401k Plan data: WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN plan

WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN
Plan identification number	001

WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 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
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.
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

WENTWORTH WEBB & POSTAL, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: WENTWORTH WEBB & POSTAL, L.L.C.

Employer identification number (EIN): 860824930

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01 DERON WEBB
001 2014-01-01 DERON WEBB
001 2013-01-01 DERON WEBB
001 2012-01-01 DERON WEBB
001 2011-01-01 DERON WEBB DERON WEBB 2012-10-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01
001	2016-01-01
001	2015-01-01	DERON WEBB
001	2014-01-01	DERON WEBB
001	2013-01-01	DERON WEBB
001	2012-01-01	DERON WEBB
001	2011-01-01	DERON WEBB	DERON WEBB	2012-10-09

Financial Data on WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2017 : WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total income from all sources	2017-12-31	$424,946
Expenses. Total of all expenses incurred	2017-12-31	$177,729
Benefits paid (including direct rollovers)	2017-12-31	$177,729
Total plan assets at end of year	2017-12-31	$2,756,164
Total plan assets at beginning of year	2017-12-31	$2,508,947
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$134,087
Other income received	2017-12-31	$230,859
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$247,217
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,756,164
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,508,947
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$349,000
Assets. Value of real-estate (other than employer real property)	2017-12-31	$698,000
Total contributions received or receivable from employer(s)	2017-12-31	$36,000
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$99,287
Expenses. Total of all expenses incurred	2016-12-31	$155,178
Benefits paid (including direct rollovers)	2016-12-31	$154,968
Total plan assets at end of year	2016-12-31	$2,508,947
Total plan assets at beginning of year	2016-12-31	$2,564,838
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Total contributions received or receivable from participants	2016-12-31	$15,877
Expenses. Other expenses not covered elsewhere	2016-12-31	$210
Other income received	2016-12-31	$78,717
Net income (gross income less expenses)	2016-12-31	$-55,891
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,508,947
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,564,838
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$349,000
Assets. Value of real-estate (other than employer real property)	2016-12-31	$698,000
Total contributions received or receivable from employer(s)	2016-12-31	$4,693
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-833,579
Expenses. Total of all expenses incurred	2015-12-31	$255
Total plan assets at end of year	2015-12-31	$2,564,838
Total plan assets at beginning of year	2015-12-31	$3,398,672
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$45,969
Other income received	2015-12-31	$-892,594
Net income (gross income less expenses)	2015-12-31	$-833,834
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,564,838
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,398,672
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$349,000
Assets. Value of real-estate (other than employer real property)	2015-12-31	$698,000
Total contributions received or receivable from employer(s)	2015-12-31	$13,046
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$255
2014 : WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$196,203
Expenses. Total of all expenses incurred	2014-12-31	$175
Total plan assets at end of year	2014-12-31	$3,398,672
Total plan assets at beginning of year	2014-12-31	$3,202,644
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$45,140
Assets. Value of loans (other than to participants)	2014-12-31	$0
Other income received	2014-12-31	$68,565
Net income (gross income less expenses)	2014-12-31	$196,028
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,398,672
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,202,644
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$360,000
Assets. Value of real-estate (other than employer real property)	2014-12-31	$425,000
Total contributions received or receivable from employer(s)	2014-12-31	$82,498
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$175
2013 : WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$955,234
Expenses. Total of all expenses incurred	2013-12-31	$225
Total plan assets at end of year	2013-12-31	$3,202,644
Total plan assets at beginning of year	2013-12-31	$2,247,635
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$47,184
Assets. Value of loans (other than to participants)	2013-12-31	$24,337
Other income received	2013-12-31	$826,974
Net income (gross income less expenses)	2013-12-31	$955,009
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,202,644
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,247,635
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$310,000
Assets. Value of real-estate (other than employer real property)	2013-12-31	$400,000
Total contributions received or receivable from employer(s)	2013-12-31	$81,076
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$225
2012 : WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$415,747
Expenses. Total of all expenses incurred	2012-12-31	$190
Total plan assets at end of year	2012-12-31	$2,247,635
Total plan assets at beginning of year	2012-12-31	$1,832,078
Value of fidelity bond covering the plan	2012-12-31	$3,000,000
Total contributions received or receivable from participants	2012-12-31	$43,600
Assets. Value of loans (other than to participants)	2012-12-31	$154,824
Expenses. Other expenses not covered elsewhere	2012-12-31	$40
Other income received	2012-12-31	$291,489
Net income (gross income less expenses)	2012-12-31	$415,557
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,247,635
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,832,078
Assets. Value of real-estate (other than employer real property)	2012-12-31	$450,000
Total contributions received or receivable from employer(s)	2012-12-31	$80,658
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$150
2011 : WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$154,509
Expenses. Total of all expenses incurred	2011-12-31	$113
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,832,078
Total plan assets at beginning of year	2011-12-31	$1,677,682
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$42,960
Assets. Value of loans (other than to participants)	2011-12-31	$449,682
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$35,513
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$154,396
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,832,078
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,677,682
Total contributions received or receivable from employer(s)	2011-12-31	$76,036
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$113
2010 : WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$172,658
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,677,682
Total plan assets at beginning of year	2010-12-31	$1,505,024
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$42,600
Assets. Value of loans (other than to participants)	2010-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$44,123
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$172,658
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,677,682
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,505,024
Total contributions received or receivable from employer(s)	2010-12-31	$85,935
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN

2017: WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WENTWORTH WEBB & POSTAL, L.L.C. 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	457229
Policy instance	2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	457229
Policy instance	2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	457229
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	457229
Policy instance	2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	457229
Policy instance	2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	457229
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	2

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Company Name:	WENTWORTH WEBB & POSTAL, L.L.C.
Employer identification number (EIN):	860824930
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services