401k Plan data: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN plan

CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CAL-WELD, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

CAL-WELD, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

CAL-WELD, INC. has sponsored the creation of one or more 401k plans.

Company Name: CAL-WELD, INC.

Employer identification number (EIN): 942810818

NAIC Classification: 333100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAL-WELD, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-07-01 JEFFERY ANDRESON 2019-04-12
001 2016-07-01
001 2015-07-01
001 2014-07-01 RICHARD A. OLAZABA
001 2013-07-01 RICHARD A. OLAZABA
001 2012-07-01 RICHARD A. OLAZABA
001 2011-07-01 RICHARD A. OLAZABA
001 2010-07-01 RICHARD A. OLAZABA
001 2009-07-01 RICHARD A. OLAZABA

Plan Statistics for CAL-WELD, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CAL-WELD, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 300
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 273
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 33
Total of all active and inactive participants 2017-07-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 306
Number of participants with account balances 2017-07-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 5
2016: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 212
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 214
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 11
Total of all active and inactive participants 2016-07-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 225
Number of participants with account balances 2016-07-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 7
2015: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 155
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 170
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 3
Total of all active and inactive participants 2015-07-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 173
Number of participants with account balances 2015-07-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 2
2014: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 116
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 124
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 124
Number of participants with account balances 2014-07-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 107
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 101
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 1
Total of all active and inactive participants 2013-07-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 102
Number of participants with account balances 2013-07-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 1
2012: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 109
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 98
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 3
Total of all active and inactive participants 2012-07-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 101
Number of participants with account balances 2012-07-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 2
2011: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 104
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 104
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 2
Total of all active and inactive participants 2011-07-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 106
Number of participants with account balances 2011-07-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 2
2010: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 75
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 87
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 1
Total of all active and inactive participants 2010-07-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 88
Number of participants with account balances 2010-07-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 55
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 74
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 1
Total of all active and inactive participants 2009-07-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 75
Number of participants with account balances 2009-07-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2017: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	300
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	273
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	33
Total of all active and inactive participants	2017-07-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	306
Number of participants with account balances	2017-07-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	5
2016: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	212
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	214
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	11
Total of all active and inactive participants	2016-07-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	225
Number of participants with account balances	2016-07-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	7
2015: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	155
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	170
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	3
Total of all active and inactive participants	2015-07-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	173
Number of participants with account balances	2015-07-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	2
2014: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	116
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	124
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	124
Number of participants with account balances	2014-07-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	107
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	101
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	1
Total of all active and inactive participants	2013-07-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	102
Number of participants with account balances	2013-07-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	1
2012: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	109
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	98
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	3
Total of all active and inactive participants	2012-07-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	101
Number of participants with account balances	2012-07-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	2
2011: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	104
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	104
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	2
Total of all active and inactive participants	2011-07-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	106
Number of participants with account balances	2011-07-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	2
2010: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	75
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	87
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	1
Total of all active and inactive participants	2010-07-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	88
Number of participants with account balances	2010-07-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	55
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	74
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	1
Total of all active and inactive participants	2009-07-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	75
Number of participants with account balances	2009-07-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on CAL-WELD, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2018 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$2,285,721
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$1,293,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,226,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,610,323
Value of total assets at end of year	2018-06-30	$8,389,789
Value of total assets at beginning of year	2018-06-30	$7,397,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$66,886
Total interest from all sources	2018-06-30	$5,361
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Administrative expenses professional fees incurred	2018-06-30	$4,175
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$1,230,465
Participant contributions at end of year	2018-06-30	$188,395
Participant contributions at beginning of year	2018-06-30	$78,818
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$116,347
Other income not declared elsewhere	2018-06-30	$9,509
Total non interest bearing cash at end of year	2018-06-30	$5,365
Total non interest bearing cash at beginning of year	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$991,912
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$8,389,789
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$7,397,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in pooled separate accounts at end of year	2018-06-30	$8,154,545
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$7,287,627
Interest on participant loans	2018-06-30	$5,124
Interest earned on other investments	2018-06-30	$237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$41,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$31,432
Net investment gain/loss from pooled separate accounts	2018-06-30	$660,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$263,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,226,923
Contract administrator fees	2018-06-30	$62,711
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	SILICON VALLEY ACCOUNTANCY CORP.
Accountancy firm EIN	2018-06-30	770573994
2017 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$2,009,297
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$1,204,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,151,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,268,429
Value of total assets at end of year	2017-06-30	$7,397,877
Value of total assets at beginning of year	2017-06-30	$6,593,166
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$53,333
Total interest from all sources	2017-06-30	$4,610
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Administrative expenses professional fees incurred	2017-06-30	$2,750
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$915,051
Participant contributions at end of year	2017-06-30	$78,818
Participant contributions at beginning of year	2017-06-30	$93,803
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$13,289
Other income not declared elsewhere	2017-06-30	$8,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$804,711
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$7,397,877
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,593,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$7,287,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$6,471,745
Interest on participant loans	2017-06-30	$4,497
Interest earned on other investments	2017-06-30	$113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$31,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$27,618
Net investment gain/loss from pooled separate accounts	2017-06-30	$727,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$340,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,151,253
Contract administrator fees	2017-06-30	$50,583
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	SILICON VALLEY ACCOUNTANCY CORP.
Accountancy firm EIN	2017-06-30	770573994
2016 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$971,246
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$162,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$103,017
Value of total corrective distributions	2016-06-30	$14,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$883,058
Value of total assets at end of year	2016-06-30	$6,593,166
Value of total assets at beginning of year	2016-06-30	$5,784,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$44,312
Total interest from all sources	2016-06-30	$5,517
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Administrative expenses professional fees incurred	2016-06-30	$1,275
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$702,532
Participant contributions at end of year	2016-06-30	$93,803
Participant contributions at beginning of year	2016-06-30	$94,821
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$8,796
Other income not declared elsewhere	2016-06-30	$3,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$809,093
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,593,166
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,784,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$6,471,745
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$5,664,146
Interest on participant loans	2016-06-30	$5,477
Interest earned on other investments	2016-06-30	$40
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$27,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$25,106
Net investment gain/loss from pooled separate accounts	2016-06-30	$78,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$171,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$103,017
Contract administrator fees	2016-06-30	$43,037
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	SILICON VALLEY ACCOUNTANCY CORP.
Accountancy firm EIN	2016-06-30	770573994
2015 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$815,723
Expenses. Total of all expenses incurred	2015-06-30	$47,291
Benefits paid (including direct rollovers)	2015-06-30	$9,987
Total plan assets at end of year	2015-06-30	$5,784,073
Total plan assets at beginning of year	2015-06-30	$5,015,641
Value of fidelity bond covering the plan	2015-06-30	$500,000
Total contributions received or receivable from participants	2015-06-30	$580,743
Other income received	2015-06-30	$89,919
Net income (gross income less expenses)	2015-06-30	$768,432
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$5,784,073
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$5,015,641
Assets. Value of participant loans	2015-06-30	$94,821
Total contributions received or receivable from employer(s)	2015-06-30	$145,061
Value of corrective distributions	2015-06-30	$571
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$36,733
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$1,170,886
Expenses. Total of all expenses incurred	2014-06-30	$48,937
Benefits paid (including direct rollovers)	2014-06-30	$6,712
Total plan assets at end of year	2014-06-30	$5,015,641
Total plan assets at beginning of year	2014-06-30	$3,893,692
Value of fidelity bond covering the plan	2014-06-30	$500,000
Total contributions received or receivable from participants	2014-06-30	$453,423
Other income received	2014-06-30	$604,106
Net income (gross income less expenses)	2014-06-30	$1,121,949
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$5,015,641
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$3,893,692
Assets. Value of participant loans	2014-06-30	$76,545
Total contributions received or receivable from employer(s)	2014-06-30	$113,357
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$42,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$690,720
Expenses. Total of all expenses incurred	2013-06-30	$102,843
Benefits paid (including direct rollovers)	2013-06-30	$45,623
Total plan assets at end of year	2013-06-30	$3,893,692
Total plan assets at beginning of year	2013-06-30	$3,305,815
Value of fidelity bond covering the plan	2013-06-30	$500,000
Total contributions received or receivable from participants	2013-06-30	$346,317
Other income received	2013-06-30	$261,589
Net income (gross income less expenses)	2013-06-30	$587,877
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$3,893,692
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$3,305,815
Assets. Value of participant loans	2013-06-30	$47,586
Total contributions received or receivable from employer(s)	2013-06-30	$82,814
Value of corrective distributions	2013-06-30	$1,295
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$55,925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$368,249
Expenses. Total of all expenses incurred	2012-06-30	$1,179,065
Benefits paid (including direct rollovers)	2012-06-30	$1,128,862
Total plan assets at end of year	2012-06-30	$3,305,815
Total plan assets at beginning of year	2012-06-30	$4,116,631
Value of fidelity bond covering the plan	2012-06-30	$1,000,000
Total contributions received or receivable from participants	2012-06-30	$306,006
Contributions received from other sources (not participants or employers)	2012-06-30	$42,907
Other income received	2012-06-30	$-56,948
Net income (gross income less expenses)	2012-06-30	$-810,816
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$3,305,815
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$4,116,631
Assets. Value of participant loans	2012-06-30	$52,570
Assets. Value of assets in partnership/joint-venture interests	2012-06-30	$0
Total contributions received or receivable from employer(s)	2012-06-30	$76,284
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$50,203
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$799,723
Expenses. Total of all expenses incurred	2011-06-30	$73,437
Benefits paid (including direct rollovers)	2011-06-30	$21,986
Total plan assets at end of year	2011-06-30	$4,116,631
Total plan assets at beginning of year	2011-06-30	$3,390,345
Value of fidelity bond covering the plan	2011-06-30	$1,000,000
Total contributions received or receivable from participants	2011-06-30	$244,090
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$494,723
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$726,286
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$4,116,631
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$3,390,345
Assets. Value of participant loans	2011-06-30	$54,673
Assets. Value of assets in partnership/joint-venture interests	2011-06-30	$344,150
Total contributions received or receivable from employer(s)	2011-06-30	$60,910
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$1,114
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$50,337
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for CAL-WELD, INC. 401(K) PROFIT SHARING PLAN

2017: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: CAL-WELD, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

60696

Policy instance

Insurance contract or identification number	60696
Number of Individuals Covered	213
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $56,028
Total amount of fees paid to insurance company	USD $13,894
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CAL-WELD, INC.
Employer identification number (EIN):	942810818
NAIC Classification:	333100

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-07-01	JEFFERY ANDRESON	2019-04-12
001	2016-07-01
001	2015-07-01
001	2014-07-01	RICHARD A. OLAZABA
001	2013-07-01	RICHARD A. OLAZABA
001	2012-07-01	RICHARD A. OLAZABA
001	2011-07-01	RICHARD A. OLAZABA
001	2010-07-01	RICHARD A. OLAZABA
001	2009-07-01	RICHARD A. OLAZABA