| Plan Name | ALLIED WITAN PROFIT SHARING TRUST AGREEMENT |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ALLIED WITAN COMPANY |
| Employer identification number (EIN): | 340767226 |
| NAIC Classification: | 333900 |
Additional information about ALLIED WITAN COMPANY
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1950-05-29 |
| Company Identification Number: | 218455 |
| Legal Registered Office Address: |
6100 ROCKSIDE WOODS BLVD STE 345 - INDEPENDENCE United States of America (USA) 44131 |
More information about ALLIED WITAN COMPANY
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | SANDRA NEMETH | 2024-07-23 | SANDRA NEMETH | 2024-07-23 |
| 001 | 2022-01-01 | SANDRA NEMETH | 2023-07-18 | SANDRA NEMETH | 2023-07-18 |
| 001 | 2021-01-01 | SANDRA NEMETH | 2022-07-19 | ||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | SANDRA NEMETH | SANDRA NEMETH | 2019-06-20 | |
| 001 | 2017-01-01 | SANDRA NEMETH | SANDRA NEMETH | 2018-07-24 | |
| 001 | 2016-01-01 | SANDRA NEMETH | SANDRA NEMETH | 2017-06-29 | |
| 001 | 2015-01-01 | SANDRA NEMETH | SANDRA NEMETH | 2016-02-12 | |
| 001 | 2014-01-01 | SANDRA NEMETH | SANDRA NEMETH | 2015-06-01 | |
| 001 | 2013-01-01 | SANDRA NEMETH | SANDRA NEMETH | 2014-07-11 | |
| 001 | 2012-01-01 | SANDRA NEMETH | SANDRA NEMETH | 2013-07-29 | |
| 001 | 2011-01-01 | SANDRA NEMETH | SANDRA NEMETH | 2012-06-26 | |
| 001 | 2009-01-01 | SANDY NEMETH | SANDY NEMETH | 2010-06-30 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-24 | 1340028 |
| Net assets as of the end of the plan year | 2025-07-24 | 9020041 |
| Total assets as of the beginning of the plan year | 2025-07-24 | 9045218 |
| Value of plan covered by a fidelity bond | 2025-07-24 | 350000 |
| Other income to plan in this plan year | 2025-07-24 | 485811 |
| Plan net income in this plan year | 2025-07-24 | -25177 |
| Net assets as of the end of the plan year | 2025-07-24 | 9020041 |
| Net assets as of the beginning of the plan year | 2025-07-24 | 9045218 |
| Employer contributions to plan in this plan year | 2025-07-24 | 829040 |
| 2024 : ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-23 | 358680 |
| Net assets as of the end of the plan year | 2024-07-23 | 9045218 |
| Total assets as of the beginning of the plan year | 2024-07-23 | 7764739 |
| Value of plan covered by a fidelity bond | 2024-07-23 | 350000 |
| Other income to plan in this plan year | 2024-07-23 | 464636 |
| Plan net income in this plan year | 2024-07-23 | 1280479 |
| Net assets as of the end of the plan year | 2024-07-23 | 9045218 |
| Net assets as of the beginning of the plan year | 2024-07-23 | 7764739 |
| Employer contributions to plan in this plan year | 2024-07-23 | 1174523 |
| 2020 : ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $837,463 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $321,894 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $321,894 |
| Total plan assets at end of year | 2020-12-31 | $8,116,935 |
| Total plan assets at beginning of year | 2020-12-31 | $7,601,366 |
| Other income received | 2020-12-31 | $328,107 |
| Net income (gross income less expenses) | 2020-12-31 | $515,569 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,116,935 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,601,366 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $509,356 |
| 2019 : ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $933,974 |
| Total plan assets at end of year | 2019-12-31 | $7,601,366 |
| Total plan assets at beginning of year | 2019-12-31 | $6,667,392 |
| Other income received | 2019-12-31 | $379,890 |
| Net income (gross income less expenses) | 2019-12-31 | $933,974 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,601,366 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,667,392 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $554,084 |
| 2018 : ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $492,832 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $56,645 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $56,645 |
| Total plan assets at end of year | 2018-12-31 | $6,667,392 |
| Total plan assets at beginning of year | 2018-12-31 | $6,231,205 |
| Other income received | 2018-12-31 | $14,699 |
| Net income (gross income less expenses) | 2018-12-31 | $436,187 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,667,392 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,231,205 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $478,133 |
| 2017 : ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $548,818 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $80 |
| Total plan assets at end of year | 2017-12-31 | $6,231,205 |
| Total plan assets at beginning of year | 2017-12-31 | $5,682,467 |
| Value of fidelity bond covering the plan | 2017-12-31 | $350,000 |
| Other income received | 2017-12-31 | $113,130 |
| Net income (gross income less expenses) | 2017-12-31 | $548,738 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $6,231,205 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,682,467 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $435,688 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $80 |
| 2016 : ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $600,858 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,460 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,380 |
| Total plan assets at end of year | 2016-12-31 | $5,682,467 |
| Total plan assets at beginning of year | 2016-12-31 | $5,083,069 |
| Value of fidelity bond covering the plan | 2016-12-31 | $350,000 |
| Other income received | 2016-12-31 | $124,380 |
| Net income (gross income less expenses) | 2016-12-31 | $599,398 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,682,467 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,083,069 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $476,478 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $80 |
| 2015 : ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $428,219 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $620,957 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $620,841 |
| Total plan assets at end of year | 2015-12-31 | $5,083,069 |
| Total plan assets at beginning of year | 2015-12-31 | $5,275,807 |
| Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
| Other income received | 2015-12-31 | $77,894 |
| Net income (gross income less expenses) | 2015-12-31 | $-192,738 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,083,069 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,275,807 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $350,325 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $116 |
| 2014 : ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $709,416 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $336,451 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $336,371 |
| Total plan assets at end of year | 2014-12-31 | $5,275,807 |
| Total plan assets at beginning of year | 2014-12-31 | $4,902,842 |
| Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
| Other income received | 2014-12-31 | $223,505 |
| Net income (gross income less expenses) | 2014-12-31 | $372,965 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,275,807 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,902,842 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $485,911 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $80 |
| 2013 : ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $464,503 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $80 |
| Total plan assets at end of year | 2013-12-31 | $4,902,842 |
| Total plan assets at beginning of year | 2013-12-31 | $4,438,419 |
| Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
| Other income received | 2013-12-31 | $-109,871 |
| Net income (gross income less expenses) | 2013-12-31 | $464,423 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,902,842 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,438,419 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $574,374 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $80 |
| 2012 : ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $422,861 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $8,637 |
| Total plan assets at end of year | 2012-12-31 | $4,438,419 |
| Total plan assets at beginning of year | 2012-12-31 | $4,024,195 |
| Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
| Other income received | 2012-12-31 | $96,727 |
| Net income (gross income less expenses) | 2012-12-31 | $414,224 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,438,419 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,024,195 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $326,134 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $8,637 |
| 2011 : ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $404,329 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $493 |
| Total plan assets at end of year | 2011-12-31 | $4,024,195 |
| Total plan assets at beginning of year | 2011-12-31 | $3,620,359 |
| Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
| Other income received | 2011-12-31 | $108,186 |
| Net income (gross income less expenses) | 2011-12-31 | $403,836 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,024,195 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,620,359 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $296,143 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $493 |
| 2010 : ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $570,950 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,369 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,369 |
| Total plan assets at end of year | 2010-12-31 | $3,620,359 |
| Total plan assets at beginning of year | 2010-12-31 | $3,050,778 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Other income received | 2010-12-31 | $107,304 |
| Net income (gross income less expenses) | 2010-12-31 | $569,581 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,620,359 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,050,778 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $463,646 |
| 2020: ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2020 form 5500 responses | ||
|---|---|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ALLIED WITAN PROFIT SHARING TRUST AGREEMENT 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |