401k Plan data: A.G. SIMPSON (USA) INC. RETIREMENT PLAN plan

A.G. SIMPSON (USA) INC. RETIREMENT PLAN 401k Plan overview

Plan Name	A.G. SIMPSON (USA) INC. RETIREMENT PLAN
Plan identification number	002

A.G. SIMPSON (USA) INC. RETIREMENT 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

A.G. SIMPSON (USA), INC has sponsored the creation of one or more 401k plans.

Company Name: A.G. SIMPSON (USA), INC

Employer identification number (EIN): 980138071

NAIC Classification: 332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A.G. SIMPSON (USA) INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 GRACE BROWN GRACE BROWN 2018-09-07
002 2016-01-01 GRACE BROWN 2017-07-07
002 2015-01-01 GRACE BROWN 2016-07-08
002 2014-01-01 GRACE BROWN 2015-07-17
002 2013-01-01 GRACE BROWN 2014-06-10
002 2012-01-01 GRACE BROWN 2013-10-25
002 2011-01-01 GRACE BROWN 2012-07-13
002 2010-01-01 GRACE BROWN 2011-07-12
002 2009-01-01 GRACE BROWN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	GRACE BROWN		GRACE BROWN	2018-09-07
002	2016-01-01	GRACE BROWN	2017-07-07
002	2015-01-01	GRACE BROWN	2016-07-08
002	2014-01-01	GRACE BROWN	2015-07-17
002	2013-01-01	GRACE BROWN	2014-06-10
002	2012-01-01	GRACE BROWN	2013-10-25
002	2011-01-01	GRACE BROWN	2012-07-13
002	2010-01-01	GRACE BROWN	2011-07-12
002	2009-01-01	GRACE BROWN

Plan Statistics for A.G. SIMPSON (USA) INC. RETIREMENT PLAN

401k plan membership statisitcs for A.G. SIMPSON (USA) INC. RETIREMENT PLAN

Measure Date Value
2022: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 204
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 53
Total of all active and inactive participants 2022-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 258
Number of participants with account balances 2022-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 257
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 39
Total of all active and inactive participants 2021-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 297
Number of participants with account balances 2021-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 167
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 38
Total of all active and inactive participants 2020-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 205
Number of participants with account balances 2020-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 178
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 27
Total of all active and inactive participants 2019-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 205
Number of participants with account balances 2019-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 151
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 174
Number of participants with account balances 2018-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 123
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 21
Total of all active and inactive participants 2017-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 144
Number of participants with account balances 2017-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2009: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 33
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 21
Total of all active and inactive participants 2009-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 54
Number of participants with account balances 2009-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	204
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	53
Total of all active and inactive participants	2022-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	258
Number of participants with account balances	2022-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	257
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	39
Total of all active and inactive participants	2021-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	297
Number of participants with account balances	2021-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	167
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	38
Total of all active and inactive participants	2020-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	205
Number of participants with account balances	2020-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	178
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	27
Total of all active and inactive participants	2019-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	205
Number of participants with account balances	2019-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	151
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	174
Number of participants with account balances	2018-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	123
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	21
Total of all active and inactive participants	2017-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	144
Number of participants with account balances	2017-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2009: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	33
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	21
Total of all active and inactive participants	2009-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	54
Number of participants with account balances	2009-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on A.G. SIMPSON (USA) INC. RETIREMENT PLAN

Measure	Date	Value
2022 : A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	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	$0
Total income from all sources (including contributions)	2022-12-31	$-209,334
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,169,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,157,779
Expenses. Certain deemed distributions of participant loans	2022-12-31	$7,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,581,675
Value of total assets at end of year	2022-12-31	$10,908,627
Value of total assets at beginning of year	2022-12-31	$12,287,663
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$4,039
Total interest from all sources	2022-12-31	$14,330
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$406,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$406,920
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$956,278
Participant contributions at end of year	2022-12-31	$260,999
Participant contributions at beginning of year	2022-12-31	$188,771
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$311,717
Other income not declared elsewhere	2022-12-31	$1
Administrative expenses (other) incurred	2022-12-31	$4,039
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	$-1,379,036
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,908,627
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,287,663
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 registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,975,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,066,049
Interest on participant loans	2022-12-31	$14,330
Value of interest in common/collective trusts at end of year	2022-12-31	$4,671,739
Value of interest in common/collective trusts at beginning of year	2022-12-31	$5,032,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,658,086
Net investment gain or loss from common/collective trusts	2022-12-31	$-554,174
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	$313,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,157,779
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	SIKICH LLP
Accountancy firm EIN	2022-12-31	363168081
2021 : A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
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	$2,816,416
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$680,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$652,538
Expenses. Certain deemed distributions of participant loans	2021-12-31	$2,193
Value of total corrective distributions	2021-12-31	$22,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,197,549
Value of total assets at end of year	2021-12-31	$12,287,663
Value of total assets at beginning of year	2021-12-31	$10,151,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,020
Total interest from all sources	2021-12-31	$10,707
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$718,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$718,038
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	$885,613
Participant contributions at end of year	2021-12-31	$188,771
Participant contributions at beginning of year	2021-12-31	$137,338
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$28,015
Administrative expenses (other) incurred	2021-12-31	$3,020
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	$2,136,237
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,287,663
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,151,426
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 registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,066,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,893,019
Interest on participant loans	2021-12-31	$10,707
Value of interest in common/collective trusts at end of year	2021-12-31	$5,032,843
Value of interest in common/collective trusts at beginning of year	2021-12-31	$4,121,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$215,836
Net investment gain or loss from common/collective trusts	2021-12-31	$674,286
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	$283,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$652,538
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	SIKICH LLP
Accountancy firm EIN	2021-12-31	363168081
2020 : A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	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	$2,081,308
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$147,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$124,527
Expenses. Certain deemed distributions of participant loans	2020-12-31	$17,864
Value of total corrective distributions	2020-12-31	$3,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,084,373
Value of total assets at end of year	2020-12-31	$10,151,426
Value of total assets at beginning of year	2020-12-31	$8,217,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,695
Total interest from all sources	2020-12-31	$11,181
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$206,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$206,512
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	$750,513
Participant contributions at end of year	2020-12-31	$137,338
Participant contributions at beginning of year	2020-12-31	$129,872
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$96,776
Other income not declared elsewhere	2020-12-31	$1
Administrative expenses (other) incurred	2020-12-31	$1,695
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	$1,933,641
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,151,426
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,217,785
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 registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,893,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,079,616
Interest on participant loans	2020-12-31	$11,181
Value of interest in common/collective trusts at end of year	2020-12-31	$4,121,069
Value of interest in common/collective trusts at beginning of year	2020-12-31	$3,008,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$382,801
Net investment gain or loss from common/collective trusts	2020-12-31	$396,440
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	$237,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$124,527
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	SIKICH LLP
Accountancy firm EIN	2020-12-31	363168081
2019 : A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,440,437
Total income from all sources (including contributions)	2019-12-31	$2,440,437
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$226,579
Total of all expenses incurred	2019-12-31	$226,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$210,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$210,457
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,454
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,454
Value of total corrective distributions	2019-12-31	$12,795
Value of total corrective distributions	2019-12-31	$12,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,112,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,112,367
Value of total assets at end of year	2019-12-31	$8,217,785
Value of total assets at end of year	2019-12-31	$8,217,785
Value of total assets at beginning of year	2019-12-31	$6,003,927
Value of total assets at beginning of year	2019-12-31	$6,003,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,873
Total interest from all sources	2019-12-31	$7,296
Total interest from all sources	2019-12-31	$7,296
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$321,642
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$321,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$321,642
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$321,642
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$694,065
Contributions received from participants	2019-12-31	$694,065
Participant contributions at end of year	2019-12-31	$129,872
Participant contributions at end of year	2019-12-31	$129,872
Participant contributions at beginning of year	2019-12-31	$83,013
Participant contributions at beginning of year	2019-12-31	$83,013
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$186,334
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$186,334
Other income not declared elsewhere	2019-12-31	$1
Other income not declared elsewhere	2019-12-31	$1
Administrative expenses (other) incurred	2019-12-31	$1,873
Administrative expenses (other) incurred	2019-12-31	$1,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,213,858
Value of net income/loss	2019-12-31	$2,213,858
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,217,785
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,217,785
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,003,927
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,003,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,079,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,768,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,768,117
Interest on participant loans	2019-12-31	$7,296
Interest on participant loans	2019-12-31	$7,296
Value of interest in common/collective trusts at end of year	2019-12-31	$3,008,297
Value of interest in common/collective trusts at end of year	2019-12-31	$3,008,297
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,152,797
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,152,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$575,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$575,518
Net investment gain or loss from common/collective trusts	2019-12-31	$423,613
Net investment gain or loss from common/collective trusts	2019-12-31	$423,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$231,968
Contributions received in cash from employer	2019-12-31	$231,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$210,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$210,457
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SIKICH LLP
Accountancy firm name	2019-12-31	SIKICH LLP
Accountancy firm EIN	2019-12-31	363168081
Accountancy firm EIN	2019-12-31	363168081
2018 : A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$606,957
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$56,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$47,449
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,325
Value of total corrective distributions	2018-12-31	$6,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$931,045
Value of total assets at end of year	2018-12-31	$6,003,927
Value of total assets at beginning of year	2018-12-31	$5,453,408
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,579
Total interest from all sources	2018-12-31	$5,663
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$250,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$250,917
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$593,641
Participant contributions at end of year	2018-12-31	$83,013
Participant contributions at beginning of year	2018-12-31	$82,866
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$134,490
Administrative expenses (other) incurred	2018-12-31	$1,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$550,519
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,003,927
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,453,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,768,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,016,227
Interest on participant loans	2018-12-31	$5,663
Value of interest in common/collective trusts at end of year	2018-12-31	$2,152,797
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,354,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-507,177
Net investment gain or loss from common/collective trusts	2018-12-31	$-73,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$202,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$47,449
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SIKICH LLP
Accountancy firm EIN	2018-12-31	363168081
2017 : A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,428,662
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$221,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$211,406
Expenses. Certain deemed distributions of participant loans	2017-12-31	$1,656
Value of total corrective distributions	2017-12-31	$7,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$827,434
Value of total assets at end of year	2017-12-31	$5,453,408
Value of total assets at beginning of year	2017-12-31	$4,246,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,485
Total interest from all sources	2017-12-31	$4,391
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$147,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$147,955
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$425,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$429,925
Participant contributions at end of year	2017-12-31	$82,866
Participant contributions at beginning of year	2017-12-31	$27,941
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$247,264
Other income not declared elsewhere	2017-12-31	$72
Administrative expenses (other) incurred	2017-12-31	$1,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,207,093
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,453,408
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,246,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,016,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,151,824
Interest on participant loans	2017-12-31	$4,391
Value of interest in common/collective trusts at end of year	2017-12-31	$2,354,315
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,066,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$215,400
Net investment gain or loss from common/collective trusts	2017-12-31	$233,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$150,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$211,406
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SIKICH LLP
Accountancy firm EIN	2017-12-31	363168081
2009 : A.G. SIMPSON (USA) INC. RETIREMENT 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 A.G. SIMPSON (USA) INC. RETIREMENT PLAN

2022: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: A.G. SIMPSON (USA) INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2009: A.G. SIMPSON (USA) INC. RETIREMENT 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:	A.G. SIMPSON (USA), INC
Employer identification number (EIN):	980138071
NAIC Classification:	332110