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WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN
Plan identification number 001

WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE WISCONSIN SHEET has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE WISCONSIN SHEET
Employer identification number (EIN):391965830
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES J. HOPPE2023-10-12
0012021-01-01JAMES J. HOPPE2022-08-31
0012020-01-01JAMES J. HOPPE2021-09-28
0012019-01-01JAMES J. HOPPE2020-10-12
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012011-06-01RANDALL KROCKA
0012009-06-01RANDALL KROCKA

Plan Statistics for WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,009
Total number of active participants reported on line 7a of the Form 55002022-01-01896
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01190
Total of all active and inactive participants2022-01-011,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,089
Number of participants with account balances2022-01-011,073
Number of employers contributing to the scheme2022-01-0169
2021: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,016
Total number of active participants reported on line 7a of the Form 55002021-01-01808
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01198
Total of all active and inactive participants2021-01-011,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,009
Number of participants with account balances2021-01-011,004
Number of employers contributing to the scheme2021-01-0173
2020: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,031
Total number of active participants reported on line 7a of the Form 55002020-01-01818
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01196
Total of all active and inactive participants2020-01-011,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,016
Number of participants with account balances2020-01-011,012
Number of employers contributing to the scheme2020-01-0173
2019: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01924
Total number of active participants reported on line 7a of the Form 55002019-01-01716
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01315
Total of all active and inactive participants2019-01-011,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,031
Number of participants with account balances2019-01-011,009
Number of employers contributing to the scheme2019-01-0177
2018: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01873
Total number of active participants reported on line 7a of the Form 55002018-01-01888
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01924
Total participants2018-01-01924
Number of participants with account balances2018-01-01918
Number of employers contributing to the scheme2018-01-0196
2017: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01807
Total number of active participants reported on line 7a of the Form 55002017-01-01850
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01879
Total participants2017-01-01879
Number of participants with account balances2017-01-01873
Number of employers contributing to the scheme2017-01-0199
2016: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01772
Total number of active participants reported on line 7a of the Form 55002016-01-01785
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01817
Total participants2016-01-01817
Number of participants with account balances2016-01-01807
Number of employers contributing to the scheme2016-01-0198
2015: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01723
Total number of active participants reported on line 7a of the Form 55002015-01-01753
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01772
Total participants2015-01-01772
Number of participants with account balances2015-01-01761
Number of employers contributing to the scheme2015-01-0171
2014: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01850
Total number of active participants reported on line 7a of the Form 55002014-01-01699
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01723
Total participants2014-01-01723
Number of participants with account balances2014-01-01719
Number of employers contributing to the scheme2014-01-0173
2011: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-011,408
Total number of active participants reported on line 7a of the Form 55002011-06-011,195
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-019
Total of all active and inactive participants2011-06-011,204
Total participants2011-06-011,204
Number of participants with account balances2011-06-01710
Number of employers contributing to the scheme2011-06-0174
2009: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-011,411
Total number of active participants reported on line 7a of the Form 55002009-06-011,401
Number of retired or separated participants receiving benefits2009-06-011
Number of other retired or separated participants entitled to future benefits2009-06-016
Total of all active and inactive participants2009-06-011,408
Total participants2009-06-011,408
Number of participants with account balances2009-06-01794
Number of employers contributing to the scheme2009-06-0182

Financial Data on WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$26,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$25,950
Total income from all sources (including contributions)2022-12-31$-6,696,519
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,429,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,192,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,227,855
Value of total assets at end of year2022-12-31$45,585,114
Value of total assets at beginning of year2022-12-31$55,711,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$237,393
Total interest from all sources2022-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,743,556
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$2,743,556
Administrative expenses professional fees incurred2022-12-31$71,166
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,210,566
Participant contributions at end of year2022-12-31$525,821
Participant contributions at beginning of year2022-12-31$490,658
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$17,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,597
Other income not declared elsewhere2022-12-31$68,145
Administrative expenses (other) incurred2022-12-31$113,365
Liabilities. Value of operating payables at end of year2022-12-31$22,036
Liabilities. Value of operating payables at beginning of year2022-12-31$21,353
Total non interest bearing cash at end of year2022-12-31$3,482
Total non interest bearing cash at beginning of year2022-12-31$11,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,126,347
Value of net assets at end of year (total assets less liabilities)2022-12-31$45,558,836
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$55,685,183
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
Investment advisory and management fees2022-12-31$31,134
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$41,884,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$51,655,929
Value of interest in common/collective trusts at end of year2022-12-31$3,165,213
Value of interest in common/collective trusts at beginning of year2022-12-31$3,546,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,570,812
Net investment gain or loss from common/collective trusts2022-12-31$-165,266
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,192,435
Contract administrator fees2022-12-31$21,728
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$6,082
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$6,116
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 name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
2021 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$25,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$25,164
Total income from all sources (including contributions)2021-12-31$9,357,324
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,482,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,255,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,159,548
Value of total assets at end of year2021-12-31$55,711,133
Value of total assets at beginning of year2021-12-31$48,835,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$226,285
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,951,880
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$3,951,880
Administrative expenses professional fees incurred2021-12-31$64,061
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,133,612
Participant contributions at end of year2021-12-31$490,658
Participant contributions at beginning of year2021-12-31$480,873
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$4,322
Other income not declared elsewhere2021-12-31$47,720
Administrative expenses (other) incurred2021-12-31$18,931
Liabilities. Value of operating payables at end of year2021-12-31$21,353
Liabilities. Value of operating payables at beginning of year2021-12-31$20,842
Total non interest bearing cash at end of year2021-12-31$11,615
Total non interest bearing cash at beginning of year2021-12-31$1,742
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$6,875,306
Value of net assets at end of year (total assets less liabilities)2021-12-31$55,685,183
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$48,809,877
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
Investment advisory and management fees2021-12-31$122,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$51,655,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$44,745,965
Value of interest in common/collective trusts at end of year2021-12-31$3,546,815
Value of interest in common/collective trusts at beginning of year2021-12-31$3,601,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,088,628
Net investment gain or loss from common/collective trusts2021-12-31$109,548
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,255,733
Contract administrator fees2021-12-31$21,071
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$6,116
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$4,542
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 name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$25,164
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,266
Total income from all sources (including contributions)2020-12-31$11,294,325
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,288,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,063,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,133,443
Value of total assets at end of year2020-12-31$48,835,041
Value of total assets at beginning of year2020-12-31$39,828,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$224,767
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,413,204
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$2,413,204
Administrative expenses professional fees incurred2020-12-31$61,218
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,071,786
Participant contributions at end of year2020-12-31$480,873
Participant contributions at beginning of year2020-12-31$453,609
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$61,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$4,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,754
Other income not declared elsewhere2020-12-31$36,070
Administrative expenses (other) incurred2020-12-31$14,858
Liabilities. Value of operating payables at end of year2020-12-31$20,842
Liabilities. Value of operating payables at beginning of year2020-12-31$19,512
Total non interest bearing cash at end of year2020-12-31$1,742
Total non interest bearing cash at beginning of year2020-12-31$16,268
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$9,006,122
Value of net assets at end of year (total assets less liabilities)2020-12-31$48,809,877
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$39,803,755
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
Investment advisory and management fees2020-12-31$128,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$44,745,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,031,779
Value of interest in common/collective trusts at end of year2020-12-31$3,601,919
Value of interest in common/collective trusts at beginning of year2020-12-31$3,322,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,564,287
Net investment gain or loss from common/collective trusts2020-12-31$147,321
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,063,436
Contract administrator fees2020-12-31$19,772
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$4,542
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$4,211
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31363168081
2019 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,266
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,412
Total income from all sources (including contributions)2019-12-31$10,272,359
Total income from all sources (including contributions)2019-12-31$10,272,359
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$943,209
Total of all expenses incurred2019-12-31$943,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$738,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$738,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,966,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,966,423
Value of total assets at end of year2019-12-31$39,828,021
Value of total assets at end of year2019-12-31$39,828,021
Value of total assets at beginning of year2019-12-31$30,490,017
Value of total assets at beginning of year2019-12-31$30,490,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$205,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$205,187
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,963,974
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,963,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,963,974
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,963,974
Administrative expenses professional fees incurred2019-12-31$43,394
Administrative expenses professional fees incurred2019-12-31$43,394
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,833,180
Contributions received from participants2019-12-31$2,833,180
Participant contributions at end of year2019-12-31$453,609
Participant contributions at end of year2019-12-31$453,609
Participant contributions at beginning of year2019-12-31$409,800
Participant contributions at beginning of year2019-12-31$409,800
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$133,243
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$133,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,188
Other income not declared elsewhere2019-12-31$38,352
Other income not declared elsewhere2019-12-31$38,352
Administrative expenses (other) incurred2019-12-31$17,274
Administrative expenses (other) incurred2019-12-31$17,274
Liabilities. Value of operating payables at end of year2019-12-31$19,512
Liabilities. Value of operating payables at end of year2019-12-31$19,512
Liabilities. Value of operating payables at beginning of year2019-12-31$11,224
Liabilities. Value of operating payables at beginning of year2019-12-31$11,224
Total non interest bearing cash at end of year2019-12-31$16,268
Total non interest bearing cash at end of year2019-12-31$16,268
Total non interest bearing cash at beginning of year2019-12-31$4,976
Total non interest bearing cash at beginning of year2019-12-31$4,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,329,150
Value of net income/loss2019-12-31$9,329,150
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,803,755
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,803,755
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,474,605
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,474,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$124,373
Investment advisory and management fees2019-12-31$124,373
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,031,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,031,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,886,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,886,440
Value of interest in common/collective trusts at end of year2019-12-31$3,322,154
Value of interest in common/collective trusts at end of year2019-12-31$3,322,154
Value of interest in common/collective trusts at beginning of year2019-12-31$3,183,224
Value of interest in common/collective trusts at beginning of year2019-12-31$3,183,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,120,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,120,828
Net investment gain or loss from common/collective trusts2019-12-31$182,782
Net investment gain or loss from common/collective trusts2019-12-31$182,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$738,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$738,022
Contract administrator fees2019-12-31$20,146
Contract administrator fees2019-12-31$20,146
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$4,211
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$4,211
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$5,577
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$5,577
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm EIN2019-12-31363168081
Accountancy firm EIN2019-12-31363168081
2018 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,155
Total income from all sources (including contributions)2018-12-31$897,843
Total of all expenses incurred2018-12-31$1,303,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,105,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,565,193
Value of total assets at end of year2018-12-31$30,490,017
Value of total assets at beginning of year2018-12-31$30,899,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$198,615
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,296,725
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$2,296,725
Administrative expenses professional fees incurred2018-12-31$51,515
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,555,874
Participant contributions at end of year2018-12-31$409,800
Participant contributions at beginning of year2018-12-31$387,652
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,738
Other income not declared elsewhere2018-12-31$28,660
Administrative expenses (other) incurred2018-12-31$11,775
Liabilities. Value of operating payables at end of year2018-12-31$11,224
Liabilities. Value of operating payables at beginning of year2018-12-31$15,417
Total non interest bearing cash at end of year2018-12-31$4,976
Total non interest bearing cash at beginning of year2018-12-31$4,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-406,022
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,474,605
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,880,627
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
Investment advisory and management fees2018-12-31$115,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,886,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,635,781
Value of interest in common/collective trusts at end of year2018-12-31$3,183,224
Value of interest in common/collective trusts at beginning of year2018-12-31$2,869,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,017,878
Net investment gain or loss from common/collective trusts2018-12-31$25,143
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,105,250
Contract administrator fees2018-12-31$19,847
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$5,577
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$3,212
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2018-12-31391531945
2017 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22,689
Total income from all sources (including contributions)2017-12-31$7,231,864
Total of all expenses incurred2017-12-31$764,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$582,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,373,410
Value of total assets at end of year2017-12-31$30,899,782
Value of total assets at beginning of year2017-12-31$24,435,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$181,987
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,602,724
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$1,602,724
Administrative expenses professional fees incurred2017-12-31$46,954
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$2,368,010
Participant contributions at end of year2017-12-31$387,652
Participant contributions at beginning of year2017-12-31$312,071
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$6,884
Other income not declared elsewhere2017-12-31$22,554
Administrative expenses (other) incurred2017-12-31$10,158
Liabilities. Value of operating payables at end of year2017-12-31$15,417
Liabilities. Value of operating payables at beginning of year2017-12-31$15,805
Total non interest bearing cash at end of year2017-12-31$4,044
Total non interest bearing cash at beginning of year2017-12-31$3,419
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$6,467,527
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,880,627
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,413,100
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
Investment advisory and management fees2017-12-31$105,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,635,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,276,789
Value of interest in common/collective trusts at end of year2017-12-31$2,869,093
Value of interest in common/collective trusts at beginning of year2017-12-31$2,840,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,183,099
Net investment gain or loss from common/collective trusts2017-12-31$50,077
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$582,350
Contract administrator fees2017-12-31$19,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$3,212
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$3,476
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2017-12-31391531945
2016 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$56,010
Total income from all sources (including contributions)2016-12-31$3,919,830
Total of all expenses incurred2016-12-31$1,244,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,063,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,117,427
Value of total assets at end of year2016-12-31$24,435,789
Value of total assets at beginning of year2016-12-31$21,793,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$181,112
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,147,763
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$1,147,763
Administrative expenses professional fees incurred2016-12-31$44,049
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$2,117,427
Participant contributions at end of year2016-12-31$312,071
Participant contributions at beginning of year2016-12-31$170,565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$22,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$56,010
Other income not declared elsewhere2016-12-31$17,877
Administrative expenses (other) incurred2016-12-31$18,681
Total non interest bearing cash at end of year2016-12-31$3,419
Total non interest bearing cash at beginning of year2016-12-31$175,987
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$2,675,424
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,413,100
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,737,676
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
Investment advisory and management fees2016-12-31$99,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,276,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,604,826
Value of interest in common/collective trusts at end of year2016-12-31$2,840,034
Value of interest in common/collective trusts at beginning of year2016-12-31$2,836,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$642,687
Net investment gain or loss from common/collective trusts2016-12-31$-5,924
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,063,294
Contract administrator fees2016-12-31$18,655
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$3,476
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$908
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2016-12-31391531945
2015 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$56,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$65,098
Total income from all sources (including contributions)2015-12-31$1,767,311
Total of all expenses incurred2015-12-31$866,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$691,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,826,342
Value of total assets at end of year2015-12-31$21,793,686
Value of total assets at beginning of year2015-12-31$20,902,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$175,155
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,112,839
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$1,112,839
Administrative expenses professional fees incurred2015-12-31$44,818
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$1,826,342
Participant contributions at end of year2015-12-31$170,565
Participant contributions at beginning of year2015-12-31$138,783
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$7,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$56,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$65,098
Other income not declared elsewhere2015-12-31$15,089
Administrative expenses (other) incurred2015-12-31$12,775
Total non interest bearing cash at end of year2015-12-31$175,987
Total non interest bearing cash at beginning of year2015-12-31$145,885
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$900,643
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,737,676
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,837,033
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
Investment advisory and management fees2015-12-31$99,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,604,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,529,405
Value of interest in common/collective trusts at end of year2015-12-31$2,836,023
Value of interest in common/collective trusts at beginning of year2015-12-31$4,076,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,133,850
Net investment gain or loss from common/collective trusts2015-12-31$-53,109
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$691,513
Contract administrator fees2015-12-31$18,369
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$908
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$3,697
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2015-12-31391531945
2014 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$65,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$51,017
Total income from all sources (including contributions)2014-12-31$2,893,134
Total of all expenses incurred2014-12-31$1,138,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$929,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,775,140
Value of total assets at end of year2014-12-31$20,902,131
Value of total assets at beginning of year2014-12-31$19,133,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$208,791
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$822,436
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$822,436
Administrative expenses professional fees incurred2014-12-31$81,749
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$1,719,862
Participant contributions at end of year2014-12-31$138,783
Participant contributions at beginning of year2014-12-31$118,698
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$55,278
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$7,850
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$10,933
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$65,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$51,017
Other income not declared elsewhere2014-12-31$15,975
Administrative expenses (other) incurred2014-12-31$13,041
Total non interest bearing cash at end of year2014-12-31$145,885
Total non interest bearing cash at beginning of year2014-12-31$138,078
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$1,754,700
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,837,033
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,082,333
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
Investment advisory and management fees2014-12-31$94,315
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,529,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,438,024
Value of interest in common/collective trusts at end of year2014-12-31$4,076,511
Value of interest in common/collective trusts at beginning of year2014-12-31$4,423,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$261,169
Net investment gain or loss from common/collective trusts2014-12-31$18,414
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$929,643
Contract administrator fees2014-12-31$19,686
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$3,697
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$3,794
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 name2014-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2014-12-31391531945
2012 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$383,402
Total unrealized appreciation/depreciation of assets2012-05-31$383,402
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$21,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$29,336
Total income from all sources (including contributions)2012-05-31$1,620,677
Total of all expenses incurred2012-05-31$593,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$444,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$1,347,217
Value of total assets at end of year2012-05-31$13,169,268
Value of total assets at beginning of year2012-05-31$12,149,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$149,181
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$133,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$133,045
Administrative expenses professional fees incurred2012-05-31$78,727
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$1,266,675
Participant contributions at end of year2012-05-31$223,212
Participant contributions at beginning of year2012-05-31$109,726
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$80,542
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$8,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$7,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-05-31$21,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-05-31$29,336
Other income not declared elsewhere2012-05-31$6,228
Administrative expenses (other) incurred2012-05-31$12,822
Total non interest bearing cash at end of year2012-05-31$737
Total non interest bearing cash at beginning of year2012-05-31$696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$1,027,371
Value of net assets at end of year (total assets less liabilities)2012-05-31$13,147,934
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$12,120,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$41,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$8,613,043
Value of interest in pooled separate accounts at beginning of year2012-05-31$8,252,032
Value of interest in common/collective trusts at end of year2012-05-31$4,321,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$3,778,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$425,248
Net investment gain/loss from pooled separate accounts2012-05-31$-885,527
Net investment gain or loss from common/collective trusts2012-05-31$211,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31Yes
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$444,125
Contract administrator fees2012-05-31$15,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2012-05-31$2,454
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-05-31$1,365
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31FREYBERG HINKLE ET AL
Accountancy firm EIN2012-05-31391531945
2011 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$29,336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$17,672
Total income from all sources (including contributions)2011-05-31$2,906,328
Total of all expenses incurred2011-05-31$423,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$305,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$1,223,059
Value of total assets at end of year2011-05-31$12,149,899
Value of total assets at beginning of year2011-05-31$9,655,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$118,244
Total interest from all sources2011-05-31$113,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Administrative expenses professional fees incurred2011-05-31$79,545
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
If this is an individual account plan, was there a blackout period2011-05-31No
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$1,223,059
Participant contributions at end of year2011-05-31$109,726
Participant contributions at beginning of year2011-05-31$120,604
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$7,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$8,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-05-31$29,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-05-31$17,672
Other income not declared elsewhere2011-05-31$9,476
Administrative expenses (other) incurred2011-05-31$8,187
Total non interest bearing cash at end of year2011-05-31$696
Total non interest bearing cash at beginning of year2011-05-31$5,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$2,482,445
Value of net assets at end of year (total assets less liabilities)2011-05-31$12,120,563
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$9,638,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$13,667
Value of interest in pooled separate accounts at end of year2011-05-31$8,252,032
Value of interest in pooled separate accounts at beginning of year2011-05-31$5,881,025
Interest earned on other investments2011-05-31$113,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$3,778,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$3,640,839
Net investment gain/loss from pooled separate accounts2011-05-31$1,560,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31Yes
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$305,639
Contract administrator fees2011-05-31$16,845
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2011-05-31$1,365
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31FREYBERG HINKLE ET AL
Accountancy firm EIN2011-05-31391531945

Form 5500 Responses for WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN

2022: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2011: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2009: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01This submission is the final filingNo
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51300
Policy instance 1
Insurance contract or identification numberFL 51300
Number of Individuals Covered1394
Insurance policy start date2011-06-01
Insurance policy end date2011-10-17
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51300
Policy instance 1
Insurance contract or identification numberFL 51300
Number of Individuals Covered1408
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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