BARRY-WEHMILLER COMPANIES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN
401k plan membership statisitcs for BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2022 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data |
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Total transfer of assets from this plan | 2022-12-31 | $251,028 |
Total income from all sources (including contributions) | 2022-12-31 | $-84,242,602 |
Total of all expenses incurred | 2022-12-31 | $64,212,464 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $63,543,227 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,170 |
Value of total corrective distributions | 2022-12-31 | $4,075 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $71,661,018 |
Value of total assets at end of year | 2022-12-31 | $803,893,892 |
Value of total assets at beginning of year | 2022-12-31 | $952,599,986 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $663,992 |
Total interest from all sources | 2022-12-31 | $380,208 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $16,238,835 |
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 | $16,238,835 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $6,000,000 |
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 | $45,994,004 |
Participant contributions at end of year | 2022-12-31 | $9,246,375 |
Participant contributions at beginning of year | 2022-12-31 | $9,098,793 |
Participant contributions at end of year | 2022-12-31 | $2,616,839 |
Participant contributions at beginning of year | 2022-12-31 | $786,086 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $110,586,226 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $119,332,164 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $7,581,448 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $91,204 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $60,005 |
Other income not declared elsewhere | 2022-12-31 | $-6,387,969 |
Administrative expenses (other) incurred | 2022-12-31 | $491,489 |
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 | $-148,455,066 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $803,893,892 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $952,599,986 |
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 |
Investment advisory and management fees | 2022-12-31 | $172,503 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $562,459,150 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $741,630,825 |
Interest on participant loans | 2022-12-31 | $380,168 |
Interest earned on other investments | 2022-12-31 | $40 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $117,663,596 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $81,063,429 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $99,675 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $105,104 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-140,657,125 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-25,477,569 |
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 | $18,085,566 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,130,827 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $523,580 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $63,543,227 |
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 | 2022-12-31 | No |
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 | ANDERS, MINKLER, HUBER & HELM LLP |
Accountancy firm EIN | 2022-12-31 | 430831507 |
2021 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data |
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Total transfer of assets to this plan | 2021-12-31 | $21,916 |
Total income from all sources (including contributions) | 2021-12-31 | $184,222,742 |
Total of all expenses incurred | 2021-12-31 | $68,497,819 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $67,879,551 |
Value of total corrective distributions | 2021-12-31 | $1,123 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $73,784,471 |
Value of total assets at end of year | 2021-12-31 | $952,599,986 |
Value of total assets at beginning of year | 2021-12-31 | $836,853,147 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $617,145 |
Total interest from all sources | 2021-12-31 | $468,785 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $28,051,318 |
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 | $28,051,318 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $43,571,555 |
Participant contributions at end of year | 2021-12-31 | $9,098,793 |
Participant contributions at beginning of year | 2021-12-31 | $9,987,627 |
Participant contributions at end of year | 2021-12-31 | $786,086 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $119,332,164 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $111,652,110 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $5,004,530 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $60,005 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $14,350 |
Other income not declared elsewhere | 2021-12-31 | $4,221,592 |
Administrative expenses (other) incurred | 2021-12-31 | $457,681 |
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 | $115,724,923 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $952,599,986 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $836,853,147 |
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 |
Investment advisory and management fees | 2021-12-31 | $159,464 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $741,630,825 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $715,078,103 |
Interest on participant loans | 2021-12-31 | $468,785 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $81,063,429 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $105,104 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $120,957 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $75,724,649 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,971,927 |
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 | $25,208,386 |
Employer contributions (assets) at end of year | 2021-12-31 | $523,580 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $67,879,551 |
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 | 2021-12-31 | No |
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 | ANDERS, MINKLER, HUBER & HELM LLP |
Accountancy firm EIN | 2021-12-31 | 430831507 |
2020 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data |
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Total transfer of assets to this plan | 2020-12-31 | $110,749 |
Total income from all sources (including contributions) | 2020-12-31 | $156,733,344 |
Total of all expenses incurred | 2020-12-31 | $55,964,223 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $55,178,417 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $16,954 |
Value of total corrective distributions | 2020-12-31 | $542 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $51,201,057 |
Value of total assets at end of year | 2020-12-31 | $836,853,147 |
Value of total assets at beginning of year | 2020-12-31 | $735,973,277 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $768,310 |
Total interest from all sources | 2020-12-31 | $560,577 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $12,463,666 |
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 | $12,463,666 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $38,449,728 |
Participant contributions at end of year | 2020-12-31 | $9,987,627 |
Participant contributions at beginning of year | 2020-12-31 | $10,238,696 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $111,652,110 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $87,535,272 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $6,850,801 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $14,350 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $7,025 |
Other income not declared elsewhere | 2020-12-31 | $7,193,820 |
Administrative expenses (other) incurred | 2020-12-31 | $616,310 |
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 | $100,769,121 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $836,853,147 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $735,973,277 |
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 |
Investment advisory and management fees | 2020-12-31 | $152,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $715,078,103 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $638,038,174 |
Interest on participant loans | 2020-12-31 | $560,557 |
Interest earned on other investments | 2020-12-31 | $20 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $120,957 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $154,110 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $85,314,224 |
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 | $5,900,528 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $55,178,417 |
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 | 2020-12-31 | No |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | ANDERS, MINKLER, HUBER & HELM LLP |
Accountancy firm EIN | 2020-12-31 | 430831507 |
2019 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data |
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Total transfer of assets to this plan | 2019-12-31 | $491,897 |
Total income from all sources (including contributions) | 2019-12-31 | $186,485,500 |
Total of all expenses incurred | 2019-12-31 | $51,309,181 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $50,611,810 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $59,382,906 |
Value of total assets at end of year | 2019-12-31 | $735,973,277 |
Value of total assets at beginning of year | 2019-12-31 | $600,305,061 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $697,371 |
Total interest from all sources | 2019-12-31 | $551,960 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $16,458,644 |
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 | $16,458,644 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $38,197,453 |
Participant contributions at end of year | 2019-12-31 | $10,238,696 |
Participant contributions at beginning of year | 2019-12-31 | $10,201,410 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $87,535,272 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $79,029,926 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $5,983,517 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $7,025 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $7,835 |
Other income not declared elsewhere | 2019-12-31 | $4,266,178 |
Administrative expenses (other) incurred | 2019-12-31 | $545,371 |
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 | $135,176,319 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $735,973,277 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $600,305,061 |
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 |
Investment advisory and management fees | 2019-12-31 | $152,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $638,038,174 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $510,904,788 |
Interest on participant loans | 2019-12-31 | $551,855 |
Interest earned on other investments | 2019-12-31 | $105 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $154,110 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $161,102 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $604 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $105,825,812 |
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 | $15,201,936 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $50,611,206 |
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 | 2019-12-31 | No |
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 | ANDERS, MINKLER, HUBER & HELM LLP |
Accountancy firm EIN | 2019-12-31 | 430831507 |
2018 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data |
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Total transfer of assets to this plan | 2018-12-31 | $147,397 |
Total income from all sources (including contributions) | 2018-12-31 | $32,266,803 |
Total of all expenses incurred | 2018-12-31 | $42,661,119 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $41,804,011 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $63,977,930 |
Value of total assets at end of year | 2018-12-31 | $600,305,061 |
Value of total assets at beginning of year | 2018-12-31 | $610,551,980 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $857,108 |
Total interest from all sources | 2018-12-31 | $481,688 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $12,229,013 |
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 | $12,229,013 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $38,519,796 |
Participant contributions at end of year | 2018-12-31 | $10,201,410 |
Participant contributions at beginning of year | 2018-12-31 | $10,158,554 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $79,029,926 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $70,334,290 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $9,740,039 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $7,835 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $20,617 |
Other income not declared elsewhere | 2018-12-31 | $881,548 |
Administrative expenses (other) incurred | 2018-12-31 | $676,078 |
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 | $-10,394,316 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $600,305,061 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $610,551,980 |
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 |
Investment advisory and management fees | 2018-12-31 | $181,030 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $510,904,788 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $529,868,290 |
Interest on participant loans | 2018-12-31 | $481,636 |
Interest earned on other investments | 2018-12-31 | $52 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $161,102 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $170,229 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-45,303,376 |
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 | $15,718,095 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $41,804,011 |
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 | 2018-12-31 | No |
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 | ANDERS, MINKLER, HUBER & HELM LLP |
Accountancy firm EIN | 2018-12-31 | 430831507 |
2017 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data |
---|
Total transfer of assets to this plan | 2017-12-31 | $11,248 |
Total income from all sources (including contributions) | 2017-12-31 | $142,951,791 |
Total of all expenses incurred | 2017-12-31 | $27,347,281 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $26,309,589 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $17,344 |
Value of total corrective distributions | 2017-12-31 | $27,313 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $54,187,750 |
Value of total assets at end of year | 2017-12-31 | $610,551,980 |
Value of total assets at beginning of year | 2017-12-31 | $494,936,222 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $993,035 |
Total interest from all sources | 2017-12-31 | $434,902 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $11,559,065 |
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 | $11,559,065 |
Administrative expenses professional fees incurred | 2017-12-31 | $45,370 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $33,639,343 |
Participant contributions at end of year | 2017-12-31 | $10,158,554 |
Participant contributions at beginning of year | 2017-12-31 | $9,686,090 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $70,334,290 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $59,564,954 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $6,737,856 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $20,617 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $5,400 |
Other income not declared elsewhere | 2017-12-31 | $3,193,605 |
Administrative expenses (other) incurred | 2017-12-31 | $730,985 |
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 | $115,604,510 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $610,551,980 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $494,936,222 |
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 |
Investment advisory and management fees | 2017-12-31 | $216,680 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $529,868,290 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $425,403,126 |
Interest on participant loans | 2017-12-31 | $434,883 |
Interest earned on other investments | 2017-12-31 | $19 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $170,229 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $276,652 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $73,576,469 |
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 | Yes |
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 | $13,810,551 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $26,309,589 |
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 | 2017-12-31 | No |
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 | ANDERS, MINKLER, HUBER & HELM LLP |
Accountancy firm EIN | 2017-12-31 | 430831507 |
2016 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data |
---|
Total transfer of assets to this plan | 2016-12-31 | $18,008 |
Total income from all sources (including contributions) | 2016-12-31 | $85,119,924 |
Total of all expenses incurred | 2016-12-31 | $32,377,042 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $31,375,229 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $570 |
Value of total corrective distributions | 2016-12-31 | $6,759 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $51,387,772 |
Value of total assets at end of year | 2016-12-31 | $494,936,222 |
Value of total assets at beginning of year | 2016-12-31 | $442,175,332 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $994,484 |
Total interest from all sources | 2016-12-31 | $404,486 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $6,827,474 |
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 | $6,827,474 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $31,410,709 |
Participant contributions at end of year | 2016-12-31 | $9,686,090 |
Participant contributions at beginning of year | 2016-12-31 | $9,459,778 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $59,564,954 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $77,165,395 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $6,709,692 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $5,400 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $4,672 |
Other income not declared elsewhere | 2016-12-31 | $1,893,064 |
Administrative expenses (other) incurred | 2016-12-31 | $771,904 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
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 | $52,742,882 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $494,936,222 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $442,175,332 |
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 |
Investment advisory and management fees | 2016-12-31 | $222,580 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $425,403,126 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $355,421,233 |
Interest on participant loans | 2016-12-31 | $404,486 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $276,652 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $124,254 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $24,607,128 |
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 | $13,267,371 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $31,375,229 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
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 | ANDERS, MINKLER, HUBER & HELM LLP |
Accountancy firm EIN | 2016-12-31 | 430831507 |
2015 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $48,360,503 |
Total of all expenses incurred | 2015-12-31 | $28,656,950 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $27,547,851 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $7,415 |
Value of total corrective distributions | 2015-12-31 | $3,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $47,061,797 |
Value of total assets at end of year | 2015-12-31 | $442,175,332 |
Value of total assets at beginning of year | 2015-12-31 | $422,471,779 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,098,022 |
Total interest from all sources | 2015-12-31 | $370,925 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $5,011,154 |
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 | $5,011,154 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $27,924,114 |
Participant contributions at end of year | 2015-12-31 | $9,459,778 |
Participant contributions at beginning of year | 2015-12-31 | $8,397,275 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $77,165,395 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $75,111,521 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $6,976,176 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $4,672 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $4,183 |
Other income not declared elsewhere | 2015-12-31 | $1,344,297 |
Administrative expenses (other) incurred | 2015-12-31 | $910,175 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $37,728 |
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 | $19,703,553 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $442,175,332 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $422,471,779 |
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 |
Investment advisory and management fees | 2015-12-31 | $187,847 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $355,421,233 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $299,878,495 |
Interest on participant loans | 2015-12-31 | $370,923 |
Interest earned on other investments | 2015-12-31 | $2 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $39,024,953 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $17,624 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $17,624 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $124,254 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,332,870 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-2,094,800 |
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 | $12,161,507 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $27,547,851 |
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 | 2015-12-31 | No |
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 | ANDERS, MINKLER, HUBER & HELM LLP |
Accountancy firm EIN | 2015-12-31 | 430831507 |
2014 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data |
---|
Total transfer of assets to this plan | 2014-12-31 | $214,652 |
Total transfer of assets from this plan | 2014-12-31 | $143,084 |
Total income from all sources (including contributions) | 2014-12-31 | $62,787,596 |
Total of all expenses incurred | 2014-12-31 | $24,846,444 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $24,418,086 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $18,481 |
Value of total corrective distributions | 2014-12-31 | $96,018 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $44,333,526 |
Value of total assets at end of year | 2014-12-31 | $422,471,779 |
Value of total assets at beginning of year | 2014-12-31 | $384,459,059 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $313,859 |
Total interest from all sources | 2014-12-31 | $321,997 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $6,984,855 |
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 | $6,984,855 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $25,223,873 |
Participant contributions at end of year | 2014-12-31 | $8,397,275 |
Participant contributions at beginning of year | 2014-12-31 | $7,699,867 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $75,111,521 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $73,854,940 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $7,840,046 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $4,183 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $3,023 |
Other income not declared elsewhere | 2014-12-31 | $1,871,191 |
Administrative expenses (other) incurred | 2014-12-31 | $44,565 |
Total non interest bearing cash at end of year | 2014-12-31 | $37,728 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $51,658 |
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 | $37,941,152 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $422,471,779 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $384,459,059 |
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 |
Investment advisory and management fees | 2014-12-31 | $269,294 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $299,878,495 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $270,628,392 |
Interest on participant loans | 2014-12-31 | $321,995 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $39,024,953 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $32,211,708 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $17,624 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $9,471 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $9,471 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $4,803,251 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $4,472,776 |
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 | $11,269,607 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $24,418,086 |
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 | 2014-12-31 | No |
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 | ANDERS, MINKLER, HUBER & HELM LLP |
Accountancy firm EIN | 2014-12-31 | 430831507 |
2013 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data |
---|
Total transfer of assets to this plan | 2013-12-31 | $7,856 |
Total transfer of assets from this plan | 2013-12-31 | $86,029 |
Total income from all sources (including contributions) | 2013-12-31 | $94,260,193 |
Total of all expenses incurred | 2013-12-31 | $19,243,267 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $18,877,181 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $2,754 |
Value of total corrective distributions | 2013-12-31 | $74,900 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $35,721,583 |
Value of total assets at end of year | 2013-12-31 | $384,459,059 |
Value of total assets at beginning of year | 2013-12-31 | $309,520,306 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $288,432 |
Total interest from all sources | 2013-12-31 | $316,861 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $6,304,323 |
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 | $6,304,323 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $22,221,276 |
Participant contributions at end of year | 2013-12-31 | $7,699,867 |
Participant contributions at beginning of year | 2013-12-31 | $7,481,701 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $73,854,940 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $72,821,470 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,569,768 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $3,023 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $2,339 |
Other income not declared elsewhere | 2013-12-31 | $2,856,993 |
Administrative expenses (other) incurred | 2013-12-31 | $101,488 |
Total non interest bearing cash at end of year | 2013-12-31 | $51,658 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $71,430 |
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 | $75,016,926 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $384,459,059 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $309,520,306 |
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 |
Investment advisory and management fees | 2013-12-31 | $186,944 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $270,628,392 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $211,662,759 |
Interest on participant loans | 2013-12-31 | $316,860 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $32,211,708 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $17,433,058 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $9,471 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $47,549 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $47,549 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $41,736,423 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $7,324,010 |
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 | $9,930,539 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $18,877,181 |
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 | 2013-12-31 | No |
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 | ANDERS, MINKLER, HUBER & HELM LLP |
Accountancy firm EIN | 2013-12-31 | 430831507 |
2012 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data |
---|
Total transfer of assets from this plan | 2012-12-31 | $47,707 |
Total income from all sources (including contributions) | 2012-12-31 | $60,155,879 |
Total of all expenses incurred | 2012-12-31 | $14,398,021 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $14,210,106 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $4,859 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $30,871,909 |
Value of total assets at end of year | 2012-12-31 | $309,520,306 |
Value of total assets at beginning of year | 2012-12-31 | $263,810,155 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $183,056 |
Total interest from all sources | 2012-12-31 | $339,360 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $4,597,338 |
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 | $4,597,338 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $20,017,065 |
Participant contributions at end of year | 2012-12-31 | $7,481,701 |
Participant contributions at beginning of year | 2012-12-31 | $8,300,352 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $72,821,470 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $64,365,044 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,870,490 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $2,339 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $2,285 |
Other income not declared elsewhere | 2012-12-31 | $2,415,120 |
Administrative expenses (other) incurred | 2012-12-31 | $43,524 |
Total non interest bearing cash at end of year | 2012-12-31 | $71,430 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $78,890 |
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 | $45,757,858 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $309,520,306 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $263,810,155 |
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 |
Investment advisory and management fees | 2012-12-31 | $139,532 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $211,662,759 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $177,106,649 |
Interest on participant loans | 2012-12-31 | $339,354 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $17,433,058 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $13,897,179 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $47,549 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $59,756 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $59,756 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $19,666,859 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $2,265,293 |
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 | $8,984,354 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $14,210,106 |
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 | 2012-12-31 | No |
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 | ANDERS, MINKLER, HUBER & HELM LLP |
Accountancy firm EIN | 2012-12-31 | 430831507 |
2011 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-18,661 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-18,661 |
Total transfer of assets to this plan | 2011-12-31 | $141,595 |
Total transfer of assets from this plan | 2011-12-31 | $461,150 |
Total income from all sources (including contributions) | 2011-12-31 | $31,492,173 |
Total of all expenses incurred | 2011-12-31 | $11,159,548 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $9,936,562 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $61,537 |
Value of total corrective distributions | 2011-12-31 | $949,865 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $32,760,111 |
Value of total assets at end of year | 2011-12-31 | $263,810,155 |
Value of total assets at beginning of year | 2011-12-31 | $243,797,085 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $211,584 |
Total interest from all sources | 2011-12-31 | $350,010 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $2,680,461 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $2,680,461 |
Administrative expenses professional fees incurred | 2011-12-31 | $29,581 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $18,551,804 |
Participant contributions at end of year | 2011-12-31 | $8,300,352 |
Participant contributions at beginning of year | 2011-12-31 | $7,279,140 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $64,365,044 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $55,623,080 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $4,785,588 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $2,285 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,583 |
Other income not declared elsewhere | 2011-12-31 | $1,845,974 |
Administrative expenses (other) incurred | 2011-12-31 | $57,169 |
Total non interest bearing cash at end of year | 2011-12-31 | $78,890 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $95,093 |
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 | $20,332,625 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $263,810,155 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $243,797,085 |
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 |
Investment advisory and management fees | 2011-12-31 | $124,834 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $177,106,649 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $168,111,870 |
Interest on participant loans | 2011-12-31 | $350,004 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $13,897,179 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $12,423,691 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $59,756 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $56,765 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $56,765 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $6 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-6,393,725 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $268,003 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
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 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $203,863 |
Contributions received in cash from employer | 2011-12-31 | $9,422,719 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $9,936,562 |
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 | ANDERS MINKLER & DIEHL LLP |
Accountancy firm EIN | 2011-12-31 | 430831507 |
2010 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $23,362 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $23,362 |
Total transfer of assets to this plan | 2010-12-31 | $101,574 |
Total transfer of assets from this plan | 2010-12-31 | $622,020 |
Total income from all sources (including contributions) | 2010-12-31 | $52,284,284 |
Total of all expenses incurred | 2010-12-31 | $8,851,510 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $8,571,250 |
Value of total corrective distributions | 2010-12-31 | $110,633 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $26,024,885 |
Value of total assets at end of year | 2010-12-31 | $243,797,085 |
Value of total assets at beginning of year | 2010-12-31 | $200,884,757 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $169,627 |
Total interest from all sources | 2010-12-31 | $360,042 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $2,891,397 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $2,891,397 |
Administrative expenses professional fees incurred | 2010-12-31 | $102,810 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $17,045,139 |
Participant contributions at end of year | 2010-12-31 | $7,279,140 |
Participant contributions at beginning of year | 2010-12-31 | $6,436,329 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $55,623,080 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $1,083,187 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,349,462 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,583 |
Other income not declared elsewhere | 2010-12-31 | $2,263,188 |
Administrative expenses (other) incurred | 2010-12-31 | $66,817 |
Total non interest bearing cash at end of year | 2010-12-31 | $95,093 |
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 | $43,432,774 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $243,797,085 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $200,884,757 |
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 | $168,111,870 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $135,272,083 |
Interest on participant loans | 2010-12-31 | $360,036 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $12,423,691 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $9,348,497 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $56,765 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $115,936 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $115,936 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $6 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $48,415,396 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $19,139,542 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,581,868 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $203,863 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $213,329 |
Contributions received in cash from employer | 2010-12-31 | $7,630,284 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $8,571,250 |
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 | ANDERS MINKLER & DIEHL LLP |
Accountancy firm EIN | 2010-12-31 | 430831507 |
2009 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |