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THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 401k Plan overview

Plan NameTHE WICOR AMERICAS GROUP 401K RETIREMENT PLAN
Plan identification number 002

THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:WICOR AMERICAS, INC.
Employer identification number (EIN):061095018
NAIC Classification:322100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01CAROL MARTIN
0022016-01-01CAROL MARTIN
0022015-01-01MANTON COPELAND, III
0022014-01-01MANTON COPELAND, III
0022013-01-01MANTON COPELAND, III
0022012-01-01MANTON COPELAND, III
0022011-01-01MANTON COPELAND, III
0022009-01-01MANTON COPELAND, III

Plan Statistics for THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN

401k plan membership statisitcs for THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN

Measure Date Value
2017: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01722
Total number of active participants reported on line 7a of the Form 55002017-01-01486
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01198
Total of all active and inactive participants2017-01-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01684
Number of participants with account balances2017-01-01679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0154
2016: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01677
Total number of active participants reported on line 7a of the Form 55002016-01-01546
Number of retired or separated participants receiving benefits2016-01-01176
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01722
Number of participants with account balances2016-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0154
2015: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01668
Total number of active participants reported on line 7a of the Form 55002015-01-01505
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01172
Total of all active and inactive participants2015-01-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01677
Number of participants with account balances2015-01-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0138
2014: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01723
Total number of active participants reported on line 7a of the Form 55002014-01-01593
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0175
Total of all active and inactive participants2014-01-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01668
Number of participants with account balances2014-01-01662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0127
2013: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01719
Total number of active participants reported on line 7a of the Form 55002013-01-01630
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0189
Total of all active and inactive participants2013-01-01723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01723
Number of participants with account balances2013-01-01715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01660
Total number of active participants reported on line 7a of the Form 55002012-01-01573
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01142
Total of all active and inactive participants2012-01-01719
Total participants2012-01-01719
Number of participants with account balances2012-01-01719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0134
2011: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01650
Total number of active participants reported on line 7a of the Form 55002011-01-01545
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01115
Total of all active and inactive participants2011-01-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01660
Number of participants with account balances2011-01-01648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01660
Total number of active participants reported on line 7a of the Form 55002009-01-01448
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01195
Total of all active and inactive participants2009-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01645
Number of participants with account balances2009-01-01631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0126

Financial Data on THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN

Measure Date Value
2017 : THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$11,565,558
Total of all expenses incurred2017-12-31$3,793,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,677,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,434,124
Value of total assets at end of year2017-12-31$60,415,950
Value of total assets at beginning of year2017-12-31$52,643,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$115,878
Total interest from all sources2017-12-31$407,785
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,889,970
Participant contributions at end of year2017-12-31$256,863
Participant contributions at beginning of year2017-12-31$212,579
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$27,772
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$294,621
Administrative expenses (other) incurred2017-12-31$6,677
Total non interest bearing cash at beginning of year2017-12-31$13,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$7,772,277
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,415,950
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$52,643,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$107,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$44,752,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,418,426
Value of interest in pooled separate accounts at end of year2017-12-31$1,208,105
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,182,251
Interest on participant loans2017-12-31$9,453
Interest earned on other investments2017-12-31$398,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,820,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,452,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$7,723,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,249,533
Employer contributions (assets) at end of year2017-12-31$378,318
Employer contributions (assets) at beginning of year2017-12-31$336,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,677,403
Contract administrator fees2017-12-31$1,815
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2017-12-31271516157
2016 : THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$6,758,725
Total of all expenses incurred2016-12-31$2,932,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,870,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,688,716
Value of total assets at end of year2016-12-31$52,643,673
Value of total assets at beginning of year2016-12-31$48,817,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,405
Total interest from all sources2016-12-31$375,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,909,807
Participant contributions at end of year2016-12-31$212,579
Participant contributions at beginning of year2016-12-31$183,430
Participant contributions at end of year2016-12-31$27,772
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$559,943
Administrative expenses (other) incurred2016-12-31$62,405
Total non interest bearing cash at end of year2016-12-31$13,533
Total non interest bearing cash at beginning of year2016-12-31$53
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$3,826,007
Value of net assets at end of year (total assets less liabilities)2016-12-31$52,643,673
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,817,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,182,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$37,418,426
Value of interest in pooled separate accounts at beginning of year2016-12-31$36,462,962
Interest on participant loans2016-12-31$8,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$367,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,452,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,803,449
Net investment gain/loss from pooled separate accounts2016-12-31$2,694,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,218,966
Employer contributions (assets) at end of year2016-12-31$336,223
Employer contributions (assets) at beginning of year2016-12-31$367,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,870,313
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2016-12-31271516157
2015 : THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,131,543
Total of all expenses incurred2015-12-31$2,958,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,899,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,072,256
Value of total assets at end of year2015-12-31$48,817,666
Value of total assets at beginning of year2015-12-31$48,644,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$59,188
Total interest from all sources2015-12-31$7,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,816,470
Participant contributions at end of year2015-12-31$183,430
Participant contributions at beginning of year2015-12-31$145,704
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$43,036
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,472
Total non interest bearing cash at end of year2015-12-31$53
Total non interest bearing cash at beginning of year2015-12-31$195,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$173,060
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,817,666
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$48,644,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$36,462,962
Value of interest in pooled separate accounts at beginning of year2015-12-31$37,196,967
Interest on participant loans2015-12-31$7,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,803,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,697,397
Net investment gain/loss from pooled separate accounts2015-12-31$-276,929
Net investment gain or loss from common/collective trusts2015-12-31$329,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,236,314
Employer contributions (assets) at end of year2015-12-31$367,772
Employer contributions (assets) at beginning of year2015-12-31$366,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,899,295
Contract administrator fees2015-12-31$59,188
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2015-12-31271516157
2014 : THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$6,604,928
Total of all expenses incurred2014-12-31$4,237,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,176,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,704,795
Value of total assets at end of year2014-12-31$50,381,864
Value of total assets at beginning of year2014-12-31$48,014,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$60,902
Total interest from all sources2014-12-31$331,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,782,555
Participant contributions at end of year2014-12-31$145,704
Participant contributions at beginning of year2014-12-31$186,209
Participant contributions at end of year2014-12-31$43,036
Participant contributions at beginning of year2014-12-31$31,653
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$681,383
Total non interest bearing cash at end of year2014-12-31$195,071
Total non interest bearing cash at beginning of year2014-12-31$87
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,367,344
Value of net assets at end of year (total assets less liabilities)2014-12-31$50,381,864
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$48,014,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$37,196,967
Value of interest in pooled separate accounts at beginning of year2014-12-31$34,882,763
Interest on participant loans2014-12-31$7,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$324,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,434,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,580,509
Net investment gain/loss from pooled separate accounts2014-12-31$2,568,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,240,857
Employer contributions (assets) at end of year2014-12-31$366,431
Employer contributions (assets) at beginning of year2014-12-31$333,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,176,682
Contract administrator fees2014-12-31$60,902
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2014-12-31271516157
2013 : THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$10,146,065
Total of all expenses incurred2013-12-31$3,982,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,914,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,312,862
Value of total assets at end of year2013-12-31$48,014,520
Value of total assets at beginning of year2013-12-31$41,850,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$67,553
Total interest from all sources2013-12-31$324,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,811,561
Participant contributions at end of year2013-12-31$186,209
Participant contributions at beginning of year2013-12-31$173,407
Participant contributions at end of year2013-12-31$31,653
Participant contributions at beginning of year2013-12-31$5,615
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$242,664
Total non interest bearing cash at end of year2013-12-31$87
Total non interest bearing cash at beginning of year2013-12-31$53,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,163,678
Value of net assets at end of year (total assets less liabilities)2013-12-31$48,014,520
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,850,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$34,882,763
Value of interest in pooled separate accounts at beginning of year2013-12-31$28,244,308
Interest on participant loans2013-12-31$5,981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$318,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,580,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$12,981,607
Net investment gain/loss from pooled separate accounts2013-12-31$6,508,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,258,637
Employer contributions (assets) at end of year2013-12-31$333,299
Employer contributions (assets) at beginning of year2013-12-31$392,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,914,834
Contract administrator fees2013-12-31$67,553
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2013-12-31271516157
2012 : THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$8,017,393
Total of all expenses incurred2012-12-31$2,996,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,935,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,682,803
Value of total assets at end of year2012-12-31$41,850,842
Value of total assets at beginning of year2012-12-31$36,830,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$61,281
Total interest from all sources2012-12-31$302,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,856,536
Participant contributions at end of year2012-12-31$173,407
Participant contributions at beginning of year2012-12-31$144,886
Participant contributions at end of year2012-12-31$5,615
Participant contributions at beginning of year2012-12-31$31,702
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$516,184
Total non interest bearing cash at end of year2012-12-31$53,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$5,020,569
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,850,842
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,830,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$28,244,308
Value of interest in pooled separate accounts at beginning of year2012-12-31$24,895,966
Interest on participant loans2012-12-31$6,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$295,819
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$12,981,607
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$11,391,086
Net investment gain/loss from pooled separate accounts2012-12-31$4,032,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,310,083
Employer contributions (assets) at end of year2012-12-31$392,743
Employer contributions (assets) at beginning of year2012-12-31$366,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,935,543
Contract administrator fees2012-12-31$61,281
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2012-12-31271516157
2011 : THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$3,005,438
Total of all expenses incurred2011-12-31$2,527,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,470,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,904,293
Value of total assets at end of year2011-12-31$36,830,273
Value of total assets at beginning of year2011-12-31$36,352,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$57,413
Total interest from all sources2011-12-31$286,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,708,597
Participant contributions at end of year2011-12-31$144,886
Participant contributions at beginning of year2011-12-31$120,479
Participant contributions at end of year2011-12-31$31,702
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$477,772
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,830,273
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$36,352,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$24,895,966
Value of interest in pooled separate accounts at beginning of year2011-12-31$26,304,102
Interest on participant loans2011-12-31$6,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$280,491
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$11,391,086
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$9,581,599
Net investment gain/loss from pooled separate accounts2011-12-31$-185,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,183,217
Employer contributions (assets) at end of year2011-12-31$366,633
Employer contributions (assets) at beginning of year2011-12-31$346,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,470,253
Contract administrator fees2011-12-31$57,413
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2011-12-31271516157
2010 : THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$6,967,742
Total of all expenses incurred2010-12-31$2,808,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,759,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,022,673
Value of total assets at end of year2010-12-31$36,352,501
Value of total assets at beginning of year2010-12-31$32,192,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$48,346
Total interest from all sources2010-12-31$294,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,596,084
Participant contributions at end of year2010-12-31$120,479
Participant contributions at beginning of year2010-12-31$85,615
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$364,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,159,508
Value of net assets at end of year (total assets less liabilities)2010-12-31$36,352,501
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,192,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$47,471
Value of interest in pooled separate accounts at end of year2010-12-31$26,304,102
Value of interest in pooled separate accounts at beginning of year2010-12-31$21,329,131
Interest on participant loans2010-12-31$6,784
Interest earned on other investments2010-12-31$287,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,581,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,418,583
Net investment gain/loss from pooled separate accounts2010-12-31$3,650,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,062,008
Employer contributions (assets) at end of year2010-12-31$346,321
Employer contributions (assets) at beginning of year2010-12-31$359,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,759,888
Contract administrator fees2010-12-31$875
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2010-12-31271516157
2009 : THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN

2017: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE WICOR AMERICAS GROUP 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51189
Policy instance 1
Insurance contract or identification numberSF 51189
Number of Individuals Covered706
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51189
Policy instance 1
Insurance contract or identification numberSF 51189
Number of Individuals Covered667
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $43,035
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,035
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCONSULTANT
Insurance broker organization code?7
Insurance broker nameSUMMIT FINANCIAL CORPORATION

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