 responses
2012-12-18	Type of plan entity	Single employer plan
2012-12-18	First time form 5500 has been submitted	Yes
2012-12-18	Submission has been amended	No
2012-12-18	This submission is the final filing	No
2012-12-18	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-12-18	Plan is a collectively bargained plan	No
2012-12-18	Plan funding arrangement – Trust	Yes
2012-12-18	Plan benefit arrangement - Trust	Yes

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Company Name:	WELBRO BUILDING CORPORATION
Employer identification number (EIN):	593483018
NAIC Classification:	236200

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1997-12-19
Company Identification Number:	P97000106713
Legal Registered Office Address:	2301 MAITLAND CENTER PARKWAY MAITLAND 32751