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C.S. WO & SONS, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameC.S. WO & SONS, LLC PROFIT SHARING PLAN
Plan identification number 001

C.S. WO & SONS, LLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

C.S. WO & SONS, LLC has sponsored the creation of one or more 401k plans.

Company Name:C.S. WO & SONS, LLC
Employer identification number (EIN):990063065
NAIC Classification:442110
NAIC Description:Furniture Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C.S. WO & SONS, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01EDMUND NAKANO2023-09-04 EDMUND NAKANO2023-09-04
0012021-01-01EDMUND NAKANO2022-10-06
0012021-01-01EDMUND NAKANO2023-04-26 EDMUND NAKANO2023-04-26
0012020-01-01EDMUND NAKANO2021-09-03
0012019-01-01EDMUND NAKANO2020-09-11
0012018-01-01EDMUND NAKANO2019-09-06
0012017-01-01
0012016-01-01
0012015-01-01EDMUND NAKANO
0012014-01-01EDMUND NAKANO
0012013-01-01EDMUND NAKANO
0012012-01-01EDMUND NAKANO
0012011-01-01EDMUND NAKANO
0012009-01-01EDMUND NAKANO
0012009-01-01EDMUND NAKANO

Plan Statistics for C.S. WO & SONS, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for C.S. WO & SONS, LLC PROFIT SHARING PLAN

Measure Date Value
2022: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01265
Total number of active participants reported on line 7a of the Form 55002022-01-01181
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0157
Total of all active and inactive participants2022-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01238
Number of participants with account balances2022-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01186
Total number of active participants reported on line 7a of the Form 55002021-01-01180
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0168
Total of all active and inactive participants2021-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01248
Number of participants with account balances2021-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01325
Total number of active participants reported on line 7a of the Form 55002020-01-0177
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01107
Total of all active and inactive participants2020-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01184
Number of participants with account balances2020-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0128
2019: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01303
Total number of active participants reported on line 7a of the Form 55002019-01-01281
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01325
Number of participants with account balances2019-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01308
Total number of active participants reported on line 7a of the Form 55002018-01-01257
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01303
Number of participants with account balances2018-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01299
Total number of active participants reported on line 7a of the Form 55002017-01-01269
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01308
Number of participants with account balances2017-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01259
Total number of active participants reported on line 7a of the Form 55002016-01-01271
Number of retired or separated participants receiving benefits2016-01-0128
Total of all active and inactive participants2016-01-01299
Total participants2016-01-01299
Number of participants with account balances2016-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01277
Total number of active participants reported on line 7a of the Form 55002015-01-01259
Total of all active and inactive participants2015-01-01259
Total participants2015-01-01259
Number of participants with account balances2015-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01259
Total number of active participants reported on line 7a of the Form 55002014-01-01242
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01277
Total participants2014-01-01277
Number of participants with account balances2014-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01261
Total number of active participants reported on line 7a of the Form 55002013-01-01231
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01259
Number of participants with account balances2013-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01254
Total number of active participants reported on line 7a of the Form 55002012-01-01243
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01261
Number of participants with account balances2012-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01243
Total number of active participants reported on line 7a of the Form 55002011-01-01238
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01253
Number of participants with account balances2011-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01349
Total number of active participants reported on line 7a of the Form 55002009-01-01238
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01264
Number of participants with account balances2009-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0127

Financial Data on C.S. WO & SONS, LLC PROFIT SHARING PLAN

Measure Date Value
2022 : C.S. WO & SONS, LLC PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,489
Total income from all sources (including contributions)2022-12-31$-6,405,666
Total of all expenses incurred2022-12-31$1,529,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,455,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$798,763
Value of total assets at end of year2022-12-31$25,334,285
Value of total assets at beginning of year2022-12-31$33,272,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$73,326
Total interest from all sources2022-12-31$11,876
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$966,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$966,082
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$687,566
Participant contributions at end of year2022-12-31$249,580
Participant contributions at beginning of year2022-12-31$206,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,934,786
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,334,285
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,269,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$73,326
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,556,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,004,555
Interest on participant loans2022-12-31$11,876
Value of interest in common/collective trusts at end of year2022-12-31$1,329,892
Value of interest in common/collective trusts at beginning of year2022-12-31$1,938,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$198,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$123,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$123,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,182,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$111,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,455,794
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ACCUITY LLP
Accountancy firm EIN2022-12-31205325889
2021 : C.S. WO & SONS, LLC PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$33,499
Total income from all sources (including contributions)2021-12-31$5,203,811
Total of all expenses incurred2021-12-31$3,918,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,837,979
Value of total corrective distributions2021-12-31$3,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$653,358
Value of total assets at end of year2021-12-31$33,272,560
Value of total assets at beginning of year2021-12-31$32,017,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,914
Total interest from all sources2021-12-31$13,336
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,518,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,518,876
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$652,068
Participant contributions at end of year2021-12-31$206,172
Participant contributions at beginning of year2021-12-31$248,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,489
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$33,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,285,429
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,269,071
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,983,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$76,914
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,004,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,733,865
Interest on participant loans2021-12-31$13,336
Value of interest in common/collective trusts at end of year2021-12-31$1,938,793
Value of interest in common/collective trusts at beginning of year2021-12-31$1,888,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$123,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$146,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$146,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,018,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,837,979
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ACCUITY LLP
Accountancy firm EIN2021-12-31205325889
2020 : C.S. WO & SONS, LLC PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$33,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,223
Total income from all sources (including contributions)2020-12-31$5,577,489
Total of all expenses incurred2020-12-31$3,683,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,588,481
Value of total corrective distributions2020-12-31$33,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$648,050
Value of total assets at end of year2020-12-31$32,017,141
Value of total assets at beginning of year2020-12-31$30,110,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,544
Total interest from all sources2020-12-31$12,115
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,142,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,142,901
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$603,203
Participant contributions at end of year2020-12-31$248,263
Participant contributions at beginning of year2020-12-31$221,231
Participant contributions at beginning of year2020-12-31$24,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$33,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$21,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,893,965
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,983,642
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,089,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$61,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,733,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,094,022
Interest on participant loans2020-12-31$12,115
Value of interest in common/collective trusts at end of year2020-12-31$1,888,549
Value of interest in common/collective trusts at beginning of year2020-12-31$1,590,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$146,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$174,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$174,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,774,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$44,847
Employer contributions (assets) at beginning of year2020-12-31$6,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,588,481
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ACCUITY LLP
Accountancy firm EIN2020-12-31205325889
2019 : C.S. WO & SONS, LLC PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,353
Total income from all sources (including contributions)2019-12-31$6,920,835
Total of all expenses incurred2019-12-31$1,914,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,839,853
Value of total corrective distributions2019-12-31$21,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$871,479
Value of total assets at end of year2019-12-31$30,110,900
Value of total assets at beginning of year2019-12-31$25,093,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,842
Total interest from all sources2019-12-31$14,336
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,254,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,254,964
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$757,194
Participant contributions at end of year2019-12-31$221,231
Participant contributions at beginning of year2019-12-31$226,620
Participant contributions at end of year2019-12-31$24,437
Participant contributions at beginning of year2019-12-31$25,466
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$21,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,005,917
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,089,677
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,083,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$53,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,094,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,100,319
Interest on participant loans2019-12-31$14,336
Value of interest in common/collective trusts at end of year2019-12-31$1,590,237
Value of interest in common/collective trusts at beginning of year2019-12-31$1,557,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$174,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$172,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$172,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,780,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$114,285
Employer contributions (assets) at end of year2019-12-31$6,230
Employer contributions (assets) at beginning of year2019-12-31$10,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,839,853
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ACCUITY LLP
Accountancy firm EIN2019-12-31205325889
2018 : C.S. WO & SONS, LLC PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,037
Total income from all sources (including contributions)2018-12-31$-773,070
Total of all expenses incurred2018-12-31$1,724,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,661,338
Value of total corrective distributions2018-12-31$9,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$963,194
Value of total assets at end of year2018-12-31$25,093,113
Value of total assets at beginning of year2018-12-31$27,601,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,176
Total interest from all sources2018-12-31$16,208
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,508,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,508,665
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$830,910
Participant contributions at end of year2018-12-31$226,620
Participant contributions at beginning of year2018-12-31$279,596
Participant contributions at end of year2018-12-31$25,466
Participant contributions at beginning of year2018-12-31$30,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$9,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$20,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,497,937
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,083,760
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,581,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$54,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,100,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,987,612
Interest on participant loans2018-12-31$16,208
Value of interest in common/collective trusts at end of year2018-12-31$1,557,850
Value of interest in common/collective trusts at beginning of year2018-12-31$1,092,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$172,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$201,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$201,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,261,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$132,284
Employer contributions (assets) at end of year2018-12-31$10,248
Employer contributions (assets) at beginning of year2018-12-31$10,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,661,338
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ACCUITY LLP
Accountancy firm EIN2018-12-31205325889
2017 : C.S. WO & SONS, LLC PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,574
Total income from all sources (including contributions)2017-12-31$5,961,068
Total of all expenses incurred2017-12-31$616,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$543,911
Value of total corrective distributions2017-12-31$20,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,089,701
Value of total assets at end of year2017-12-31$27,601,734
Value of total assets at beginning of year2017-12-31$22,247,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,354
Total interest from all sources2017-12-31$15,478
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,391,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,391,201
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$899,856
Participant contributions at end of year2017-12-31$279,596
Participant contributions at beginning of year2017-12-31$268,432
Participant contributions at end of year2017-12-31$30,387
Participant contributions at beginning of year2017-12-31$31,165
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$20,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$10,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,344,766
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,581,697
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,236,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$52,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,987,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,604,009
Interest on participant loans2017-12-31$15,468
Interest earned on other investments2017-12-31$10
Value of interest in common/collective trusts at end of year2017-12-31$1,092,149
Value of interest in common/collective trusts at beginning of year2017-12-31$945,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$201,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$393,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$393,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,464,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$143,156
Employer contributions (assets) at end of year2017-12-31$10,217
Employer contributions (assets) at beginning of year2017-12-31$4,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$543,911
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ACCUITY LLP
Accountancy firm EIN2017-12-31205325889
2016 : C.S. WO & SONS, LLC PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,570
Total income from all sources (including contributions)2016-12-31$2,273,973
Total of all expenses incurred2016-12-31$925,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$841,173
Value of total corrective distributions2016-12-31$10,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$998,384
Value of total assets at end of year2016-12-31$22,247,505
Value of total assets at beginning of year2016-12-31$20,896,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$73,908
Total interest from all sources2016-12-31$15,754
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$957,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$957,574
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$858,690
Participant contributions at end of year2016-12-31$268,432
Participant contributions at beginning of year2016-12-31$330,017
Participant contributions at end of year2016-12-31$31,165
Participant contributions at beginning of year2016-12-31$26,520
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$10,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$7,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,348,318
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,236,931
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,888,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$73,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,604,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,141,072
Interest on participant loans2016-12-31$15,754
Value of interest in common/collective trusts at end of year2016-12-31$945,894
Value of interest in common/collective trusts at beginning of year2016-12-31$887,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$393,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$504,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$504,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$302,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$133,670
Employer contributions (assets) at end of year2016-12-31$4,298
Employer contributions (assets) at beginning of year2016-12-31$6,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$841,173
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ACCUITY LLP
Accountancy firm EIN2016-12-31205325889
2015 : C.S. WO & SONS, LLC PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,570
Total income from all sources (including contributions)2015-12-31$960,383
Total of all expenses incurred2015-12-31$1,136,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,092,752
Value of total corrective distributions2015-12-31$7,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$997,729
Value of total assets at end of year2015-12-31$20,896,183
Value of total assets at beginning of year2015-12-31$21,065,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,640
Total interest from all sources2015-12-31$16,391
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,009,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,009,380
Administrative expenses professional fees incurred2015-12-31$5,579
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$858,482
Participant contributions at end of year2015-12-31$330,017
Participant contributions at beginning of year2015-12-31$258,079
Participant contributions at end of year2015-12-31$26,520
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$7,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-176,579
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,888,613
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,065,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$31,061
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,141,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,531,155
Interest on participant loans2015-12-31$16,391
Value of interest in common/collective trusts at end of year2015-12-31$887,242
Value of interest in common/collective trusts at beginning of year2015-12-31$983,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$504,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$292,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$292,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,072,508
Net investment gain or loss from common/collective trusts2015-12-31$9,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$135,370
Employer contributions (assets) at end of year2015-12-31$6,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,092,752
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ACCUITY LLP
Accountancy firm EIN2015-12-31205325889
2014 : C.S. WO & SONS, LLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,937,703
Total of all expenses incurred2014-12-31$581,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$521,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$891,740
Value of total assets at end of year2014-12-31$21,065,192
Value of total assets at beginning of year2014-12-31$19,708,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$59,768
Total interest from all sources2014-12-31$13,079
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$850,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$850,941
Administrative expenses professional fees incurred2014-12-31$22,363
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$769,738
Participant contributions at end of year2014-12-31$258,079
Participant contributions at beginning of year2014-12-31$210,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,356,196
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,065,192
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,708,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$37,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,531,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,114,177
Interest on participant loans2014-12-31$13,079
Value of interest in common/collective trusts at end of year2014-12-31$983,539
Value of interest in common/collective trusts at beginning of year2014-12-31$1,103,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$292,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$280,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$280,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$181,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$122,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$521,739
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ACCUITY LLP
Accountancy firm EIN2014-12-31205325889
2013 : C.S. WO & SONS, LLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,759,812
Total of all expenses incurred2013-12-31$856,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$781,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$846,661
Value of total assets at end of year2013-12-31$19,708,996
Value of total assets at beginning of year2013-12-31$15,805,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$75,046
Total interest from all sources2013-12-31$12,159
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$461,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$461,216
Administrative expenses professional fees incurred2013-12-31$40,762
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$710,824
Participant contributions at end of year2013-12-31$210,410
Participant contributions at beginning of year2013-12-31$266,693
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,661
Total non interest bearing cash at beginning of year2013-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,903,676
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,708,996
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,805,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$34,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,114,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,138,644
Interest on participant loans2013-12-31$12,128
Value of interest in common/collective trusts at end of year2013-12-31$1,103,975
Value of interest in common/collective trusts at beginning of year2013-12-31$1,028,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$280,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$370,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$370,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,439,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$120,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$781,090
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ACCUITY LLP
Accountancy firm EIN2013-12-31205325889
2012 : C.S. WO & SONS, LLC PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,977,464
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$933,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$844,232
Expenses. Certain deemed distributions of participant loans2012-12-31$14,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$777,011
Value of total assets at end of year2012-12-31$15,805,320
Value of total assets at beginning of year2012-12-31$13,760,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$74,144
Total interest from all sources2012-12-31$13,880
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$13,213
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$675,051
Participant contributions at end of year2012-12-31$266,693
Participant contributions at beginning of year2012-12-31$254,338
Total non interest bearing cash at end of year2012-12-31$1
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,044,367
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,805,320
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,760,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$47,074
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,138,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,100,284
Interest on participant loans2012-12-31$13,847
Value of interest in common/collective trusts at end of year2012-12-31$1,028,983
Value of interest in common/collective trusts at beginning of year2012-12-31$1,051,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$370,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$355,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$355,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,173,851
Net investment gain or loss from common/collective trusts2012-12-31$12,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$101,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$844,232
Contract administrator fees2012-12-31$13,857
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ACCUITY LLP
Accountancy firm EIN2012-12-31205325889
2011 : C.S. WO & SONS, LLC PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$369,740
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$489,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$413,736
Value of total corrective distributions2011-12-31$7,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$646,461
Value of total assets at end of year2011-12-31$13,760,953
Value of total assets at beginning of year2011-12-31$13,880,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$67,776
Total interest from all sources2011-12-31$13,960
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$186,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$186,391
Administrative expenses professional fees incurred2011-12-31$13,194
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$597,274
Participant contributions at end of year2011-12-31$254,338
Participant contributions at beginning of year2011-12-31$270,398
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$49,187
Total non interest bearing cash at beginning of year2011-12-31$21,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-119,512
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,760,953
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,880,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$42,119
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,100,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,339,819
Interest on participant loans2011-12-31$13,720
Value of interest in common/collective trusts at end of year2011-12-31$1,051,280
Value of interest in common/collective trusts at beginning of year2011-12-31$933,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$355,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$314,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$314,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-495,639
Net investment gain or loss from common/collective trusts2011-12-31$18,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$413,736
Contract administrator fees2011-12-31$12,463
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ACCUITY LLP
Accountancy firm EIN2011-12-31205325889
2010 : C.S. WO & SONS, LLC PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,444,876
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,232,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,161,017
Value of total corrective distributions2010-12-31$1,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$720,289
Value of total assets at end of year2010-12-31$13,880,465
Value of total assets at beginning of year2010-12-31$12,668,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$69,517
Total interest from all sources2010-12-31$20,287
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$580,183
Participant contributions at end of year2010-12-31$270,398
Participant contributions at beginning of year2010-12-31$240,908
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$140,020
Total non interest bearing cash at end of year2010-12-31$21,672
Total non interest bearing cash at beginning of year2010-12-31$23,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,212,412
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,880,465
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,668,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,339,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,116,033
Interest on participant loans2010-12-31$14,903
Value of interest in common/collective trusts at end of year2010-12-31$933,794
Value of interest in common/collective trusts at beginning of year2010-12-31$919,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$314,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$368,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$368,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,685,333
Net investment gain or loss from common/collective trusts2010-12-31$18,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$86
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,161,017
Contract administrator fees2010-12-31$69,517
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ACCUITY LLP
Accountancy firm EIN2010-12-31205325889
2009 : C.S. WO & SONS, LLC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for C.S. WO & SONS, LLC PROFIT SHARING PLAN

2022: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: C.S. WO & SONS, LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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