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BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 002

BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BARRY-WEHMILLER COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BARRY-WEHMILLER COMPANIES, INC.
Employer identification number (EIN):430172560
NAIC Classification:333200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LORAINE LAYTON
0022017-01-01LORAINE LAYTON
0022016-01-01LORAINE LAYTON
0022015-01-01LORAINE LAYTON
0022014-01-01LORAINE LAYTON
0022013-01-01LORAINE LAYTON
0022012-01-01LORAINE LAYTON
0022011-01-01LORAINE LAYTON ED STROUTH2012-10-01
0022010-01-01LORAINE LAYTON ED STROUTH2011-10-14
0022009-01-01LORAINE LAYTON ED STROUTH2010-10-18

Plan Statistics for BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,838
Total number of active participants reported on line 7a of the Form 55002022-01-015,850
Number of retired or separated participants receiving benefits2022-01-0197
Number of other retired or separated participants entitled to future benefits2022-01-011,738
Total of all active and inactive participants2022-01-017,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0145
Total participants2022-01-017,730
Number of participants with account balances2022-01-017,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,455
Total number of active participants reported on line 7a of the Form 55002021-01-015,336
Number of retired or separated participants receiving benefits2021-01-0191
Number of other retired or separated participants entitled to future benefits2021-01-011,368
Total of all active and inactive participants2021-01-016,795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0143
Total participants2021-01-016,838
Number of participants with account balances2021-01-016,502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,545
Total number of active participants reported on line 7a of the Form 55002020-01-015,067
Number of retired or separated participants receiving benefits2020-01-0140
Number of other retired or separated participants entitled to future benefits2020-01-011,323
Total of all active and inactive participants2020-01-016,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0125
Total participants2020-01-016,455
Number of participants with account balances2020-01-016,213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,331
Total number of active participants reported on line 7a of the Form 55002019-01-015,212
Number of retired or separated participants receiving benefits2019-01-0183
Number of other retired or separated participants entitled to future benefits2019-01-011,226
Total of all active and inactive participants2019-01-016,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0123
Total participants2019-01-016,544
Number of participants with account balances2019-01-016,352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,184
Total number of active participants reported on line 7a of the Form 55002018-01-015,133
Number of retired or separated participants receiving benefits2018-01-0170
Number of other retired or separated participants entitled to future benefits2018-01-011,105
Total of all active and inactive participants2018-01-016,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0123
Total participants2018-01-016,331
Number of participants with account balances2018-01-016,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,101
Total number of active participants reported on line 7a of the Form 55002017-01-015,071
Number of retired or separated participants receiving benefits2017-01-0157
Number of other retired or separated participants entitled to future benefits2017-01-011,014
Total of all active and inactive participants2017-01-016,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0142
Total participants2017-01-016,184
Number of participants with account balances2017-01-016,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,616
Total number of active participants reported on line 7a of the Form 55002016-01-015,273
Number of retired or separated participants receiving benefits2016-01-0149
Number of other retired or separated participants entitled to future benefits2016-01-01747
Total of all active and inactive participants2016-01-016,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0132
Total participants2016-01-016,101
Number of participants with account balances2016-01-015,889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,119
Total number of active participants reported on line 7a of the Form 55002015-01-014,894
Number of retired or separated participants receiving benefits2015-01-0145
Number of other retired or separated participants entitled to future benefits2015-01-01653
Total of all active and inactive participants2015-01-015,592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0124
Total participants2015-01-015,616
Number of participants with account balances2015-01-015,418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,904
Total number of active participants reported on line 7a of the Form 55002014-01-014,406
Number of retired or separated participants receiving benefits2014-01-0144
Number of other retired or separated participants entitled to future benefits2014-01-01650
Total of all active and inactive participants2014-01-015,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0118
Total participants2014-01-015,118
Number of participants with account balances2014-01-015,118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,533
Total number of active participants reported on line 7a of the Form 55002013-01-014,208
Number of retired or separated participants receiving benefits2013-01-0139
Number of other retired or separated participants entitled to future benefits2013-01-01644
Total of all active and inactive participants2013-01-014,891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0113
Total participants2013-01-014,904
Number of participants with account balances2013-01-014,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,408
Total number of active participants reported on line 7a of the Form 55002012-01-013,929
Number of retired or separated participants receiving benefits2012-01-0133
Number of other retired or separated participants entitled to future benefits2012-01-01561
Total of all active and inactive participants2012-01-014,523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-014,533
Number of participants with account balances2012-01-014,411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,466
Total number of active participants reported on line 7a of the Form 55002011-01-013,762
Number of retired or separated participants receiving benefits2011-01-0120
Number of other retired or separated participants entitled to future benefits2011-01-01617
Total of all active and inactive participants2011-01-014,399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-014,407
Number of participants with account balances2011-01-014,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,299
Total number of active participants reported on line 7a of the Form 55002010-01-013,642
Number of retired or separated participants receiving benefits2010-01-0115
Number of other retired or separated participants entitled to future benefits2010-01-01800
Total of all active and inactive participants2010-01-014,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-019
Total participants2010-01-014,466
Number of participants with account balances2010-01-014,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,328
Total number of active participants reported on line 7a of the Form 55002009-01-013,588
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01699
Total of all active and inactive participants2009-01-014,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-014,299
Number of participants with account balances2009-01-014,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-31$251,028
Total income from all sources (including contributions)2022-12-31$-84,242,602
Total of all expenses incurred2022-12-31$64,212,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$63,543,227
Expenses. Certain deemed distributions of participant loans2022-12-31$1,170
Value of total corrective distributions2022-12-31$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 year2022-12-31$803,893,892
Value of total assets at beginning of year2022-12-31$952,599,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$663,992
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$16,238,835
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$6,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$45,994,004
Participant contributions at end of year2022-12-31$9,246,375
Participant contributions at beginning of year2022-12-31$9,098,793
Participant contributions at end of year2022-12-31$2,616,839
Participant contributions at beginning of year2022-12-31$786,086
Assets. Other investments not covered elsewhere at end of year2022-12-31$110,586,226
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$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 year2022-12-31$91,204
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$60,005
Other income not declared elsewhere2022-12-31$-6,387,969
Administrative expenses (other) incurred2022-12-31$491,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
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$172,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$562,459,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$741,630,825
Interest on participant loans2022-12-31$380,168
Interest earned on other investments2022-12-31$40
Value of interest in common/collective trusts at end of year2022-12-31$117,663,596
Value of interest in common/collective trusts at beginning of year2022-12-31$81,063,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$99,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$105,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-140,657,125
Net investment gain or loss from common/collective trusts2022-12-31$-25,477,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$18,085,566
Employer contributions (assets) at end of year2022-12-31$1,130,827
Employer contributions (assets) at beginning of year2022-12-31$523,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$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 2520.101-32022-12-31No
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 name2022-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2022-12-31430831507
2021 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$21,916
Total income from all sources (including contributions)2021-12-31$184,222,742
Total of all expenses incurred2021-12-31$68,497,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$67,879,551
Value of total corrective distributions2021-12-31$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 year2021-12-31$952,599,986
Value of total assets at beginning of year2021-12-31$836,853,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$617,145
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$28,051,318
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$6,000,000
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$43,571,555
Participant contributions at end of year2021-12-31$9,098,793
Participant contributions at beginning of year2021-12-31$9,987,627
Participant contributions at end of year2021-12-31$786,086
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$119,332,164
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$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 year2021-12-31$60,005
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$14,350
Other income not declared elsewhere2021-12-31$4,221,592
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
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$159,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$741,630,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$715,078,103
Interest on participant loans2021-12-31$468,785
Value of interest in common/collective trusts at end of year2021-12-31$81,063,429
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$105,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$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 trusts2021-12-31$1,971,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$25,208,386
Employer contributions (assets) at end of year2021-12-31$523,580
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$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 2520.101-32021-12-31No
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 name2021-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2021-12-31430831507
2020 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$110,749
Total income from all sources (including contributions)2020-12-31$156,733,344
Total of all expenses incurred2020-12-31$55,964,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$55,178,417
Expenses. Certain deemed distributions of participant loans2020-12-31$16,954
Value of total corrective distributions2020-12-31$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 year2020-12-31$836,853,147
Value of total assets at beginning of year2020-12-31$735,973,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$768,310
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$12,463,666
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$6,000,000
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$38,449,728
Participant contributions at end of year2020-12-31$9,987,627
Participant contributions at beginning of year2020-12-31$10,238,696
Assets. Other investments not covered elsewhere at end of year2020-12-31$111,652,110
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$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 year2020-12-31$14,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,025
Other income not declared elsewhere2020-12-31$7,193,820
Administrative expenses (other) incurred2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
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$152,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$715,078,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$638,038,174
Interest on participant loans2020-12-31$560,557
Interest earned on other investments2020-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$120,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,900,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$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 2520.101-32020-12-31No
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 name2020-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2020-12-31430831507
2019 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$491,897
Total income from all sources (including contributions)2019-12-31$186,485,500
Total of all expenses incurred2019-12-31$51,309,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$735,973,277
Value of total assets at beginning of year2019-12-31$600,305,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$697,371
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$16,458,644
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$6,000,000
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
Contributions received from participants2019-12-31$38,197,453
Participant contributions at end of year2019-12-31$10,238,696
Participant contributions at beginning of year2019-12-31$10,201,410
Assets. Other investments not covered elsewhere at end of year2019-12-31$87,535,272
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$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 year2019-12-31$7,025
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,835
Other income not declared elsewhere2019-12-31$4,266,178
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
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
Investment advisory and management fees2019-12-31$152,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$638,038,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$510,904,788
Interest on participant loans2019-12-31$551,855
Interest earned on other investments2019-12-31$105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$154,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$161,102
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$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 assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$15,201,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$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 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2019-12-31430831507
2018 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$147,397
Total income from all sources (including contributions)2018-12-31$32,266,803
Total of all expenses incurred2018-12-31$42,661,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$600,305,061
Value of total assets at beginning of year2018-12-31$610,551,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$857,108
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$12,229,013
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$6,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$38,519,796
Participant contributions at end of year2018-12-31$10,201,410
Participant contributions at beginning of year2018-12-31$10,158,554
Assets. Other investments not covered elsewhere at end of year2018-12-31$79,029,926
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$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 year2018-12-31$7,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$20,617
Other income not declared elsewhere2018-12-31$881,548
Administrative expenses (other) incurred2018-12-31$676,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
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$181,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$510,904,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$529,868,290
Interest on participant loans2018-12-31$481,636
Interest earned on other investments2018-12-31$52
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$161,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$170,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-45,303,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$15,718,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$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 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2018-12-31430831507
2017 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$11,248
Total income from all sources (including contributions)2017-12-31$142,951,791
Total of all expenses incurred2017-12-31$27,347,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$26,309,589
Expenses. Certain deemed distributions of participant loans2017-12-31$17,344
Value of total corrective distributions2017-12-31$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 year2017-12-31$610,551,980
Value of total assets at beginning of year2017-12-31$494,936,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$993,035
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$11,559,065
Administrative expenses professional fees incurred2017-12-31$45,370
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$6,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$33,639,343
Participant contributions at end of year2017-12-31$10,158,554
Participant contributions at beginning of year2017-12-31$9,686,090
Assets. Other investments not covered elsewhere at end of year2017-12-31$70,334,290
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$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 year2017-12-31$20,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,400
Other income not declared elsewhere2017-12-31$3,193,605
Administrative expenses (other) incurred2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
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$216,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$529,868,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$425,403,126
Interest on participant loans2017-12-31$434,883
Interest earned on other investments2017-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$170,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$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 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
Contributions received in cash from employer2017-12-31$13,810,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$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 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2017-12-31430831507
2016 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$18,008
Total income from all sources (including contributions)2016-12-31$85,119,924
Total of all expenses incurred2016-12-31$32,377,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$31,375,229
Expenses. Certain deemed distributions of participant loans2016-12-31$570
Value of total corrective distributions2016-12-31$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 year2016-12-31$494,936,222
Value of total assets at beginning of year2016-12-31$442,175,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$994,484
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,827,474
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$31,410,709
Participant contributions at end of year2016-12-31$9,686,090
Participant contributions at beginning of year2016-12-31$9,459,778
Assets. Other investments not covered elsewhere at end of year2016-12-31$59,564,954
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$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 year2016-12-31$5,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,672
Other income not declared elsewhere2016-12-31$1,893,064
Administrative expenses (other) incurred2016-12-31$771,904
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
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$222,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$425,403,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$355,421,233
Interest on participant loans2016-12-31$404,486
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$276,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$13,267,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$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 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2016-12-31430831507
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 incurred2015-12-31$28,656,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$27,547,851
Expenses. Certain deemed distributions of participant loans2015-12-31$7,415
Value of total corrective distributions2015-12-31$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 year2015-12-31$442,175,332
Value of total assets at beginning of year2015-12-31$422,471,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,098,022
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,011,154
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$27,924,114
Participant contributions at end of year2015-12-31$9,459,778
Participant contributions at beginning of year2015-12-31$8,397,275
Assets. Other investments not covered elsewhere at end of year2015-12-31$77,165,395
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$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 year2015-12-31$4,672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,183
Other income not declared elsewhere2015-12-31$1,344,297
Administrative expenses (other) incurred2015-12-31$910,175
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
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$187,847
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$355,421,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$299,878,495
Interest on participant loans2015-12-31$370,923
Interest earned on other investments2015-12-31$2
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$39,024,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$17,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$17,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$124,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,332,870
Net investment gain or loss from common/collective trusts2015-12-31$-2,094,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$12,161,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$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 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2015-12-31430831507
2014 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$214,652
Total transfer of assets from this plan2014-12-31$143,084
Total income from all sources (including contributions)2014-12-31$62,787,596
Total of all expenses incurred2014-12-31$24,846,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$24,418,086
Expenses. Certain deemed distributions of participant loans2014-12-31$18,481
Value of total corrective distributions2014-12-31$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 year2014-12-31$422,471,779
Value of total assets at beginning of year2014-12-31$384,459,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$313,859
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,984,855
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$25,223,873
Participant contributions at end of year2014-12-31$8,397,275
Participant contributions at beginning of year2014-12-31$7,699,867
Assets. Other investments not covered elsewhere at end of year2014-12-31$75,111,521
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$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 year2014-12-31$4,183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,023
Other income not declared elsewhere2014-12-31$1,871,191
Administrative expenses (other) incurred2014-12-31$44,565
Total non interest bearing cash at end of year2014-12-31$37,728
Total non interest bearing cash at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
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$269,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$299,878,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$270,628,392
Interest on participant loans2014-12-31$321,995
Value of interest in common/collective trusts at end of year2014-12-31$39,024,953
Value of interest in common/collective trusts at beginning of year2014-12-31$32,211,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$17,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 trusts2014-12-31$4,472,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$11,269,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$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 2520.101-32014-12-31No
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 name2014-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2014-12-31430831507
2013 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$7,856
Total transfer of assets from this plan2013-12-31$86,029
Total income from all sources (including contributions)2013-12-31$94,260,193
Total of all expenses incurred2013-12-31$19,243,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$18,877,181
Expenses. Certain deemed distributions of participant loans2013-12-31$2,754
Value of total corrective distributions2013-12-31$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 year2013-12-31$384,459,059
Value of total assets at beginning of year2013-12-31$309,520,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$288,432
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$6,304,323
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$22,221,276
Participant contributions at end of year2013-12-31$7,699,867
Participant contributions at beginning of year2013-12-31$7,481,701
Assets. Other investments not covered elsewhere at end of year2013-12-31$73,854,940
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$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 year2013-12-31$3,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,339
Other income not declared elsewhere2013-12-31$2,856,993
Administrative expenses (other) incurred2013-12-31$101,488
Total non interest bearing cash at end of year2013-12-31$51,658
Total non interest bearing cash at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$186,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$270,628,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$211,662,759
Interest on participant loans2013-12-31$316,860
Value of interest in common/collective trusts at end of year2013-12-31$32,211,708
Value of interest in common/collective trusts at beginning of year2013-12-31$17,433,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$47,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 trusts2013-12-31$7,324,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$9,930,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$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 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2013-12-31430831507
2012 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total transfer of assets from this plan2012-12-31$47,707
Total income from all sources (including contributions)2012-12-31$60,155,879
Total of all expenses incurred2012-12-31$14,398,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,210,106
Expenses. Certain deemed distributions of participant loans2012-12-31$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 year2012-12-31$309,520,306
Value of total assets at beginning of year2012-12-31$263,810,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$183,056
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,597,338
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$6,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$20,017,065
Participant contributions at end of year2012-12-31$7,481,701
Participant contributions at beginning of year2012-12-31$8,300,352
Assets. Other investments not covered elsewhere at end of year2012-12-31$72,821,470
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$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 year2012-12-31$2,339
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,285
Other income not declared elsewhere2012-12-31$2,415,120
Administrative expenses (other) incurred2012-12-31$43,524
Total non interest bearing cash at end of year2012-12-31$71,430
Total non interest bearing cash at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$139,532
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$211,662,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$177,106,649
Interest on participant loans2012-12-31$339,354
Value of interest in common/collective trusts at end of year2012-12-31$17,433,058
Value of interest in common/collective trusts at beginning of year2012-12-31$13,897,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$47,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$59,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 trusts2012-12-31$2,265,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$8,984,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,210,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2012-12-31430831507
2011 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-18,661
Total unrealized appreciation/depreciation of assets2011-12-31$-18,661
Total transfer of assets to this plan2011-12-31$141,595
Total transfer of assets from this plan2011-12-31$461,150
Total income from all sources (including contributions)2011-12-31$31,492,173
Total of all expenses incurred2011-12-31$11,159,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,936,562
Expenses. Certain deemed distributions of participant loans2011-12-31$61,537
Value of total corrective distributions2011-12-31$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 year2011-12-31$263,810,155
Value of total assets at beginning of year2011-12-31$243,797,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$211,584
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,680,461
Administrative expenses professional fees incurred2011-12-31$29,581
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$18,551,804
Participant contributions at end of year2011-12-31$8,300,352
Participant contributions at beginning of year2011-12-31$7,279,140
Assets. Other investments not covered elsewhere at end of year2011-12-31$64,365,044
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$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 year2011-12-31$2,285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,583
Other income not declared elsewhere2011-12-31$1,845,974
Administrative expenses (other) incurred2011-12-31$57,169
Total non interest bearing cash at end of year2011-12-31$78,890
Total non interest bearing cash at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$124,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$177,106,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$168,111,870
Interest on participant loans2011-12-31$350,004
Value of interest in common/collective trusts at end of year2011-12-31$13,897,179
Value of interest in common/collective trusts at beginning of year2011-12-31$12,423,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$59,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$56,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,393,725
Net investment gain or loss from common/collective trusts2011-12-31$268,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at beginning of year2011-12-31$203,863
Contributions received in cash from employer2011-12-31$9,422,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$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 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ANDERS MINKLER & DIEHL LLP
Accountancy firm EIN2011-12-31430831507
2010 : BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$23,362
Total unrealized appreciation/depreciation of assets2010-12-31$23,362
Total transfer of assets to this plan2010-12-31$101,574
Total transfer of assets from this plan2010-12-31$622,020
Total income from all sources (including contributions)2010-12-31$52,284,284
Total of all expenses incurred2010-12-31$8,851,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,571,250
Value of total corrective distributions2010-12-31$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 year2010-12-31$243,797,085
Value of total assets at beginning of year2010-12-31$200,884,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$169,627
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,891,397
Administrative expenses professional fees incurred2010-12-31$102,810
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$6,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$17,045,139
Participant contributions at end of year2010-12-31$7,279,140
Participant contributions at beginning of year2010-12-31$6,436,329
Assets. Other investments not covered elsewhere at end of year2010-12-31$55,623,080
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$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 year2010-12-31$3,583
Other income not declared elsewhere2010-12-31$2,263,188
Administrative expenses (other) incurred2010-12-31$66,817
Total non interest bearing cash at end of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$168,111,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$135,272,083
Interest on participant loans2010-12-31$360,036
Value of interest in common/collective trusts at end of year2010-12-31$12,423,691
Value of interest in common/collective trusts at beginning of year2010-12-31$9,348,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$56,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$115,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$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 trusts2010-12-31$1,581,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$203,863
Assets. Invements in employer securities at beginning of year2010-12-31$213,329
Contributions received in cash from employer2010-12-31$7,630,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$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 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ANDERS MINKLER & DIEHL LLP
Accountancy firm EIN2010-12-31430831507
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 securities2009-12-31$0

Form 5500 Responses for BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN

2022: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62385
Policy instance 1
Insurance contract or identification numberJK62385
Number of Individuals Covered7280
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62385
Policy instance 1
Insurance contract or identification numberJK62385
Number of Individuals Covered6502
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62385
Policy instance 1
Insurance contract or identification numberJK62385
Number of Individuals Covered6213
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62385
Policy instance 1
Insurance contract or identification numberJK62385
Number of Individuals Covered6352
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62385
Policy instance 1
Insurance contract or identification numberJK62385
Number of Individuals Covered6331
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62385
Policy instance 1
Insurance contract or identification numberJK62385
Number of Individuals Covered6184
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62385
Policy instance 1
Insurance contract or identification numberJK62385
Number of Individuals Covered5418
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62385
Policy instance 1
Insurance contract or identification numberJK62385
Number of Individuals Covered5118
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62385
Policy instance 1
Insurance contract or identification numberJK62385
Number of Individuals Covered4776
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62385
Policy instance 1
Insurance contract or identification numberJK62385
Number of Individuals Covered4411
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62385
Policy instance 1
Insurance contract or identification numberJK62385
Number of Individuals Covered4266
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62385
Policy instance 1
Insurance contract or identification numberJK62385
Number of Individuals Covered4379
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type 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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