SUPERIOR ELECTRIC GREAT LAKES COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUPERIOR ELECTRIC GREAT LAKES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : SUPERIOR ELECTRIC GREAT LAKES 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $9,377,815 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $3,807,611 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $3,754,311 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $5,709,119 |
| Value of total assets at end of year | 2023-12-31 | $24,197,420 |
| Value of total assets at beginning of year | 2023-12-31 | $18,627,216 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $53,300 |
| Total interest from all sources | 2023-12-31 | $13,845 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $838,439 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $838,439 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $2,044,455 |
| Participant contributions at end of year | 2023-12-31 | $266,565 |
| Participant contributions at beginning of year | 2023-12-31 | $121,719 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $1,752,889 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $2 |
| Administrative expenses (other) incurred | 2023-12-31 | $255 |
| Total non interest bearing cash at end of year | 2023-12-31 | $66,671 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $44,138 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $5,570,204 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $24,197,420 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $18,627,216 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $39,836 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $22,691,304 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $17,666,005 |
| Interest on participant loans | 2023-12-31 | $13,304 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $504,675 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $792,199 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $16,619 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $3,153 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $3,153 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $541 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $2,796,146 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $20,266 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $1,911,775 |
| Employer contributions (assets) at end of year | 2023-12-31 | $651,586 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $3,754,311 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | ANDREWS HOOPER PAVLIK PLC |
| Accountancy firm EIN | 2023-12-31 | 383133790 |
| 2022 : SUPERIOR ELECTRIC GREAT LAKES 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $25,164 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,173,547 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,117,545 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,314,406 |
| Value of total assets at end of year | 2022-12-31 | $18,627,216 |
| Value of total assets at beginning of year | 2022-12-31 | $19,775,599 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $56,002 |
| Total interest from all sources | 2022-12-31 | $5,413 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $977,734 |
| 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 | $977,734 |
| Administrative expenses professional fees incurred | 2022-12-31 | $11,624 |
| 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 | $1,596,139 |
| Participant contributions at end of year | 2022-12-31 | $121,719 |
| Participant contributions at beginning of year | 2022-12-31 | $85,095 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $127,000 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $2 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
| Other income not declared elsewhere | 2022-12-31 | $0 |
| Total non interest bearing cash at end of year | 2022-12-31 | $44,138 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $34,631 |
| 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 |
| Value of net income/loss | 2022-12-31 | $-1,148,383 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,627,216 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $19,775,599 |
| 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 | $44,378 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $17,666,005 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $18,393,548 |
| Interest on participant loans | 2022-12-31 | $5,372 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $792,199 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,262,325 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $3,153 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $41 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,294,798 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $22,409 |
| 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 | $1,591,267 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,117,545 |
| 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 | ANDREWS HOOPER PAVLIK PLC |
| Accountancy firm EIN | 2022-12-31 | 383133790 |
| 2010 : SUPERIOR ELECTRIC GREAT LAKES 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,279,066 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $7,344 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $7,344 |
| Total plan assets at end of year | 2010-12-31 | $6,471,853 |
| Total plan assets at beginning of year | 2010-12-31 | $5,200,131 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $255,016 |
| Other income received | 2010-12-31 | $693,252 |
| Net income (gross income less expenses) | 2010-12-31 | $1,271,722 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,471,853 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,200,131 |
| Assets. Value of participant loans | 2010-12-31 | $92,368 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $330,798 |
