401k Plan data: PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN plan

PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN 401k Plan overview

Plan Name	PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN
Plan identification number	001

PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

WDD, INC has sponsored the creation of one or more 401k plans.

Company Name: WDD, INC

Employer identification number (EIN): 911770606

NAIC Classification: 327210

Additional information about WDD, INC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0726688

More information about WDD, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 VIKKI S DINNING 2024-03-21 VIKKI S DINNING 2024-03-21
001 2021-01-01 VIKKI DINNING 2022-05-09 VIKKI DINNING 2022-05-09
001 2020-01-01 VIKKI DINNING 2021-05-21 VIKKI DINNING 2021-05-21
001 2019-01-01 VIKKI DINNING 2020-08-04
001 2018-01-01 VIKKI DINNING 2019-08-14 VIKKI DINNING 2019-08-14
001 2017-01-01 VIKKI DINNING 2018-06-28 VIKKI DINNING 2018-06-28
001 2016-01-01 VIKKI DINNING 2017-05-23 VIKKI DINNING 2017-05-23
001 2015-01-01 VIKKI S DINNING 2016-08-17 VIKKI S DINNING 2016-08-17
001 2014-01-01 VIKKI DINNING 2015-06-15 VIKKI DINNING 2015-06-15
001 2013-01-01 VIKKI DINNING 2014-05-22 VIKKI DINNING 2014-05-22
001 2012-01-01 VIKKI DINNING 2013-07-29
001 2011-01-01 VIKKI DINNING
001 2009-01-01 VIKKI S DINNING VIKKI S DINNING 2010-08-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	VIKKI S DINNING	2024-03-21	VIKKI S DINNING	2024-03-21
001	2021-01-01	VIKKI DINNING	2022-05-09	VIKKI DINNING	2022-05-09
001	2020-01-01	VIKKI DINNING	2021-05-21	VIKKI DINNING	2021-05-21
001	2019-01-01	VIKKI DINNING	2020-08-04
001	2018-01-01	VIKKI DINNING	2019-08-14	VIKKI DINNING	2019-08-14
001	2017-01-01	VIKKI DINNING	2018-06-28	VIKKI DINNING	2018-06-28
001	2016-01-01	VIKKI DINNING	2017-05-23	VIKKI DINNING	2017-05-23
001	2015-01-01	VIKKI S DINNING	2016-08-17	VIKKI S DINNING	2016-08-17
001	2014-01-01	VIKKI DINNING	2015-06-15	VIKKI DINNING	2015-06-15
001	2013-01-01	VIKKI DINNING	2014-05-22	VIKKI DINNING	2014-05-22
001	2012-01-01	VIKKI DINNING	2013-07-29
001	2011-01-01	VIKKI DINNING
001	2009-01-01	VIKKI S DINNING		VIKKI S DINNING	2010-08-10

Plan Statistics for PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN

401k plan membership statisitcs for PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN

Measure Date Value
2011: PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 77
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 21
Total of all active and inactive participants 2011-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 98
Number of participants with account balances 2011-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 122
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 133
Number of participants with account balances 2009-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	77
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	21
Total of all active and inactive participants	2011-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	98
Number of participants with account balances	2011-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	122
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	133
Number of participants with account balances	2009-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN

Measure	Date	Value
2011 : PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$173,421
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$444,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$437,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$239,158
Value of total assets at end of year	2011-12-31	$3,130,858
Value of total assets at beginning of year	2011-12-31	$3,402,411
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$7,763
Total interest from all sources	2011-12-31	$1,943
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$40,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$40,018
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$177,144
Participant contributions at end of year	2011-12-31	$47,941
Participant contributions at beginning of year	2011-12-31	$62,968
Participant contributions at end of year	2011-12-31	$8,990
Participant contributions at beginning of year	2011-12-31	$6,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-271,553
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,130,858
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,402,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,786,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,113,956
Interest on participant loans	2011-12-31	$1,943
Value of interest in common/collective trusts at end of year	2011-12-31	$283,916
Value of interest in common/collective trusts at beginning of year	2011-12-31	$216,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-109,342
Net investment gain or loss from common/collective trusts	2011-12-31	$1,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$62,014
Employer contributions (assets) at end of year	2011-12-31	$3,326
Employer contributions (assets) at beginning of year	2011-12-31	$2,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$437,211
Contract administrator fees	2011-12-31	$7,763
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LUTZ AND COMPANY, PC
Accountancy firm EIN	2011-12-31	470625816
2010 : PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$667,339
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$131,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$123,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$277,999
Value of total assets at end of year	2010-12-31	$3,402,411
Value of total assets at beginning of year	2010-12-31	$2,866,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,729
Total interest from all sources	2010-12-31	$4,966
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$32,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$32,140
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$300,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$204,002
Participant contributions at end of year	2010-12-31	$62,968
Participant contributions at beginning of year	2010-12-31	$88,741
Participant contributions at end of year	2010-12-31	$6,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$536,005
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,402,411
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,866,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,113,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,777,665
Interest on participant loans	2010-12-31	$4,966
Value of interest in common/collective trusts at end of year	2010-12-31	$216,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$348,173
Net investment gain or loss from common/collective trusts	2010-12-31	$4,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$73,997
Employer contributions (assets) at end of year	2010-12-31	$2,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$123,605
Contract administrator fees	2010-12-31	$7,729
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LUTZ AND COMPANY, PC
Accountancy firm EIN	2010-12-31	470625816
2009 : PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN

2011: PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PELLA PRODUCTS OF OMAHA & LINCOLN RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WDD, INC
Employer identification number (EIN):	911770606
NAIC Classification:	327210

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0726688