401k Plan data: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN plan

WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN
Plan identification number	001

WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

W.S. TRIMBLE CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: W.S. TRIMBLE CO., INC.

Employer identification number (EIN): 620460703

NAIC Classification: 444190
NAIC Description: Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MICHAEL FOWLER 2024-10-09
001 2022-01-01 MICHAEL FOWLER 2023-10-10
001 2021-01-01 MICHAEL FOWLER 2022-10-13
001 2020-01-01 MICHAEL FOWLER 2021-04-15
001 2019-01-01 MICHAEL FOWLER 2020-10-12
001 2018-01-01
001 2017-01-01 MICHAEL FOWLER 2018-05-22 MICHAEL FOWLER 2018-05-22
001 2016-01-01 MICHAEL FOWLER 2017-06-05
001 2015-01-01 MICHAEL FOWLER 2016-06-10 MICHAEL FOWLER 2016-06-10
001 2014-01-01 MICHAEL FOWLER 2015-05-15 MICHAEL FOWLER 2015-05-15
001 2013-01-01 MICHAEL FOWLER 2014-05-12 MICHAEL FOWLER 2014-05-12
001 2012-01-01 MICHAEL FOWLER 2013-06-12 MICHAEL FOWLER 2013-06-12
001 2011-01-01 MICHAEL FOWLER 2012-06-05 MICHAEL FOWLER 2012-06-05
001 2010-01-01 MICHAEL FOWLER 2011-06-06 MICHAEL FOWLER 2011-06-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MICHAEL FOWLER	2024-10-09
001	2022-01-01	MICHAEL FOWLER	2023-10-10
001	2021-01-01	MICHAEL FOWLER	2022-10-13
001	2020-01-01	MICHAEL FOWLER	2021-04-15
001	2019-01-01	MICHAEL FOWLER	2020-10-12
001	2018-01-01
001	2017-01-01	MICHAEL FOWLER	2018-05-22	MICHAEL FOWLER	2018-05-22
001	2016-01-01	MICHAEL FOWLER	2017-06-05
001	2015-01-01	MICHAEL FOWLER	2016-06-10	MICHAEL FOWLER	2016-06-10
001	2014-01-01	MICHAEL FOWLER	2015-05-15	MICHAEL FOWLER	2015-05-15
001	2013-01-01	MICHAEL FOWLER	2014-05-12	MICHAEL FOWLER	2014-05-12
001	2012-01-01	MICHAEL FOWLER	2013-06-12	MICHAEL FOWLER	2013-06-12
001	2011-01-01	MICHAEL FOWLER	2012-06-05	MICHAEL FOWLER	2012-06-05
001	2010-01-01	MICHAEL FOWLER	2011-06-06	MICHAEL FOWLER	2011-06-06

Plan Statistics for WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN

Measure Date Value
2023: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 145
Number of retired or separated participants receiving benefits 2023-01-01 8
Number of other retired or separated participants entitled to future benefits 2023-01-01 39
Total of all active and inactive participants 2023-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 192
Number of participants with account balances 2023-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 133
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 66
Total of all active and inactive participants 2022-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 199
Number of participants with account balances 2022-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 141
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 49
Total of all active and inactive participants 2021-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 190
Number of participants with account balances 2021-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 153
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 35
Total of all active and inactive participants 2020-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 188
Number of participants with account balances 2020-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 168
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 19
Total of all active and inactive participants 2019-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 173
Number of participants with account balances 2019-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 128
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 140
Number of participants with account balances 2018-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2023: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	145
Number of retired or separated participants receiving benefits	2023-01-01	8
Number of other retired or separated participants entitled to future benefits	2023-01-01	39
Total of all active and inactive participants	2023-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	192
Number of participants with account balances	2023-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	133
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	66
Total of all active and inactive participants	2022-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	199
Number of participants with account balances	2022-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	141
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	49
Total of all active and inactive participants	2021-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	190
Number of participants with account balances	2021-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	153
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	35
Total of all active and inactive participants	2020-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	188
Number of participants with account balances	2020-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	168
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	19
Total of all active and inactive participants	2019-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	173
Number of participants with account balances	2019-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	128
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	140
Number of participants with account balances	2018-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING 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	$1,596,587
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,273,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,215,393
Expenses. Certain deemed distributions of participant loans	2023-12-31	$3,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$674,169
Value of total assets at end of year	2023-12-31	$6,641,405
Value of total assets at beginning of year	2023-12-31	$6,318,279
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$54,112
Total interest from all sources	2023-12-31	$2,969
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$213,084
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	$213,084
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
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	$373,895
Participant contributions at end of year	2023-12-31	$52,527
Participant contributions at beginning of year	2023-12-31	$29,653
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$7,187
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	$323,126
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$6,641,405
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$6,318,279
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	$20,690
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$6,295,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$6,033,731
Interest on participant loans	2023-12-31	$2,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$706,365
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	No
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	$293,087
Employer contributions (assets) at end of year	2023-12-31	$293,087
Employer contributions (assets) at beginning of year	2023-12-31	$254,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,215,393
Contract administrator fees	2023-12-31	$8,867
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	COULTER & JUSTUS, P.C
Accountancy firm EIN	2023-12-31	621532536
2022 : WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING 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	$-491,291
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,138,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,064,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$638,508
Value of total assets at end of year	2022-12-31	$6,318,279
Value of total assets at beginning of year	2022-12-31	$7,948,049
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$73,958
Total interest from all sources	2022-12-31	$1,137
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$146,469
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	$146,469
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$383,614
Participant contributions at end of year	2022-12-31	$29,653
Participant contributions at beginning of year	2022-12-31	$32,801
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	$-1,629,770
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,318,279
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,948,049
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,033,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,656,432
Interest on participant loans	2022-12-31	$1,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,277,405
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	$254,894
Employer contributions (assets) at end of year	2022-12-31	$254,895
Employer contributions (assets) at beginning of year	2022-12-31	$258,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,064,521
Contract administrator fees	2022-12-31	$73,958
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	COULTER & JUSTUS, P.C.
Accountancy firm EIN	2022-12-31	621532536
2021 : WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
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	$0
Total income from all sources (including contributions)	2021-12-31	$1,257,638
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$224,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$173,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$656,509
Value of total assets at end of year	2021-12-31	$7,948,049
Value of total assets at beginning of year	2021-12-31	$6,914,935
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$50,886
Total interest from all sources	2021-12-31	$1,611
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$255,074
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	$255,074
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$397,693
Participant contributions at end of year	2021-12-31	$32,801
Participant contributions at beginning of year	2021-12-31	$39,204
Administrative expenses (other) incurred	2021-12-31	$525
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
Value of net income/loss	2021-12-31	$1,033,114
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,948,049
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,914,935
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,656,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,620,480
Interest on participant loans	2021-12-31	$1,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$344,444
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	$258,816
Employer contributions (assets) at end of year	2021-12-31	$258,816
Employer contributions (assets) at beginning of year	2021-12-31	$255,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$173,638
Contract administrator fees	2021-12-31	$50,361
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	RODEFER, MOSS & CO., PLLC
Accountancy firm EIN	2021-12-31	621690032
2020 : WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,572,351
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$557,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$517,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$693,457
Value of total assets at end of year	2020-12-31	$6,914,935
Value of total assets at beginning of year	2020-12-31	$5,900,015
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$40,304
Total interest from all sources	2020-12-31	$2,270
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$167,980
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	$167,980
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$372,027
Participant contributions at end of year	2020-12-31	$39,204
Participant contributions at beginning of year	2020-12-31	$33,304
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$66,179
Administrative expenses (other) incurred	2020-12-31	$9,004
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
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$1,014,920
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,914,935
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,900,015
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	$21,010
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,620,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,633,767
Interest on participant loans	2020-12-31	$2,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$708,644
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	$255,251
Employer contributions (assets) at end of year	2020-12-31	$255,251
Employer contributions (assets) at beginning of year	2020-12-31	$232,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$517,127
Contract administrator fees	2020-12-31	$10,290
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	RODEFER, MOSS & CO., PLLC
Accountancy firm EIN	2020-12-31	621690032
2019 : WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,447,994
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$496,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$458,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$602,952
Value of total assets at end of year	2019-12-31	$5,900,015
Value of total assets at beginning of year	2019-12-31	$4,949,004
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$38,511
Total interest from all sources	2019-12-31	$5,104
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$139,926
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	$139,926
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$370,008
Participant contributions at end of year	2019-12-31	$33,304
Participant contributions at beginning of year	2019-12-31	$37,894
Participant contributions at beginning of year	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	$951,011
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,900,015
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,949,004
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	$18,581
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,633,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,707,079
Interest on participant loans	2019-12-31	$1,909
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$700,012
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	$232,944
Employer contributions (assets) at end of year	2019-12-31	$232,944
Employer contributions (assets) at beginning of year	2019-12-31	$204,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$458,472
Contract administrator fees	2019-12-31	$19,930
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	RODEFER MOSS & CO., PLLC
Accountancy firm EIN	2019-12-31	621690032
2018 : WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$354,980
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$109,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$77,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$496,503
Value of total assets at end of year	2018-12-31	$4,949,004
Value of total assets at beginning of year	2018-12-31	$4,703,791
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$32,440
Total interest from all sources	2018-12-31	$2,295
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$176,764
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	$176,764
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$292,472
Participant contributions at end of year	2018-12-31	$37,894
Participant contributions at beginning of year	2018-12-31	$14,062
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$17
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$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	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$245,213
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,949,004
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,703,791
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
Investment advisory and management fees	2018-12-31	$425
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,707,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,497,642
Interest on participant loans	2018-12-31	$898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-320,582
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
Contributions received in cash from employer	2018-12-31	$204,031
Employer contributions (assets) at end of year	2018-12-31	$204,031
Employer contributions (assets) at beginning of year	2018-12-31	$192,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$77,327
Contract administrator fees	2018-12-31	$32,015
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	RODEFER MOSS & CO., PLLC
Accountancy firm EIN	2018-12-31	621690032

Form 5500 Responses for WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN

2023: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	W.S. TRIMBLE CO., INC.
Employer identification number (EIN):	620460703
NAIC Classification:	444190
NAIC Description:	Other Building Material Dealers