401k Plan data: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN plan

WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan Name	WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN
Plan identification number	001

WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 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

SRS INDUSTRIES, LLC has sponsored the creation of one or more 401k plans.

Company Name: SRS INDUSTRIES, LLC

Employer identification number (EIN): 271363902

NAIC Classification: 339900

Additional information about SRS INDUSTRIES, LLC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: D3492M

More information about SRS INDUSTRIES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-04-01
001 2014-04-01
001 2013-04-01
001 2012-04-01 DREW E. PEHRSON
001 2011-04-01 DREW E. PEHRSON
001 2010-04-01 DREW E. PEHRSON

Plan Statistics for WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2015: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 425
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 335
Number of other retired or separated participants entitled to future benefits 2015-04-01 58
Total of all active and inactive participants 2015-04-01 393
Total participants 2015-04-01 393
Number of participants with account balances 2015-04-01 383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 26
2014: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 374
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 316
Number of other retired or separated participants entitled to future benefits 2014-04-01 51
Total of all active and inactive participants 2014-04-01 367
Total participants 2014-04-01 367
Number of participants with account balances 2014-04-01 357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 11
2013: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 370
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 303
Number of other retired or separated participants entitled to future benefits 2013-04-01 44
Total of all active and inactive participants 2013-04-01 347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 1
Total participants 2013-04-01 348
Number of participants with account balances 2013-04-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 22
2012: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 344
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 293
Number of other retired or separated participants entitled to future benefits 2012-04-01 39
Total of all active and inactive participants 2012-04-01 332
Total participants 2012-04-01 332
Number of participants with account balances 2012-04-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 5
2011: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 356
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 303
Number of other retired or separated participants entitled to future benefits 2011-04-01 41
Total of all active and inactive participants 2011-04-01 344
Total participants 2011-04-01 344
Number of participants with account balances 2011-04-01 311
2010: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 448
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 336
Number of other retired or separated participants entitled to future benefits 2010-04-01 20
Total of all active and inactive participants 2010-04-01 356
Total participants 2010-04-01 356
Number of participants with account balances 2010-04-01 337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 0

Measure	Date	Value
2015: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	425
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	335
Number of other retired or separated participants entitled to future benefits	2015-04-01	58
Total of all active and inactive participants	2015-04-01	393
Total participants	2015-04-01	393
Number of participants with account balances	2015-04-01	383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	26
2014: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	374
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	316
Number of other retired or separated participants entitled to future benefits	2014-04-01	51
Total of all active and inactive participants	2014-04-01	367
Total participants	2014-04-01	367
Number of participants with account balances	2014-04-01	357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	11
2013: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	370
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	303
Number of other retired or separated participants entitled to future benefits	2013-04-01	44
Total of all active and inactive participants	2013-04-01	347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	1
Total participants	2013-04-01	348
Number of participants with account balances	2013-04-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	22
2012: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	344
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	293
Number of other retired or separated participants entitled to future benefits	2012-04-01	39
Total of all active and inactive participants	2012-04-01	332
Total participants	2012-04-01	332
Number of participants with account balances	2012-04-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	5
2011: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	356
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	303
Number of other retired or separated participants entitled to future benefits	2011-04-01	41
Total of all active and inactive participants	2011-04-01	344
Total participants	2011-04-01	344
Number of participants with account balances	2011-04-01	311
2010: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	448
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	336
Number of other retired or separated participants entitled to future benefits	2010-04-01	20
Total of all active and inactive participants	2010-04-01	356
Total participants	2010-04-01	356
Number of participants with account balances	2010-04-01	337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	0

Financial Data on WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN

Measure	Date	Value
2016 : WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-03-31	$605,947
Total of all expenses incurred	2016-03-31	$1,068,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-03-31	$1,035,542
Expenses. Certain deemed distributions of participant loans	2016-03-31	$24,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-03-31	$826,050
Value of total assets at end of year	2016-03-31	$13,599,800
Value of total assets at beginning of year	2016-03-31	$14,062,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-03-31	$8,082
Total interest from all sources	2016-03-31	$9,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-03-31	No
Was this plan covered by a fidelity bond	2016-03-31	Yes
Value of fidelity bond cover	2016-03-31	$500,000
If this is an individual account plan, was there a blackout period	2016-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-03-31	No
Contributions received from participants	2016-03-31	$526,709
Participant contributions at end of year	2016-03-31	$378,935
Participant contributions at beginning of year	2016-03-31	$302,814
Income. Received or receivable in cash from other sources (including rollovers)	2016-03-31	$12,067
Administrative expenses (other) incurred	2016-03-31	$8,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Value of net income/loss	2016-03-31	$-462,599
Value of net assets at end of year (total assets less liabilities)	2016-03-31	$13,599,800
Value of net assets at beginning of year (total assets less liabilities)	2016-03-31	$14,062,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-03-31	No
Were any leases to which the plan was party in default or uncollectible	2016-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-03-31	$12,937,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-03-31	$13,502,241
Interest on participant loans	2016-03-31	$9,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-03-31	$-229,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-03-31	No
Was there a failure to transmit to the plan any participant contributions	2016-03-31	No
Has the plan failed to provide any benefit when due under the plan	2016-03-31	No
Contributions received in cash from employer	2016-03-31	$287,274
Employer contributions (assets) at end of year	2016-03-31	$283,550
Employer contributions (assets) at beginning of year	2016-03-31	$257,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-03-31	$1,035,542
Did the plan have assets held for investment	2016-03-31	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	2016-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-03-31	Disclaimer
Accountancy firm name	2016-03-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2016-03-31	382088116
2015 : WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-03-31	$1,647,436
Total of all expenses incurred	2015-03-31	$581,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-03-31	$569,371
Expenses. Certain deemed distributions of participant loans	2015-03-31	$4,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-03-31	$703,754
Value of total assets at end of year	2015-03-31	$14,062,399
Value of total assets at beginning of year	2015-03-31	$12,996,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-03-31	$7,932
Total interest from all sources	2015-03-31	$9,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-03-31	No
Was this plan covered by a fidelity bond	2015-03-31	Yes
Value of fidelity bond cover	2015-03-31	$500,000
If this is an individual account plan, was there a blackout period	2015-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-03-31	No
Contributions received from participants	2015-03-31	$444,524
Participant contributions at end of year	2015-03-31	$302,814
Participant contributions at beginning of year	2015-03-31	$324,890
Administrative expenses (other) incurred	2015-03-31	$7,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Value of net income/loss	2015-03-31	$1,065,996
Value of net assets at end of year (total assets less liabilities)	2015-03-31	$14,062,399
Value of net assets at beginning of year (total assets less liabilities)	2015-03-31	$12,996,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-03-31	No
Were any leases to which the plan was party in default or uncollectible	2015-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-03-31	$13,502,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-03-31	$11,289,925
Interest on participant loans	2015-03-31	$9,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-03-31	$1,050,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-03-31	$1,050,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-03-31	$934,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-03-31	No
Was there a failure to transmit to the plan any participant contributions	2015-03-31	No
Has the plan failed to provide any benefit when due under the plan	2015-03-31	No
Contributions received in cash from employer	2015-03-31	$259,230
Employer contributions (assets) at end of year	2015-03-31	$257,344
Employer contributions (assets) at beginning of year	2015-03-31	$331,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-03-31	$569,371
Did the plan have assets held for investment	2015-03-31	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	2015-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-03-31	Disclaimer
Accountancy firm name	2015-03-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2015-03-31	382088116
2014 : WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-03-31	$2,543,427
Total of all expenses incurred	2014-03-31	$623,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-03-31	$567,144
Expenses. Certain deemed distributions of participant loans	2014-03-31	$49,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-03-31	$746,106
Value of total assets at end of year	2014-03-31	$12,996,403
Value of total assets at beginning of year	2014-03-31	$11,076,373
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-03-31	$7,039
Total interest from all sources	2014-03-31	$9,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-03-31	No
Was this plan covered by a fidelity bond	2014-03-31	Yes
Value of fidelity bond cover	2014-03-31	$500,000
If this is an individual account plan, was there a blackout period	2014-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-03-31	No
Contributions received from participants	2014-03-31	$406,158
Participant contributions at end of year	2014-03-31	$324,890
Participant contributions at beginning of year	2014-03-31	$351,921
Participant contributions at end of year	2014-03-31	$0
Participant contributions at beginning of year	2014-03-31	$7,197
Income. Received or receivable in cash from other sources (including rollovers)	2014-03-31	$8,791
Administrative expenses (other) incurred	2014-03-31	$7,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Value of net income/loss	2014-03-31	$1,920,030
Value of net assets at end of year (total assets less liabilities)	2014-03-31	$12,996,403
Value of net assets at beginning of year (total assets less liabilities)	2014-03-31	$11,076,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-03-31	No
Were any leases to which the plan was party in default or uncollectible	2014-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-03-31	$11,289,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-03-31	$9,246,327
Interest on participant loans	2014-03-31	$9,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-03-31	$1,050,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-03-31	$1,185,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-03-31	$1,185,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-03-31	$1,787,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-03-31	No
Was there a failure to transmit to the plan any participant contributions	2014-03-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-03-31	No
Contributions received in cash from employer	2014-03-31	$331,157
Employer contributions (assets) at end of year	2014-03-31	$331,157
Employer contributions (assets) at beginning of year	2014-03-31	$285,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-03-31	$567,144
Did the plan have assets held for investment	2014-03-31	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	2014-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-03-31	Disclaimer
Accountancy firm name	2014-03-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2014-03-31	382088116
2013 : WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-03-31	$1,629,761
Total of all expenses incurred	2013-03-31	$387,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-03-31	$369,311
Expenses. Certain deemed distributions of participant loans	2013-03-31	$11,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-03-31	$702,638
Value of total assets at end of year	2013-03-31	$11,076,373
Value of total assets at beginning of year	2013-03-31	$9,833,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-03-31	$6,716
Total interest from all sources	2013-03-31	$11,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-03-31	No
Was this plan covered by a fidelity bond	2013-03-31	Yes
Value of fidelity bond cover	2013-03-31	$500,000
If this is an individual account plan, was there a blackout period	2013-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-03-31	No
Contributions received from participants	2013-03-31	$390,897
Participant contributions at end of year	2013-03-31	$351,921
Participant contributions at beginning of year	2013-03-31	$360,592
Participant contributions at end of year	2013-03-31	$7,197
Participant contributions at beginning of year	2013-03-31	$6,728
Income. Received or receivable in cash from other sources (including rollovers)	2013-03-31	$26,608
Administrative expenses (other) incurred	2013-03-31	$6,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Value of net income/loss	2013-03-31	$1,242,499
Value of net assets at end of year (total assets less liabilities)	2013-03-31	$11,076,373
Value of net assets at beginning of year (total assets less liabilities)	2013-03-31	$9,833,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-03-31	No
Were any leases to which the plan was party in default or uncollectible	2013-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-03-31	$9,246,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-03-31	$8,362,727
Interest on participant loans	2013-03-31	$11,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-03-31	$1,185,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-03-31	$1,103,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-03-31	$1,103,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-03-31	$916,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-03-31	No
Was there a failure to transmit to the plan any participant contributions	2013-03-31	No
Has the plan failed to provide any benefit when due under the plan	2013-03-31	No
Contributions received in cash from employer	2013-03-31	$285,133
Employer contributions (assets) at end of year	2013-03-31	$285,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-03-31	$369,311
Did the plan have assets held for investment	2013-03-31	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	2013-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-03-31	Disclaimer
Accountancy firm name	2013-03-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2013-03-31	382088116
2012 : WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-03-31	$838,359
Total of all expenses incurred	2012-03-31	$1,072,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-03-31	$1,035,067
Expenses. Certain deemed distributions of participant loans	2012-03-31	$30,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-03-31	$354,381
Value of total assets at end of year	2012-03-31	$9,833,874
Value of total assets at beginning of year	2012-03-31	$10,068,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-03-31	$6,706
Total interest from all sources	2012-03-31	$12,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-03-31	No
Was this plan covered by a fidelity bond	2012-03-31	Yes
Value of fidelity bond cover	2012-03-31	$500,000
If this is an individual account plan, was there a blackout period	2012-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-03-31	No
Contributions received from participants	2012-03-31	$354,381
Participant contributions at end of year	2012-03-31	$360,592
Participant contributions at beginning of year	2012-03-31	$371,098
Participant contributions at end of year	2012-03-31	$6,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Value of net income/loss	2012-03-31	$-234,252
Value of net assets at end of year (total assets less liabilities)	2012-03-31	$9,833,874
Value of net assets at beginning of year (total assets less liabilities)	2012-03-31	$10,068,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-03-31	No
Were any leases to which the plan was party in default or uncollectible	2012-03-31	No
Investment advisory and management fees	2012-03-31	$6,706
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-03-31	$8,362,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-03-31	$8,794,348
Interest on participant loans	2012-03-31	$12,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-03-31	$1,103,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-03-31	$902,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-03-31	$902,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-03-31	$471,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-03-31	No
Was there a failure to transmit to the plan any participant contributions	2012-03-31	No
Has the plan failed to provide any benefit when due under the plan	2012-03-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-03-31	$1,035,067
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	2012-03-31	No
Did the plan have assets held for investment	2012-03-31	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	2012-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-03-31	Disclaimer
Accountancy firm name	2012-03-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2012-03-31	382088116
2011 : WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-03-31	$1,490,156
Total of all expenses incurred	2011-03-31	$1,614,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-03-31	$1,568,033
Expenses. Certain deemed distributions of participant loans	2011-03-31	$41,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-03-31	$332,786
Value of total assets at end of year	2011-03-31	$10,068,126
Value of total assets at beginning of year	2011-03-31	$10,192,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-03-31	$5,364
Total interest from all sources	2011-03-31	$12,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-03-31	No
Was this plan covered by a fidelity bond	2011-03-31	Yes
Value of fidelity bond cover	2011-03-31	$500,000
If this is an individual account plan, was there a blackout period	2011-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-03-31	No
Contributions received from participants	2011-03-31	$332,786
Participant contributions at end of year	2011-03-31	$371,098
Participant contributions at beginning of year	2011-03-31	$374,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Value of net income/loss	2011-03-31	$-124,804
Value of net assets at end of year (total assets less liabilities)	2011-03-31	$10,068,126
Value of net assets at beginning of year (total assets less liabilities)	2011-03-31	$10,192,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-03-31	No
Were any leases to which the plan was party in default or uncollectible	2011-03-31	No
Investment advisory and management fees	2011-03-31	$5,364
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-03-31	$8,794,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-03-31	$9,031,619
Interest on participant loans	2011-03-31	$12,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-03-31	$902,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-03-31	$786,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-03-31	$786,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-03-31	$1,144,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-03-31	No
Was there a failure to transmit to the plan any participant contributions	2011-03-31	No
Has the plan failed to provide any benefit when due under the plan	2011-03-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-03-31	$1,568,033
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	2011-03-31	No
Did the plan have assets held for investment	2011-03-31	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	2011-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-03-31	Disclaimer
Accountancy firm name	2011-03-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2011-03-31	382088116

Form 5500 Responses for WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN

2015: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SRS INDUSTRIES, LLC
Employer identification number (EIN):	271363902
NAIC Classification:	339900

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	D3492M