401k Plan data: PELLA WINDOWS & DOORS RETIREMENT PLAN plan

PELLA WINDOWS & DOORS RETIREMENT PLAN 401k Plan overview

Plan Name	PELLA WINDOWS & DOORS RETIREMENT PLAN
Plan identification number	001

PELLA WINDOWS & DOORS RETIREMENT 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.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WINSTON COLE, LLC has sponsored the creation of one or more 401k plans.

Company Name: WINSTON COLE, LLC

Employer identification number (EIN): 841500194

NAIC Classification: 423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PELLA WINDOWS & DOORS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2019-01-01 TIM WESTBACK 2021-01-04 GRAYDON BEVIS 2021-01-04
001 2018-01-01 GRAYDON BEVIS 2019-07-15 GRAYDON BEVIS 2019-07-15
001 2017-01-01 TIM WESTBACK 2018-07-11 TIM WESTBACK 2018-07-11
001 2016-01-01 GRAYDON BEVIS 2017-04-12 GRAYDON BEVIS 2017-04-12
001 2015-01-01 TIMOTHY WESTBACK 2016-04-21 TIMOTHY WESTBACK 2016-04-21
001 2014-01-01 GRAYDON BEVIS 2015-04-20 GRAYDON BEVIS 2015-04-20
001 2013-01-01 GRAYDON BEVIS 2014-04-11 GRAYDON BEVIS 2014-04-11
001 2012-01-01 TIM WESTBACK 2013-05-21 TIM WESTBACK 2013-05-21
001 2011-01-01 TIM WESTBACK 2012-07-17
001 2010-01-01 TIM WESTBACK 2011-06-28
001 2009-08-01 TIM WESTBACK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2019-01-01	TIM WESTBACK	2021-01-04	GRAYDON BEVIS	2021-01-04
001	2018-01-01	GRAYDON BEVIS	2019-07-15	GRAYDON BEVIS	2019-07-15
001	2017-01-01	TIM WESTBACK	2018-07-11	TIM WESTBACK	2018-07-11
001	2016-01-01	GRAYDON BEVIS	2017-04-12	GRAYDON BEVIS	2017-04-12
001	2015-01-01	TIMOTHY WESTBACK	2016-04-21	TIMOTHY WESTBACK	2016-04-21
001	2014-01-01	GRAYDON BEVIS	2015-04-20	GRAYDON BEVIS	2015-04-20
001	2013-01-01	GRAYDON BEVIS	2014-04-11	GRAYDON BEVIS	2014-04-11
001	2012-01-01	TIM WESTBACK	2013-05-21	TIM WESTBACK	2013-05-21
001	2011-01-01	TIM WESTBACK	2012-07-17
001	2010-01-01	TIM WESTBACK	2011-06-28
001	2009-08-01	TIM WESTBACK

Plan Statistics for PELLA WINDOWS & DOORS RETIREMENT PLAN

401k plan membership statisitcs for PELLA WINDOWS & DOORS RETIREMENT PLAN

Measure Date Value
2021: PELLA WINDOWS & DOORS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 97
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 44
Total of all active and inactive participants 2021-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 141
Number of participants with account balances 2021-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 46
2020: PELLA WINDOWS & DOORS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 97
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 29
Total of all active and inactive participants 2020-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 126
Number of participants with account balances 2020-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 28
2019: PELLA WINDOWS & DOORS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 96
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 24
Total of all active and inactive participants 2019-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 120
Number of participants with account balances 2019-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 28
2009: PELLA WINDOWS & DOORS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 70
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 60
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 27
Total of all active and inactive participants 2009-08-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 87
Number of participants with account balances 2009-08-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 0

Measure	Date	Value
2021: PELLA WINDOWS & DOORS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	97
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	44
Total of all active and inactive participants	2021-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	141
Number of participants with account balances	2021-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	46
2020: PELLA WINDOWS & DOORS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	97
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	29
Total of all active and inactive participants	2020-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	126
Number of participants with account balances	2020-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	28
2019: PELLA WINDOWS & DOORS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	96
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	24
Total of all active and inactive participants	2019-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	120
Number of participants with account balances	2019-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	28
2009: PELLA WINDOWS & DOORS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	70
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	60
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	27
Total of all active and inactive participants	2009-08-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	87
Number of participants with account balances	2009-08-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	0

Financial Data on PELLA WINDOWS & DOORS RETIREMENT PLAN

Measure	Date	Value
2021 : PELLA WINDOWS & DOORS RETIREMENT 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	$2,016,060
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$337,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$282,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,002,557
Value of total assets at end of year	2021-12-31	$9,424,283
Value of total assets at beginning of year	2021-12-31	$7,745,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$54,822
Total interest from all sources	2021-12-31	$1,500
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$100,225
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	$100,225
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	$728,835
Participant contributions at end of year	2021-12-31	$62,520
Participant contributions at beginning of year	2021-12-31	$22,894
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$42,991
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$203
Other income not declared elsewhere	2021-12-31	$795
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	$1,678,539
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,424,283
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,745,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$14,997
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,923,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,295,543
Interest on participant loans	2021-12-31	$1,500
Value of interest in common/collective trusts at end of year	2021-12-31	$438,029
Value of interest in common/collective trusts at beginning of year	2021-12-31	$427,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$904,395
Net investment gain or loss from common/collective trusts	2021-12-31	$6,588
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	Yes
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	$230,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$282,496
Contract administrator fees	2021-12-31	$39,825
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	BERGANKDV, LTD.
Accountancy firm EIN	2021-12-31	411431613
2020 : PELLA WINDOWS & DOORS RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	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	$2,000,963
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$816,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$768,984
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$2,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$669,216
Value of total assets at end of year	2020-12-31	$7,745,744
Value of total assets at beginning of year	2020-12-31	$6,561,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$44,686
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$1,708
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$78,384
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	$78,384
Administrative expenses professional fees incurred	2020-12-31	$0
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
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$526,871
Participant contributions at end of year	2020-12-31	$22,894
Participant contributions at beginning of year	2020-12-31	$48,261
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$19,043
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$539
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$1,184,302
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,745,744
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,561,442
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$14,998
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,295,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,091,021
Interest on participant loans	2020-12-31	$1,708
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$427,307
Value of interest in common/collective trusts at beginning of year	2020-12-31	$422,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,249,124
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$1,992
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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	Yes
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	$123,302
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$768,984
Contract administrator fees	2020-12-31	$29,688
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BERGANKDV, LTD.
Accountancy firm EIN	2020-12-31	411431613
2019 : PELLA WINDOWS & DOORS RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	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	$2,068,100
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$457,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$436,494
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,863
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$887,718
Value of total assets at end of year	2019-12-31	$6,561,442
Value of total assets at beginning of year	2019-12-31	$4,950,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,913
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$2,060
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$82,124
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	$82,124
Administrative expenses professional fees incurred	2019-12-31	$0
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
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$443,255
Participant contributions at end of year	2019-12-31	$48,261
Participant contributions at beginning of year	2019-12-31	$13,757
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$262,678
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$50
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables 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	$1,610,830
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,561,442
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,950,612
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$14,631
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,091,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,522,320
Interest on participant loans	2019-12-31	$2,060
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$422,160
Value of interest in common/collective trusts at beginning of year	2019-12-31	$414,535
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,077,018
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$19,130
Net gain/loss from 103.12 investment entities	2019-12-31	$0
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	Yes
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	$181,785
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$436,494
Contract administrator fees	2019-12-31	$4,282
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
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
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0

Form 5500 Responses for PELLA WINDOWS & DOORS RETIREMENT PLAN

2021: PELLA WINDOWS & DOORS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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: PELLA WINDOWS & DOORS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
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: PELLA WINDOWS & DOORS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
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
2009: PELLA WINDOWS & DOORS RETIREMENT PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WINSTON COLE, LLC
Employer identification number (EIN):	841500194
NAIC Classification:	423300