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THERMA-STOR UNION 401(K) PLAN 401k Plan overview

Plan NameTHERMA-STOR UNION 401(K) PLAN
Plan identification number 002

THERMA-STOR UNION 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.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THERMA-STOR LLC has sponsored the creation of one or more 401k plans.

Company Name:THERMA-STOR LLC
Employer identification number (EIN):352609097
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THERMA-STOR UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01DIANE SEFCIK
0022023-01-01
0022023-01-01DIANE SEFCIK
0022022-01-01
0022022-01-01DIANE SEFCIK
0022021-01-01
0022021-01-01DIANE SEFCIK
0022020-01-01
0022019-01-01
0022018-03-01

Financial Data on THERMA-STOR UNION 401(K) PLAN

Measure Date Value
2023 : THERMA-STOR UNION 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,270,877
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$659,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$618,655
Expenses. Certain deemed distributions of participant loans2023-12-31$5,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$649,029
Value of total assets at end of year2023-12-31$4,519,695
Value of total assets at beginning of year2023-12-31$3,908,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$35,280
Total interest from all sources2023-12-31$11,925
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$7,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$7,532
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$369,443
Participant contributions at end of year2023-12-31$287,135
Participant contributions at beginning of year2023-12-31$185,725
Other income not declared elsewhere2023-12-31$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$611,606
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,519,695
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,908,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$405,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$299,725
Value of interest in pooled separate accounts at end of year2023-12-31$97,121
Value of interest in pooled separate accounts at beginning of year2023-12-31$233,335
Interest on participant loans2023-12-31$11,925
Value of interest in common/collective trusts at end of year2023-12-31$3,730,029
Value of interest in common/collective trusts at beginning of year2023-12-31$3,187,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$55,904
Net investment gain/loss from pooled separate accounts2023-12-31$8,272
Net investment gain or loss from common/collective trusts2023-12-31$538,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$279,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$618,655
Contract administrator fees2023-12-31$35,280
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WIPFLI, LLP
Accountancy firm EIN2023-12-31390758449
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,270,877
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$659,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$618,655
Expenses. Certain deemed distributions of participant loans2023-01-01$5,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$649,029
Value of total assets at end of year2023-01-01$4,519,695
Value of total assets at beginning of year2023-01-01$3,908,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$35,280
Total interest from all sources2023-01-01$11,925
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$7,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$7,532
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$2,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$369,443
Participant contributions at end of year2023-01-01$287,135
Participant contributions at beginning of year2023-01-01$185,725
Other income not declared elsewhere2023-01-01$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$611,606
Value of net assets at end of year (total assets less liabilities)2023-01-01$4,519,695
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$3,908,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$405,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$299,725
Value of interest in pooled separate accounts at end of year2023-01-01$97,121
Value of interest in pooled separate accounts at beginning of year2023-01-01$233,335
Interest on participant loans2023-01-01$11,925
Value of interest in common/collective trusts at end of year2023-01-01$3,730,029
Value of interest in common/collective trusts at beginning of year2023-01-01$3,187,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$2,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$55,904
Net investment gain/loss from pooled separate accounts2023-01-01$8,272
Net investment gain or loss from common/collective trusts2023-01-01$538,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$279,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$618,655
Contract administrator fees2023-01-01$35,280
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01WIPFLI, LLP
Accountancy firm EIN2023-01-01390758449
2022 : THERMA-STOR UNION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$78,119
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$328,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$289,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$774,426
Value of total assets at end of year2022-12-31$3,908,089
Value of total assets at beginning of year2022-12-31$4,158,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,228
Total interest from all sources2022-12-31$6,332
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,293
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$419,567
Participant contributions at end of year2022-12-31$185,725
Participant contributions at beginning of year2022-12-31$92,900
Participant contributions at beginning of year2022-12-31$42
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,801
Other income not declared elsewhere2022-12-31$148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-250,045
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,908,089
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,158,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$299,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$660,221
Value of interest in pooled separate accounts at end of year2022-12-31$233,335
Value of interest in pooled separate accounts at beginning of year2022-12-31$166,587
Interest on participant loans2022-12-31$6,274
Interest earned on other investments2022-12-31$58
Value of interest in common/collective trusts at end of year2022-12-31$3,187,270
Value of interest in common/collective trusts at beginning of year2022-12-31$3,232,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-130,912
Net investment gain/loss from pooled separate accounts2022-12-31$3,860
Net investment gain or loss from common/collective trusts2022-12-31$-581,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$347,058
Employer contributions (assets) at beginning of year2022-12-31$47
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$289,936
Contract administrator fees2022-12-31$38,228
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI, LLP
Accountancy firm EIN2022-12-31390758449
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$78,119
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$328,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$289,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$774,426
Value of total assets at end of year2022-01-01$3,908,089
Value of total assets at beginning of year2022-01-01$4,158,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$38,228
Total interest from all sources2022-01-01$6,332
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$5,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$5,293
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$419,567
Participant contributions at end of year2022-01-01$185,725
Participant contributions at beginning of year2022-01-01$92,900
Participant contributions at beginning of year2022-01-01$42
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$7,801
Other income not declared elsewhere2022-01-01$148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-250,045
Value of net assets at end of year (total assets less liabilities)2022-01-01$3,908,089
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$4,158,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$299,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$660,221
Value of interest in pooled separate accounts at end of year2022-01-01$233,335
Value of interest in pooled separate accounts at beginning of year2022-01-01$166,587
Interest on participant loans2022-01-01$6,274
Interest earned on other investments2022-01-01$58
Value of interest in common/collective trusts at end of year2022-01-01$3,187,270
Value of interest in common/collective trusts at beginning of year2022-01-01$3,232,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$2,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$5,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-130,912
Net investment gain/loss from pooled separate accounts2022-01-01$3,860
Net investment gain or loss from common/collective trusts2022-01-01$-581,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$347,058
Employer contributions (assets) at beginning of year2022-01-01$47
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$289,936
Contract administrator fees2022-01-01$38,228
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01WIPFLI, LLP
Accountancy firm EIN2022-01-01390758449
2021 : THERMA-STOR UNION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$303,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,324,733
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$384,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$346,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$789,113
Value of total assets at end of year2021-12-31$4,158,134
Value of total assets at beginning of year2021-12-31$3,521,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,472
Total interest from all sources2021-12-31$4,874
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,509
Administrative expenses professional fees incurred2021-12-31$2,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$406,270
Participant contributions at end of year2021-12-31$92,900
Participant contributions at beginning of year2021-12-31$102,434
Participant contributions at end of year2021-12-31$42
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,126
Other income not declared elsewhere2021-12-31$199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$939,997
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,158,134
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,521,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$660,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$673,625
Value of interest in pooled separate accounts at end of year2021-12-31$166,587
Value of interest in pooled separate accounts at beginning of year2021-12-31$107,742
Interest on participant loans2021-12-31$4,745
Interest earned on other investments2021-12-31$129
Value of interest in common/collective trusts at end of year2021-12-31$3,232,398
Value of interest in common/collective trusts at beginning of year2021-12-31$2,619,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$18,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$104,964
Net investment gain/loss from pooled separate accounts2021-12-31$-103
Net investment gain or loss from common/collective trusts2021-12-31$416,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$358,717
Employer contributions (assets) at end of year2021-12-31$47
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$346,264
Contract administrator fees2021-12-31$35,972
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI, LLP
Accountancy firm EIN2021-12-31390758449
2020 : THERMA-STOR UNION 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$17,331
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$988,844
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$533,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$506,227
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$580,170
Value of total assets at end of year2020-12-31$3,521,716
Value of total assets at beginning of year2020-12-31$3,084,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,579
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$5,930
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,652
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$308,354
Participant contributions at end of year2020-12-31$102,434
Participant contributions at beginning of year2020-12-31$146,359
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$466
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$455,038
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,521,716
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,084,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$673,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$107,742
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,889,257
Interest on participant loans2020-12-31$5,449
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$481
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,619,198
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$18,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$48,393
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$108,292
Net investment gain/loss from pooled separate accounts2020-12-31$-99,957
Net investment gain or loss from common/collective trusts2020-12-31$385,291
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$271,816
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$506,227
Contract administrator fees2020-12-31$27,579
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : THERMA-STOR UNION 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$6,615
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,069,169
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$700,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$683,398
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$467,611
Value of total assets at end of year2019-12-31$3,084,009
Value of total assets at beginning of year2019-12-31$2,722,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,197
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$7,560
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$234,839
Participant contributions at end of year2019-12-31$146,359
Participant contributions at beginning of year2019-12-31$150,063
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,285
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$40
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,560
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$368,574
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,084,009
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,722,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$2,889,257
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,503,714
Interest on participant loans2019-12-31$6,810
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$750
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$48,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$68,273
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$592,438
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$223,487
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$683,358
Contract administrator fees2019-12-31$17,197
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : THERMA-STOR UNION 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$2,598,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$193,506
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$69,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$57,722
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$404,873
Value of total assets at end of year2018-12-31$2,722,050
Value of total assets at beginning of year2018-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,059
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$4,411
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$203,900
Participant contributions at end of year2018-12-31$150,063
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$563
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-1,858
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$123,725
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,722,050
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$2,503,714
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$3,981
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$430
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$68,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-213,920
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$200,410
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$57,722
Contract administrator fees2018-12-31$12,059
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449

Form 5500 Responses for THERMA-STOR UNION 401(K) PLAN

2023: THERMA-STOR UNION 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THERMA-STOR UNION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THERMA-STOR UNION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THERMA-STOR UNION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THERMA-STOR UNION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THERMA-STOR UNION 401(K) PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01First time form 5500 has been submittedYes
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-03-01Plan is a collectively bargained planYes
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626554
Policy instance 1
Insurance contract or identification number626554
Number of Individuals Covered168
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626554
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626554
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626554
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626554
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626554
Policy instance 1

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