401k Plan data: OVERHEAD DOOR 401(K) PLAN plan

OVERHEAD DOOR 401(K) PLAN 401k Plan overview

Plan Name	OVERHEAD DOOR 401(K) PLAN
Plan identification number	001

OVERHEAD DOOR 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

W. D. NORTON, INC. has sponsored the creation of one or more 401k plans.

Company Name: W. D. NORTON, INC.

Employer identification number (EIN): 752255454

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OVERHEAD DOOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KEN TOWNSEND 2024-09-11 KEN TOWNSEND 2024-09-11
001 2022-01-01 KEN TOWNSEND 2023-05-31 KEN TOWNSEND 2023-05-31
001 2021-01-01 KEN TOWNSEND 2022-06-01 KEN TOWNSEND 2022-06-01
001 2020-01-01 KEN TOWNSEND 2021-06-23 KEN TOWNSEND 2021-06-23
001 2019-01-01 KEN TOWNSEND 2020-06-03 KEN TOWNSEND 2020-06-03
001 2018-01-01 KEN TOWNSEND 2019-06-05 KEN TOWNSEND 2019-06-05
001 2017-01-01 KEN TOWNSEND 2018-04-30 KEN TOWNSEND 2018-04-30
001 2016-01-01 KEN TOWNSEND 2017-05-17 KEN TOWNSEND 2017-05-17
001 2015-01-01 KEN TOWNSEND 2016-09-08 KEN TOWNSEND 2016-09-08
001 2014-01-01 KEN TOWNSEND
001 2013-01-01 KEN TOWNSEND
001 2012-01-01 KEN TOWNSEND
001 2011-01-01 KEN TOWNSEND
001 2010-01-01 KEN TOWNSEND
001 2009-01-01 KEN TOWNSEND

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KEN TOWNSEND	2024-09-11	KEN TOWNSEND	2024-09-11
001	2022-01-01	KEN TOWNSEND	2023-05-31	KEN TOWNSEND	2023-05-31
001	2021-01-01	KEN TOWNSEND	2022-06-01	KEN TOWNSEND	2022-06-01
001	2020-01-01	KEN TOWNSEND	2021-06-23	KEN TOWNSEND	2021-06-23
001	2019-01-01	KEN TOWNSEND	2020-06-03	KEN TOWNSEND	2020-06-03
001	2018-01-01	KEN TOWNSEND	2019-06-05	KEN TOWNSEND	2019-06-05
001	2017-01-01	KEN TOWNSEND	2018-04-30	KEN TOWNSEND	2018-04-30
001	2016-01-01	KEN TOWNSEND	2017-05-17	KEN TOWNSEND	2017-05-17
001	2015-01-01	KEN TOWNSEND	2016-09-08	KEN TOWNSEND	2016-09-08
001	2014-01-01	KEN TOWNSEND
001	2013-01-01	KEN TOWNSEND
001	2012-01-01	KEN TOWNSEND
001	2011-01-01	KEN TOWNSEND
001	2010-01-01	KEN TOWNSEND
001	2009-01-01	KEN TOWNSEND

Plan Statistics for OVERHEAD DOOR 401(K) PLAN

401k plan membership statisitcs for OVERHEAD DOOR 401(K) PLAN

Measure Date Value
2014: OVERHEAD DOOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 44
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 49
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: OVERHEAD DOOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 42
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 47
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: OVERHEAD DOOR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 39
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 44
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OVERHEAD DOOR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 40
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 44
Number of participants with account balances 2011-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: OVERHEAD DOOR 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 58
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 63
Number of participants with account balances 2010-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: OVERHEAD DOOR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 49
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 55
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: OVERHEAD DOOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	44
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	49
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: OVERHEAD DOOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	42
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	47
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: OVERHEAD DOOR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	39
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	44
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OVERHEAD DOOR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	40
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	44
Number of participants with account balances	2011-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: OVERHEAD DOOR 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	58
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	63
Number of participants with account balances	2010-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: OVERHEAD DOOR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	49
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	55
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OVERHEAD DOOR 401(K) PLAN

Measure	Date	Value
2014 : OVERHEAD DOOR 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$26,856
Expenses. Total of all expenses incurred	2014-12-31	$7,968
Benefits paid (including direct rollovers)	2014-12-31	$7,518
Total plan assets at end of year	2014-12-31	$290,130
Total plan assets at beginning of year	2014-12-31	$271,242
Value of fidelity bond covering the plan	2014-12-31	$27,125
Total contributions received or receivable from participants	2014-12-31	$6,166
Other income received	2014-12-31	$20,690
Net income (gross income less expenses)	2014-12-31	$18,888
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$290,130
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$271,242
Assets. Value of participant loans	2014-12-31	$25,082
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : OVERHEAD DOOR 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$68,773
Expenses. Total of all expenses incurred	2013-12-31	$100
Total plan assets at end of year	2013-12-31	$271,242
Total plan assets at beginning of year	2013-12-31	$202,569
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$7,792
Other income received	2013-12-31	$60,981
Net income (gross income less expenses)	2013-12-31	$68,673
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$271,242
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$202,569
Assets. Value of participant loans	2013-12-31	$15,537
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : OVERHEAD DOOR 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$33,030
Expenses. Total of all expenses incurred	2012-12-31	$1,480
Benefits paid (including direct rollovers)	2012-12-31	$1,330
Total plan assets at end of year	2012-12-31	$202,569
Total plan assets at beginning of year	2012-12-31	$171,019
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$6,147
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$26,883
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$31,550
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$202,569
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$171,019
Assets. Value of participant loans	2012-12-31	$14,645
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : OVERHEAD DOOR 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$6,394
Expenses. Total of all expenses incurred	2011-12-31	$5,906
Benefits paid (including direct rollovers)	2011-12-31	$5,906
Total plan assets at end of year	2011-12-31	$171,019
Total plan assets at beginning of year	2011-12-31	$170,531
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$9,262
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-2,868
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$488
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$171,019
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$170,531
Assets. Value of participant loans	2011-12-31	$20,871
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : OVERHEAD DOOR 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$28,186
Expenses. Total of all expenses incurred	2010-12-31	$9,825
Benefits paid (including direct rollovers)	2010-12-31	$9,825
Total plan assets at end of year	2010-12-31	$170,531
Total plan assets at beginning of year	2010-12-31	$152,170
Value of fidelity bond covering the plan	2010-12-31	$265,000
Total contributions received or receivable from participants	2010-12-31	$9,855
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$18,331
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$18,361
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$170,531
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$152,170
Assets. Value of participant loans	2010-12-31	$11,257
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : OVERHEAD DOOR 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for OVERHEAD DOOR 401(K) PLAN

2014: OVERHEAD DOOR 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OVERHEAD DOOR 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OVERHEAD DOOR 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OVERHEAD DOOR 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: OVERHEAD DOOR 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: OVERHEAD DOOR 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	W. D. NORTON, INC.
Employer identification number (EIN):	752255454
NAIC Classification:	339900