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WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameWOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN
Plan identification number 001

WOLFE ENGINEERING, INC. PROFIT SHARING 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WOLFE ENGINEERING, INC. has sponsored the creation of one or more 401k plans.

Company Name:WOLFE ENGINEERING, INC.
Employer identification number (EIN):770380915
NAIC Classification:335310

Additional information about WOLFE ENGINEERING, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1998-05-11
Company Identification Number: 0012113006
Legal Registered Office Address: 10800 ROOSEVELT BLVD N

ST PETERSBURG
United States of America (USA)
33716

More information about WOLFE ENGINEERING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01MICHELLE PRINCIPATO
0012015-01-01MICHELLE PRINCIPATO
0012014-01-01JOHN P. WOLFE
0012013-01-01JOHN P. WOLFE
0012012-01-01JOHN P. WOLFE
0012011-01-01JOHN P. WOLFE
0012009-01-01ANGELA D'ADAMO

Plan Statistics for WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2016: WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01199
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: WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01191
Total number of active participants reported on line 7a of the Form 55002015-01-01172
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01199
Number of participants with account balances2015-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01154
Total number of active participants reported on line 7a of the Form 55002014-01-01168
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01189
Number of participants with account balances2014-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01131
Total number of active participants reported on line 7a of the Form 55002013-01-01128
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01149
Number of participants with account balances2013-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-01113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01131
Number of participants with account balances2012-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01133
Total number of active participants reported on line 7a of the Form 55002011-01-01122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01146
Number of participants with account balances2011-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01134
Total number of active participants reported on line 7a of the Form 55002009-01-0154
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0181
Number of participants with account balances2009-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2016 : WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-04-30$0
Total transfer of assets from this plan2016-04-30$4,656,087
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total income from all sources (including contributions)2016-04-30$43,881
Total loss/gain on sale of assets2016-04-30$0
Total of all expenses incurred2016-04-30$231,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$195,922
Value of total corrective distributions2016-04-30$17,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$0
Value of total assets at end of year2016-04-30$0
Value of total assets at beginning of year2016-04-30$4,844,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$18,059
Total interest from all sources2016-04-30$1,375
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-04-30$0
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$500,000
If this is an individual account plan, was there a blackout period2016-04-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Participant contributions at beginning of year2016-04-30$48,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-187,965
Value of net assets at end of year (total assets less liabilities)2016-04-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$4,844,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$4,539,886
Interest earned on other investments2016-04-30$1,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-04-30$255,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$42,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$195,922
Contract administrator fees2016-04-30$18,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-04-30Yes
Did the plan have assets held for investment2016-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2016-04-30042088368
2015 : WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$816,380
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$71,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$35,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$829,688
Value of total assets at end of year2015-12-31$4,844,052
Value of total assets at beginning of year2015-12-31$4,099,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,463
Total interest from all sources2015-12-31$7,158
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$500,000
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$569,860
Participant contributions at end of year2015-12-31$48,767
Participant contributions at beginning of year2015-12-31$50,487
Participant contributions at beginning of year2015-12-31$16,777
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$28,187
Total non interest bearing cash at beginning of year2015-12-31$1
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$744,926
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,844,052
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,099,126
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$4,539,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,595,270
Interest on participant loans2015-12-31$2,169
Interest earned on other investments2015-12-31$4,989
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$1,241,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$255,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$192,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-20,466
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$231,641
Employer contributions (assets) at beginning of year2015-12-31$2,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$35,991
Contract administrator fees2015-12-31$35,463
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 name2015-12-31GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2015-12-31042088368
2014 : WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$852,215
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$175,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$133,300
Value of total corrective distributions2014-12-31$13,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$604,734
Value of total assets at end of year2014-12-31$4,099,126
Value of total assets at beginning of year2014-12-31$3,422,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,590
Total interest from all sources2014-12-31$5,593
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$525,931
Participant contributions at end of year2014-12-31$50,487
Participant contributions at beginning of year2014-12-31$30,483
Participant contributions at end of year2014-12-31$16,777
Participant contributions at beginning of year2014-12-31$15,166
Total non interest bearing cash at end of year2014-12-31$1
Total non interest bearing cash at beginning of year2014-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$676,479
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,099,126
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,422,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,595,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,062,918
Interest on participant loans2014-12-31$1,647
Interest earned on other investments2014-12-31$3,946
Value of interest in common/collective trusts at end of year2014-12-31$1,241,797
Value of interest in common/collective trusts at beginning of year2014-12-31$1,169,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$192,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$142,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$164,332
Net investment gain or loss from common/collective trusts2014-12-31$77,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$78,803
Employer contributions (assets) at end of year2014-12-31$2,517
Employer contributions (assets) at beginning of year2014-12-31$2,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$133,300
Contract administrator fees2014-12-31$28,590
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS, LLP
Accountancy firm EIN2014-12-31910189318
2013 : WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$899,866
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$45,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,345
Value of total corrective distributions2013-12-31$2,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$385,216
Value of total assets at end of year2013-12-31$3,422,647
Value of total assets at beginning of year2013-12-31$2,567,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,797
Total interest from all sources2013-12-31$4,210
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$332,084
Participant contributions at end of year2013-12-31$30,483
Participant contributions at beginning of year2013-12-31$1,487
Participant contributions at end of year2013-12-31$15,166
Participant contributions at beginning of year2013-12-31$1,509
Total non interest bearing cash at end of year2013-12-31$2
Total non interest bearing cash at beginning of year2013-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$854,784
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,422,647
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,567,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,062,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,420,424
Interest on participant loans2013-12-31$773
Interest earned on other investments2013-12-31$3,437
Value of interest in common/collective trusts at end of year2013-12-31$1,169,167
Value of interest in common/collective trusts at beginning of year2013-12-31$1,035,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$142,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$97,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$377,019
Net investment gain or loss from common/collective trusts2013-12-31$133,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$53,132
Employer contributions (assets) at end of year2013-12-31$2,275
Employer contributions (assets) at beginning of year2013-12-31$10,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,345
Contract administrator fees2013-12-31$21,797
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS, LLP
Accountancy firm EIN2013-12-31910189318
2012 : WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$620,486
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$664,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$642,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$291,953
Value of total assets at end of year2012-12-31$2,567,863
Value of total assets at beginning of year2012-12-31$2,611,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,398
Total interest from all sources2012-12-31$1,395
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$254,915
Participant contributions at end of year2012-12-31$1,487
Participant contributions at beginning of year2012-12-31$5,457
Participant contributions at end of year2012-12-31$1,509
Total non interest bearing cash at end of year2012-12-31$1
Total non interest bearing cash at beginning of year2012-12-31$10,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-43,855
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,567,863
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,611,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,420,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,497,249
Interest on participant loans2012-12-31$1,003
Interest earned on other investments2012-12-31$384
Value of interest in common/collective trusts at end of year2012-12-31$1,035,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$98,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$98,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$97,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$291,545
Net investment gain or loss from common/collective trusts2012-12-31$35,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$37,038
Employer contributions (assets) at end of year2012-12-31$10,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$642,943
Contract administrator fees2012-12-31$21,398
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$224,357
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$42,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$25,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$227,026
Value of total assets at end of year2011-12-31$2,611,718
Value of total assets at beginning of year2011-12-31$2,430,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,401
Total interest from all sources2011-12-31$346
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$197,502
Participant contributions at end of year2011-12-31$5,457
Participant contributions at beginning of year2011-12-31$18,542
Total non interest bearing cash at end of year2011-12-31$10,972
Total non interest bearing cash at beginning of year2011-12-31$7,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$181,482
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,611,718
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,430,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,497,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,366,486
Interest on participant loans2011-12-31$339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$98,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$37,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$37,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$29,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$25,474
Contract administrator fees2011-12-31$17,401
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JOHANSON & YAU ACCOUNTING CORP
Accountancy firm EIN2011-12-31942702860
2010 : WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$396,361
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$57,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$42,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$139,045
Value of total assets at end of year2010-12-31$2,430,236
Value of total assets at beginning of year2010-12-31$2,091,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,169
Total interest from all sources2010-12-31$5,218
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$43,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$43,936
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$122,917
Participant contributions at end of year2010-12-31$18,542
Participant contributions at beginning of year2010-12-31$25,139
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$12,237
Total non interest bearing cash at end of year2010-12-31$7,823
Total non interest bearing cash at beginning of year2010-12-31$795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$338,732
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,430,236
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,091,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,366,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,004,036
Interest on participant loans2010-12-31$5,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$37,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$61,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$61,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$208,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$42,460
Contract administrator fees2010-12-31$15,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JOHANSON & YAU ACCOUNTING CORP
Accountancy firm EIN2010-12-31942702860
2009 : WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN

2016: WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 is a collectively bargained planNo
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: WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WOLFE ENGINEERING, INC. PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807435
Policy instance 1
Insurance contract or identification number807435
Number of Individuals Covered0
Insurance policy start date2016-01-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807435
Policy instance 1
Insurance contract or identification number807435
Number of Individuals Covered199
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807435
Policy instance 1
Insurance contract or identification number807435
Number of Individuals Covered189
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807435
Policy instance 1
Insurance contract or identification number807435
Number of Individuals Covered149
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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