401k Plan data: WESTEC 403(B) PLAN plan

WESTEC 403(B) PLAN 401k Plan overview

Plan Name	WESTEC 403(B) PLAN
Plan identification number	001

WESTEC 403(B) 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
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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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.

401k Sponsoring company profile

WESTSIDE ENERGY SERVICES TRAINING AND EDUCATION CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: WESTSIDE ENERGY SERVICES TRAINING AND EDUCATION CENTER, INC.

Employer identification number (EIN): 953756005

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTEC 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 WILLIAM RECTOR 2023-09-14 WILLIAM RECTOR 2023-09-14
001 2021-07-01 WILLIAM RECTOR 2023-03-16 WILLIAM RECTOR 2023-03-16
001 2020-07-01 WILLIAM RECTOR 2021-10-28 WILLIAM RECTOR 2021-10-28
001 2019-07-01 WILLIAM RECTOR 2021-01-22
001 2019-07-01 WILLIAM RECTOR 2021-01-22
001 2018-07-01 WILLIAM RECTOR 2020-01-16 WILLIAM RECTOR 2020-01-16
001 2017-07-01 WILLIAM RECTOR 2019-02-25 WILLIAM RECTOR 2019-02-25
001 2016-07-01 WILLIAM RECTOR 2018-03-23 WILLIAM RECTOR 2018-03-23
001 2015-07-01 WILLIAM RECTOR 2017-01-24 WILLIAM RECTOR 2017-01-24
001 2014-07-01 WILLIAM RECTOR 2016-03-24
001 2013-07-01 WILLIAM RECTOR 2015-03-30
001 2012-07-01 WILLIAM RECTOR 2014-04-25
001 2011-07-01 WILLIAM RECTOR 2014-04-25
001 2010-07-01 WILLIAM RECTOR 2014-04-25
001 2009-07-01 WILLIAM RECTOR
001 2008-07-01 WILLIAM RECTOR
001 2007-07-01 WILLIAM RECTOR
001 2006-07-01 WILLIAM RECTOR
001 2005-07-01 WILLIAM RECTOR
001 2004-07-01 WILLIAM RECTOR
001 2003-07-01 WILLIAM RECTOR
001 2002-07-01 WILLIAM RECTOR
001 2001-07-01 WILLIAM RECTOR
001 2000-07-01 WILLIAM RECTOR
001 1999-07-01 WILLIAM RECTOR
001 1998-07-01 WILLIAM RECTOR
001 1998-01-01 WILLIAM RECTOR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	WILLIAM RECTOR	2023-09-14	WILLIAM RECTOR	2023-09-14
001	2021-07-01	WILLIAM RECTOR	2023-03-16	WILLIAM RECTOR	2023-03-16
001	2020-07-01	WILLIAM RECTOR	2021-10-28	WILLIAM RECTOR	2021-10-28
001	2019-07-01	WILLIAM RECTOR	2021-01-22
001	2019-07-01	WILLIAM RECTOR	2021-01-22
001	2018-07-01	WILLIAM RECTOR	2020-01-16	WILLIAM RECTOR	2020-01-16
001	2017-07-01	WILLIAM RECTOR	2019-02-25	WILLIAM RECTOR	2019-02-25
001	2016-07-01	WILLIAM RECTOR	2018-03-23	WILLIAM RECTOR	2018-03-23
001	2015-07-01	WILLIAM RECTOR	2017-01-24	WILLIAM RECTOR	2017-01-24
001	2014-07-01	WILLIAM RECTOR	2016-03-24
001	2013-07-01	WILLIAM RECTOR	2015-03-30
001	2012-07-01	WILLIAM RECTOR	2014-04-25
001	2011-07-01	WILLIAM RECTOR	2014-04-25
001	2010-07-01	WILLIAM RECTOR	2014-04-25
001	2009-07-01	WILLIAM RECTOR
001	2008-07-01	WILLIAM RECTOR
001	2007-07-01	WILLIAM RECTOR
001	2006-07-01	WILLIAM RECTOR
001	2005-07-01	WILLIAM RECTOR
001	2004-07-01	WILLIAM RECTOR
001	2003-07-01	WILLIAM RECTOR
001	2002-07-01	WILLIAM RECTOR
001	2001-07-01	WILLIAM RECTOR
001	2000-07-01	WILLIAM RECTOR
001	1999-07-01	WILLIAM RECTOR
001	1998-07-01	WILLIAM RECTOR
001	1998-01-01	WILLIAM RECTOR

Plan Statistics for WESTEC 403(B) PLAN

401k plan membership statisitcs for WESTEC 403(B) PLAN

Measure Date Value
2009: WESTEC 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 34
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 32
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 3
Total of all active and inactive participants 2009-07-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 35
Number of participants with account balances 2009-07-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2009: WESTEC 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	34
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	32
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	3
Total of all active and inactive participants	2009-07-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	35
Number of participants with account balances	2009-07-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on WESTEC 403(B) PLAN

Measure	Date	Value
2010 : WESTEC 403(B) PLAN 2010 401k financial data
Total income from all sources	2010-06-30	$99,874
Expenses. Total of all expenses incurred	2010-06-30	$7,598
Benefits paid (including direct rollovers)	2010-06-30	$7,598
Total plan assets at end of year	2010-06-30	$444,193
Total plan assets at beginning of year	2010-06-30	$351,917
Total contributions received or receivable from participants	2010-06-30	$42,491
Other income received	2010-06-30	$22,317
Net income (gross income less expenses)	2010-06-30	$92,276
Net plan assets at end of year (total assets less liabilities)	2010-06-30	$444,193
Net plan assets at beginning of year (total assets less liabilities)	2010-06-30	$351,917
Total contributions received or receivable from employer(s)	2010-06-30	$35,066

Form 5500 Responses for WESTEC 403(B) PLAN

2009: WESTEC 403(B) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2008: WESTEC 403(B) PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2007: WESTEC 403(B) PLAN 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2006: WESTEC 403(B) PLAN 2006 form 5500 responses
2006-07-01	Type of plan entity	Single employer plan
2006-07-01	Submission has been amended	No
2006-07-01	This submission is the final filing	No
2006-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-07-01	Plan is a collectively bargained plan	No
2005: WESTEC 403(B) PLAN 2005 form 5500 responses
2005-07-01	Type of plan entity	Single employer plan
2005-07-01	Submission has been amended	No
2005-07-01	This submission is the final filing	No
2005-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-07-01	Plan is a collectively bargained plan	No
2004: WESTEC 403(B) PLAN 2004 form 5500 responses
2004-07-01	Type of plan entity	Single employer plan
2004-07-01	Submission has been amended	No
2004-07-01	This submission is the final filing	No
2004-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-07-01	Plan is a collectively bargained plan	No
2003: WESTEC 403(B) PLAN 2003 form 5500 responses
2003-07-01	Type of plan entity	Single employer plan
2003-07-01	Submission has been amended	No
2003-07-01	This submission is the final filing	No
2003-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-07-01	Plan is a collectively bargained plan	No
2002: WESTEC 403(B) PLAN 2002 form 5500 responses
2002-07-01	Type of plan entity	Single employer plan
2002-07-01	Submission has been amended	No
2002-07-01	This submission is the final filing	No
2002-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-07-01	Plan is a collectively bargained plan	No
2001: WESTEC 403(B) PLAN 2001 form 5500 responses
2001-07-01	Type of plan entity	Single employer plan
2001-07-01	Submission has been amended	No
2001-07-01	This submission is the final filing	No
2001-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2001-07-01	Plan is a collectively bargained plan	No
2000: WESTEC 403(B) PLAN 2000 form 5500 responses
2000-07-01	Type of plan entity	Single employer plan
2000-07-01	Submission has been amended	No
2000-07-01	This submission is the final filing	No
2000-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2000-07-01	Plan is a collectively bargained plan	No
1999: WESTEC 403(B) PLAN 1999 form 5500 responses
1999-07-01	Type of plan entity	Single employer plan
1999-07-01	Submission has been amended	No
1999-07-01	This submission is the final filing	No
1999-07-01	This return/report is a short plan year return/report (less than 12 months)	No
1999-07-01	Plan is a collectively bargained plan	No
1998: WESTEC 403(B) PLAN 1998 form 5500 responses
1998-07-01	Type of plan entity	Single employer plan
1998-07-01	Submission has been amended	No
1998-07-01	This submission is the final filing	No
1998-07-01	This return/report is a short plan year return/report (less than 12 months)	No
1998-07-01	Plan is a collectively bargained plan	No
1998-01-01	Type of plan entity	Single employer plan
1998-01-01	First time form 5500 has been submitted	Yes
1998-01-01	Submission has been amended	No
1998-01-01	This submission is the final filing	No
1998-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
1998-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

369209

Policy instance

Insurance contract or identification number	369209
Number of Individuals Covered	15
Insurance policy start date	2009-07-01
Insurance policy end date	2010-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	WESTSIDE ENERGY SERVICES TRAINING AND EDUCATION CENTER, INC.
Employer identification number (EIN):	953756005
NAIC Classification:	611000