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

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

WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) 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.
  • 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 SignedName of Company SponsorDate Sponsor Signed
0012015-04-01
0012014-04-01
0012013-04-01
0012012-04-01DREW E. PEHRSON
0012011-04-01DREW E. PEHRSON
0012010-04-01DREW 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-year2015-04-01425
Total number of active participants reported on line 7a of the Form 55002015-04-01335
Number of other retired or separated participants entitled to future benefits2015-04-0158
Total of all active and inactive participants2015-04-01393
Total participants2015-04-01393
Number of participants with account balances2015-04-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-0126
2014: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01374
Total number of active participants reported on line 7a of the Form 55002014-04-01316
Number of other retired or separated participants entitled to future benefits2014-04-0151
Total of all active and inactive participants2014-04-01367
Total participants2014-04-01367
Number of participants with account balances2014-04-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-0111
2013: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01370
Total number of active participants reported on line 7a of the Form 55002013-04-01303
Number of other retired or separated participants entitled to future benefits2013-04-0144
Total of all active and inactive participants2013-04-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-011
Total participants2013-04-01348
Number of participants with account balances2013-04-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-0122
2012: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01344
Total number of active participants reported on line 7a of the Form 55002012-04-01293
Number of other retired or separated participants entitled to future benefits2012-04-0139
Total of all active and inactive participants2012-04-01332
Total participants2012-04-01332
Number of participants with account balances2012-04-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-015
2011: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01356
Total number of active participants reported on line 7a of the Form 55002011-04-01303
Number of other retired or separated participants entitled to future benefits2011-04-0141
Total of all active and inactive participants2011-04-01344
Total participants2011-04-01344
Number of participants with account balances2011-04-01311
2010: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01448
Total number of active participants reported on line 7a of the Form 55002010-04-01336
Number of other retired or separated participants entitled to future benefits2010-04-0120
Total of all active and inactive participants2010-04-01356
Total participants2010-04-01356
Number of participants with account balances2010-04-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010

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 incurred2016-03-31$1,068,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$1,035,542
Expenses. Certain deemed distributions of participant loans2016-03-31$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 year2016-03-31$13,599,800
Value of total assets at beginning of year2016-03-31$14,062,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$8,082
Total interest from all sources2016-03-31$9,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$526,709
Participant contributions at end of year2016-03-31$378,935
Participant contributions at beginning of year2016-03-31$302,814
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$12,067
Administrative expenses (other) incurred2016-03-31$8,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-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)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$12,937,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$13,502,241
Interest on participant loans2016-03-31$9,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-229,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$287,274
Employer contributions (assets) at end of year2016-03-31$283,550
Employer contributions (assets) at beginning of year2016-03-31$257,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$1,035,542
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31BRICKLEY DELONG, PC
Accountancy firm EIN2016-03-31382088116
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 incurred2015-03-31$581,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$569,371
Expenses. Certain deemed distributions of participant loans2015-03-31$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 year2015-03-31$14,062,399
Value of total assets at beginning of year2015-03-31$12,996,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$7,932
Total interest from all sources2015-03-31$9,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$444,524
Participant contributions at end of year2015-03-31$302,814
Participant contributions at beginning of year2015-03-31$324,890
Administrative expenses (other) incurred2015-03-31$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 appraiser2015-03-31No
Value of net income/loss2015-03-31$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)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$13,502,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$11,289,925
Interest on participant loans2015-03-31$9,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$1,050,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$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 assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$259,230
Employer contributions (assets) at end of year2015-03-31$257,344
Employer contributions (assets) at beginning of year2015-03-31$331,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$569,371
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31BRICKLEY DELONG, PC
Accountancy firm EIN2015-03-31382088116
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 incurred2014-03-31$623,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$567,144
Expenses. Certain deemed distributions of participant loans2014-03-31$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 year2014-03-31$12,996,403
Value of total assets at beginning of year2014-03-31$11,076,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$7,039
Total interest from all sources2014-03-31$9,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$406,158
Participant contributions at end of year2014-03-31$324,890
Participant contributions at beginning of year2014-03-31$351,921
Participant contributions at end of year2014-03-31$0
Participant contributions at beginning of year2014-03-31$7,197
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$8,791
Administrative expenses (other) incurred2014-03-31$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 appraiser2014-03-31No
Value of net income/loss2014-03-31$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)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$11,289,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$9,246,327
Interest on participant loans2014-03-31$9,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$1,050,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$1,185,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$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 assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31Yes
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$331,157
Employer contributions (assets) at end of year2014-03-31$331,157
Employer contributions (assets) at beginning of year2014-03-31$285,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$567,144
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31BRICKLEY DELONG, PC
Accountancy firm EIN2014-03-31382088116
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 incurred2013-03-31$387,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$369,311
Expenses. Certain deemed distributions of participant loans2013-03-31$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 year2013-03-31$11,076,373
Value of total assets at beginning of year2013-03-31$9,833,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$6,716
Total interest from all sources2013-03-31$11,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$390,897
Participant contributions at end of year2013-03-31$351,921
Participant contributions at beginning of year2013-03-31$360,592
Participant contributions at end of year2013-03-31$7,197
Participant contributions at beginning of year2013-03-31$6,728
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$26,608
Administrative expenses (other) incurred2013-03-31$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 appraiser2013-03-31No
Value of net income/loss2013-03-31$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)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$9,246,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$8,362,727
Interest on participant loans2013-03-31$11,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$1,185,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$1,103,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$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 assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$285,133
Employer contributions (assets) at end of year2013-03-31$285,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$369,311
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31BRICKLEY DELONG, PC
Accountancy firm EIN2013-03-31382088116
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 incurred2012-03-31$1,072,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$1,035,067
Expenses. Certain deemed distributions of participant loans2012-03-31$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 year2012-03-31$9,833,874
Value of total assets at beginning of year2012-03-31$10,068,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$6,706
Total interest from all sources2012-03-31$12,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$354,381
Participant contributions at end of year2012-03-31$360,592
Participant contributions at beginning of year2012-03-31$371,098
Participant contributions at end of year2012-03-31$6,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-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)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$6,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$8,362,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$8,794,348
Interest on participant loans2012-03-31$12,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$1,103,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$902,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$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 assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$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 2520.101-32012-03-31No
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31BRICKLEY DELONG, PC
Accountancy firm EIN2012-03-31382088116
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 incurred2011-03-31$1,614,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$1,568,033
Expenses. Certain deemed distributions of participant loans2011-03-31$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 year2011-03-31$10,068,126
Value of total assets at beginning of year2011-03-31$10,192,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$5,364
Total interest from all sources2011-03-31$12,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$332,786
Participant contributions at end of year2011-03-31$371,098
Participant contributions at beginning of year2011-03-31$374,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$-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)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$5,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$8,794,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$9,031,619
Interest on participant loans2011-03-31$12,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$902,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$786,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$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 assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$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 2520.101-32011-03-31No
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31BRICKLEY DELONG, PC
Accountancy firm EIN2011-03-31382088116

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

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