401k Plan data: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN plan

WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 401k Plan overview

Plan Name	WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN
Plan identification number	002

WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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)(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

WEINGART CENTER ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: WEINGART CENTER ASSOCIATION, INC.

Employer identification number (EIN): 956054617

NAIC Classification: 624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 ANTIONETTE CELAYA 2023-08-09
002 2021-01-01
002 2020-01-01 YVETTE MERRITT 2021-10-12
002 2019-01-01 YVETTE MERRITT 2020-10-09
002 2018-01-01
002 2017-01-01 YVETTE MERRITT
002 2016-01-01 YVETTE MERRITT
002 2016-01-01 YVETTE MERRITT
002 2015-01-01 YVETTE MERRITT
002 2014-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	ANTIONETTE CELAYA	2023-08-09
002	2021-01-01
002	2020-01-01	YVETTE MERRITT	2021-10-12
002	2019-01-01	YVETTE MERRITT	2020-10-09
002	2018-01-01
002	2017-01-01	YVETTE MERRITT
002	2016-01-01	YVETTE MERRITT
002	2016-01-01	YVETTE MERRITT
002	2015-01-01	YVETTE MERRITT
002	2014-01-01

Plan Statistics for WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN

401k plan membership statisitcs for WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN

Measure Date Value
2022: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 115
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 38
Total of all active and inactive participants 2022-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 154
Number of participants with account balances 2022-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 107
Number of other retired or separated participants entitled to future benefits 2021-01-01 33
Total of all active and inactive participants 2021-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 140
Number of participants with account balances 2021-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 226
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 242
Number of participants with account balances 2020-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 154
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 165
Number of participants with account balances 2019-01-01 61
2018: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 147
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 155
Number of participants with account balances 2018-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 193
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 202
Number of participants with account balances 2017-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 135
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 136
Number of participants with account balances 2016-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 154
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 155
Number of participants with account balances 2015-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 203
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 205
Number of participants with account balances 2014-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	115
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	38
Total of all active and inactive participants	2022-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	154
Number of participants with account balances	2022-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	107
Number of other retired or separated participants entitled to future benefits	2021-01-01	33
Total of all active and inactive participants	2021-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	140
Number of participants with account balances	2021-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	226
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	242
Number of participants with account balances	2020-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	154
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	165
Number of participants with account balances	2019-01-01	61
2018: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	147
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	155
Number of participants with account balances	2018-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	193
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	202
Number of participants with account balances	2017-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	135
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	136
Number of participants with account balances	2016-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	154
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	155
Number of participants with account balances	2015-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	203
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	205
Number of participants with account balances	2014-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN

Measure	Date	Value
2022 : WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$42,155
Total of all expenses incurred	2022-12-31	$100,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$84,881
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$219,436
Value of total assets at end of year	2022-12-31	$1,101,440
Value of total assets at beginning of year	2022-12-31	$1,160,006
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$14,397
Total interest from all sources	2022-12-31	$2,259
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$17,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$17,438
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$119,685
Participant contributions at end of year	2022-12-31	$31,227
Participant contributions at beginning of year	2022-12-31	$25,178
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$18,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-58,566
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,101,440
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,160,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$5,342
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$980,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,048,959
Interest on participant loans	2022-12-31	$1,436
Interest earned on other investments	2022-12-31	$823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$89,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$85,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-196,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$81,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$84,881
Contract administrator fees	2022-12-31	$9,055
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WINDES, INC.
Accountancy firm EIN	2022-12-31	953001179
2021 : WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$323,384
Total of all expenses incurred	2021-12-31	$93,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$76,500
Expenses. Certain deemed distributions of participant loans	2021-12-31	$3,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$208,111
Value of total assets at end of year	2021-12-31	$1,160,006
Value of total assets at beginning of year	2021-12-31	$930,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$13,958
Total interest from all sources	2021-12-31	$1,847
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$22,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$22,634
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$124,121
Participant contributions at end of year	2021-12-31	$25,178
Participant contributions at beginning of year	2021-12-31	$13,261
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$229,733
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,160,006
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$930,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$5,157
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,048,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$834,963
Interest on participant loans	2021-12-31	$1,079
Interest earned on other investments	2021-12-31	$768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$85,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$82,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$90,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$83,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$76,500
Contract administrator fees	2021-12-31	$8,801
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WINDES, INC.
Accountancy firm EIN	2021-12-31	953001179
2020 : WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$332,215
Total of all expenses incurred	2020-12-31	$38,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$28,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$222,448
Value of total assets at end of year	2020-12-31	$930,273
Value of total assets at beginning of year	2020-12-31	$636,510
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,082
Total interest from all sources	2020-12-31	$1,830
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$12,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$12,291
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$134,705
Participant contributions at end of year	2020-12-31	$13,261
Participant contributions at beginning of year	2020-12-31	$14,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$293,763
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$930,273
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$636,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$3,551
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$834,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$548,590
Interest on participant loans	2020-12-31	$903
Interest earned on other investments	2020-12-31	$927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$82,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$73,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$95,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$87,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$28,370
Contract administrator fees	2020-12-31	$6,531
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WINDES, INC.
Accountancy firm EIN	2020-12-31	953001179
2019 : WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$270,923
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$38,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$29,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$190,693
Value of total assets at end of year	2019-12-31	$636,510
Value of total assets at beginning of year	2019-12-31	$403,693
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,320
Total interest from all sources	2019-12-31	$1,129
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$9,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$9,610
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$112,124
Participant contributions at end of year	2019-12-31	$14,245
Participant contributions at beginning of year	2019-12-31	$15,844
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,010
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$232,817
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$636,510
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$403,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$8,320
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$548,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$305,593
Interest on participant loans	2019-12-31	$1,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$73,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$82,256
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$69,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$76,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$29,786
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WINDES, INC.
Accountancy firm EIN	2019-12-31	953001179
2018 : WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$120,870
Total of all expenses incurred	2018-12-31	$112,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$106,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$141,124
Value of total assets at end of year	2018-12-31	$403,693
Value of total assets at beginning of year	2018-12-31	$395,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,637
Total interest from all sources	2018-12-31	$766
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$6,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$6,594
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$57,384
Participant contributions at end of year	2018-12-31	$15,844
Participant contributions at beginning of year	2018-12-31	$13,234
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$83,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$8,085
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$403,693
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$395,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$305,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$382,374
Interest on participant loans	2018-12-31	$766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$82,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-27,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Income. Dividends from preferred stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$106,148
Contract administrator fees	2018-12-31	$6,637
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WINDES, INC.
Accountancy firm EIN	2018-12-31	953001179
2017 : WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$132,836
Total of all expenses incurred	2017-12-31	$26,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$18,165
Value of total corrective distributions	2017-12-31	$1,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$82,225
Value of total assets at end of year	2017-12-31	$395,608
Value of total assets at beginning of year	2017-12-31	$288,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,564
Total interest from all sources	2017-12-31	$585
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$8,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$8,863
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$82,225
Participant contributions at end of year	2017-12-31	$13,234
Participant contributions at beginning of year	2017-12-31	$8,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$106,713
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$395,608
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$288,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$382,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$280,284
Income. Interest from loans (other than to participants)	2017-12-31	$585
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$41,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$18,165
Contract administrator fees	2017-12-31	$6,564
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WINDES, INC.
Accountancy firm EIN	2017-12-31	953001179
2016 : WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$76,542
Total of all expenses incurred	2016-12-31	$27,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$22,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$59,674
Value of total assets at end of year	2016-12-31	$288,895
Value of total assets at beginning of year	2016-12-31	$240,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,044
Total interest from all sources	2016-12-31	$371
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$4,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$4,298
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$58,433
Participant contributions at end of year	2016-12-31	$8,611
Participant contributions at beginning of year	2016-12-31	$9,945
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$48,713
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$288,895
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$240,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$292
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$280,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$230,237
Interest on participant loans	2016-12-31	$371
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$12,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$22,785
Contract administrator fees	2016-12-31	$4,752
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ALLEN, HAIGHT & MONAGHAN, LLP
Accountancy firm EIN	2016-12-31	330688067
2015 : WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$71,468
Total of all expenses incurred	2015-12-31	$22,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$18,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$74,139
Value of total assets at end of year	2015-12-31	$240,182
Value of total assets at beginning of year	2015-12-31	$191,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,284
Total interest from all sources	2015-12-31	$457
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$3,018
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$74,139
Participant contributions at end of year	2015-12-31	$9,945
Participant contributions at beginning of year	2015-12-31	$9,975
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$58
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$48,522
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$240,182
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$191,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$1,316
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$230,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$181,685
Income. Interest from loans (other than to participants)	2015-12-31	$457
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-6,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$18,604
Contract administrator fees	2015-12-31	$2,968
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ALLEN, HAIGHT & MONAGHAN, LLP
Accountancy firm EIN	2015-12-31	330688067
2014 : WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$193,435
Total of all expenses incurred	2014-12-31	$1,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$693
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$190,512
Value of total assets at end of year	2014-12-31	$191,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,082
Total interest from all sources	2014-12-31	$187
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,938
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$31,383
Participant contributions at end of year	2014-12-31	$9,975
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$159,129
Other income not declared elsewhere	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$191,660
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$191,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$181,685
Interest on participant loans	2014-12-31	$187
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-1,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$693
Contract administrator fees	2014-12-31	$1,082
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ALLEN, HAIGHT & MONAGHAN, LLP
Accountancy firm EIN	2014-12-31	330688067

Form 5500 Responses for WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN

2022: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WEINGART CENTER ASSOCIATION, INC. 403(B) 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: WEINGART CENTER ASSOCIATION, INC. 403(B) 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: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – 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: WEINGART CENTER ASSOCIATION, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	90
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $44
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	44
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	89
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	31
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	85
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	30
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	85
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $40
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	40
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	101
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $21
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	21
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

4-61139

Policy instance

Insurance contract or identification number	4-61139
Number of Individuals Covered	136
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

4-61139

Policy instance

Insurance contract or identification number	4-61139
Number of Individuals Covered	159
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

4-61139

Policy instance

Insurance contract or identification number	4-61139
Number of Individuals Covered	184
Insurance policy start date	2014-07-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	WEINGART CENTER ASSOCIATION, INC.
Employer identification number (EIN):	956054617
NAIC Classification:	624200