401k Plan data: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN plan

WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 401k Plan overview

Plan Name	WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN
Plan identification number	002

WHELEN ENGINEERING COMPANY, INC. 401(K) 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.
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

WHELEN ENGINEERING COMPANY, INC has sponsored the creation of one or more 401k plans.

Company Name: WHELEN ENGINEERING COMPANY, INC

Employer identification number (EIN): 060725110

NAIC Classification: 335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-09-01
002 2019-09-01
002 2018-09-01
002 2017-09-01
002 2016-09-01 MARY GUERRERA
002 2015-09-01 MARY GUERRERA
002 2014-09-01 MARY GUERRERA
002 2014-09-01 MARY GUERRERA
002 2014-09-01 MARY GUERRERA
002 2013-09-01 MARY GUERRERA
002 2012-09-01 MARY GUERRERA
002 2011-09-01 MARY GUERRERA
002 2010-09-01 MARY GUERRERA
002 2009-09-01 MARY GUERRERA
002 2009-09-01 MARY GUERRERA

Plan Statistics for WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN

401k plan membership statisitcs for WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN

Measure Date Value
2022: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,518
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,412
Number of retired or separated participants receiving benefits 2022-01-01 15
Number of other retired or separated participants entitled to future benefits 2022-01-01 211
Total of all active and inactive participants 2022-01-01 1,638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,638
Number of participants with account balances 2022-01-01 1,615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 53
2021: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,219
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,302
Number of retired or separated participants receiving benefits 2021-01-01 11
Number of other retired or separated participants entitled to future benefits 2021-01-01 205
Total of all active and inactive participants 2021-01-01 1,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,518
Number of participants with account balances 2021-01-01 1,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 28
2020: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 1,280
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 1,096
Number of retired or separated participants receiving benefits 2020-09-01 1
Number of other retired or separated participants entitled to future benefits 2020-09-01 121
Total of all active and inactive participants 2020-09-01 1,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-01 1
Total participants 2020-09-01 1,219
Number of participants with account balances 2020-09-01 805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-09-01 0
2019: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 1,407
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 1,138
Number of retired or separated participants receiving benefits 2019-09-01 3
Number of other retired or separated participants entitled to future benefits 2019-09-01 138
Total of all active and inactive participants 2019-09-01 1,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 1
Total participants 2019-09-01 1,280
Number of participants with account balances 2019-09-01 817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
2018: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 1,317
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 1,383
Number of other retired or separated participants entitled to future benefits 2018-09-01 24
Total of all active and inactive participants 2018-09-01 1,407
Total participants 2018-09-01 1,407
Number of participants with account balances 2018-09-01 829
2017: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 1,195
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 1,297
Number of other retired or separated participants entitled to future benefits 2017-09-01 20
Total of all active and inactive participants 2017-09-01 1,317
Total participants 2017-09-01 1,317
Number of participants with account balances 2017-09-01 783
2016: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 1,164
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 1,166
Number of other retired or separated participants entitled to future benefits 2016-09-01 29
Total of all active and inactive participants 2016-09-01 1,195
Total participants 2016-09-01 1,195
Number of participants with account balances 2016-09-01 721
2015: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 1,093
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 1,154
Number of other retired or separated participants entitled to future benefits 2015-09-01 10
Total of all active and inactive participants 2015-09-01 1,164
Total participants 2015-09-01 1,164
Number of participants with account balances 2015-09-01 706
2014: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 998
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 1,077
Number of other retired or separated participants entitled to future benefits 2014-09-01 21
Total of all active and inactive participants 2014-09-01 1,098
Total participants 2014-09-01 1,098
Number of participants with account balances 2014-09-01 666
2013: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 927
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 991
Number of other retired or separated participants entitled to future benefits 2013-09-01 7
Total of all active and inactive participants 2013-09-01 998
Total participants 2013-09-01 998
Number of participants with account balances 2013-09-01 586
2012: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 927
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 922
Number of other retired or separated participants entitled to future benefits 2012-09-01 5
Total of all active and inactive participants 2012-09-01 927
Total participants 2012-09-01 927
Number of participants with account balances 2012-09-01 546
2011: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 891
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 920
Number of other retired or separated participants entitled to future benefits 2011-09-01 7
Total of all active and inactive participants 2011-09-01 927
Total participants 2011-09-01 927
Number of participants with account balances 2011-09-01 535
2010: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 847
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 880
Number of other retired or separated participants entitled to future benefits 2010-09-01 11
Total of all active and inactive participants 2010-09-01 891
Total participants 2010-09-01 891
Number of participants with account balances 2010-09-01 524
2009: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 830
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 837
Number of other retired or separated participants entitled to future benefits 2009-09-01 10
Total of all active and inactive participants 2009-09-01 847
Total participants 2009-09-01 847
Number of participants with account balances 2009-09-01 495

Measure	Date	Value
2022: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,518
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,412
Number of retired or separated participants receiving benefits	2022-01-01	15
Number of other retired or separated participants entitled to future benefits	2022-01-01	211
Total of all active and inactive participants	2022-01-01	1,638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,638
Number of participants with account balances	2022-01-01	1,615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	53
2021: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,219
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,302
Number of retired or separated participants receiving benefits	2021-01-01	11
Number of other retired or separated participants entitled to future benefits	2021-01-01	205
Total of all active and inactive participants	2021-01-01	1,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,518
Number of participants with account balances	2021-01-01	1,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	28
2020: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	1,280
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	1,096
Number of retired or separated participants receiving benefits	2020-09-01	1
Number of other retired or separated participants entitled to future benefits	2020-09-01	121
Total of all active and inactive participants	2020-09-01	1,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-01	1
Total participants	2020-09-01	1,219
Number of participants with account balances	2020-09-01	805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-09-01	0
2019: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	1,407
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	1,138
Number of retired or separated participants receiving benefits	2019-09-01	3
Number of other retired or separated participants entitled to future benefits	2019-09-01	138
Total of all active and inactive participants	2019-09-01	1,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	1
Total participants	2019-09-01	1,280
Number of participants with account balances	2019-09-01	817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
2018: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	1,317
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	1,383
Number of other retired or separated participants entitled to future benefits	2018-09-01	24
Total of all active and inactive participants	2018-09-01	1,407
Total participants	2018-09-01	1,407
Number of participants with account balances	2018-09-01	829
2017: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	1,195
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	1,297
Number of other retired or separated participants entitled to future benefits	2017-09-01	20
Total of all active and inactive participants	2017-09-01	1,317
Total participants	2017-09-01	1,317
Number of participants with account balances	2017-09-01	783
2016: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	1,164
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	1,166
Number of other retired or separated participants entitled to future benefits	2016-09-01	29
Total of all active and inactive participants	2016-09-01	1,195
Total participants	2016-09-01	1,195
Number of participants with account balances	2016-09-01	721
2015: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	1,093
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	1,154
Number of other retired or separated participants entitled to future benefits	2015-09-01	10
Total of all active and inactive participants	2015-09-01	1,164
Total participants	2015-09-01	1,164
Number of participants with account balances	2015-09-01	706
2014: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	998
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	1,077
Number of other retired or separated participants entitled to future benefits	2014-09-01	21
Total of all active and inactive participants	2014-09-01	1,098
Total participants	2014-09-01	1,098
Number of participants with account balances	2014-09-01	666
2013: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	927
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	991
Number of other retired or separated participants entitled to future benefits	2013-09-01	7
Total of all active and inactive participants	2013-09-01	998
Total participants	2013-09-01	998
Number of participants with account balances	2013-09-01	586
2012: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	927
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	922
Number of other retired or separated participants entitled to future benefits	2012-09-01	5
Total of all active and inactive participants	2012-09-01	927
Total participants	2012-09-01	927
Number of participants with account balances	2012-09-01	546
2011: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	891
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	920
Number of other retired or separated participants entitled to future benefits	2011-09-01	7
Total of all active and inactive participants	2011-09-01	927
Total participants	2011-09-01	927
Number of participants with account balances	2011-09-01	535
2010: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	847
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	880
Number of other retired or separated participants entitled to future benefits	2010-09-01	11
Total of all active and inactive participants	2010-09-01	891
Total participants	2010-09-01	891
Number of participants with account balances	2010-09-01	524
2009: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	830
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	837
Number of other retired or separated participants entitled to future benefits	2009-09-01	10
Total of all active and inactive participants	2009-09-01	847
Total participants	2009-09-01	847
Number of participants with account balances	2009-09-01	495

Financial Data on WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN

Measure	Date	Value
2022 : WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-14,822,122
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,117,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,098,992
Expenses. Certain deemed distributions of participant loans	2022-12-31	$5,633
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$9,674,890
Value of total assets at end of year	2022-12-31	$131,729,818
Value of total assets at beginning of year	2022-12-31	$153,669,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$13,129
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$65,094
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$7,815,073
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	$7,815,073
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
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	$5,996,140
Participant contributions at end of year	2022-12-31	$1,612,343
Participant contributions at beginning of year	2022-12-31	$932,920
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$646,280
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$13,129
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-21,939,876
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$131,729,818
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$153,669,694
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$124,121,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$148,142,249
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$55,100
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$5,720,684
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,991,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$232,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$232,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$9,994
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-32,438,254
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$61,075
Net gain/loss from 103.12 investment entities	2022-12-31	$0
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	Yes
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$3,032,470
Employer contributions (assets) at end of year	2022-12-31	$274,802
Employer contributions (assets) at beginning of year	2022-12-31	$2,370,744
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,098,992
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
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	2022-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
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
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WOLLACKLEWITZ
Accountancy firm EIN	2022-12-31	061533072
2021 : WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$100,818,089
Total transfer of assets from this plan	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
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$24,532,109
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$16,721,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$16,642,613
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$52,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,687,715
Value of total assets at end of year	2021-12-31	$151,298,950
Value of total assets at beginning of year	2021-12-31	$42,669,871
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$26,036
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$16,366
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$6,515,594
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	$6,515,594
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$5,022,694
Participant contributions at end of year	2021-12-31	$932,920
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$436,925
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$26,036
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$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	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$7,810,990
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$151,298,950
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$42,669,871
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
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$148,142,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$41,222,610
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$16,290
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$1,991,628
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,440,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$232,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$6,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$6,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$76
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$10,288,497
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$23,937
Net gain/loss from 103.12 investment entities	2021-12-31	$0
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
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$2,228,096
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$16,642,613
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$0
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	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
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
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WOLLACKLEWITZ
Accountancy firm EIN	2021-12-31	061533072
2020 : WHELEN ENGINEERING COMPANY, INC. 401(K) 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 transfer of assets from 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
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,149,893
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,342,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,062,093
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$226,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,682,236
Value of total assets at end of year	2020-12-31	$42,669,871
Value of total assets at beginning of year	2020-12-31	$39,862,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$54,048
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$159
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,495,434
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	$1,495,434
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,470,212
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$212,024
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
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end 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	$0
Administrative expenses (other) incurred	2020-12-31	$54,048
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash 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
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$2,807,556
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$42,669,871
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$39,862,315
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$41,222,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$38,290,830
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$0
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 master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$1,440,443
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,571,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$6,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$159
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,964,019
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$8,045
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	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	Yes
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$0
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	$2,062,093
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
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	2020-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation 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 end of year	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	LEWITZ BALOSIE WOLLACK RAYNER & GIR
Accountancy firm EIN	2020-12-31	061533072
Unrealized appreciation/depreciation of real estate assets	2020-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-08-31	$0
Total unrealized appreciation/depreciation of assets	2020-08-31	$0
Total transfer of assets to this plan	2020-08-31	$0
Total transfer of assets from this plan	2020-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Expenses. Interest paid	2020-08-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-08-31	$0
Total income from all sources (including contributions)	2020-08-31	$8,933,174
Total loss/gain on sale of assets	2020-08-31	$0
Total of all expenses incurred	2020-08-31	$4,693,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$4,557,490
Expenses. Certain deemed distributions of participant loans	2020-08-31	$0
Value of total corrective distributions	2020-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$3,903,941
Value of total assets at end of year	2020-08-31	$39,862,315
Value of total assets at beginning of year	2020-08-31	$35,622,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$135,595
Total income from rents	2020-08-31	$0
Total interest from all sources	2020-08-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$1,604,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-08-31	$1,604,545
Assets. Real estate other than employer real property at end of year	2020-08-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-08-31	$0
Administrative expenses professional fees incurred	2020-08-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-08-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-08-31	$0
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Contributions received from participants	2020-08-31	$3,562,758
Participant contributions at end of year	2020-08-31	$0
Participant contributions at beginning of year	2020-08-31	$0
Participant contributions at end of year	2020-08-31	$0
Participant contributions at beginning of year	2020-08-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-08-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-08-31	$341,183
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-08-31	$0
Assets. Loans (other than to participants) at end of year	2020-08-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-08-31	$0
Other income not declared elsewhere	2020-08-31	$0
Administrative expenses (other) incurred	2020-08-31	$135,595
Liabilities. Value of operating payables at end of year	2020-08-31	$0
Liabilities. Value of operating payables at beginning of year	2020-08-31	$0
Total non interest bearing cash at end of year	2020-08-31	$0
Total non interest bearing cash at beginning of year	2020-08-31	$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	2020-08-31	No
Income. Non cash contributions	2020-08-31	$0
Value of net income/loss	2020-08-31	$4,240,089
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$39,862,315
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$35,622,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Assets. partnership/joint venture interests at end of year	2020-08-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-08-31	$0
Investment advisory and management fees	2020-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$38,290,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$34,198,466
Value of interest in pooled separate accounts at end of year	2020-08-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-08-31	$0
Interest on participant loans	2020-08-31	$0
Income. Interest from loans (other than to participants)	2020-08-31	$0
Interest earned on other investments	2020-08-31	$0
Income. Interest from US Government securities	2020-08-31	$0
Income. Interest from corporate debt instruments	2020-08-31	$0
Value of interest in master investment trust accounts at end of year	2020-08-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-08-31	$0
Value of interest in common/collective trusts at end of year	2020-08-31	$1,571,484
Value of interest in common/collective trusts at beginning of year	2020-08-31	$1,423,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-08-31	$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-08-31	$40
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-08-31	$40
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-08-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2020-08-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-08-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-08-31	$0
Asset value of US Government securities at end of year	2020-08-31	$0
Asset value of US Government securities at beginning of year	2020-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-08-31	$3,398,151
Net investment gain/loss from pooled separate accounts	2020-08-31	$0
Net investment gain or loss from common/collective trusts	2020-08-31	$26,537
Net gain/loss from 103.12 investment entities	2020-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	Yes
Assets. Invements in employer securities at end of year	2020-08-31	$0
Assets. Invements in employer securities at beginning of year	2020-08-31	$0
Assets. Value of employer real property at end of year	2020-08-31	$0
Assets. Value of employer real property at beginning of year	2020-08-31	$0
Contributions received in cash from employer	2020-08-31	$0
Employer contributions (assets) at end of year	2020-08-31	$0
Employer contributions (assets) at beginning of year	2020-08-31	$0
Income. Dividends from preferred stock	2020-08-31	$0
Income. Dividends from common stock	2020-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$4,557,490
Asset. Corporate debt instrument preferred debt at end of year	2020-08-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-08-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-08-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-08-31	$0
Contract administrator fees	2020-08-31	$0
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	2020-08-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-08-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-08-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-08-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-08-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-08-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-08-31	$0
Did the plan have assets held for investment	2020-08-31	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	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Aggregate proceeds on sale of assets	2020-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-08-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	LEWITZ BALOSIE WOLLACK RAYNER & GIR
Accountancy firm EIN	2020-08-31	061533072
2019 : WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-08-31	$4,371,142
Total of all expenses incurred	2019-08-31	$3,695,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$3,564,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$3,450,800
Value of total assets at end of year	2019-08-31	$35,622,226
Value of total assets at beginning of year	2019-08-31	$34,946,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$130,890
Total interest from all sources	2019-08-31	$40
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$2,277,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Contributions received from participants	2019-08-31	$3,314,941
Income. Received or receivable in cash from other sources (including rollovers)	2019-08-31	$133,205
Administrative expenses (other) incurred	2019-08-31	$130,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$676,126
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$35,622,226
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$34,946,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$34,198,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$33,480,061
Value of interest in pooled separate accounts at end of year	2019-08-31	$0
Value of interest in common/collective trusts at end of year	2019-08-31	$1,423,720
Value of interest in common/collective trusts at beginning of year	2019-08-31	$1,466,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-08-31	$40
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-08-31	$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-31	$-1,385,519
Net investment gain or loss from common/collective trusts	2019-08-31	$27,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Contributions received in cash from employer	2019-08-31	$2,654
Income. Dividends from preferred stock	2019-08-31	$2,277,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$3,564,126
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	2019-08-31	No
Did the plan have assets held for investment	2019-08-31	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	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-08-31	Disclaimer
Accountancy firm name	2019-08-31	LEWITZ BALOSIE WOLLACK RAYNER & GIR
Accountancy firm EIN	2019-08-31	061533072
2018 : WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-08-31	$7,217,689
Total of all expenses incurred	2018-08-31	$2,425,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$2,301,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$3,211,139
Value of total assets at end of year	2018-08-31	$34,946,100
Value of total assets at beginning of year	2018-08-31	$30,153,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$123,762
Total interest from all sources	2018-08-31	$525
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$1,709,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-08-31	$1,709,729
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$500,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Contributions received from participants	2018-08-31	$3,158,217
Income. Received or receivable in cash from other sources (including rollovers)	2018-08-31	$52,922
Administrative expenses (other) incurred	2018-08-31	$123,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$4,792,169
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$34,946,100
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$30,153,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$33,480,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$28,787,631
Value of interest in common/collective trusts at end of year	2018-08-31	$1,466,039
Value of interest in common/collective trusts at beginning of year	2018-08-31	$305,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-08-31	$1,060,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-08-31	$1,060,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-08-31	$525
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-08-31	$2,275,597
Net investment gain or loss from common/collective trusts	2018-08-31	$20,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$2,301,758
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	2018-08-31	No
Did the plan have assets held for investment	2018-08-31	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	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-08-31	Disclaimer
Accountancy firm name	2018-08-31	LEWITZ BALOSIE WOLLACK RAYNER & GIR
Accountancy firm EIN	2018-08-31	061533072
2017 : WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-08-31	$6,177,579
Total of all expenses incurred	2017-08-31	$2,546,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$2,435,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$2,750,181
Value of total assets at end of year	2017-08-31	$30,153,931
Value of total assets at beginning of year	2017-08-31	$26,523,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$110,990
Total interest from all sources	2017-08-31	$3,532
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$1,200,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-08-31	$1,200,537
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$500,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Contributions received from participants	2017-08-31	$2,734,343
Income. Received or receivable in cash from other sources (including rollovers)	2017-08-31	$15,838
Administrative expenses (other) incurred	2017-08-31	$110,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$3,630,601
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$30,153,931
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$26,523,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$28,787,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$24,992,302
Value of interest in common/collective trusts at end of year	2017-08-31	$305,811
Value of interest in common/collective trusts at beginning of year	2017-08-31	$217,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-08-31	$1,060,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-08-31	$1,313,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-08-31	$1,313,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-08-31	$3,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-08-31	$2,219,639
Net investment gain or loss from common/collective trusts	2017-08-31	$3,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$2,435,988
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	2017-08-31	No
Did the plan have assets held for investment	2017-08-31	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	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-08-31	Disclaimer
Accountancy firm name	2017-08-31	LEWITZ BALOSIE WOLLACK RAYNER & GIR
Accountancy firm EIN	2017-08-31	061533072
2016 : WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-08-31	$4,808,781
Total of all expenses incurred	2016-08-31	$1,546,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$1,453,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$2,642,469
Value of total assets at end of year	2016-08-31	$26,523,330
Value of total assets at beginning of year	2016-08-31	$23,260,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$92,562
Total interest from all sources	2016-08-31	$317
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$1,435,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-08-31	$1,435,505
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$500,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Contributions received from participants	2016-08-31	$2,642,469
Administrative expenses (other) incurred	2016-08-31	$92,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$3,262,440
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$26,523,330
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$23,260,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$24,992,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$21,716,794
Value of interest in common/collective trusts at end of year	2016-08-31	$217,205
Value of interest in common/collective trusts at beginning of year	2016-08-31	$30,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-08-31	$1,313,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-08-31	$1,513,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-08-31	$1,513,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-08-31	$317
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$729,935
Net investment gain or loss from common/collective trusts	2016-08-31	$555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$1,453,779
Did the plan have assets held for investment	2016-08-31	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	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	LEWITZ BALOSIE WOLLACK RAYNER & GIR
Accountancy firm EIN	2016-08-31	061533072
2015 : WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-08-31	$1,999,555
Total of all expenses incurred	2015-08-31	$1,154,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$1,094,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$2,286,951
Value of total assets at end of year	2015-08-31	$23,260,890
Value of total assets at beginning of year	2015-08-31	$22,415,466
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$59,446
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$1,378,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-08-31	$1,378,729
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$500,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Contributions received from participants	2015-08-31	$2,271,378
Income. Received or receivable in cash from other sources (including rollovers)	2015-08-31	$15,573
Administrative expenses (other) incurred	2015-08-31	$59,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$845,424
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$23,260,890
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$22,415,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$21,716,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$20,613,820
Value of interest in common/collective trusts at end of year	2015-08-31	$30,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-08-31	$1,513,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-08-31	$1,801,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-08-31	$1,801,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-1,666,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	No
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$1,094,685
Did the plan have assets held for investment	2015-08-31	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	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-08-31	Disclaimer
Accountancy firm name	2015-08-31	LEWITZ BALOSIE WOLLACK RAYNER & GIR
Accountancy firm EIN	2015-08-31	061533072
2014 : WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-08-31	$5,197,764
Total of all expenses incurred	2014-08-31	$812,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$782,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$1,923,131
Value of total assets at end of year	2014-08-31	$22,415,466
Value of total assets at beginning of year	2014-08-31	$18,030,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$29,403
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$836,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-08-31	$836,617
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$500,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Contributions received from participants	2014-08-31	$1,903,811
Income. Received or receivable in cash from other sources (including rollovers)	2014-08-31	$19,320
Administrative expenses (other) incurred	2014-08-31	$29,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$4,385,393
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$22,415,466
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$18,030,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$20,613,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$16,587,171
Value of interest in common/collective trusts at end of year	2014-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-08-31	$1,801,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-08-31	$1,442,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-08-31	$1,442,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-08-31	$2,438,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$782,968
Did the plan have assets held for investment	2014-08-31	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	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-08-31	Disclaimer
Accountancy firm name	2014-08-31	LEWITZ BALOSIE WOLLACK RAYNER & GIR
Accountancy firm EIN	2014-08-31	061533072
2013 : WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-08-31	$3,933,499
Total of all expenses incurred	2013-08-31	$830,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$803,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$1,710,915
Value of total assets at end of year	2013-08-31	$18,030,073
Value of total assets at beginning of year	2013-08-31	$14,926,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$26,742
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$413,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-08-31	$413,228
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Contributions received from participants	2013-08-31	$1,665,170
Income. Received or receivable in cash from other sources (including rollovers)	2013-08-31	$45,745
Administrative expenses (other) incurred	2013-08-31	$26,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$3,103,433
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$18,030,073
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$14,926,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$16,587,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$13,609,315
Value of interest in common/collective trusts at end of year	2013-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-08-31	$1,442,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-08-31	$1,317,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-08-31	$1,317,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$1,809,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$803,324
Did the plan have assets held for investment	2013-08-31	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	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-08-31	Disclaimer
Accountancy firm name	2013-08-31	LEWITZ BALOSIE WOLLACK RAYNER & GIR
Accountancy firm EIN	2013-08-31	061533072
2012 : WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-08-31	$2,843,654
Total of all expenses incurred	2012-08-31	$218,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$197,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$1,488,899
Value of total assets at end of year	2012-08-31	$14,926,640
Value of total assets at beginning of year	2012-08-31	$12,301,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$21,580
Total dividends received (eg from common stock, registered investment company shares)	2012-08-31	$290,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-08-31	$290,046
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Contributions received from participants	2012-08-31	$1,488,899
Administrative expenses (other) incurred	2012-08-31	$21,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$2,625,013
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$14,926,640
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$12,301,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$13,609,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$11,083,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-08-31	$1,317,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-08-31	$1,218,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-08-31	$1,218,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-08-31	$1,064,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$197,061
Did the plan have assets held for investment	2012-08-31	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	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-08-31	Disclaimer
Accountancy firm name	2012-08-31	LEWITZ BALOSIE WOLLACK RAYNER & GIR
Accountancy firm EIN	2012-08-31	061533072
2011 : WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-08-31	$2,665,227
Total of all expenses incurred	2011-08-31	$235,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$214,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$1,457,477
Value of total assets at end of year	2011-08-31	$12,301,627
Value of total assets at beginning of year	2011-08-31	$9,871,473
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$20,880
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$227,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-08-31	$227,878
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Contributions received from participants	2011-08-31	$1,447,477
Income. Received or receivable in cash from other sources (including rollovers)	2011-08-31	$10,000
Administrative expenses (other) incurred	2011-08-31	$20,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$2,430,154
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$12,301,627
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$9,871,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$11,083,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$8,997,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-08-31	$1,218,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-08-31	$873,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-08-31	$873,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$979,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$214,193
Did the plan have assets held for investment	2011-08-31	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	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-08-31	Disclaimer
Accountancy firm name	2011-08-31	LEWITZ BALOSIE WOLLACK RAYNER & GIR
Accountancy firm EIN	2011-08-31	061533072

Form 5500 Responses for WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN

2022: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: WHELEN ENGINEERING COMPANY, INC. 401(K) 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: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Submission has been amended	No
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-09-01	Plan is a collectively bargained plan	No
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: WHELEN ENGINEERING COMPANY, INC. 401(K) PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WHELEN ENGINEERING COMPANY, INC
Employer identification number (EIN):	060725110
NAIC Classification:	335900