Civic Intelligence
Filing

The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust

West Engineering Co. Inc • EIN 54-0582187 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

51 → 40

-11 • -21.57%

Assets

Up

$3,413,640 → $3,699,002

$285,362 • 8.36%

Investment Management Fee

-

Admin expenses - • Total expenses $119,267

Filing Details

Context
Net investment result
$285,362
Pension payor EIN
71-0294708

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024142$6,042,035$137,786$3,281iApproximate average salary by contribution assumption: employee only about $82,015 at 4% or $54,677 at 6%; with 50% employer match about $54,677 at 4% or $36,451 at 6%; with 100% employer match about $41,008 at 4% or $27,338 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-42$6,042,035$137,786$3,281iApproximate average salary by contribution assumption: employee only about $82,015 at 4% or $54,677 at 6%; with 50% employer match about $54,677 at 4% or $36,451 at 6%; with 100% employer match about $41,008 at 4% or $27,338 at 6%.
2023132$5,632,080$116,448$3,639iApproximate average salary by contribution assumption: employee only about $90,975 at 4% or $60,650 at 6%; with 50% employer match about $60,650 at 4% or $40,433 at 6%; with 100% employer match about $45,488 at 4% or $30,325 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-32$5,632,080$116,448$3,639iApproximate average salary by contribution assumption: employee only about $90,975 at 4% or $60,650 at 6%; with 50% employer match about $60,650 at 4% or $40,433 at 6%; with 100% employer match about $45,488 at 4% or $30,325 at 6%.
2022136$5,186,541$124,354$3,454iApproximate average salary by contribution assumption: employee only about $86,357 at 4% or $57,571 at 6%; with 50% employer match about $57,571 at 4% or $38,381 at 6%; with 100% employer match about $43,178 at 4% or $28,786 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-36$5,186,541$124,354$3,454iApproximate average salary by contribution assumption: employee only about $86,357 at 4% or $57,571 at 6%; with 50% employer match about $57,571 at 4% or $38,381 at 6%; with 100% employer match about $43,178 at 4% or $28,786 at 6%.
2021136$5,919,662$119,864$3,330iApproximate average salary by contribution assumption: employee only about $83,239 at 4% or $55,493 at 6%; with 50% employer match about $55,493 at 4% or $36,995 at 6%; with 100% employer match about $41,619 at 4% or $27,746 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-36$5,919,662$119,864$3,330iApproximate average salary by contribution assumption: employee only about $83,239 at 4% or $55,493 at 6%; with 50% employer match about $55,493 at 4% or $36,995 at 6%; with 100% employer match about $41,619 at 4% or $27,746 at 6%.
2020134$5,057,099$109,401$3,218iApproximate average salary by contribution assumption: employee only about $80,442 at 4% or $53,628 at 6%; with 50% employer match about $53,628 at 4% or $35,752 at 6%; with 100% employer match about $40,221 at 4% or $26,814 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-34$5,057,099$109,401$3,218iApproximate average salary by contribution assumption: employee only about $80,442 at 4% or $53,628 at 6%; with 50% employer match about $53,628 at 4% or $35,752 at 6%; with 100% employer match about $40,221 at 4% or $26,814 at 6%.
2019132$4,944,213$107,430$3,357iApproximate average salary by contribution assumption: employee only about $83,930 at 4% or $55,953 at 6%; with 50% employer match about $55,953 at 4% or $37,302 at 6%; with 100% employer match about $41,965 at 4% or $27,977 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-32$4,944,213$107,430$3,357iApproximate average salary by contribution assumption: employee only about $83,930 at 4% or $55,953 at 6%; with 50% employer match about $55,953 at 4% or $37,302 at 6%; with 100% employer match about $41,965 at 4% or $27,977 at 6%.
2018131$4,114,355$59,689$1,925iApproximate average salary by contribution assumption: employee only about $48,136 at 4% or $32,091 at 6%; with 50% employer match about $32,091 at 4% or $21,394 at 6%; with 100% employer match about $24,068 at 4% or $16,045 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-31$4,114,355$59,689$1,925iApproximate average salary by contribution assumption: employee only about $48,136 at 4% or $32,091 at 6%; with 50% employer match about $32,091 at 4% or $21,394 at 6%; with 100% employer match about $24,068 at 4% or $16,045 at 6%.
2017126$4,452,214$63,138$2,428iApproximate average salary by contribution assumption: employee only about $60,710 at 4% or $40,473 at 6%; with 50% employer match about $40,473 at 4% or $26,982 at 6%; with 100% employer match about $30,355 at 4% or $20,237 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-26$4,452,214$63,138$2,428iApproximate average salary by contribution assumption: employee only about $60,710 at 4% or $40,473 at 6%; with 50% employer match about $40,473 at 4% or $26,982 at 6%; with 100% employer match about $30,355 at 4% or $20,237 at 6%.
2016129$4,201,391$68,352$2,357iApproximate average salary by contribution assumption: employee only about $58,924 at 4% or $39,283 at 6%; with 50% employer match about $39,283 at 4% or $26,189 at 6%; with 100% employer match about $29,462 at 4% or $19,641 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-29$4,201,391$68,352$2,357iApproximate average salary by contribution assumption: employee only about $58,924 at 4% or $39,283 at 6%; with 50% employer match about $39,283 at 4% or $26,189 at 6%; with 100% employer match about $29,462 at 4% or $19,641 at 6%.
2015128$3,865,941$69,363$2,477iApproximate average salary by contribution assumption: employee only about $61,931 at 4% or $41,288 at 6%; with 50% employer match about $41,288 at 4% or $27,525 at 6%; with 100% employer match about $30,966 at 4% or $20,644 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-28$3,865,941$69,363$2,477iApproximate average salary by contribution assumption: employee only about $61,931 at 4% or $41,288 at 6%; with 50% employer match about $41,288 at 4% or $27,525 at 6%; with 100% employer match about $30,966 at 4% or $20,644 at 6%.
2014141$4,139,074$73,930$1,803iApproximate average salary by contribution assumption: employee only about $45,079 at 4% or $30,053 at 6%; with 50% employer match about $30,053 at 4% or $20,035 at 6%; with 100% employer match about $22,540 at 4% or $15,026 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-41$4,139,074$73,930$1,803iApproximate average salary by contribution assumption: employee only about $45,079 at 4% or $30,053 at 6%; with 50% employer match about $30,053 at 4% or $20,035 at 6%; with 100% employer match about $22,540 at 4% or $15,026 at 6%.
2013134$4,004,935$77,812$2,289iApproximate average salary by contribution assumption: employee only about $57,215 at 4% or $38,143 at 6%; with 50% employer match about $38,143 at 4% or $25,429 at 6%; with 100% employer match about $28,607 at 4% or $19,072 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-34$4,004,935$77,812$2,289iApproximate average salary by contribution assumption: employee only about $57,215 at 4% or $38,143 at 6%; with 50% employer match about $38,143 at 4% or $25,429 at 6%; with 100% employer match about $28,607 at 4% or $19,072 at 6%.
2012134$3,649,617$66,639$1,960iApproximate average salary by contribution assumption: employee only about $48,999 at 4% or $32,666 at 6%; with 50% employer match about $32,666 at 4% or $21,777 at 6%; with 100% employer match about $24,500 at 4% or $16,333 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-34$3,649,617$66,639$1,960iApproximate average salary by contribution assumption: employee only about $48,999 at 4% or $32,666 at 6%; with 50% employer match about $32,666 at 4% or $21,777 at 6%; with 100% employer match about $24,500 at 4% or $16,333 at 6%.
2011135$3,430,460$90,084$2,574iApproximate average salary by contribution assumption: employee only about $64,346 at 4% or $42,897 at 6%; with 50% employer match about $42,897 at 4% or $28,598 at 6%; with 100% employer match about $32,173 at 4% or $21,449 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-35$3,430,460$90,084$2,574iApproximate average salary by contribution assumption: employee only about $64,346 at 4% or $42,897 at 6%; with 50% employer match about $42,897 at 4% or $28,598 at 6%; with 100% employer match about $32,173 at 4% or $21,449 at 6%.
2010140$3,632,910$173,862$4,347iApproximate average salary by contribution assumption: employee only about $108,664 at 4% or $72,443 at 6%; with 50% employer match about $72,443 at 4% or $48,295 at 6%; with 100% employer match about $54,332 at 4% or $36,221 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-40$3,632,910$173,862$4,347iApproximate average salary by contribution assumption: employee only about $108,664 at 4% or $72,443 at 6%; with 50% employer match about $72,443 at 4% or $48,295 at 6%; with 100% employer match about $54,332 at 4% or $36,221 at 6%.
2009139$3,223,575$185,540$4,757iApproximate average salary by contribution assumption: employee only about $118,936 at 4% or $79,291 at 6%; with 50% employer match about $79,291 at 4% or $52,860 at 6%; with 100% employer match about $59,468 at 4% or $39,645 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-39$3,223,575$185,540$4,757iApproximate average salary by contribution assumption: employee only about $118,936 at 4% or $79,291 at 6%; with 50% employer match about $79,291 at 4% or $52,860 at 6%; with 100% employer match about $59,468 at 4% or $39,645 at 6%.
2008139$2,882,084$190,489$4,884iApproximate average salary by contribution assumption: employee only about $122,108 at 4% or $81,406 at 6%; with 50% employer match about $81,406 at 4% or $54,270 at 6%; with 100% employer match about $61,054 at 4% or $40,703 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-39$2,882,084$190,489$4,884iApproximate average salary by contribution assumption: employee only about $122,108 at 4% or $81,406 at 6%; with 50% employer match about $81,406 at 4% or $54,270 at 6%; with 100% employer match about $61,054 at 4% or $40,703 at 6%.
2007139$3,582,301$178,007$4,564iApproximate average salary by contribution assumption: employee only about $114,107 at 4% or $76,071 at 6%; with 50% employer match about $76,071 at 4% or $50,714 at 6%; with 100% employer match about $57,054 at 4% or $38,036 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-39$3,582,301$178,007$4,564iApproximate average salary by contribution assumption: employee only about $114,107 at 4% or $76,071 at 6%; with 50% employer match about $76,071 at 4% or $50,714 at 6%; with 100% employer match about $57,054 at 4% or $38,036 at 6%.
2006138$3,662,876$156,591$4,121iApproximate average salary by contribution assumption: employee only about $103,020 at 4% or $68,680 at 6%; with 50% employer match about $68,680 at 4% or $45,787 at 6%; with 100% employer match about $51,510 at 4% or $34,340 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-38$3,662,876$156,591$4,121iApproximate average salary by contribution assumption: employee only about $103,020 at 4% or $68,680 at 6%; with 50% employer match about $68,680 at 4% or $45,787 at 6%; with 100% employer match about $51,510 at 4% or $34,340 at 6%.
2005139$3,889,849$160,963$4,127iApproximate average salary by contribution assumption: employee only about $103,181 at 4% or $68,788 at 6%; with 50% employer match about $68,788 at 4% or $45,858 at 6%; with 100% employer match about $51,591 at 4% or $34,394 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-39$3,889,849$160,963$4,127iApproximate average salary by contribution assumption: employee only about $103,181 at 4% or $68,788 at 6%; with 50% employer match about $68,788 at 4% or $45,858 at 6%; with 100% employer match about $51,591 at 4% or $34,394 at 6%.
2004140$3,699,002$164,015$4,100iApproximate average salary by contribution assumption: employee only about $102,509 at 4% or $68,340 at 6%; with 50% employer match about $68,340 at 4% or $45,560 at 6%; with 100% employer match about $51,255 at 4% or $34,170 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & TrustCurrent40$3,699,002$164,015$4,100iApproximate average salary by contribution assumption: employee only about $102,509 at 4% or $68,340 at 6%; with 50% employer match about $68,340 at 4% or $45,560 at 6%; with 100% employer match about $51,255 at 4% or $34,170 at 6%.
2003144$3,413,640$169,398$3,850iApproximate average salary by contribution assumption: employee only about $96,249 at 4% or $64,166 at 6%; with 50% employer match about $64,166 at 4% or $42,777 at 6%; with 100% employer match about $48,124 at 4% or $32,083 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-44$3,413,640$169,398$3,850iApproximate average salary by contribution assumption: employee only about $96,249 at 4% or $64,166 at 6%; with 50% employer match about $64,166 at 4% or $42,777 at 6%; with 100% employer match about $48,124 at 4% or $32,083 at 6%.
2002148$2,875,131$174,755$3,641iApproximate average salary by contribution assumption: employee only about $91,018 at 4% or $60,679 at 6%; with 50% employer match about $60,679 at 4% or $40,453 at 6%; with 100% employer match about $45,509 at 4% or $30,339 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-48$2,875,131$174,755$3,641iApproximate average salary by contribution assumption: employee only about $91,018 at 4% or $60,679 at 6%; with 50% employer match about $60,679 at 4% or $40,453 at 6%; with 100% employer match about $45,509 at 4% or $30,339 at 6%.
2001149$0$0-
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-49---
1999148$3,744,953$146,849$3,059iApproximate average salary by contribution assumption: employee only about $76,484 at 4% or $50,989 at 6%; with 50% employer match about $50,989 at 4% or $33,993 at 6%; with 100% employer match about $38,242 at 4% or $25,495 at 6%.
The West Eng. Co., West Sand & Gravel Co. Inc. & Capco Retirement Thrift & Savings Plan & Trust-48$3,744,953$146,849$3,059iApproximate average salary by contribution assumption: employee only about $76,484 at 4% or $50,989 at 6%; with 50% employer match about $50,989 at 4% or $33,993 at 6%; with 100% employer match about $38,242 at 4% or $25,495 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037202495055
Form Id
59060651
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4010375202495050002
Ins Broker 01 Name
WALNUT STREET SECURITIES, INC.
Ins Broker 01 Street Addr
485 US HIGHWAY 1 S FL 4
Ins Broker 01 City
ISELIN
Ins Broker 01 State
NJ
Ins Broker 01 ZIP Code
088300000
Ins Broker Comm Pd 01 Amount
$2,391
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: ING LIFE INSURANCE & ANNUITY COMPANY
Filing Id
84037202495055
Form Id
59060651
Schedule A EIN
54-0582187
Schedule A Plan Num
002
Schedule A Plan Year Begin Date
2004-01-01
Schedule A Tax Period
20041231
Ins Carrier Name
ING LIFE INSURANCE & ANNUITY COMPANY
Ins Carrier EIN
71-0294708
Ins Carrier Naic Code
86509
Ins Contract Num
PHZ413
Ins Prsn Covered End of year Count
47
Ins Policy From Date
2004-01-01
Ins Policy To Date
2004-12-31
Ins Broker Comm Total Amount
$2,391
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$1,266,241
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
UNALLOCATED ANNUITY CONTRACT
Pension End Prev Bal Amount
$1,131,329
Pension Contribution Dep Amount
$38,254
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$37,183
Pension Transfer From Amount
$0
Pension Other Amount
$170,636
Pension Other Text
LOAN REPAY, & XFER
Pension Total Additions Amount
$246,073
Pension Total Bal Addn Amount
$1,377,402
Pension Bnfts Dsbrsd Amount
$36,098
Pension Admin Chrg Amount
$419
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$48,797
Pension Oth Ded Text
LOAN ISSUE
Pension Total Ded Amount
$85,314
Pension End of year Bal Amount
$1,292,088
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$3,699,002$285,362 change

Balance Sheet

Beginning and end of plan year.

Total assets$3,413,640$3,699,002Increase +$285,362 (8.36%)
Total liabilities$0$0No change $0
Net assets$3,413,640$3,699,002Increase +$285,362 (8.36%)

Contributions

Employer contributions$48,425
Participant contributions$115,590
Other contributions$0

Income & Expenses

Total income$404,629
Total expenses$119,267
Net income$285,362
Source fields
Schedule I source fields
Filing Id
84037202495055
Schedule I EIN
54-0582187
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$3,413,640
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$3,413,640
Small plan total assets at end of year
$3,699,002
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$3,699,002
Small plan employer contributions
$48,425
Small plan participant contributions
$115,590
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$240,614
Small plan total income
$404,629
Small plan total benefit distributions
$118,162
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$1,105
Small plan total expenses
$119,267
Small plan net income or loss
$285,362
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$236,659
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$250,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN71-0294708

Transfers

Distributed property value$0
Schedule R source fields
Payor 71-0294708
Filing Id
84037202495055
Schedule R EIN
54-0582187
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
71-0294708
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0