MADISON GAS & ELECTRIC COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $12,340,446 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $139,477,371 |
Value of total assets at beginning of year | 2022-12-31 | $184,316,424 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $180 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $5,723,519 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,702,405 |
Participant contributions at end of year | 2022-12-31 | $151,322 |
Participant contributions at beginning of year | 2022-12-31 | $205,493 |
Other income not declared elsewhere | 2022-12-31 | $81,820 |
Administrative expenses (other) incurred | 2022-12-31 | $180 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $119,699,068 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $161,999,884 |
Interest on participant loans | 2022-12-31 | $7,612 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $8,876,480 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $10,828,533 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $10,744,197 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $182,642 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $450,745 |
Employer contributions (assets) at end of year | 2022-12-31 | $6,304 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $9,174 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $12,340,266 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $9,275,792 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $184,316,424 |
Value of total assets at beginning of year | 2021-12-31 | $167,153,820 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $260 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $12,252,093 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,964,219 |
Participant contributions at end of year | 2021-12-31 | $205,493 |
Participant contributions at beginning of year | 2021-12-31 | $214,398 |
Administrative expenses (other) incurred | 2021-12-31 | $260 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $161,999,884 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $144,189,584 |
Interest on participant loans | 2021-12-31 | $8,531 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $10,828,533 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $9,442,524 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $11,273,340 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $174,500 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $507,988 |
Employer contributions (assets) at end of year | 2021-12-31 | $9,174 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $10,431 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,275,532 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $11,609,623 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $167,153,820 |
Value of total assets at beginning of year | 2020-12-31 | $151,289,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $360 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $6,317,859 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,102,562 |
Participant contributions at end of year | 2020-12-31 | $214,398 |
Participant contributions at beginning of year | 2020-12-31 | $318,566 |
Other income not declared elsewhere | 2020-12-31 | $7,277 |
Administrative expenses (other) incurred | 2020-12-31 | $360 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $144,189,584 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $128,658,052 |
Interest on participant loans | 2020-12-31 | $14,716 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $9,442,524 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $11,356,069 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $13,296,883 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $274,480 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $550,626 |
Employer contributions (assets) at end of year | 2020-12-31 | $10,431 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $8,653 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,609,263 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $13,222,731 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $151,289,821 |
Value of total assets at beginning of year | 2019-12-31 | $130,636,174 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $360 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $7,538,478 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,256,303 |
Participant contributions at end of year | 2019-12-31 | $318,566 |
Participant contributions at beginning of year | 2019-12-31 | $329,150 |
Administrative expenses (other) incurred | 2019-12-31 | $360 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $128,658,052 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $110,937,577 |
Interest on participant loans | 2019-12-31 | $16,697 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $11,356,069 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $9,340,900 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $10,948,481 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $256,936 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $592,868 |
Employer contributions (assets) at end of year | 2019-12-31 | $8,653 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $10,527 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $13,222,371 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONSALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $11,653,301 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $130,636,174 |
Value of total assets at beginning of year | 2018-12-31 | $143,821,231 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $380 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $6,813,656 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,346,087 |
Participant contributions at end of year | 2018-12-31 | $329,150 |
Participant contributions at beginning of year | 2018-12-31 | $341,181 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $48,010 |
Administrative expenses (other) incurred | 2018-12-31 | $380 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $110,937,577 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $122,052,139 |
Interest on participant loans | 2018-12-31 | $15,479 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $9,340,900 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $11,602,142 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $10,018,020 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $223,459 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $613,188 |
Employer contributions (assets) at end of year | 2018-12-31 | $10,527 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $11,479 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $11,652,921 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $7,395,021 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $143,821,231 |
Value of total assets at beginning of year | 2017-12-31 | $127,797,082 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $440 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $5,234,599 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,580,578 |
Participant contributions at end of year | 2017-12-31 | $341,181 |
Participant contributions at beginning of year | 2017-12-31 | $340,627 |
Administrative expenses (other) incurred | 2017-12-31 | $440 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $122,052,139 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $107,357,305 |
Interest on participant loans | 2017-12-31 | $16,269 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $11,602,142 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $12,538,589 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $9,814,290 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $172,893 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $663,066 |
Employer contributions (assets) at end of year | 2017-12-31 | $11,479 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $16,212 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,394,581 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SCHENCK SC |
Accountancy firm EIN | 2017-12-31 | 391173131 |
2016 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $4,964,114 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $127,797,082 |
Value of total assets at beginning of year | 2016-12-31 | $116,983,179 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $540 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $3,844,987 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,750,802 |
Participant contributions at end of year | 2016-12-31 | $340,627 |
Participant contributions at beginning of year | 2016-12-31 | $441,047 |
Administrative expenses (other) incurred | 2016-12-31 | $540 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $107,357,305 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $98,948,378 |
Interest on participant loans | 2016-12-31 | $16,547 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $12,538,589 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $9,321,270 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $7,544,349 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $159,977 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $729,427 |
Employer contributions (assets) at end of year | 2016-12-31 | $16,212 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $11,855 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,963,574 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SCHENCK SC |
Accountancy firm EIN | 2016-12-31 | 391173131 |
2015 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $6,619,343 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $116,983,179 |
Value of total assets at beginning of year | 2015-12-31 | $118,820,825 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $520 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $4,675,260 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,812,238 |
Participant contributions at end of year | 2015-12-31 | $441,047 |
Participant contributions at beginning of year | 2015-12-31 | $509,025 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $129,800 |
Administrative expenses (other) incurred | 2015-12-31 | $520 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $98,948,378 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $99,704,512 |
Interest on participant loans | 2015-12-31 | $19,707 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $9,321,270 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $9,769,399 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $8,260,629 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $189,541 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $753,542 |
Employer contributions (assets) at end of year | 2015-12-31 | $11,855 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $7,030 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $6,618,823 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SCHENCK SC |
Accountancy firm EIN | 2015-12-31 | 391173131 |
2014 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $5,832,812 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $118,820,825 |
Value of total assets at beginning of year | 2014-12-31 | $111,513,580 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $700 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $6,493,518 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,776,541 |
Participant contributions at end of year | 2014-12-31 | $509,025 |
Participant contributions at beginning of year | 2014-12-31 | $669,300 |
Administrative expenses (other) incurred | 2014-12-31 | $700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $99,704,512 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $91,421,547 |
Interest on participant loans | 2014-12-31 | $23,364 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $9,769,399 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $8,704,944 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $8,830,859 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $172,776 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $739,691 |
Employer contributions (assets) at end of year | 2014-12-31 | $7,030 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $4,982 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,832,112 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SCHENCK SC |
Accountancy firm EIN | 2014-12-31 | 391173131 |
2013 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $54,382 |
Total transfer of assets from this plan | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $6,273,862 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $111,513,580 |
Value of total assets at beginning of year | 2013-12-31 | $94,682,934 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $700 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $3,892,907 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,737,274 |
Participant contributions at end of year | 2013-12-31 | $669,300 |
Participant contributions at beginning of year | 2013-12-31 | $682,549 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $41,983 |
Administrative expenses (other) incurred | 2013-12-31 | $700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $91,421,547 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $75,574,521 |
Interest on participant loans | 2013-12-31 | $28,058 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $8,704,944 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $8,930,434 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $10,712,807 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $174,403 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $761,756 |
Employer contributions (assets) at end of year | 2013-12-31 | $4,982 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $7,199 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,273,162 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SCHENCK SC |
Accountancy firm EIN | 2013-12-31 | 391173131 |
2012 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $127,706 |
Total transfer of assets from this plan | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $4,128,374 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $94,682,934 |
Value of total assets at beginning of year | 2012-12-31 | $84,585,574 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $720 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $2,149,847 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,768,955 |
Participant contributions at end of year | 2012-12-31 | $682,549 |
Participant contributions at beginning of year | 2012-12-31 | $630,094 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $42,013 |
Administrative expenses (other) incurred | 2012-12-31 | $720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $75,574,521 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $66,149,036 |
Interest on participant loans | 2012-12-31 | $27,409 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $8,930,434 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $9,259,617 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $9,488,231 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $208,334 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $781,277 |
Employer contributions (assets) at end of year | 2012-12-31 | $7,199 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $7,271 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,127,654 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SCHENCK SC |
Accountancy firm EIN | 2012-12-31 | 391173131 |
2011 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,679,140 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,679,140 |
Total transfer of assets to this plan | 2011-12-31 | $19,960 |
Total income from all sources (including contributions) | 2011-12-31 | $4,937,384 |
Total of all expenses incurred | 2011-12-31 | $3,475,202 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $84,585,574 |
Value of total assets at beginning of year | 2011-12-31 | $83,103,432 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $600 |
Total interest from all sources | 2011-12-31 | $28,066 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,766,575 |
Participant contributions at end of year | 2011-12-31 | $630,094 |
Participant contributions at beginning of year | 2011-12-31 | $674,992 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $97,903 |
Administrative expenses (other) incurred | 2011-12-31 | $600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $66,149,036 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $66,294,779 |
Interest on participant loans | 2011-12-31 | $28,066 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $9,259,617 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $8,977,792 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $8,539,556 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $227,100 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $798,908 |
Employer contributions (assets) at end of year | 2011-12-31 | $7,271 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $5,907 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $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 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SCHENCK SC |
Accountancy firm EIN | 2011-12-31 | 391173131 |
2010 : MADISON GAS & ELECTRIC CO. 401K RETIREMENT ACCUMULATION PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $6,870,155 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $6,870,155 |
Total transfer of assets to this plan | 2010-12-31 | $63,659 |
Total income from all sources (including contributions) | 2010-12-31 | $13,895,697 |
Total of all expenses incurred | 2010-12-31 | $2,852,820 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $83,103,432 |
Value of total assets at beginning of year | 2010-12-31 | $71,996,896 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $580 |
Total interest from all sources | 2010-12-31 | $26,867 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,774,384 |
Participant contributions at end of year | 2010-12-31 | $674,992 |
Participant contributions at beginning of year | 2010-12-31 | $477,884 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $59,387 |
Administrative expenses (other) incurred | 2010-12-31 | $580 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $66,294,779 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $57,038,499 |
Interest on participant loans | 2010-12-31 | $26,867 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $8,977,792 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $7,619,286 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $7,149,962 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $217,127 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $797,668 |
Employer contributions (assets) at end of year | 2010-12-31 | $5,907 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $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 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SCHENCK SC |
Accountancy firm EIN | 2010-12-31 | 391173131 |