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WAUKESHA GAS ENGINES PENSION PLAN 401k Plan overview

Plan NameWAUKESHA GAS ENGINES PENSION PLAN
Plan identification number 001

WAUKESHA GAS ENGINES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INNIO WAUKESHA GAS ENGINES, INC. has sponsored the creation of one or more 401k plans.

Company Name:INNIO WAUKESHA GAS ENGINES, INC.
Employer identification number (EIN):043201571
NAIC Classification:333200

Additional information about INNIO WAUKESHA GAS ENGINES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1999-05-17
Company Identification Number: 0012652406
Legal Registered Office Address: 1101 W SAINT PAUL AVE STE 2

WAUKESHA
United States of America (USA)
53188

More information about INNIO WAUKESHA GAS ENGINES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAUKESHA GAS ENGINES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BETH LAST2024-07-31
0012022-01-01BETH LAST2023-10-10
0012021-01-01BETH LAST2022-09-28
0012020-01-01BETH LAST2021-10-14
0012019-01-01BETH LAST2020-10-15
0012019-01-01BETH LAST2021-10-14

Plan Statistics for WAUKESHA GAS ENGINES PENSION PLAN

401k plan membership statisitcs for WAUKESHA GAS ENGINES PENSION PLAN

Measure Date Value
2023: WAUKESHA GAS ENGINES PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01185
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-019
Number of other retired or separated participants entitled to future benefits2023-01-0177
Total of all active and inactive participants2023-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: WAUKESHA GAS ENGINES PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3161,083,550
Acturial value of plan assets2022-12-3159,090,378
Funding target for retired participants and beneficiaries receiving payment2022-12-3141,005,220
Number of terminated vested participants2022-12-31186
Fundng target for terminated vested participants2022-12-318,224,263
Active participant vested funding target2022-12-310
Number of active participants2022-12-310
Total funding liabilities for active participants2022-12-310
Total participant count2022-12-31680
Total funding target for all participants2022-12-3149,229,483
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31823,745
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31823,745
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31871,852
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31423,564
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01671
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01177
Total of all active and inactive participants2022-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WAUKESHA GAS ENGINES PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3162,221,536
Acturial value of plan assets2021-12-3155,999,382
Funding target for retired participants and beneficiaries receiving payment2021-12-3142,454,438
Number of terminated vested participants2021-12-31192
Fundng target for terminated vested participants2021-12-318,043,795
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-31694
Total funding target for all participants2021-12-3150,498,233
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31599,610
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31599,610
Present value of excess contributions2021-12-31113,296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31119,743
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31119,743
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31823,745
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31149,760
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01685
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01394
Number of other retired or separated participants entitled to future benefits2021-01-01182
Total of all active and inactive participants2021-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0195
Total participants2021-01-01671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WAUKESHA GAS ENGINES PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3157,195,049
Acturial value of plan assets2020-12-3153,618,247
Funding target for retired participants and beneficiaries receiving payment2020-12-3141,210,304
Number of terminated vested participants2020-12-31185
Fundng target for terminated vested participants2020-12-317,308,322
Active participant vested funding target2020-12-313,143,214
Number of active participants2020-12-3136
Total funding liabilities for active participants2020-12-313,187,560
Total participant count2020-12-31712
Total funding target for all participants2020-12-3151,706,186
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31572,392
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31603,587
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31599,610
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31599,610
Total employer contributions2020-12-31120,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31113,296
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31378,318
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31113,296
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01704
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01408
Number of other retired or separated participants entitled to future benefits2020-01-01190
Total of all active and inactive participants2020-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0187
Total participants2020-01-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WAUKESHA GAS ENGINES PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3148,560,937
Acturial value of plan assets2019-12-3150,856,285
Funding target for retired participants and beneficiaries receiving payment2019-12-3135,269,906
Number of terminated vested participants2019-12-3175
Fundng target for terminated vested participants2019-12-311,985,176
Active participant vested funding target2019-12-3117,007,137
Number of active participants2019-12-31208
Total funding liabilities for active participants2019-12-3117,012,429
Total participant count2019-12-31723
Total funding target for all participants2019-12-3154,267,511
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31898,294
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31898,294
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,800,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,707,645
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31819,858
Net shortfall amortization installment of oustanding balance2019-12-313,411,226
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,135,253
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,135,253
Contributions allocatedtoward minimum required contributions for current year2019-12-311,707,645
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01714
Total number of active participants reported on line 7a of the Form 55002019-01-0136
Number of retired or separated participants receiving benefits2019-01-01401
Number of other retired or separated participants entitled to future benefits2019-01-01183
Total of all active and inactive participants2019-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0184
Total participants2019-01-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on WAUKESHA GAS ENGINES PENSION PLAN

Measure Date Value
2023 : WAUKESHA GAS ENGINES PENSION PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$584,148
Total of all expenses incurred2023-12-31$4,670,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,642,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,452
Value of total assets at end of year2023-12-31$3,693,179
Value of total assets at beginning of year2023-12-31$7,779,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$27,191
Total interest from all sources2023-12-31$42,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$925,683
Administrative expenses (other) incurred2023-12-31$27,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-4,085,974
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,693,179
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,779,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Interest earned on other investments2023-12-31$17,517
Value of interest in common/collective trusts at end of year2023-12-31$3,688,179
Value of interest in common/collective trusts at beginning of year2023-12-31$6,848,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$5,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$5,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$5,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$24,688
Net investment gain or loss from common/collective trusts2023-12-31$540,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,642,931
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
2022 : WAUKESHA GAS ENGINES PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-9,113,013
Total of all expenses incurred2022-12-31$44,191,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$43,950,050
Value of total assets at end of year2022-12-31$7,779,153
Value of total assets at beginning of year2022-12-31$61,083,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$241,336
Total interest from all sources2022-12-31$5,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$40,902,843
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$925,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$8
Other income not declared elsewhere2022-12-31$925,553
Administrative expenses (other) incurred2022-12-31$241,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-53,304,399
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,779,153
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,083,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in common/collective trusts at end of year2022-12-31$6,848,470
Value of interest in common/collective trusts at beginning of year2022-12-31$59,840,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,243,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,243,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,048
Net investment gain or loss from common/collective trusts2022-12-31$-10,043,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,047,207
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : WAUKESHA GAS ENGINES PENSION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$581,452
Total income from all sources (including contributions)2021-12-31$3,501,572
Total of all expenses incurred2021-12-31$4,639,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,285,809
Value of total assets at end of year2021-12-31$61,083,552
Value of total assets at beginning of year2021-12-31$62,803,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$354,146
Total interest from all sources2021-12-31$74
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$8
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$581,452
Other income not declared elsewhere2021-12-31$7,582
Administrative expenses (other) incurred2021-12-31$354,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,138,383
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,083,552
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$62,221,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in common/collective trusts at end of year2021-12-31$59,840,010
Value of interest in common/collective trusts at beginning of year2021-12-31$61,822,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,243,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$500,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$500,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$74
Net investment gain or loss from common/collective trusts2021-12-31$3,493,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$480,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,285,809
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : WAUKESHA GAS ENGINES PENSION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$581,452
Total income from all sources (including contributions)2020-12-31$9,976,189
Total of all expenses incurred2020-12-31$4,611,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,331,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$480,000
Value of total assets at end of year2020-12-31$62,803,387
Value of total assets at beginning of year2020-12-31$56,857,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$279,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$21
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$581,452
Administrative expenses (other) incurred2020-12-31$279,742
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$6,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,364,829
Value of net assets at end of year (total assets less liabilities)2020-12-31$62,221,935
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$56,857,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in common/collective trusts at end of year2020-12-31$61,822,933
Value of interest in common/collective trusts at beginning of year2020-12-31$56,380,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$500,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$9,496,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$480,000
Employer contributions (assets) at end of year2020-12-31$480,000
Employer contributions (assets) at beginning of year2020-12-31$470,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,331,618
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : WAUKESHA GAS ENGINES PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$12,364,924
Total of all expenses incurred2019-12-31$4,078,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,635,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,440,000
Value of total assets at end of year2019-12-31$56,857,106
Value of total assets at beginning of year2019-12-31$48,570,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$443,456
Total interest from all sources2019-12-31$4,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$21
Administrative expenses (other) incurred2019-12-31$443,456
Total non interest bearing cash at end of year2019-12-31$6,273
Total non interest bearing cash at beginning of year2019-12-31$213,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,286,338
Value of net assets at end of year (total assets less liabilities)2019-12-31$56,857,106
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,570,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest earned on other investments2019-12-31$4,865
Value of interest in common/collective trusts at end of year2019-12-31$56,380,812
Value of interest in common/collective trusts at beginning of year2019-12-31$48,097,048
Net investment gain or loss from common/collective trusts2019-12-31$10,920,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,440,000
Employer contributions (assets) at end of year2019-12-31$470,000
Employer contributions (assets) at beginning of year2019-12-31$260,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,635,130
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910

Form 5500 Responses for WAUKESHA GAS ENGINES PENSION PLAN

2023: WAUKESHA GAS ENGINES PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WAUKESHA GAS ENGINES PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WAUKESHA GAS ENGINES PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WAUKESHA GAS ENGINES PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WAUKESHA GAS ENGINES PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

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