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WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:WENDRICKS TRUSS, INC.
Employer identification number (EIN):382438818
NAIC Classification:321900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01KELLY PLUNGER
0012023-01-01
0012023-01-01KELLY PLUNGER
0012022-01-01
0012022-01-01KELLY PLUNGER
0012021-01-01
0012021-01-01KELLY PLUNGER
0012020-01-01
0012019-01-01
0012017-01-01KELLY PLUNGER2018-03-23
0012016-01-01KELLY PLUNGER2017-02-10
0012013-01-01KELLY PLUNGER2014-06-19
0012012-01-01KELLY PLUNGER2013-05-09
0012011-01-01KELLY PLUNGER KELLY PLUNGER2012-10-08
0012009-04-01KELLY PLUNGER KELLY PLUNGER2011-01-13

Plan Statistics for WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01143
Total number of active participants reported on line 7a of the Form 55002023-01-01136
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0113
Total of all active and inactive participants2023-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01149
Number of participants with account balances2023-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01137
Total number of active participants reported on line 7a of the Form 55002022-01-01122
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01136
Number of participants with account balances2022-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01137
Total number of active participants reported on line 7a of the Form 55002021-01-01117
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01137
Number of participants with account balances2021-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01139
Total number of active participants reported on line 7a of the Form 55002020-01-01124
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01135
Number of participants with account balances2020-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01125
Total number of active participants reported on line 7a of the Form 55002019-01-01127
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01135
Number of participants with account balances2019-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2011: WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01112
Total number of active participants reported on line 7a of the Form 55002011-01-0186
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0192
Number of participants with account balances2011-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01123
Total number of active participants reported on line 7a of the Form 55002009-04-01101
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0118
Total of all active and inactive participants2009-04-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-011
Total participants2009-04-01120
Number of participants with account balances2009-04-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-014

Financial Data on WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING 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$1,513,503
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$115,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$106,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$704,746
Value of total assets at end of year2023-12-31$6,348,609
Value of total assets at beginning of year2023-12-31$4,951,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$9,068
Total interest from all sources2023-12-31$11,598
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$10,516
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$10,516
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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$333,184
Participant contributions at end of year2023-12-31$109,316
Participant contributions at beginning of year2023-12-31$121,384
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$26,351
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$1,397,539
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,348,609
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,951,070
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$966,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$794,385
Value of interest in pooled separate accounts at end of year2023-12-31$4,657,792
Value of interest in pooled separate accounts at beginning of year2023-12-31$3,464,042
Interest on participant loans2023-12-31$6,803
Interest earned on other investments2023-12-31$4,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$446,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$403,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$106,902
Net investment gain/loss from pooled separate accounts2023-12-31$679,741
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$345,211
Employer contributions (assets) at end of year2023-12-31$168,000
Employer contributions (assets) at beginning of year2023-12-31$168,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$106,896
Contract administrator fees2023-12-31$9,068
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 name2023-12-31RETIREMENT PLAN AUDIT SERVICES LLC
Accountancy firm EIN2023-12-31861928438
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$1,513,503
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$115,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$106,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$704,746
Value of total assets at end of year2023-01-01$6,348,609
Value of total assets at beginning of year2023-01-01$4,951,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$9,068
Total interest from all sources2023-01-01$11,598
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$10,516
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$10,516
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
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$333,184
Participant contributions at end of year2023-01-01$109,316
Participant contributions at beginning of year2023-01-01$121,384
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$26,351
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$1,397,539
Value of net assets at end of year (total assets less liabilities)2023-01-01$6,348,609
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$4,951,070
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$966,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$794,385
Value of interest in pooled separate accounts at end of year2023-01-01$4,657,792
Value of interest in pooled separate accounts at beginning of year2023-01-01$3,464,042
Interest on participant loans2023-01-01$6,803
Interest earned on other investments2023-01-01$4,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$446,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$403,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$106,902
Net investment gain/loss from pooled separate accounts2023-01-01$679,741
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$345,211
Employer contributions (assets) at end of year2023-01-01$168,000
Employer contributions (assets) at beginning of year2023-01-01$168,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$106,896
Contract administrator fees2023-01-01$9,068
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 name2023-01-01RETIREMENT PLAN AUDIT SERVICES LLC
Accountancy firm EIN2023-01-01861928438
2022 : WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-314,396
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$213,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$203,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$531,272
Value of total assets at end of year2022-12-31$4,951,070
Value of total assets at beginning of year2022-12-31$5,478,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,128
Total interest from all sources2022-12-31$9,342
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,275
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$9,275
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$242,186
Participant contributions at end of year2022-12-31$121,384
Participant contributions at beginning of year2022-12-31$61,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-527,648
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,951,070
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,478,718
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$794,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$935,134
Value of interest in pooled separate accounts at end of year2022-12-31$3,464,042
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,763,008
Interest on participant loans2022-12-31$4,852
Interest earned on other investments2022-12-31$4,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$403,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$553,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-123,587
Net investment gain/loss from pooled separate accounts2022-12-31$-740,698
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$289,086
Employer contributions (assets) at end of year2022-12-31$168,000
Employer contributions (assets) at beginning of year2022-12-31$165,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$203,124
Contract administrator fees2022-12-31$10,128
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
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$0
Total income from all sources (including contributions)2022-01-01$-314,396
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$213,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$203,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$531,272
Value of total assets at end of year2022-01-01$4,951,070
Value of total assets at beginning of year2022-01-01$5,478,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$10,128
Total interest from all sources2022-01-01$9,342
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$9,275
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$9,275
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$242,186
Participant contributions at end of year2022-01-01$121,384
Participant contributions at beginning of year2022-01-01$61,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-527,648
Value of net assets at end of year (total assets less liabilities)2022-01-01$4,951,070
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$5,478,718
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$794,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$935,134
Value of interest in pooled separate accounts at end of year2022-01-01$3,464,042
Value of interest in pooled separate accounts at beginning of year2022-01-01$3,763,008
Interest on participant loans2022-01-01$4,852
Interest earned on other investments2022-01-01$4,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$403,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$553,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-123,587
Net investment gain/loss from pooled separate accounts2022-01-01$-740,698
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$289,086
Employer contributions (assets) at end of year2022-01-01$168,000
Employer contributions (assets) at beginning of year2022-01-01$165,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$203,124
Contract administrator fees2022-01-01$10,128
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
Accountancy firm EIN2022-01-01390758449
2021 : WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$1,090,359
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$373,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$364,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$473,120
Value of total assets at end of year2021-12-31$5,478,718
Value of total assets at beginning of year2021-12-31$4,762,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,623
Total interest from all sources2021-12-31$8,643
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,996
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,996
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$196,802
Participant contributions at end of year2021-12-31$61,403
Participant contributions at beginning of year2021-12-31$90,574
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$716,384
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,478,718
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,762,334
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$935,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$784,662
Interest on participant loans2021-12-31$4,159
Interest earned on other investments2021-12-31$4,484
Value of interest in common/collective trusts at end of year2021-12-31$3,763,008
Value of interest in common/collective trusts at beginning of year2021-12-31$3,277,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$553,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$472,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$151,800
Net investment gain/loss from pooled separate accounts2021-12-31$448,800
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$276,318
Employer contributions (assets) at end of year2021-12-31$165,446
Employer contributions (assets) at beginning of year2021-12-31$137,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$364,352
Contract administrator fees2021-12-31$9,623
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
Accountancy firm EIN2021-12-31390758449
2020 : WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$984,435
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$180,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$169,311
Expenses. Certain deemed distributions of participant loans2020-12-31$3,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$438,372
Value of total assets at end of year2020-12-31$4,762,334
Value of total assets at beginning of year2020-12-31$3,958,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,021
Total interest from all sources2020-12-31$5,252
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$8,021
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$400,000
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
Contributions received from participants2020-12-31$191,940
Participant contributions at end of year2020-12-31$90,574
Participant contributions at beginning of year2020-12-31$86,532
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$803,966
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,762,334
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,958,368
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$784,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$663,579
Interest on participant loans2020-12-31$5,252
Value of interest in common/collective trusts at end of year2020-12-31$3,277,049
Value of interest in common/collective trusts at beginning of year2020-12-31$2,693,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$472,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$415,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$540,811
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$246,432
Employer contributions (assets) at end of year2020-12-31$137,648
Employer contributions (assets) at beginning of year2020-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$169,311
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI
Accountancy firm EIN2020-12-31390758449
2019 : WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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 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$1,019,571
Total income from all sources (including contributions)2019-12-31$1,019,571
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$249,355
Total of all expenses incurred2019-12-31$249,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$242,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$242,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$411,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$411,246
Value of total assets at end of year2019-12-31$3,958,368
Value of total assets at end of year2019-12-31$3,958,368
Value of total assets at beginning of year2019-12-31$3,188,152
Value of total assets at beginning of year2019-12-31$3,188,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,300
Total interest from all sources2019-12-31$7,628
Total interest from all sources2019-12-31$7,628
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$320,000
Value of fidelity bond cover2019-12-31$320,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$177,855
Contributions received from participants2019-12-31$177,855
Participant contributions at end of year2019-12-31$86,532
Participant contributions at end of year2019-12-31$86,532
Participant contributions at beginning of year2019-12-31$62,461
Participant contributions at beginning of year2019-12-31$62,461
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,440
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,440
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
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$770,216
Value of net income/loss2019-12-31$770,216
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,958,368
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,958,368
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,188,152
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,188,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$663,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$663,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,005,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,005,691
Interest on participant loans2019-12-31$3,269
Interest on participant loans2019-12-31$3,269
Interest earned on other investments2019-12-31$4,359
Interest earned on other investments2019-12-31$4,359
Value of interest in common/collective trusts at end of year2019-12-31$2,693,141
Value of interest in common/collective trusts at end of year2019-12-31$2,693,141
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$415,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$415,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$125,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$125,795
Net investment gain or loss from common/collective trusts2019-12-31$474,902
Net investment gain or loss from common/collective trusts2019-12-31$474,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$197,951
Contributions received in cash from employer2019-12-31$197,951
Employer contributions (assets) at end of year2019-12-31$100,000
Employer contributions (assets) at end of year2019-12-31$100,000
Employer contributions (assets) at beginning of year2019-12-31$120,000
Employer contributions (assets) at beginning of year2019-12-31$120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$242,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$242,055
Contract administrator fees2019-12-31$7,300
Contract administrator fees2019-12-31$7,300
Did the plan have assets held for investment2019-12-31Yes
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI
Accountancy firm name2019-12-31WIPFLI
Accountancy firm EIN2019-12-31390758449
Accountancy firm EIN2019-12-31390758449
2018 : WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$159,089
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$153,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$119,104
Expenses. Certain deemed distributions of participant loans2018-12-31$26,930
Value of total corrective distributions2018-12-31$204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$375,398
Value of total assets at end of year2018-12-31$3,188,152
Value of total assets at beginning of year2018-12-31$3,182,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,963
Total interest from all sources2018-12-31$3,490
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$320,000
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
Contributions received from participants2018-12-31$161,929
Participant contributions at end of year2018-12-31$62,461
Participant contributions at beginning of year2018-12-31$77,889
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$5,888
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,188,152
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,182,264
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
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,005,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,984,375
Interest on participant loans2018-12-31$3,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-219,799
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$213,469
Employer contributions (assets) at end of year2018-12-31$120,000
Employer contributions (assets) at beginning of year2018-12-31$120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$119,104
Contract administrator fees2018-12-31$6,963
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
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
Accountancy firm EIN2018-12-31390758449
2011 : WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$107,265
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$159,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$129,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$113,255
Value of total assets at end of year2011-12-31$1,247,757
Value of total assets at beginning of year2011-12-31$1,299,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,227
Total interest from all sources2011-12-31$4,455
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,733
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$7,733
Administrative expenses professional fees incurred2011-12-31$12,300
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
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$67,884
Participant contributions at end of year2011-12-31$85,206
Participant contributions at beginning of year2011-12-31$87,055
Administrative expenses (other) incurred2011-12-31$1,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-51,902
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,247,757
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,299,659
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
Investment advisory and management fees2011-12-31$14,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$550,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$660,108
Interest on participant loans2011-12-31$4,455
Value of interest in common/collective trusts at end of year2011-12-31$612,532
Value of interest in common/collective trusts at beginning of year2011-12-31$552,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-11,600
Net investment gain or loss from common/collective trusts2011-12-31$-6,578
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
Contributions received in cash from employer2011-12-31$45,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$129,940
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
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 name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$182,713
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$81,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$66,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$90,431
Value of total assets at end of year2010-12-31$1,299,659
Value of total assets at beginning of year2010-12-31$1,198,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,748
Total interest from all sources2010-12-31$3,224
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,409
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$4,409
Administrative expenses professional fees incurred2010-12-31$2,850
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
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$54,746
Participant contributions at end of year2010-12-31$87,055
Participant contributions at beginning of year2010-12-31$86,000
Administrative expenses (other) incurred2010-12-31$623
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
Value of net income/loss2010-12-31$101,037
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,299,659
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,198,622
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
Investment advisory and management fees2010-12-31$11,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$660,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$484,946
Interest on participant loans2010-12-31$3,224
Value of interest in common/collective trusts at end of year2010-12-31$552,496
Value of interest in common/collective trusts at beginning of year2010-12-31$627,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$41,027
Net investment gain or loss from common/collective trusts2010-12-31$43,622
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
Contributions received in cash from employer2010-12-31$35,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$66,928
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
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 name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN

2023: WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
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 planNo
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: WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 planNo
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: WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 planNo
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: WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 planNo
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: WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2011: WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 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
2009: WENDRICKS TRUSS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number810791
Policy instance 1
Insurance contract or identification number810791
Number of Individuals Covered154
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 $2,122
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number810791
Policy instance 1
Insurance contract or identification number810791
Number of Individuals Covered138
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $193
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number810791
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number810791
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number810791
Policy instance 1

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