POWER WORKS INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PWI 401(K) RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2025 : PWI 401(K) RETIREMENT SAVINGS PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-06-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-09 | 34526 |
| Net assets as of the end of the plan year | 2025-06-09 | 343062 |
| Total assets as of the beginning of the plan year | 2025-06-09 | 214085 |
| Value of plan covered by a fidelity bond | 2025-06-09 | 385000 |
| Participant contributions to plan in this plan year | 2025-06-09 | 73073 |
| Other income to plan in this plan year | 2025-06-09 | 29430 |
| Plan net income in this plan year | 2025-06-09 | 128977 |
| Net assets as of the end of the plan year | 2025-06-09 | 343062 |
| Net assets as of the beginning of the plan year | 2025-06-09 | 214085 |
| Employer contributions to plan in this plan year | 2025-06-09 | 61000 |
| Fees paid to broker by Benefit Provider | 2025-06-09 | 454 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-09 | 2174 |
| 2024 : PWI 401(K) RETIREMENT SAVINGS PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-07-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-18 | 22896 |
| Net assets as of the end of the plan year | 2024-07-18 | 214085 |
| Total assets as of the beginning of the plan year | 2024-07-18 | 105611 |
| Value of plan covered by a fidelity bond | 2024-07-18 | 385000 |
| Participant contributions to plan in this plan year | 2024-07-18 | 56752 |
| Other expenses paid from plan in this plan year | 2024-07-18 | 0 |
| Other contributions to plan in this plan year | 2024-07-18 | 0 |
| Other income to plan in this plan year | 2024-07-18 | 25555 |
| Plan net income in this plan year | 2024-07-18 | 108474 |
| Net assets as of the end of the plan year | 2024-07-18 | 214085 |
| Net assets as of the beginning of the plan year | 2024-07-18 | 105611 |
| Employer contributions to plan in this plan year | 2024-07-18 | 49063 |
| Fees paid to broker by Benefit Provider | 2024-07-18 | 235 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-18 | 327 |
| 2022 : PWI 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $894 |
| Total income from all sources (including contributions) | 2022-12-31 | $57,933 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $7,911 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,225 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $67,877 |
| Value of total assets at end of year | 2022-12-31 | $105,610 |
| Value of total assets at beginning of year | 2022-12-31 | $56,482 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $686 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $36,318 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $894 |
| Other income not declared elsewhere | 2022-12-31 | $1,812 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $50,022 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $105,610 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $55,588 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $102,073 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $56,482 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $3,537 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-11,756 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $31,559 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,225 |
| Contract administrator fees | 2022-12-31 | $686 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | FOUNTAIN, ARRINGTON, BASS, MERCER |
| Accountancy firm EIN | 2022-12-31 | 581307612 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $894 |
| Total income from all sources (including contributions) | 2022-01-01 | $57,933 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $7,911 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $7,225 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $67,877 |
| Value of total assets at end of year | 2022-01-01 | $105,610 |
| Value of total assets at beginning of year | 2022-01-01 | $56,482 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $686 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $385,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $36,318 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $894 |
| Other income not declared elsewhere | 2022-01-01 | $1,812 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $50,022 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $105,610 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $55,588 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $102,073 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $56,482 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $3,537 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-11,756 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $31,559 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $7,225 |
| Contract administrator fees | 2022-01-01 | $686 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | FOUNTAIN, ARRINGTON, BASS, MERCER |
| Accountancy firm EIN | 2022-01-01 | 581307612 |
| 2021 : PWI 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $894 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $51,253 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $11,340 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $10,783 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $47,168 |
| Value of total assets at end of year | 2021-12-31 | $56,482 |
| Value of total assets at beginning of year | 2021-12-31 | $15,675 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $557 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $24,551 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $894 |
| Other income not declared elsewhere | 2021-12-31 | $6 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $39,913 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $55,588 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,675 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $56,482 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $15,675 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $4,079 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $22,617 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $10,783 |
| Contract administrator fees | 2021-12-31 | $557 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | FOUNTAIN, ARRINGTON, BASS, MERCER |
| Accountancy firm EIN | 2021-12-31 | 581307612 |
| 2020 : PWI 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $15,696 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $21 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $14,489 |
| Value of total assets at end of year | 2020-12-31 | $15,675 |
| Value of total assets at beginning of year | 2020-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $21 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $7,536 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $15,675 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,675 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $15,675 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,207 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $6,953 |
| Contract administrator fees | 2020-12-31 | $21 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | FOUNTAIN, ARRINGTON, BASS, MERCER |
| Accountancy firm EIN | 2020-12-31 | 581307612 |
