401k Plan data: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST plan

THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 401k Plan overview

Plan Name	THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST
Plan identification number	001

THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST Benefits

401k Plan Type

Defined 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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

THE WEATHERLY GROUP INC has sponsored the creation of one or more 401k plans.

Company Name: THE WEATHERLY GROUP INC

Employer identification number (EIN): 680515039

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 SCOTT DINHOFER 2016-10-05 SCOTT DINHOFER 2016-10-05
001 2014-01-01 SCOTT DINHOFER SCOTT DINHOFER 2015-09-30
001 2013-01-01 SCOTT DINHOFER SCOTT DINHOFER 2014-10-06
001 2012-01-01 SCOTT DINHOFER SCOTT DINHOFER 2013-10-07
001 2011-01-01 SCOTT DINHOFER SCOTT DINHOFER 2012-10-10
001 2009-01-01 SCOTT DINHOFER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	SCOTT DINHOFER	2016-10-05	SCOTT DINHOFER	2016-10-05
001	2014-01-01	SCOTT DINHOFER		SCOTT DINHOFER	2015-09-30
001	2013-01-01	SCOTT DINHOFER		SCOTT DINHOFER	2014-10-06
001	2012-01-01	SCOTT DINHOFER		SCOTT DINHOFER	2013-10-07
001	2011-01-01	SCOTT DINHOFER		SCOTT DINHOFER	2012-10-10
001	2009-01-01	SCOTT DINHOFER

Plan Statistics for THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST

401k plan membership statisitcs for THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST

Measure Date Value
2014: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
2013: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
2012: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 1
2011: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2009: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2014: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
2013: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
2012: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	1
2011: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2009: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST

Measure	Date	Value
2014 : THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$3,961
Total plan assets at end of year	2014-12-31	$80,780
Total plan assets at beginning of year	2014-12-31	$76,819
Other income received	2014-12-31	$3,961
Net income (gross income less expenses)	2014-12-31	$3,961
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$80,780
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$76,819
2013 : THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$55,001
Total plan assets at end of year	2013-12-31	$76,819
Total plan assets at beginning of year	2013-12-31	$21,818
Other income received	2013-12-31	$4,001
Net income (gross income less expenses)	2013-12-31	$55,001
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$76,819
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$21,818
Total contributions received or receivable from employer(s)	2013-12-31	$51,000
2012 : THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$2,568
Expenses. Total of all expenses incurred	2012-12-31	$6,978
Benefits paid (including direct rollovers)	2012-12-31	$6,672
Total plan assets at end of year	2012-12-31	$21,818
Total plan assets at beginning of year	2012-12-31	$26,228
Other income received	2012-12-31	$2,568
Net income (gross income less expenses)	2012-12-31	$-4,410
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$21,818
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$26,228
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$306
2011 : THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-1,025
Total plan assets at end of year	2011-12-31	$26,228
Total plan assets at beginning of year	2011-12-31	$27,253
Other income received	2011-12-31	$-1,025
Net income (gross income less expenses)	2011-12-31	$-1,025
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$26,228
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$27,253
2010 : THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$2,002
Expenses. Total of all expenses incurred	2010-12-31	$19,908
Benefits paid (including direct rollovers)	2010-12-31	$19,908
Total plan assets at end of year	2010-12-31	$27,253
Total plan assets at beginning of year	2010-12-31	$45,159
Other income received	2010-12-31	$2,002
Net income (gross income less expenses)	2010-12-31	$-17,906
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$27,253
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$45,159

Form 5500 Responses for THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST

2014: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS 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: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE WEATHERLY GROUP, INC. INCENTIVE SAVINGS TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE WEATHERLY GROUP INC
Employer identification number (EIN):	680515039
NAIC Classification:	561300