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WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 401k Plan overview

Plan NameWHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST
Plan identification number 002

WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 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.
  • 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.

401k Sponsoring company profile

WHEELER MANUFACTURING CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:WHEELER MANUFACTURING CO., INC.
Employer identification number (EIN):460259808
NAIC Classification:327900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-02-01
0022021-02-01
0022020-02-01
0022019-02-01
0022018-02-01
0022017-02-01BRETT ODENBACH BRETT ODENBACH2018-11-12
0022016-02-01BRETT ODENBACH BRETT ODENBACH2017-11-11
0022015-02-01BRETT ODENBACH BRETT ODENBACH2016-11-14
0022014-02-01BRETT ODENBACH BRETT ODENBACH2015-11-12
0022013-02-01ANTHONY WALLER ANTHONY WALLER2014-11-13
0022012-02-01ANTHONY WALLER ANTHONY WALLER2013-11-14
0022011-02-01ANTHONY WALLER ANTHONY WALLER2012-11-12
0022010-02-01ANTHONY WALLER ANTHONY WALLER2011-11-15
0022009-02-01ANTHONY J. WALLER ANTHONY J. WALLER2010-11-12

Plan Statistics for WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST

401k plan membership statisitcs for WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST

Measure Date Value
2022: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2022 401k membership
Total participants, beginning-of-year2022-02-01121
Total number of active participants reported on line 7a of the Form 55002022-02-01105
Number of retired or separated participants receiving benefits2022-02-010
Number of other retired or separated participants entitled to future benefits2022-02-0118
Total of all active and inactive participants2022-02-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-011
Total participants2022-02-01124
Number of participants with account balances2022-02-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-02-013
2021: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2021 401k membership
Total participants, beginning-of-year2021-02-01123
Total number of active participants reported on line 7a of the Form 55002021-02-0194
Number of retired or separated participants receiving benefits2021-02-010
Number of other retired or separated participants entitled to future benefits2021-02-0120
Total of all active and inactive participants2021-02-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-013
Total participants2021-02-01117
Number of participants with account balances2021-02-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-013
2020: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2020 401k membership
Total participants, beginning-of-year2020-02-01141
Total number of active participants reported on line 7a of the Form 55002020-02-0191
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-0129
Total of all active and inactive participants2020-02-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-012
Total participants2020-02-01122
Number of participants with account balances2020-02-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-019
2019: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2019 401k membership
Total participants, beginning-of-year2019-02-01140
Total number of active participants reported on line 7a of the Form 55002019-02-01121
Number of retired or separated participants receiving benefits2019-02-012
Number of other retired or separated participants entitled to future benefits2019-02-0115
Total of all active and inactive participants2019-02-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-012
Total participants2019-02-01140
Number of participants with account balances2019-02-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-013
2018: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2018 401k membership
Total participants, beginning-of-year2018-02-01139
Total number of active participants reported on line 7a of the Form 55002018-02-01119
Number of retired or separated participants receiving benefits2018-02-012
Number of other retired or separated participants entitled to future benefits2018-02-0114
Total of all active and inactive participants2018-02-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-012
Total participants2018-02-01137
Number of participants with account balances2018-02-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-013
2017: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2017 401k membership
Total participants, beginning-of-year2017-02-01109
Total number of active participants reported on line 7a of the Form 55002017-02-01118
Number of retired or separated participants receiving benefits2017-02-012
Number of other retired or separated participants entitled to future benefits2017-02-0115
Total of all active and inactive participants2017-02-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-012
Total participants2017-02-01137
Number of participants with account balances2017-02-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-014
2016: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2016 401k membership
Total participants, beginning-of-year2016-02-01115
Total number of active participants reported on line 7a of the Form 55002016-02-0196
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-0110
Total of all active and inactive participants2016-02-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-013
Total participants2016-02-01109
Number of participants with account balances2016-02-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-012
2015: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2015 401k membership
Total participants, beginning-of-year2015-02-01115
Total number of active participants reported on line 7a of the Form 55002015-02-0195
Number of retired or separated participants receiving benefits2015-02-011
Number of other retired or separated participants entitled to future benefits2015-02-0110
Total of all active and inactive participants2015-02-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-013
Total participants2015-02-01109
Number of participants with account balances2015-02-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-013
2014: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2014 401k membership
Total participants, beginning-of-year2014-02-01108
Total number of active participants reported on line 7a of the Form 55002014-02-0196
Number of retired or separated participants receiving benefits2014-02-012
Number of other retired or separated participants entitled to future benefits2014-02-019
Total of all active and inactive participants2014-02-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-011
Total participants2014-02-01108
Number of participants with account balances2014-02-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-012
2013: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2013 401k membership
Total participants, beginning-of-year2013-02-01103
Total number of active participants reported on line 7a of the Form 55002013-02-0195
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-0111
Total of all active and inactive participants2013-02-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-01106
Number of participants with account balances2013-02-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-013
2012: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2012 401k membership
Total participants, beginning-of-year2012-02-01105
Total number of active participants reported on line 7a of the Form 55002012-02-0192
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-019
Total of all active and inactive participants2012-02-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-01101
Number of participants with account balances2012-02-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-011
2011: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2011 401k membership
Total participants, beginning-of-year2011-02-01113
Total number of active participants reported on line 7a of the Form 55002011-02-0197
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-018
Total of all active and inactive participants2011-02-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-01105
Number of participants with account balances2011-02-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
2010: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2010 401k membership
Total participants, beginning-of-year2010-02-01107
Total number of active participants reported on line 7a of the Form 55002010-02-0199
Number of retired or separated participants receiving benefits2010-02-010
Number of other retired or separated participants entitled to future benefits2010-02-017
Total of all active and inactive participants2010-02-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-011
Total participants2010-02-01107
Number of participants with account balances2010-02-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-02-011
2009: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2009 401k membership
Total participants, beginning-of-year2009-02-01117
Total number of active participants reported on line 7a of the Form 55002009-02-01100
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-0116
Total of all active and inactive participants2009-02-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-011
Total participants2009-02-01117
Number of participants with account balances2009-02-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-011

Financial Data on WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST

Measure Date Value
2023 : WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total income from all sources (including contributions)2023-01-31$-157,817
Total loss/gain on sale of assets2023-01-31$0
Total of all expenses incurred2023-01-31$462,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$416,288
Value of total corrective distributions2023-01-31$12,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$383,872
Value of total assets at end of year2023-01-31$7,442,947
Value of total assets at beginning of year2023-01-31$8,063,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$34,049
Total interest from all sources2023-01-31$6,112
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$51,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-31$51,374
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$500,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Contributions received from participants2023-01-31$299,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$-620,175
Value of net assets at end of year (total assets less liabilities)2023-01-31$7,442,947
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$8,063,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$3,573,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$4,012,492
Value of interest in pooled separate accounts at end of year2023-01-31$1,530,738
Value of interest in pooled separate accounts at beginning of year2023-01-31$1,562,562
Interest earned on other investments2023-01-31$6,112
Value of interest in common/collective trusts at end of year2023-01-31$2,032,534
Value of interest in common/collective trusts at beginning of year2023-01-31$2,040,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-31$306,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-31$448,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-31$-417,938
Net investment gain/loss from pooled separate accounts2023-01-31$-45,464
Net investment gain or loss from common/collective trusts2023-01-31$-135,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31No
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Contributions received in cash from employer2023-01-31$84,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$416,288
Contract administrator fees2023-01-31$34,049
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31WIDMER ROEL PC
Accountancy firm EIN2023-01-31450334950
2022 : WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$0
Total income from all sources (including contributions)2022-01-31$1,130,682
Total loss/gain on sale of assets2022-01-31$0
Total of all expenses incurred2022-01-31$1,879,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$1,827,317
Value of total corrective distributions2022-01-31$4,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$374,077
Value of total assets at end of year2022-01-31$8,063,122
Value of total assets at beginning of year2022-01-31$8,812,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$48,454
Total interest from all sources2022-01-31$5,818
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$45,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-31$45,339
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$500,000
If this is an individual account plan, was there a blackout period2022-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-01-31$0
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Contributions received from participants2022-01-31$289,071
Income. Received or receivable in cash from other sources (including rollovers)2022-01-31$3,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$-749,314
Value of net assets at end of year (total assets less liabilities)2022-01-31$8,063,122
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$8,812,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-31$4,012,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-31$3,034,894
Value of interest in pooled separate accounts at end of year2022-01-31$1,562,562
Value of interest in pooled separate accounts at beginning of year2022-01-31$3,549,059
Interest earned on other investments2022-01-31$5,818
Value of interest in common/collective trusts at end of year2022-01-31$2,040,057
Value of interest in common/collective trusts at beginning of year2022-01-31$1,873,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-31$448,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-31$354,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-31$280,724
Net investment gain/loss from pooled separate accounts2022-01-31$285,655
Net investment gain or loss from common/collective trusts2022-01-31$139,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31No
Was there a failure to transmit to the plan any participant contributions2022-01-31No
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Contributions received in cash from employer2022-01-31$81,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$1,827,317
Contract administrator fees2022-01-31$48,454
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31WIDMER ROEL PC
Accountancy firm EIN2022-01-31450334950
2021 : WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-01-31$0
Total unrealized appreciation/depreciation of assets2021-01-31$0
Total transfer of assets to this plan2021-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total income from all sources (including contributions)2021-01-31$1,294,510
Total loss/gain on sale of assets2021-01-31$0
Total of all expenses incurred2021-01-31$1,427,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$1,365,565
Value of total corrective distributions2021-01-31$8,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$345,347
Value of total assets at end of year2021-01-31$8,812,436
Value of total assets at beginning of year2021-01-31$8,945,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$53,425
Total income from rents2021-01-31$0
Total interest from all sources2021-01-31$6,303
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$42,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$42,861
Administrative expenses professional fees incurred2021-01-31$0
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$500,000
If this is an individual account plan, was there a blackout period2021-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-31$0
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Amount of non-exempt transactions with any party-in-interest2021-01-31$0
Contributions received from participants2021-01-31$256,108
Participant contributions at end of year2021-01-31$0
Participant contributions at beginning of year2021-01-31$553
Income. Received or receivable in cash from other sources (including rollovers)2021-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-01-31$0
Other income not declared elsewhere2021-01-31$75
Administrative expenses (other) incurred2021-01-31$0
Liabilities. Value of operating payables at beginning of year2021-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$-132,905
Value of net assets at end of year (total assets less liabilities)2021-01-31$8,812,436
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$8,945,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2021-01-31$0
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2021-01-31$0
Investment advisory and management fees2021-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$3,034,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$2,914,799
Value of interest in pooled separate accounts at end of year2021-01-31$3,549,059
Value of interest in pooled separate accounts at beginning of year2021-01-31$3,588,679
Income. Interest from loans (other than to participants)2021-01-31$0
Interest earned on other investments2021-01-31$6,303
Income. Interest from US Government securities2021-01-31$0
Income. Interest from corporate debt instruments2021-01-31$0
Value of interest in common/collective trusts at end of year2021-01-31$1,873,930
Value of interest in common/collective trusts at beginning of year2021-01-31$2,065,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-01-31$354,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-01-31$321,874
Expenses. Payments to insurance carriers foe the provision of benefits2021-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$336,751
Net investment gain/loss from pooled separate accounts2021-01-31$337,477
Net investment gain or loss from common/collective trusts2021-01-31$225,696
Net gain/loss from 103.12 investment entities2021-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31Yes
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$89,239
Employer contributions (assets) at end of year2021-01-31$0
Employer contributions (assets) at beginning of year2021-01-31$53,439
Income. Dividends from preferred stock2021-01-31$0
Income. Dividends from common stock2021-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$1,365,565
Contract administrator fees2021-01-31$53,425
Liabilities. Value of benefit claims payable at beginning of year2021-01-31$0
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Aggregate proceeds on sale of assets2021-01-31$0
Aggregate carrying amount (costs) on sale of assets2021-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-01-31$0
Opinion of an independent qualified public accountant for this plan2021-01-31Disclaimer
Accountancy firm name2021-01-31WIDMER ROEL PC
Accountancy firm EIN2021-01-31450334950
2020 : WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-01-31$0
Unrealized appreciation/depreciation of real estate assets2020-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-31$0
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total transfer of assets to this plan2020-01-31$0
Total transfer of assets to this plan2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total income from all sources (including contributions)2020-01-31$1,638,795
Total loss/gain on sale of assets2020-01-31$0
Total loss/gain on sale of assets2020-01-31$0
Total of all expenses incurred2020-01-31$1,779,078
Total of all expenses incurred2020-01-31$1,779,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$1,719,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$1,719,527
Value of total corrective distributions2020-01-31$0
Value of total corrective distributions2020-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$464,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$464,835
Value of total assets at end of year2020-01-31$8,945,341
Value of total assets at end of year2020-01-31$8,945,341
Value of total assets at beginning of year2020-01-31$9,085,624
Value of total assets at beginning of year2020-01-31$9,085,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$59,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$59,551
Total income from rents2020-01-31$0
Total income from rents2020-01-31$0
Total interest from all sources2020-01-31$11,865
Total interest from all sources2020-01-31$11,865
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$50,432
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$50,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$50,432
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$50,432
Administrative expenses professional fees incurred2020-01-31$0
Administrative expenses professional fees incurred2020-01-31$0
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$500,000
If this is an individual account plan, was there a blackout period2020-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Amount of non-exempt transactions with any party-in-interest2020-01-31$0
Contributions received from participants2020-01-31$313,966
Participant contributions at end of year2020-01-31$553
Participant contributions at end of year2020-01-31$553
Participant contributions at beginning of year2020-01-31$0
Participant contributions at beginning of year2020-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$0
Other income not declared elsewhere2020-01-31$2,341
Administrative expenses (other) incurred2020-01-31$0
Administrative expenses (other) incurred2020-01-31$0
Liabilities. Value of operating payables at beginning of year2020-01-31$0
Liabilities. Value of operating payables at beginning of year2020-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$-140,283
Value of net income/loss2020-01-31$-140,283
Value of net assets at end of year (total assets less liabilities)2020-01-31$8,945,341
Value of net assets at end of year (total assets less liabilities)2020-01-31$8,945,341
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$9,085,624
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$9,085,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-01-31$0
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-01-31$0
Investment advisory and management fees2020-01-31$0
Investment advisory and management fees2020-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$2,914,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$2,914,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$3,040,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$3,040,380
Value of interest in pooled separate accounts at end of year2020-01-31$3,588,679
Value of interest in pooled separate accounts at end of year2020-01-31$3,588,679
Value of interest in pooled separate accounts at beginning of year2020-01-31$3,769,218
Value of interest in pooled separate accounts at beginning of year2020-01-31$3,769,218
Income. Interest from loans (other than to participants)2020-01-31$0
Income. Interest from loans (other than to participants)2020-01-31$0
Interest earned on other investments2020-01-31$11,865
Interest earned on other investments2020-01-31$11,865
Income. Interest from US Government securities2020-01-31$0
Income. Interest from US Government securities2020-01-31$0
Income. Interest from corporate debt instruments2020-01-31$0
Income. Interest from corporate debt instruments2020-01-31$0
Value of interest in common/collective trusts at end of year2020-01-31$2,065,997
Value of interest in common/collective trusts at end of year2020-01-31$2,065,997
Value of interest in common/collective trusts at beginning of year2020-01-31$1,746,902
Value of interest in common/collective trusts at beginning of year2020-01-31$1,746,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-31$321,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-31$321,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$475,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$475,900
Expenses. Payments to insurance carriers foe the provision of benefits2020-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$464,271
Net investment gain/loss from pooled separate accounts2020-01-31$421,161
Net investment gain or loss from common/collective trusts2020-01-31$223,890
Net investment gain or loss from common/collective trusts2020-01-31$223,890
Net gain/loss from 103.12 investment entities2020-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31Yes
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$150,869
Employer contributions (assets) at end of year2020-01-31$53,439
Employer contributions (assets) at end of year2020-01-31$53,439
Employer contributions (assets) at beginning of year2020-01-31$53,224
Employer contributions (assets) at beginning of year2020-01-31$53,224
Income. Dividends from preferred stock2020-01-31$0
Income. Dividends from preferred stock2020-01-31$0
Income. Dividends from common stock2020-01-31$0
Income. Dividends from common stock2020-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$1,719,527
Contract administrator fees2020-01-31$59,551
Contract administrator fees2020-01-31$59,551
Liabilities. Value of benefit claims payable at beginning of year2020-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-01-31$0
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Aggregate proceeds on sale of assets2020-01-31$0
Aggregate proceeds on sale of assets2020-01-31$0
Aggregate carrying amount (costs) on sale of assets2020-01-31$0
Aggregate carrying amount (costs) on sale of assets2020-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Accountancy firm name2020-01-31MUELLER & ASSOCIATES CPA, LLC
Accountancy firm EIN2020-01-31471461886
2019 : WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-01-31$0
Total unrealized appreciation/depreciation of assets2019-01-31$0
Total transfer of assets to this plan2019-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$0
Total income from all sources (including contributions)2019-01-31$400,659
Total loss/gain on sale of assets2019-01-31$0
Total of all expenses incurred2019-01-31$1,173,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-31$1,116,238
Value of total corrective distributions2019-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-31$463,580
Value of total assets at end of year2019-01-31$9,085,624
Value of total assets at beginning of year2019-01-31$9,858,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-31$57,212
Total income from rents2019-01-31$0
Total interest from all sources2019-01-31$5,905
Total dividends received (eg from common stock, registered investment company shares)2019-01-31$60,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-01-31$60,127
Administrative expenses professional fees incurred2019-01-31$0
Was this plan covered by a fidelity bond2019-01-31Yes
Value of fidelity bond cover2019-01-31$500,000
If this is an individual account plan, was there a blackout period2019-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-31$0
Were there any nonexempt tranactions with any party-in-interest2019-01-31No
Amount of non-exempt transactions with any party-in-interest2019-01-31$0
Contributions received from participants2019-01-31$309,658
Participant contributions at end of year2019-01-31$0
Participant contributions at beginning of year2019-01-31$11,401
Income. Received or receivable in cash from other sources (including rollovers)2019-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-01-31$0
Other income not declared elsewhere2019-01-31$1,892
Administrative expenses (other) incurred2019-01-31$0
Liabilities. Value of operating payables at beginning of year2019-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Value of net income/loss2019-01-31$-772,791
Value of net assets at end of year (total assets less liabilities)2019-01-31$9,085,624
Value of net assets at beginning of year (total assets less liabilities)2019-01-31$9,858,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-01-31$0
Were any leases to which the plan was party in default or uncollectible2019-01-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-01-31$0
Investment advisory and management fees2019-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-01-31$3,040,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-01-31$3,503,262
Value of interest in pooled separate accounts at end of year2019-01-31$3,769,218
Value of interest in pooled separate accounts at beginning of year2019-01-31$3,900,056
Income. Interest from loans (other than to participants)2019-01-31$0
Interest earned on other investments2019-01-31$5,905
Income. Interest from US Government securities2019-01-31$0
Income. Interest from corporate debt instruments2019-01-31$0
Value of interest in common/collective trusts at end of year2019-01-31$1,746,902
Value of interest in common/collective trusts at beginning of year2019-01-31$1,877,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-01-31$475,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-01-31$517,930
Expenses. Payments to insurance carriers foe the provision of benefits2019-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-01-31$-83,791
Net investment gain/loss from pooled separate accounts2019-01-31$25,020
Net investment gain or loss from common/collective trusts2019-01-31$-72,074
Net gain/loss from 103.12 investment entities2019-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-31No
Was there a failure to transmit to the plan any participant contributions2019-01-31Yes
Has the plan failed to provide any benefit when due under the plan2019-01-31No
Contributions received in cash from employer2019-01-31$153,922
Employer contributions (assets) at end of year2019-01-31$53,224
Employer contributions (assets) at beginning of year2019-01-31$48,597
Income. Dividends from preferred stock2019-01-31$0
Income. Dividends from common stock2019-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-31$1,116,238
Contract administrator fees2019-01-31$57,212
Liabilities. Value of benefit claims payable at beginning of year2019-01-31$0
Did the plan have assets held for investment2019-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-31No
Aggregate proceeds on sale of assets2019-01-31$0
Aggregate carrying amount (costs) on sale of assets2019-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-01-31Yes
Opinion of an independent qualified public accountant for this plan2019-01-31Disclaimer
Accountancy firm name2019-01-31MUELLER & ASSOCIATES CPA, LLC
Accountancy firm EIN2019-01-31471461886
2018 : WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-01-31$0
Total unrealized appreciation/depreciation of assets2018-01-31$0
Total transfer of assets to this plan2018-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total income from all sources (including contributions)2018-01-31$1,843,790
Total loss/gain on sale of assets2018-01-31$0
Total of all expenses incurred2018-01-31$206,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$200,668
Value of total corrective distributions2018-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$602,603
Value of total assets at end of year2018-01-31$9,858,415
Value of total assets at beginning of year2018-01-31$8,221,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$6,210
Total income from rents2018-01-31$0
Total interest from all sources2018-01-31$7,696
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$27,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-31$27,824
Administrative expenses professional fees incurred2018-01-31$0
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$500,000
If this is an individual account plan, was there a blackout period2018-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-31$0
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Amount of non-exempt transactions with any party-in-interest2018-01-31$0
Contributions received from participants2018-01-31$282,761
Participant contributions at end of year2018-01-31$11,401
Participant contributions at beginning of year2018-01-31$10,305
Income. Received or receivable in cash from other sources (including rollovers)2018-01-31$178,737
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-01-31$0
Other income not declared elsewhere2018-01-31$-1,261
Administrative expenses (other) incurred2018-01-31$0
Liabilities. Value of operating payables at beginning of year2018-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$1,636,912
Value of net assets at end of year (total assets less liabilities)2018-01-31$9,858,415
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$8,221,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-01-31$0
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-01-31$0
Investment advisory and management fees2018-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$3,503,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$1,812,214
Value of interest in pooled separate accounts at end of year2018-01-31$3,900,056
Value of interest in pooled separate accounts at beginning of year2018-01-31$4,711,246
Income. Interest from loans (other than to participants)2018-01-31$0
Interest earned on other investments2018-01-31$7,696
Income. Interest from US Government securities2018-01-31$0
Income. Interest from corporate debt instruments2018-01-31$0
Value of interest in common/collective trusts at end of year2018-01-31$1,877,169
Value of interest in common/collective trusts at beginning of year2018-01-31$1,538,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-01-31$517,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-01-31$104,097
Expenses. Payments to insurance carriers foe the provision of benefits2018-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-31$329,924
Net investment gain/loss from pooled separate accounts2018-01-31$637,168
Net investment gain or loss from common/collective trusts2018-01-31$239,836
Net gain/loss from 103.12 investment entities2018-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$141,105
Employer contributions (assets) at end of year2018-01-31$48,597
Employer contributions (assets) at beginning of year2018-01-31$45,632
Income. Dividends from preferred stock2018-01-31$0
Income. Dividends from common stock2018-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$200,668
Contract administrator fees2018-01-31$6,210
Liabilities. Value of benefit claims payable at beginning of year2018-01-31$0
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Aggregate proceeds on sale of assets2018-01-31$0
Aggregate carrying amount (costs) on sale of assets2018-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31Yes
Opinion of an independent qualified public accountant for this plan2018-01-31Disclaimer
Accountancy firm name2018-01-31MUELLER & ASSOCIATES CPA, LLC
Accountancy firm EIN2018-01-31471461886
2017 : WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-01-31$0
Total unrealized appreciation/depreciation of assets2017-01-31$0
Total transfer of assets to this plan2017-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Total income from all sources (including contributions)2017-01-31$1,253,238
Total loss/gain on sale of assets2017-01-31$0
Total of all expenses incurred2017-01-31$448,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$446,880
Value of total corrective distributions2017-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$397,197
Value of total assets at end of year2017-01-31$8,221,503
Value of total assets at beginning of year2017-01-31$7,416,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$1,486
Total income from rents2017-01-31$0
Total interest from all sources2017-01-31$687
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$29,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-01-31$29,186
Administrative expenses professional fees incurred2017-01-31$0
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$500,000
If this is an individual account plan, was there a blackout period2017-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-31$0
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Amount of non-exempt transactions with any party-in-interest2017-01-31$0
Contributions received from participants2017-01-31$265,618
Participant contributions at end of year2017-01-31$10,305
Participant contributions at beginning of year2017-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-01-31$0
Other income not declared elsewhere2017-01-31$-474
Administrative expenses (other) incurred2017-01-31$0
Liabilities. Value of operating payables at beginning of year2017-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$804,872
Value of net assets at end of year (total assets less liabilities)2017-01-31$8,221,503
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$7,416,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-01-31$0
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-01-31$0
Investment advisory and management fees2017-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$1,812,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$1,781,915
Value of interest in pooled separate accounts at end of year2017-01-31$4,711,246
Value of interest in pooled separate accounts at beginning of year2017-01-31$4,076,776
Income. Interest from loans (other than to participants)2017-01-31$0
Interest earned on other investments2017-01-31$687
Income. Interest from US Government securities2017-01-31$0
Income. Interest from corporate debt instruments2017-01-31$0
Value of interest in common/collective trusts at end of year2017-01-31$1,538,009
Value of interest in common/collective trusts at beginning of year2017-01-31$1,409,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-01-31$104,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-01-31$98,529
Expenses. Payments to insurance carriers foe the provision of benefits2017-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-31$166,562
Net investment gain/loss from pooled separate accounts2017-01-31$499,579
Net investment gain or loss from common/collective trusts2017-01-31$160,501
Net gain/loss from 103.12 investment entities2017-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31No
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Contributions received in cash from employer2017-01-31$131,579
Employer contributions (assets) at end of year2017-01-31$45,632
Employer contributions (assets) at beginning of year2017-01-31$50,055
Income. Dividends from preferred stock2017-01-31$0
Income. Dividends from common stock2017-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$446,880
Contract administrator fees2017-01-31$1,486
Liabilities. Value of benefit claims payable at beginning of year2017-01-31$0
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Aggregate proceeds on sale of assets2017-01-31$0
Aggregate carrying amount (costs) on sale of assets2017-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31Yes
Opinion of an independent qualified public accountant for this plan2017-01-31Disclaimer
Accountancy firm name2017-01-31MUELLER & ASSOCIATES CPA, LLC
Accountancy firm EIN2017-01-31471461886
2016 : WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-01-31$0
Total unrealized appreciation/depreciation of assets2016-01-31$0
Total transfer of assets to this plan2016-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$0
Total income from all sources (including contributions)2016-01-31$129,325
Total loss/gain on sale of assets2016-01-31$0
Total of all expenses incurred2016-01-31$293,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$291,919
Value of total corrective distributions2016-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$422,612
Value of total assets at end of year2016-01-31$7,416,631
Value of total assets at beginning of year2016-01-31$7,580,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$1,735
Total income from rents2016-01-31$0
Total interest from all sources2016-01-31$654
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$25,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-31$25,291
Administrative expenses professional fees incurred2016-01-31$0
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$500,000
If this is an individual account plan, was there a blackout period2016-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-31$0
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Amount of non-exempt transactions with any party-in-interest2016-01-31$0
Contributions received from participants2016-01-31$284,869
Participant contributions at end of year2016-01-31$0
Participant contributions at beginning of year2016-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-01-31$0
Other income not declared elsewhere2016-01-31$-103
Administrative expenses (other) incurred2016-01-31$0
Liabilities. Value of operating payables at beginning of year2016-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$-164,329
Value of net assets at end of year (total assets less liabilities)2016-01-31$7,416,631
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$7,580,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-01-31$0
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-01-31$0
Investment advisory and management fees2016-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$1,781,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$2,348,253
Value of interest in pooled separate accounts at end of year2016-01-31$4,076,776
Value of interest in pooled separate accounts at beginning of year2016-01-31$3,370,928
Income. Interest from loans (other than to participants)2016-01-31$0
Interest earned on other investments2016-01-31$654
Income. Interest from US Government securities2016-01-31$0
Income. Interest from corporate debt instruments2016-01-31$0
Value of interest in common/collective trusts at end of year2016-01-31$1,409,356
Value of interest in common/collective trusts at beginning of year2016-01-31$1,696,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-01-31$98,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-01-31$100,697
Expenses. Payments to insurance carriers foe the provision of benefits2016-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-31$-126,585
Net investment gain/loss from pooled separate accounts2016-01-31$-130,188
Net investment gain or loss from common/collective trusts2016-01-31$-62,356
Net gain/loss from 103.12 investment entities2016-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31No
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$137,743
Employer contributions (assets) at end of year2016-01-31$50,055
Employer contributions (assets) at beginning of year2016-01-31$65,067
Income. Dividends from preferred stock2016-01-31$0
Income. Dividends from common stock2016-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$291,919
Contract administrator fees2016-01-31$1,735
Liabilities. Value of benefit claims payable at beginning of year2016-01-31$0
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Aggregate proceeds on sale of assets2016-01-31$0
Aggregate carrying amount (costs) on sale of assets2016-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31Yes
Opinion of an independent qualified public accountant for this plan2016-01-31Disclaimer
Accountancy firm name2016-01-31MUELLER & ASSOCIATES CPA, LLC
Accountancy firm EIN2016-01-31471461886
2015 : WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-01-31$0
Total unrealized appreciation/depreciation of assets2015-01-31$0
Total transfer of assets to this plan2015-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$0
Total income from all sources (including contributions)2015-01-31$1,098,265
Total loss/gain on sale of assets2015-01-31$0
Total of all expenses incurred2015-01-31$340,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$338,606
Value of total corrective distributions2015-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$426,343
Value of total assets at end of year2015-01-31$7,580,960
Value of total assets at beginning of year2015-01-31$6,823,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$2,306
Total income from rents2015-01-31$0
Total interest from all sources2015-01-31$844
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$30,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-01-31$30,501
Administrative expenses professional fees incurred2015-01-31$0
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$500,000
If this is an individual account plan, was there a blackout period2015-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-31$0
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Amount of non-exempt transactions with any party-in-interest2015-01-31$0
Contributions received from participants2015-01-31$273,893
Participant contributions at end of year2015-01-31$0
Participant contributions at beginning of year2015-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-01-31$0
Other income not declared elsewhere2015-01-31$14
Administrative expenses (other) incurred2015-01-31$0
Liabilities. Value of operating payables at beginning of year2015-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$757,353
Value of net assets at end of year (total assets less liabilities)2015-01-31$7,580,960
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$6,823,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-01-31$0
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-01-31$0
Investment advisory and management fees2015-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-31$2,348,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-31$1,975,532
Value of interest in pooled separate accounts at end of year2015-01-31$3,370,928
Value of interest in pooled separate accounts at beginning of year2015-01-31$3,015,240
Income. Interest from loans (other than to participants)2015-01-31$0
Interest earned on other investments2015-01-31$844
Income. Interest from US Government securities2015-01-31$0
Income. Interest from corporate debt instruments2015-01-31$0
Value of interest in common/collective trusts at end of year2015-01-31$1,696,015
Value of interest in common/collective trusts at beginning of year2015-01-31$1,651,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-01-31$100,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-01-31$100,970
Expenses. Payments to insurance carriers foe the provision of benefits2015-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-01-31$318,408
Net investment gain/loss from pooled separate accounts2015-01-31$199,696
Net investment gain or loss from common/collective trusts2015-01-31$122,459
Net gain/loss from 103.12 investment entities2015-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$152,450
Employer contributions (assets) at end of year2015-01-31$65,067
Employer contributions (assets) at beginning of year2015-01-31$80,085
Income. Dividends from preferred stock2015-01-31$0
Income. Dividends from common stock2015-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$338,606
Contract administrator fees2015-01-31$2,306
Liabilities. Value of benefit claims payable at beginning of year2015-01-31$0
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Aggregate proceeds on sale of assets2015-01-31$0
Aggregate carrying amount (costs) on sale of assets2015-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31Yes
Opinion of an independent qualified public accountant for this plan2015-01-31Disclaimer
Accountancy firm name2015-01-31MUELLER & ASSOCIATES CPA, LLC
Accountancy firm EIN2015-01-31471461886
2014 : WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-01-31$0
Total unrealized appreciation/depreciation of assets2014-01-31$0
Total transfer of assets to this plan2014-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total income from all sources (including contributions)2014-01-31$1,097,351
Total loss/gain on sale of assets2014-01-31$0
Total of all expenses incurred2014-01-31$441,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$440,041
Value of total corrective distributions2014-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$454,904
Value of total assets at end of year2014-01-31$6,823,607
Value of total assets at beginning of year2014-01-31$6,167,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$1,521
Total income from rents2014-01-31$0
Total interest from all sources2014-01-31$1,088
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$33,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-01-31$33,928
Administrative expenses professional fees incurred2014-01-31$0
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$500,000
If this is an individual account plan, was there a blackout period2014-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-31$0
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Amount of non-exempt transactions with any party-in-interest2014-01-31$0
Contributions received from participants2014-01-31$261,404
Participant contributions at end of year2014-01-31$0
Participant contributions at beginning of year2014-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-01-31$24,561
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-01-31$0
Other income not declared elsewhere2014-01-31$-778
Administrative expenses (other) incurred2014-01-31$0
Liabilities. Value of operating payables at beginning of year2014-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$655,789
Value of net assets at end of year (total assets less liabilities)2014-01-31$6,823,607
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$6,167,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-01-31$0
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-01-31$0
Investment advisory and management fees2014-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$1,975,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$0
Value of interest in pooled separate accounts at end of year2014-01-31$3,015,240
Value of interest in pooled separate accounts at beginning of year2014-01-31$6,011,139
Income. Interest from loans (other than to participants)2014-01-31$0
Interest earned on other investments2014-01-31$1,088
Income. Interest from US Government securities2014-01-31$0
Income. Interest from corporate debt instruments2014-01-31$0
Value of interest in common/collective trusts at end of year2014-01-31$1,651,780
Value of interest in common/collective trusts at beginning of year2014-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-01-31$100,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-01-31$96,585
Expenses. Payments to insurance carriers foe the provision of benefits2014-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-31$76,270
Net investment gain/loss from pooled separate accounts2014-01-31$424,049
Net investment gain or loss from common/collective trusts2014-01-31$107,890
Net gain/loss from 103.12 investment entities2014-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$168,939
Employer contributions (assets) at end of year2014-01-31$80,085
Employer contributions (assets) at beginning of year2014-01-31$60,094
Income. Dividends from preferred stock2014-01-31$0
Income. Dividends from common stock2014-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$440,041
Contract administrator fees2014-01-31$1,521
Liabilities. Value of benefit claims payable at beginning of year2014-01-31$0
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Aggregate proceeds on sale of assets2014-01-31$0
Aggregate carrying amount (costs) on sale of assets2014-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31Yes
Opinion of an independent qualified public accountant for this plan2014-01-31Disclaimer
Accountancy firm name2014-01-31MUELER & ASSOCIATES, CPA, LLC
Accountancy firm EIN2014-01-31471461886
2013 : WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-01-31$0
Total unrealized appreciation/depreciation of assets2013-01-31$0
Total transfer of assets to this plan2013-01-31$0
Total transfer of assets from this plan2013-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total income from all sources (including contributions)2013-01-31$955,287
Total loss/gain on sale of assets2013-01-31$0
Total of all expenses incurred2013-01-31$255,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$254,965
Expenses. Certain deemed distributions of participant loans2013-01-31$0
Value of total corrective distributions2013-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$399,848
Value of total assets at end of year2013-01-31$6,167,818
Value of total assets at beginning of year2013-01-31$5,467,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$228
Total income from rents2013-01-31$0
Total interest from all sources2013-01-31$1,522
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-01-31$0
Administrative expenses professional fees incurred2013-01-31$0
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$500,000
If this is an individual account plan, was there a blackout period2013-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-31$0
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Amount of non-exempt transactions with any party-in-interest2013-01-31$0
Contributions received from participants2013-01-31$255,780
Participant contributions at end of year2013-01-31$0
Participant contributions at beginning of year2013-01-31$1,722
Participant contributions at end of year2013-01-31$0
Participant contributions at beginning of year2013-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-01-31$0
Other income not declared elsewhere2013-01-31$-720
Administrative expenses (other) incurred2013-01-31$0
Liabilities. Value of operating payables at beginning of year2013-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$700,094
Value of net assets at end of year (total assets less liabilities)2013-01-31$6,167,818
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$5,467,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-01-31$0
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-01-31$0
Investment advisory and management fees2013-01-31$0
Value of interest in pooled separate accounts at end of year2013-01-31$6,011,139
Value of interest in pooled separate accounts at beginning of year2013-01-31$5,315,467
Interest on participant loans2013-01-31$25
Income. Interest from loans (other than to participants)2013-01-31$0
Interest earned on other investments2013-01-31$1,497
Income. Interest from US Government securities2013-01-31$0
Income. Interest from corporate debt instruments2013-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-01-31$96,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-01-31$70,309
Expenses. Payments to insurance carriers foe the provision of benefits2013-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-31$0
Net investment gain/loss from pooled separate accounts2013-01-31$554,637
Net investment gain or loss from common/collective trusts2013-01-31$0
Net gain/loss from 103.12 investment entities2013-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$144,068
Employer contributions (assets) at end of year2013-01-31$60,094
Employer contributions (assets) at beginning of year2013-01-31$80,226
Income. Dividends from preferred stock2013-01-31$0
Income. Dividends from common stock2013-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$254,965
Contract administrator fees2013-01-31$228
Liabilities. Value of benefit claims payable at beginning of year2013-01-31$0
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Aggregate proceeds on sale of assets2013-01-31$0
Aggregate carrying amount (costs) on sale of assets2013-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31KOHLMAN,BIERSCHBACH & ANDERSON, LLP
Accountancy firm EIN2013-01-31460283230
2012 : WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-01-31$0
Total unrealized appreciation/depreciation of assets2012-01-31$0
Total transfer of assets to this plan2012-01-31$0
Total transfer of assets from this plan2012-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total income from all sources (including contributions)2012-01-31$479,411
Total loss/gain on sale of assets2012-01-31$0
Total of all expenses incurred2012-01-31$358,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$357,965
Expenses. Certain deemed distributions of participant loans2012-01-31$0
Value of total corrective distributions2012-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$409,237
Value of total assets at end of year2012-01-31$5,467,724
Value of total assets at beginning of year2012-01-31$5,346,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$314
Total income from rents2012-01-31$0
Total interest from all sources2012-01-31$1,779
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-01-31$0
Administrative expenses professional fees incurred2012-01-31$0
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$500,000
If this is an individual account plan, was there a blackout period2012-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-31$0
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Amount of non-exempt transactions with any party-in-interest2012-01-31$0
Contributions received from participants2012-01-31$244,496
Participant contributions at end of year2012-01-31$1,722
Participant contributions at beginning of year2012-01-31$6,554
Participant contributions at end of year2012-01-31$0
Participant contributions at beginning of year2012-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-01-31$0
Other income not declared elsewhere2012-01-31$252
Administrative expenses (other) incurred2012-01-31$0
Liabilities. Value of operating payables at beginning of year2012-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$121,132
Value of net assets at end of year (total assets less liabilities)2012-01-31$5,467,724
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$5,346,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-01-31$0
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-01-31$0
Investment advisory and management fees2012-01-31$0
Value of interest in pooled separate accounts at end of year2012-01-31$5,315,467
Value of interest in pooled separate accounts at beginning of year2012-01-31$5,171,738
Interest on participant loans2012-01-31$271
Income. Interest from loans (other than to participants)2012-01-31$0
Interest earned on other investments2012-01-31$1,508
Income. Interest from US Government securities2012-01-31$0
Income. Interest from corporate debt instruments2012-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-01-31$70,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-01-31$97,925
Expenses. Payments to insurance carriers foe the provision of benefits2012-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$0
Net investment gain/loss from pooled separate accounts2012-01-31$68,143
Net investment gain or loss from common/collective trusts2012-01-31$0
Net gain/loss from 103.12 investment entities2012-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$164,741
Employer contributions (assets) at end of year2012-01-31$80,226
Employer contributions (assets) at beginning of year2012-01-31$70,375
Income. Dividends from preferred stock2012-01-31$0
Income. Dividends from common stock2012-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$357,965
Contract administrator fees2012-01-31$314
Liabilities. Value of benefit claims payable at beginning of year2012-01-31$0
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Aggregate proceeds on sale of assets2012-01-31$0
Aggregate carrying amount (costs) on sale of assets2012-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31Yes
Opinion of an independent qualified public accountant for this plan2012-01-31Disclaimer
Accountancy firm name2012-01-31KOHLMAN, BIERSCHBACH & ANDERSON
Accountancy firm EIN2012-01-31460283230
2011 : WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-01-31$0
Total unrealized appreciation/depreciation of assets2011-01-31$0
Total transfer of assets to this plan2011-01-31$0
Total transfer of assets from this plan2011-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total income from all sources (including contributions)2011-01-31$1,258,988
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$200,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$200,505
Expenses. Certain deemed distributions of participant loans2011-01-31$0
Value of total corrective distributions2011-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$393,052
Value of total assets at end of year2011-01-31$5,346,592
Value of total assets at beginning of year2011-01-31$4,288,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$105
Total income from rents2011-01-31$0
Total interest from all sources2011-01-31$3,398
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-01-31$0
Administrative expenses professional fees incurred2011-01-31$0
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$500,000
If this is an individual account plan, was there a blackout period2011-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Amount of non-exempt transactions with any party-in-interest2011-01-31$0
Contributions received from participants2011-01-31$233,699
Participant contributions at end of year2011-01-31$6,554
Participant contributions at beginning of year2011-01-31$11,958
Participant contributions at end of year2011-01-31$0
Participant contributions at beginning of year2011-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-01-31$4,797
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-01-31$0
Other income not declared elsewhere2011-01-31$49
Administrative expenses (other) incurred2011-01-31$0
Liabilities. Value of operating payables at beginning of year2011-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$1,058,378
Value of net assets at end of year (total assets less liabilities)2011-01-31$5,346,592
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$4,288,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-01-31$0
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-01-31$0
Investment advisory and management fees2011-01-31$0
Value of interest in pooled separate accounts at end of year2011-01-31$5,171,738
Value of interest in pooled separate accounts at beginning of year2011-01-31$4,124,445
Interest on participant loans2011-01-31$679
Income. Interest from loans (other than to participants)2011-01-31$0
Interest earned on other investments2011-01-31$2,719
Income. Interest from US Government securities2011-01-31$0
Income. Interest from corporate debt instruments2011-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-01-31$97,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-01-31$86,412
Expenses. Payments to insurance carriers foe the provision of benefits2011-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$0
Net investment gain/loss from pooled separate accounts2011-01-31$862,489
Net investment gain or loss from common/collective trusts2011-01-31$0
Net gain/loss from 103.12 investment entities2011-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$154,556
Employer contributions (assets) at end of year2011-01-31$70,375
Employer contributions (assets) at beginning of year2011-01-31$65,399
Income. Dividends from preferred stock2011-01-31$0
Income. Dividends from common stock2011-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$200,505
Contract administrator fees2011-01-31$105
Liabilities. Value of benefit claims payable at beginning of year2011-01-31$0
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Aggregate proceeds on sale of assets2011-01-31$0
Aggregate carrying amount (costs) on sale of assets2011-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31Yes
Opinion of an independent qualified public accountant for this plan2011-01-31Disclaimer
Accountancy firm name2011-01-31KOHLMAN, BIERSCHBACH & ANDERSON, LL
Accountancy firm EIN2011-01-31460283230

Form 5500 Responses for WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST

2022: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)No
2022-02-01Plan is a collectively bargained planNo
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement – InsuranceYes
2022-02-01Plan benefit arrangement - TrustYes
2021: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planNo
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement – InsuranceYes
2021-02-01Plan benefit arrangement - TrustYes
2020: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planNo
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement – InsuranceYes
2020-02-01Plan benefit arrangement - TrustYes
2019: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement – InsuranceYes
2019-02-01Plan benefit arrangement - TrustYes
2018: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement – InsuranceYes
2018-02-01Plan benefit arrangement - TrustYes
2017: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planNo
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement – InsuranceYes
2017-02-01Plan benefit arrangement - TrustYes
2016: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planNo
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement – InsuranceYes
2016-02-01Plan benefit arrangement - TrustYes
2015: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planNo
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement – InsuranceYes
2015-02-01Plan benefit arrangement - TrustYes
2014: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planNo
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement – InsuranceYes
2014-02-01Plan benefit arrangement - TrustYes
2013: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement – InsuranceYes
2013-02-01Plan benefit arrangement - TrustYes
2012: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement – InsuranceYes
2012-02-01Plan benefit arrangement - TrustYes
2011: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement – InsuranceYes
2011-02-01Plan benefit arrangement - TrustYes
2010: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01This submission is the final filingNo
2010-02-01This return/report is a short plan year return/report (less than 12 months)No
2010-02-01Plan is a collectively bargained planNo
2010-02-01Plan funding arrangement – InsuranceYes
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement – InsuranceYes
2010-02-01Plan benefit arrangement - TrustYes
2009: WHEELER MANUFACTURING CO., INC. PROFIT SHARING/401(K) TRUST 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement – InsuranceYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered124
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number814097
Policy instance 1
Insurance contract or identification number814097
Number of Individuals Covered124
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered117
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number814097
Policy instance 1
Insurance contract or identification number814097
Number of Individuals Covered117
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered122
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number814097
Policy instance 1
Insurance contract or identification number814097
Number of Individuals Covered122
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered140
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number814097
Policy instance 1
Insurance contract or identification number814097
Number of Individuals Covered140
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number814097
Policy instance 1
Insurance contract or identification number814097
Number of Individuals Covered137
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered137
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number800350
Policy instance 3
Insurance contract or identification number800350
Number of Individuals Covered0
Insurance policy start date2017-02-01
Insurance policy end date2017-02-07
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered137
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number814097
Policy instance 1
Insurance contract or identification number814097
Number of Individuals Covered137
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number800350
Policy instance 1
Insurance contract or identification number800350
Number of Individuals Covered109
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number800350
Policy instance 1
Insurance contract or identification number800350
Number of Individuals Covered108
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number800350
Policy instance 1
Insurance contract or identification number800350
Number of Individuals Covered106
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $14,833
Total amount of fees paid to insurance companyUSD $246
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,833
Amount paid for insurance broker fees246
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number800350
Policy instance 1
Insurance contract or identification number800350
Number of Individuals Covered101
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $10,292
Total amount of fees paid to insurance companyUSD $220
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,292
Amount paid for insurance broker fees220
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number800350
Policy instance 1
Insurance contract or identification number800350
Number of Individuals Covered105
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $11,478
Total amount of fees paid to insurance companyUSD $133
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number800350
Policy instance 1
Insurance contract or identification number800350
Number of Individuals Covered107
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $11,407
Total amount of fees paid to insurance companyUSD $2,256
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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