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WHIRLTRONICS, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameWHIRLTRONICS, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

WHIRLTRONICS, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:WHIRLTRONICS, INC.
Employer identification number (EIN):410848801
NAIC Classification:332210

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHIRLTRONICS, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HEATHER STEWART2024-06-24
0012022-01-01HEATHER STEWART2023-07-24
0012021-01-01RANDY MARTINEZ2022-06-10
0012020-01-01ERIC FINK2021-07-16
0012019-01-01ERIC FINK2020-07-22
0012018-01-01ERIC FINK2019-07-30
0012017-01-01ERIC FINK2018-06-25 ERIC FINK2018-06-25
0012016-01-01ERIC FINK2017-07-18 ERIC FINK2017-07-18
0012015-01-01ERIC FINK2016-07-19 ERIC FINK2016-07-19
0012014-01-01ERIC FINK2015-05-13 ERIC FINK2015-05-13
0012013-01-01ERIC FINK2014-07-28
0012012-09-01ERIC FINK2014-04-08
0012012-01-01ERIC FINK2013-07-24
0012011-09-01ERIC FINK2013-03-20 ERIC FINK2013-03-20
0012011-01-01ERIC FINK2012-07-27
0012010-09-01ERIC FINK2011-11-30 ERIC FINK2011-11-30
0012010-01-01ERIC FINK2011-07-19

Plan Statistics for WHIRLTRONICS, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for WHIRLTRONICS, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2025: WHIRLTRONICS, INC. 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-15118
Total number of particpants at end of year2025-05-15100
Number of Participants With Account Balances2025-05-15100
2024: WHIRLTRONICS, INC. 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-24113
Total number of particpants at end of year2024-06-24111
Number of Participants With Account Balances2024-06-24111

Financial Data on WHIRLTRONICS, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2025 : WHIRLTRONICS, INC. 401(K) RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-150
Total liabilities as of the end of the plan year2025-05-150
Total liabilities as of the beginning of the plan year2025-05-150
Total expenses incurred by plan in this plan year2025-05-151424553
Net assets as of the end of the plan year2025-05-157382701
Total assets as of the beginning of the plan year2025-05-157370305
Value of plan covered by a fidelity bond2025-05-15500000
Participant contributions to plan in this plan year2025-05-15308592
Value of participant loans at end of plan year2025-05-15148645
Other expenses paid from plan in this plan year2025-05-1551023
Other contributions to plan in this plan year2025-05-150
Other income to plan in this plan year2025-05-15868904
Plan net income in this plan year2025-05-1512396
Net assets as of the end of the plan year2025-05-157382701
Net assets as of the beginning of the plan year2025-05-157370305
Employer contributions to plan in this plan year2025-05-15259453
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-150
2024 : WHIRLTRONICS, INC. 401(K) RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-240
Total liabilities as of the end of the plan year2024-06-240
Total liabilities as of the beginning of the plan year2024-06-240
Total expenses incurred by plan in this plan year2024-06-24515009
Net assets as of the end of the plan year2024-06-247370305
Total assets as of the beginning of the plan year2024-06-246242544
Value of plan covered by a fidelity bond2024-06-24500000
Participant contributions to plan in this plan year2024-06-24274391
Value of participant loans at end of plan year2024-06-24115337
Other expenses paid from plan in this plan year2024-06-2448772
Other contributions to plan in this plan year2024-06-2457496
Other income to plan in this plan year2024-06-241085020
Plan net income in this plan year2024-06-241127761
Net assets as of the end of the plan year2024-06-247370305
Net assets as of the beginning of the plan year2024-06-246242544
Employer contributions to plan in this plan year2024-06-24225863
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-240

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