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WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameWOLVERTON, INC. PROFIT SHARING PLAN & TRUST
Plan identification number 002

WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:WOLVERTON, INC.
Employer identification number (EIN):381781460
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about WOLVERTON, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1983-12-27
Company Identification Number: 600250472
Legal Registered Office Address: 15018 N EDEN CREST DR

SPOKANE
United States of America (USA)
99208

More information about WOLVERTON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOLVERTON, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01PERRY PARKS
0022013-01-01PERRY PARKS
0022012-01-01RICHARD KELM RICHARD KELM2013-10-15
0022011-01-01RICHARD KELM
0022010-01-01RICHARD KELM PERRY PARKS2011-10-10
0022009-01-01RICHARD KELM RICHARD KELM2010-10-08

Plan Statistics for WOLVERTON, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WOLVERTON, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01178
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01184
Total number of active participants reported on line 7a of the Form 55002013-01-01144
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01178
Number of participants with account balances2013-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01167
Total number of active participants reported on line 7a of the Form 55002012-01-01151
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01184
Number of participants with account balances2012-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01175
Total number of active participants reported on line 7a of the Form 55002011-01-01149
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01167
Number of participants with account balances2011-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01198
Total number of active participants reported on line 7a of the Form 55002010-01-01154
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01177
Number of participants with account balances2010-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01217
Total number of active participants reported on line 7a of the Form 55002009-01-01173
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01196
Number of participants with account balances2009-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on WOLVERTON, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2014 : WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-10-31$0
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total transfer of assets to this plan2014-10-31$0
Total transfer of assets from this plan2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$11,162
Expenses. Interest paid2014-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-10-31$0
Total income from all sources (including contributions)2014-10-31$359,591
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$11,612,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$11,334,607
Expenses. Certain deemed distributions of participant loans2014-10-31$256,449
Value of total corrective distributions2014-10-31$11,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$140,068
Value of total assets at end of year2014-10-31$0
Value of total assets at beginning of year2014-10-31$11,263,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$9,951
Total interest from all sources2014-10-31$1,917
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$21,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-10-31$21,871
Assets. Real estate other than employer real property at end of year2014-10-31$0
Assets. Real estate other than employer real property at beginning of year2014-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-10-31$0
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$1,000,000
If this is an individual account plan, was there a blackout period2014-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Contributions received from participants2014-10-31$89,610
Participant contributions at end of year2014-10-31$0
Participant contributions at beginning of year2014-10-31$273,569
Participant contributions at end of year2014-10-31$0
Participant contributions at beginning of year2014-10-31$0
Assets. Other investments not covered elsewhere at end of year2014-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-10-31$13,165
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-10-31$0
Assets. Loans (other than to participants) at end of year2014-10-31$0
Assets. Loans (other than to participants) at beginning of year2014-10-31$0
Administrative expenses (other) incurred2014-10-31$9,951
Liabilities. Value of operating payables at end of year2014-10-31$0
Liabilities. Value of operating payables at beginning of year2014-10-31$11,162
Total non interest bearing cash at end of year2014-10-31$0
Total non interest bearing cash at beginning of year2014-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Income. Non cash contributions2014-10-31$0
Value of net income/loss2014-10-31$-11,252,578
Value of net assets at end of year (total assets less liabilities)2014-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$11,252,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Assets. partnership/joint venture interests at end of year2014-10-31$0
Assets. partnership/joint venture interests at beginning of year2014-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$9,406,431
Interest on participant loans2014-10-31$1,917
Interest earned on other investments2014-10-31$0
Income. Interest from US Government securities2014-10-31$0
Value of interest in common/collective trusts at end of year2014-10-31$0
Value of interest in common/collective trusts at beginning of year2014-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-10-31$1,583,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-10-31$1,583,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-31$0
Asset value of US Government securities at end of year2014-10-31$0
Asset value of US Government securities at beginning of year2014-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$195,735
Net investment gain/loss from pooled separate accounts2014-10-31$0
Net investment gain or loss from common/collective trusts2014-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Assets. Invements in employer securities at end of year2014-10-31$0
Assets. Invements in employer securities at beginning of year2014-10-31$0
Contributions received in cash from employer2014-10-31$37,293
Employer contributions (assets) at end of year2014-10-31$0
Employer contributions (assets) at beginning of year2014-10-31$0
Income. Dividends from preferred stock2014-10-31$0
Income. Dividends from common stock2014-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$11,334,607
Asset. Corporate debt instrument preferred debt at end of year2014-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-10-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-10-31$0
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31Yes
Aggregate proceeds on sale of assets2014-10-31$2,269,873
Aggregate carrying amount (costs) on sale of assets2014-10-31$2,269,873
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31HALL & ROMKEMA, PLC
Accountancy firm EIN2014-10-31204043739
2013 : WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,922
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,130,361
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$586,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$535,697
Expenses. Certain deemed distributions of participant loans2013-12-31$15,047
Value of total corrective distributions2013-12-31$9,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$598,123
Value of total assets at end of year2013-12-31$11,263,740
Value of total assets at beginning of year2013-12-31$9,718,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,452
Total interest from all sources2013-12-31$12,815
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$408,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$408,281
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$415,104
Participant contributions at end of year2013-12-31$273,569
Participant contributions at beginning of year2013-12-31$310,482
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$25,452
Liabilities. Value of operating payables at end of year2013-12-31$11,162
Liabilities. Value of operating payables at beginning of year2013-12-31$9,922
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,544,243
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,252,578
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,708,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,406,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,868,293
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$12,774
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,583,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,539,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,539,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$41
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,111,142
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$183,019
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$535,697
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$377,974
Aggregate carrying amount (costs) on sale of assets2013-12-31$377,974
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HALL & ROMKEMA, PLC
Accountancy firm EIN2013-12-31204043739
2012 : WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,029
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,383,956
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$410,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$319,862
Expenses. Certain deemed distributions of participant loans2012-12-31$60,015
Value of total corrective distributions2012-12-31$5,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$602,230
Value of total assets at end of year2012-12-31$9,718,257
Value of total assets at beginning of year2012-12-31$8,739,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,540
Total interest from all sources2012-12-31$14,325
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$189,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$189,065
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$403,968
Participant contributions at end of year2012-12-31$310,482
Participant contributions at beginning of year2012-12-31$339,743
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,268
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$659
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$25,540
Liabilities. Value of operating payables at end of year2012-12-31$9,922
Liabilities. Value of operating payables at beginning of year2012-12-31$5,029
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$973,510
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,708,335
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,734,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,868,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,745,890
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$14,282
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,539,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,653,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,653,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$43
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$578,336
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$182,994
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$319,862
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HALL & ROMKEMA, PLC
Accountancy firm EIN2012-12-31204043739
2011 : WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,183
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$432,510
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$870,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$819,714
Expenses. Certain deemed distributions of participant loans2011-12-31$20,550
Value of total corrective distributions2011-12-31$5,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$541,900
Value of total assets at end of year2011-12-31$8,739,854
Value of total assets at beginning of year2011-12-31$9,177,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,743
Total interest from all sources2011-12-31$14,829
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$139,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$139,234
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$369,831
Participant contributions at end of year2011-12-31$339,743
Participant contributions at beginning of year2011-12-31$306,261
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$11,188
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$659
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$24,743
Liabilities. Value of operating payables at end of year2011-12-31$5,029
Liabilities. Value of operating payables at beginning of year2011-12-31$5,183
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-437,680
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,734,825
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,172,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,745,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,268,723
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$14,787
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,653,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,585,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,585,762
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$42
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-263,453
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$172,069
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$5,095
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$819,714
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$955,729
Aggregate carrying amount (costs) on sale of assets2011-12-31$955,729
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HALL & ROMKEMA, PLC
Accountancy firm EIN2011-12-31204043739
2010 : WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,640
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,531,006
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$856,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$774,272
Expenses. Certain deemed distributions of participant loans2010-12-31$50,864
Value of total corrective distributions2010-12-31$4,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$584,392
Value of total assets at end of year2010-12-31$9,177,688
Value of total assets at beginning of year2010-12-31$8,502,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,033
Total interest from all sources2010-12-31$16,560
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$176,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$176,990
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$403,610
Participant contributions at end of year2010-12-31$306,261
Participant contributions at beginning of year2010-12-31$324,295
Participant contributions at end of year2010-12-31$11,188
Participant contributions at beginning of year2010-12-31$12,174
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$659
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$27,033
Liabilities. Value of operating payables at end of year2010-12-31$5,183
Liabilities. Value of operating payables at beginning of year2010-12-31$4,640
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$674,197
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,172,505
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,498,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,268,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,000,744
Interest on participant loans2010-12-31$16,474
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,585,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,159,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,159,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$86
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$753,064
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$180,782
Employer contributions (assets) at end of year2010-12-31$5,095
Employer contributions (assets) at beginning of year2010-12-31$5,147
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$774,272
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$555,285
Aggregate carrying amount (costs) on sale of assets2010-12-31$555,285
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HALL & ROMKEMA, PLC
Accountancy firm EIN2010-12-31204043739
2009 : WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WOLVERTON, INC. PROFIT SHARING PLAN & TRUST

2014: WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WOLVERTON, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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