Logo

MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 401k Plan overview

Plan NameMADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN
Plan identification number 005

MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MADISON GAS & ELECTRIC COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MADISON GAS & ELECTRIC COMPANY
Employer identification number (EIN):390444025
NAIC Classification:221500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01SANDRA L. DOLISTER SANDRA L. DOLISTER2018-10-10
0052016-01-01SANDRA L. DOLISTER
0052015-01-01SANDRA L. DOLISTER
0052014-01-01SANDRA L. DOLISTER SANDRA L. DOLISTER2015-10-01
0052013-01-01SANDRA L. DOLISTER
0052012-01-01SANDRA L. DOLISTER SANDRA L. DOLISTER2013-10-03
0052011-01-01SANDRA L. DOLISTER, SENIOR DIRECTOR
0052009-01-01SANDRA L. DOLISTER, SENIOR DIRECTOR

Plan Statistics for MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN

401k plan membership statisitcs for MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN

Measure Date Value
2022: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01284
Total number of active participants reported on line 7a of the Form 55002022-01-01104
Number of retired or separated participants receiving benefits2022-01-0141
Number of other retired or separated participants entitled to future benefits2022-01-01113
Total of all active and inactive participants2022-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-01269
Number of participants with account balances2022-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01295
Total number of active participants reported on line 7a of the Form 55002021-01-01126
Number of retired or separated participants receiving benefits2021-01-0137
Number of other retired or separated participants entitled to future benefits2021-01-01110
Total of all active and inactive participants2021-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-01284
Number of participants with account balances2021-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01307
Total number of active participants reported on line 7a of the Form 55002020-01-01143
Number of retired or separated participants receiving benefits2020-01-0134
Number of other retired or separated participants entitled to future benefits2020-01-01107
Total of all active and inactive participants2020-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0111
Total participants2020-01-01295
Number of participants with account balances2020-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01322
Total number of active participants reported on line 7a of the Form 55002019-01-01154
Number of retired or separated participants receiving benefits2019-01-0136
Number of other retired or separated participants entitled to future benefits2019-01-01106
Total of all active and inactive participants2019-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-01307
Number of participants with account balances2019-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01342
Total number of active participants reported on line 7a of the Form 55002018-01-01174
Number of retired or separated participants receiving benefits2018-01-0134
Number of other retired or separated participants entitled to future benefits2018-01-01104
Total of all active and inactive participants2018-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-01322
Number of participants with account balances2018-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01351
Total number of active participants reported on line 7a of the Form 55002017-01-01189
Number of retired or separated participants receiving benefits2017-01-0132
Number of other retired or separated participants entitled to future benefits2017-01-01108
Total of all active and inactive participants2017-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-01342
Number of participants with account balances2017-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01374
Total number of active participants reported on line 7a of the Form 55002016-01-01220
Number of retired or separated participants receiving benefits2016-01-0126
Number of other retired or separated participants entitled to future benefits2016-01-0193
Total of all active and inactive participants2016-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0112
Total participants2016-01-01351
Number of participants with account balances2016-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01389
Total number of active participants reported on line 7a of the Form 55002015-01-01241
Number of retired or separated participants receiving benefits2015-01-0126
Number of other retired or separated participants entitled to future benefits2015-01-0195
Total of all active and inactive participants2015-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-01374
Number of participants with account balances2015-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01404
Total number of active participants reported on line 7a of the Form 55002014-01-01256
Number of retired or separated participants receiving benefits2014-01-0126
Number of other retired or separated participants entitled to future benefits2014-01-0195
Total of all active and inactive participants2014-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-01389
Number of participants with account balances2014-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01421
Total number of active participants reported on line 7a of the Form 55002013-01-01269
Number of retired or separated participants receiving benefits2013-01-0121
Number of other retired or separated participants entitled to future benefits2013-01-01104
Total of all active and inactive participants2013-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-01404
Number of participants with account balances2013-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01434
Total number of active participants reported on line 7a of the Form 55002012-01-01286
Number of retired or separated participants receiving benefits2012-01-0120
Number of other retired or separated participants entitled to future benefits2012-01-01105
Total of all active and inactive participants2012-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-01421
Number of participants with account balances2012-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01455
Total number of active participants reported on line 7a of the Form 55002011-01-01307
Number of retired or separated participants receiving benefits2011-01-0119
Number of other retired or separated participants entitled to future benefits2011-01-0198
Total of all active and inactive participants2011-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-01434
Number of participants with account balances2011-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01491
Total number of active participants reported on line 7a of the Form 55002009-01-01334
Number of retired or separated participants receiving benefits2009-01-0121
Number of other retired or separated participants entitled to future benefits2009-01-01107
Total of all active and inactive participants2009-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01467
Number of participants with account balances2009-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN

Measure Date Value
2022 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION 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$0
Total income from all sources (including contributions)2022-12-31$-32,498,607
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,340,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,340,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,153,150
Value of total assets at end of year2022-12-31$139,477,371
Value of total assets at beginning of year2022-12-31$184,316,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$180
Total interest from all sources2022-12-31$7,612
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,723,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,723,519
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$1,702,405
Participant contributions at end of year2022-12-31$151,322
Participant contributions at beginning of year2022-12-31$205,493
Other income not declared elsewhere2022-12-31$81,820
Administrative expenses (other) incurred2022-12-31$180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-44,839,053
Value of net assets at end of year (total assets less liabilities)2022-12-31$139,477,371
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$184,316,424
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$119,699,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$161,999,884
Interest on participant loans2022-12-31$7,612
Value of interest in master investment trust accounts at end of year2022-12-31$8,876,480
Value of interest in master investment trust accounts at beginning of year2022-12-31$10,828,533
Value of interest in common/collective trusts at end of year2022-12-31$10,744,197
Value of interest in common/collective trusts at beginning of year2022-12-31$11,273,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-39,310,290
Net investment gain or loss from common/collective trusts2022-12-31$182,642
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$450,745
Employer contributions (assets) at end of year2022-12-31$6,304
Employer contributions (assets) at beginning of year2022-12-31$9,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,340,266
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION 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$26,438,396
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,275,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,275,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,472,207
Value of total assets at end of year2021-12-31$184,316,424
Value of total assets at beginning of year2021-12-31$167,153,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$260
Total interest from all sources2021-12-31$8,531
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,252,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$12,252,093
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,964,219
Participant contributions at end of year2021-12-31$205,493
Participant contributions at beginning of year2021-12-31$214,398
Administrative expenses (other) incurred2021-12-31$260
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$17,162,604
Value of net assets at end of year (total assets less liabilities)2021-12-31$184,316,424
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$167,153,820
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$161,999,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$144,189,584
Interest on participant loans2021-12-31$8,531
Value of interest in master investment trust accounts at end of year2021-12-31$10,828,533
Value of interest in master investment trust accounts at beginning of year2021-12-31$9,442,524
Value of interest in common/collective trusts at end of year2021-12-31$11,273,340
Value of interest in common/collective trusts at beginning of year2021-12-31$13,296,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,704,185
Net investment gain or loss from common/collective trusts2021-12-31$174,500
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$507,988
Employer contributions (assets) at end of year2021-12-31$9,174
Employer contributions (assets) at beginning of year2021-12-31$10,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,275,532
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION 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$27,473,622
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,609,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,609,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,653,188
Value of total assets at end of year2020-12-31$167,153,820
Value of total assets at beginning of year2020-12-31$151,289,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$360
Total interest from all sources2020-12-31$14,716
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,317,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,317,859
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,102,562
Participant contributions at end of year2020-12-31$214,398
Participant contributions at beginning of year2020-12-31$318,566
Other income not declared elsewhere2020-12-31$7,277
Administrative expenses (other) incurred2020-12-31$360
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$15,863,999
Value of net assets at end of year (total assets less liabilities)2020-12-31$167,153,820
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$151,289,821
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$144,189,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$128,658,052
Interest on participant loans2020-12-31$14,716
Value of interest in master investment trust accounts at end of year2020-12-31$9,442,524
Value of interest in master investment trust accounts at beginning of year2020-12-31$11,356,069
Value of interest in common/collective trusts at end of year2020-12-31$13,296,883
Value of interest in common/collective trusts at beginning of year2020-12-31$10,948,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,313,123
Net investment gain or loss from common/collective trusts2020-12-31$274,480
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$550,626
Employer contributions (assets) at end of year2020-12-31$10,431
Employer contributions (assets) at beginning of year2020-12-31$8,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,609,263
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$186,488
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$33,689,890
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$13,222,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,222,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,849,171
Value of total assets at end of year2019-12-31$151,289,821
Value of total assets at beginning of year2019-12-31$130,636,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$360
Total interest from all sources2019-12-31$16,697
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,538,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,538,478
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,256,303
Participant contributions at end of year2019-12-31$318,566
Participant contributions at beginning of year2019-12-31$329,150
Administrative expenses (other) incurred2019-12-31$360
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$20,467,159
Value of net assets at end of year (total assets less liabilities)2019-12-31$151,289,821
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$130,636,174
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 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$128,658,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$110,937,577
Interest on participant loans2019-12-31$16,697
Value of interest in master investment trust accounts at end of year2019-12-31$11,356,069
Value of interest in master investment trust accounts at beginning of year2019-12-31$9,340,900
Value of interest in common/collective trusts at end of year2019-12-31$10,948,481
Value of interest in common/collective trusts at beginning of year2019-12-31$10,018,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,972,523
Net investment gain or loss from common/collective trusts2019-12-31$256,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$592,868
Employer contributions (assets) at end of year2019-12-31$8,653
Employer contributions (assets) at beginning of year2019-12-31$10,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,222,371
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONSALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$488,311
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$0
Total income from all sources (including contributions)2018-12-31$-2,020,067
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,653,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,652,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,007,285
Value of total assets at end of year2018-12-31$130,636,174
Value of total assets at beginning of year2018-12-31$143,821,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$380
Total interest from all sources2018-12-31$15,479
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,813,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,813,656
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,346,087
Participant contributions at end of year2018-12-31$329,150
Participant contributions at beginning of year2018-12-31$341,181
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$48,010
Administrative expenses (other) incurred2018-12-31$380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,673,368
Value of net assets at end of year (total assets less liabilities)2018-12-31$130,636,174
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$143,821,231
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$110,937,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$122,052,139
Interest on participant loans2018-12-31$15,479
Value of interest in master investment trust accounts at end of year2018-12-31$9,340,900
Value of interest in master investment trust accounts at beginning of year2018-12-31$11,602,142
Value of interest in common/collective trusts at end of year2018-12-31$10,018,020
Value of interest in common/collective trusts at beginning of year2018-12-31$9,814,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,808,764
Net investment gain or loss from common/collective trusts2018-12-31$223,459
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$613,188
Employer contributions (assets) at end of year2018-12-31$10,527
Employer contributions (assets) at beginning of year2018-12-31$11,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,652,921
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$23,419,170
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,395,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,394,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,243,644
Value of total assets at end of year2017-12-31$143,821,231
Value of total assets at beginning of year2017-12-31$127,797,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$440
Total interest from all sources2017-12-31$16,269
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,234,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,234,599
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,580,578
Participant contributions at end of year2017-12-31$341,181
Participant contributions at beginning of year2017-12-31$340,627
Administrative expenses (other) incurred2017-12-31$440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$16,024,149
Value of net assets at end of year (total assets less liabilities)2017-12-31$143,821,231
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$127,797,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$122,052,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$107,357,305
Interest on participant loans2017-12-31$16,269
Value of interest in master investment trust accounts at end of year2017-12-31$11,602,142
Value of interest in master investment trust accounts at beginning of year2017-12-31$12,538,589
Value of interest in common/collective trusts at end of year2017-12-31$9,814,290
Value of interest in common/collective trusts at beginning of year2017-12-31$7,544,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,920,799
Net investment gain or loss from common/collective trusts2017-12-31$172,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$663,066
Employer contributions (assets) at end of year2017-12-31$11,479
Employer contributions (assets) at beginning of year2017-12-31$16,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,394,581
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHENCK SC
Accountancy firm EIN2017-12-31391173131
2016 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$104,110
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,882,127
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,964,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,963,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,480,229
Value of total assets at end of year2016-12-31$127,797,082
Value of total assets at beginning of year2016-12-31$116,983,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$540
Total interest from all sources2016-12-31$16,547
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,844,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,844,987
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,750,802
Participant contributions at end of year2016-12-31$340,627
Participant contributions at beginning of year2016-12-31$441,047
Administrative expenses (other) incurred2016-12-31$540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$10,918,013
Value of net assets at end of year (total assets less liabilities)2016-12-31$127,797,082
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$116,983,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$107,357,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$98,948,378
Interest on participant loans2016-12-31$16,547
Value of interest in master investment trust accounts at end of year2016-12-31$12,538,589
Value of interest in master investment trust accounts at beginning of year2016-12-31$9,321,270
Value of interest in common/collective trusts at end of year2016-12-31$7,544,349
Value of interest in common/collective trusts at beginning of year2016-12-31$8,260,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,479,393
Net investment gain or loss from common/collective trusts2016-12-31$159,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$729,427
Employer contributions (assets) at end of year2016-12-31$16,212
Employer contributions (assets) at beginning of year2016-12-31$11,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,963,574
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHENCK SC
Accountancy firm EIN2016-12-31391173131
2015 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$79,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,702,075
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,619,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,618,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,695,580
Value of total assets at end of year2015-12-31$116,983,179
Value of total assets at beginning of year2015-12-31$118,820,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$520
Total interest from all sources2015-12-31$19,707
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,675,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,675,260
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,812,238
Participant contributions at end of year2015-12-31$441,047
Participant contributions at beginning of year2015-12-31$509,025
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$129,800
Administrative expenses (other) incurred2015-12-31$520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,917,268
Value of net assets at end of year (total assets less liabilities)2015-12-31$116,983,179
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$118,820,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$98,948,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$99,704,512
Interest on participant loans2015-12-31$19,707
Value of interest in master investment trust accounts at end of year2015-12-31$9,321,270
Value of interest in master investment trust accounts at beginning of year2015-12-31$9,769,399
Value of interest in common/collective trusts at end of year2015-12-31$8,260,629
Value of interest in common/collective trusts at beginning of year2015-12-31$8,830,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,207,539
Net investment gain or loss from common/collective trusts2015-12-31$189,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$753,542
Employer contributions (assets) at end of year2015-12-31$11,855
Employer contributions (assets) at beginning of year2015-12-31$7,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,618,823
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHENCK SC
Accountancy firm EIN2015-12-31391173131
2014 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$98,462
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$13,041,595
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,832,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,832,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,516,232
Value of total assets at end of year2014-12-31$118,820,825
Value of total assets at beginning of year2014-12-31$111,513,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$700
Total interest from all sources2014-12-31$23,364
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,493,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,493,518
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,776,541
Participant contributions at end of year2014-12-31$509,025
Participant contributions at beginning of year2014-12-31$669,300
Administrative expenses (other) incurred2014-12-31$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,208,783
Value of net assets at end of year (total assets less liabilities)2014-12-31$118,820,825
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$111,513,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$99,704,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$91,421,547
Interest on participant loans2014-12-31$23,364
Value of interest in master investment trust accounts at end of year2014-12-31$9,769,399
Value of interest in master investment trust accounts at beginning of year2014-12-31$8,704,944
Value of interest in common/collective trusts at end of year2014-12-31$8,830,859
Value of interest in common/collective trusts at beginning of year2014-12-31$10,712,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,097,224
Net investment gain or loss from common/collective trusts2014-12-31$172,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$739,691
Employer contributions (assets) at end of year2014-12-31$7,030
Employer contributions (assets) at beginning of year2014-12-31$4,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,832,112
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SCHENCK SC
Accountancy firm EIN2014-12-31391173131
2013 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$54,382
Total transfer of assets from this plan2013-12-31$31,836
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$23,081,962
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,273,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,273,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,541,013
Value of total assets at end of year2013-12-31$111,513,580
Value of total assets at beginning of year2013-12-31$94,682,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$700
Total interest from all sources2013-12-31$28,058
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,892,907
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$3,892,907
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,737,274
Participant contributions at end of year2013-12-31$669,300
Participant contributions at beginning of year2013-12-31$682,549
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$41,983
Administrative expenses (other) incurred2013-12-31$700
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
Value of net income/loss2013-12-31$16,808,100
Value of net assets at end of year (total assets less liabilities)2013-12-31$111,513,580
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$94,682,934
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$91,421,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$75,574,521
Interest on participant loans2013-12-31$28,058
Value of interest in master investment trust accounts at end of year2013-12-31$8,704,944
Value of interest in master investment trust accounts at beginning of year2013-12-31$8,930,434
Value of interest in common/collective trusts at end of year2013-12-31$10,712,807
Value of interest in common/collective trusts at beginning of year2013-12-31$9,488,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,100,350
Net investment gain or loss from common/collective trusts2013-12-31$174,403
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
Contributions received in cash from employer2013-12-31$761,756
Employer contributions (assets) at end of year2013-12-31$4,982
Employer contributions (assets) at beginning of year2013-12-31$7,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,273,162
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
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 name2013-12-31SCHENCK SC
Accountancy firm EIN2013-12-31391173131
2012 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$127,706
Total transfer of assets from this plan2012-12-31$64,784
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$14,162,812
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,128,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,127,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,592,245
Value of total assets at end of year2012-12-31$94,682,934
Value of total assets at beginning of year2012-12-31$84,585,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$720
Total interest from all sources2012-12-31$27,409
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,149,847
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$2,149,847
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,768,955
Participant contributions at end of year2012-12-31$682,549
Participant contributions at beginning of year2012-12-31$630,094
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$42,013
Administrative expenses (other) incurred2012-12-31$720
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
Value of net income/loss2012-12-31$10,034,438
Value of net assets at end of year (total assets less liabilities)2012-12-31$94,682,934
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$84,585,574
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$75,574,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$66,149,036
Interest on participant loans2012-12-31$27,409
Value of interest in master investment trust accounts at end of year2012-12-31$8,930,434
Value of interest in master investment trust accounts at beginning of year2012-12-31$9,259,617
Value of interest in common/collective trusts at end of year2012-12-31$9,488,231
Value of interest in common/collective trusts at beginning of year2012-12-31$8,539,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,145,999
Net investment gain or loss from common/collective trusts2012-12-31$208,334
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
Contributions received in cash from employer2012-12-31$781,277
Employer contributions (assets) at end of year2012-12-31$7,199
Employer contributions (assets) at beginning of year2012-12-31$7,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,127,654
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHENCK SC
Accountancy firm EIN2012-12-31391173131
2011 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,679,140
Total unrealized appreciation/depreciation of assets2011-12-31$-1,679,140
Total transfer of assets to this plan2011-12-31$19,960
Total income from all sources (including contributions)2011-12-31$4,937,384
Total of all expenses incurred2011-12-31$3,475,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,474,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,663,386
Value of total assets at end of year2011-12-31$84,585,574
Value of total assets at beginning of year2011-12-31$83,103,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$600
Total interest from all sources2011-12-31$28,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,766,575
Participant contributions at end of year2011-12-31$630,094
Participant contributions at beginning of year2011-12-31$674,992
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$97,903
Administrative expenses (other) incurred2011-12-31$600
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$1,462,182
Value of net assets at end of year (total assets less liabilities)2011-12-31$84,585,574
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$83,103,432
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$66,149,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$66,294,779
Interest on participant loans2011-12-31$28,066
Value of interest in master investment trust accounts at end of year2011-12-31$9,259,617
Value of interest in master investment trust accounts at beginning of year2011-12-31$8,977,792
Value of interest in common/collective trusts at end of year2011-12-31$8,539,556
Value of interest in common/collective trusts at beginning of year2011-12-31$7,149,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,613,374
Net investment gain or loss from common/collective trusts2011-12-31$227,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$798,908
Employer contributions (assets) at end of year2011-12-31$7,271
Employer contributions (assets) at beginning of year2011-12-31$5,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,474,602
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31SCHENCK SC
Accountancy firm EIN2011-12-31391173131
2010 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$6,870,155
Total unrealized appreciation/depreciation of assets2010-12-31$6,870,155
Total transfer of assets to this plan2010-12-31$63,659
Total income from all sources (including contributions)2010-12-31$13,895,697
Total of all expenses incurred2010-12-31$2,852,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,852,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,631,439
Value of total assets at end of year2010-12-31$83,103,432
Value of total assets at beginning of year2010-12-31$71,996,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$580
Total interest from all sources2010-12-31$26,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,774,384
Participant contributions at end of year2010-12-31$674,992
Participant contributions at beginning of year2010-12-31$477,884
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$59,387
Administrative expenses (other) incurred2010-12-31$580
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$11,042,877
Value of net assets at end of year (total assets less liabilities)2010-12-31$83,103,432
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$71,996,896
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$66,294,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$57,038,499
Interest on participant loans2010-12-31$26,867
Value of interest in master investment trust accounts at end of year2010-12-31$8,977,792
Value of interest in master investment trust accounts at beginning of year2010-12-31$7,619,286
Value of interest in common/collective trusts at end of year2010-12-31$7,149,962
Value of interest in common/collective trusts at beginning of year2010-12-31$6,861,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,354,341
Net investment gain or loss from common/collective trusts2010-12-31$217,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$797,668
Employer contributions (assets) at end of year2010-12-31$5,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,852,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31SCHENCK SC
Accountancy firm EIN2010-12-31391173131

Form 5500 Responses for MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN

2022: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 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 filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 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: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 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: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1