401k Plan data: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN plan

THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN
Plan identification number	002

THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Life insurance

401k Sponsoring company profile

THE C.W. ZUMBIEL COMPANY has sponsored the creation of one or more 401k plans.

Company Name: THE C.W. ZUMBIEL COMPANY

Employer identification number (EIN): 310499900

NAIC Classification: 321900

Additional information about THE C.W. ZUMBIEL COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1929-12-27

Company Identification Number: 139579

Legal Registered Office Address: 2339 HARRIS AVENUE
-
CINCINNATI
United States of America (USA)
45212

More information about THE C.W. ZUMBIEL COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING 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 KRISTIN FARRELL KRISTIN FARRELL 2018-10-08
002 2016-01-01 KRISTIN FARRELL
002 2015-01-01 KRISTIN FARRELL
002 2014-01-01 MARK HAUSFELD
002 2013-01-01 MARK HAUSFELD
002 2012-01-01 MARK HAUSFELD
002 2011-01-01 MARK HAUSFELD
002 2009-01-01 MARY LYONS

Plan Statistics for THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN

401k plan membership statisitcs for THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2022: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 381
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 267
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 79
Total of all active and inactive participants 2022-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 356
Number of participants with account balances 2022-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 34
2021: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 404
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 273
Number of retired or separated participants receiving benefits 2021-01-01 15
Number of other retired or separated participants entitled to future benefits 2021-01-01 76
Total of all active and inactive participants 2021-01-01 364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 364
Number of participants with account balances 2021-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 38
2020: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 410
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 303
Number of retired or separated participants receiving benefits 2020-01-01 11
Number of other retired or separated participants entitled to future benefits 2020-01-01 84
Total of all active and inactive participants 2020-01-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 398
Number of participants with account balances 2020-01-01 345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 19
2019: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 416
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 313
Number of retired or separated participants receiving benefits 2019-01-01 11
Number of other retired or separated participants entitled to future benefits 2019-01-01 84
Total of all active and inactive participants 2019-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 408
Number of participants with account balances 2019-01-01 366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 34
2018: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 468
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 310
Number of retired or separated participants receiving benefits 2018-01-01 17
Number of other retired or separated participants entitled to future benefits 2018-01-01 75
Total of all active and inactive participants 2018-01-01 402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 402
Number of participants with account balances 2018-01-01 373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 36
2017: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 470
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 287
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 144
Total of all active and inactive participants 2017-01-01 434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 434
Number of participants with account balances 2017-01-01 409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 17
2016: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 475
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 294
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 171
Total of all active and inactive participants 2016-01-01 465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 465
Number of participants with account balances 2016-01-01 446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 16
2015: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 461
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 298
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 165
Total of all active and inactive participants 2015-01-01 463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 463
Number of participants with account balances 2015-01-01 446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 10
2014: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 478
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 304
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 156
Total of all active and inactive participants 2014-01-01 460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 460
Number of participants with account balances 2014-01-01 440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 11
2013: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 485
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 313
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 167
Total of all active and inactive participants 2013-01-01 480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 481
Number of participants with account balances 2013-01-01 464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 11
2012: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 499
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 328
Number of retired or separated participants receiving benefits 2012-01-01 9
Number of other retired or separated participants entitled to future benefits 2012-01-01 148
Total of all active and inactive participants 2012-01-01 485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 485
Number of participants with account balances 2012-01-01 480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 463
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 339
Number of retired or separated participants receiving benefits 2011-01-01 19
Number of other retired or separated participants entitled to future benefits 2011-01-01 139
Total of all active and inactive participants 2011-01-01 497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 497
Number of participants with account balances 2011-01-01 496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 18
2009: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 467
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 372
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 87
Total of all active and inactive participants 2009-01-01 463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 463
Number of participants with account balances 2009-01-01 431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2022: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	381
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	267
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	79
Total of all active and inactive participants	2022-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	356
Number of participants with account balances	2022-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	34
2021: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	404
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	273
Number of retired or separated participants receiving benefits	2021-01-01	15
Number of other retired or separated participants entitled to future benefits	2021-01-01	76
Total of all active and inactive participants	2021-01-01	364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	364
Number of participants with account balances	2021-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	38
2020: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	410
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	303
Number of retired or separated participants receiving benefits	2020-01-01	11
Number of other retired or separated participants entitled to future benefits	2020-01-01	84
Total of all active and inactive participants	2020-01-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	398
Number of participants with account balances	2020-01-01	345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	19
2019: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	416
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	313
Number of retired or separated participants receiving benefits	2019-01-01	11
Number of other retired or separated participants entitled to future benefits	2019-01-01	84
Total of all active and inactive participants	2019-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	408
Number of participants with account balances	2019-01-01	366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	34
2018: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	468
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	310
Number of retired or separated participants receiving benefits	2018-01-01	17
Number of other retired or separated participants entitled to future benefits	2018-01-01	75
Total of all active and inactive participants	2018-01-01	402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	402
Number of participants with account balances	2018-01-01	373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	36
2017: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	470
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	287
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	144
Total of all active and inactive participants	2017-01-01	434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	434
Number of participants with account balances	2017-01-01	409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	17
2016: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	475
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	294
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	171
Total of all active and inactive participants	2016-01-01	465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	465
Number of participants with account balances	2016-01-01	446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	16
2015: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	461
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	298
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	165
Total of all active and inactive participants	2015-01-01	463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	463
Number of participants with account balances	2015-01-01	446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	10
2014: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	478
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	304
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	156
Total of all active and inactive participants	2014-01-01	460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	460
Number of participants with account balances	2014-01-01	440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	11
2013: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	485
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	313
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	167
Total of all active and inactive participants	2013-01-01	480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	481
Number of participants with account balances	2013-01-01	464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	11
2012: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	499
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	328
Number of retired or separated participants receiving benefits	2012-01-01	9
Number of other retired or separated participants entitled to future benefits	2012-01-01	148
Total of all active and inactive participants	2012-01-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	485
Number of participants with account balances	2012-01-01	480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	463
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	339
Number of retired or separated participants receiving benefits	2011-01-01	19
Number of other retired or separated participants entitled to future benefits	2011-01-01	139
Total of all active and inactive participants	2011-01-01	497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	497
Number of participants with account balances	2011-01-01	496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	18
2009: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	467
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	372
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	87
Total of all active and inactive participants	2009-01-01	463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	463
Number of participants with account balances	2009-01-01	431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN

Measure	Date	Value
2022 : THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-4,496,935
Total of all expenses incurred	2022-12-31	$2,921,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,893,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,389,948
Value of total assets at end of year	2022-12-31	$25,114,907
Value of total assets at beginning of year	2022-12-31	$32,533,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,801
Total interest from all sources	2022-12-31	$72,396
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$292,105
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	$292,105
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	$1,064,084
Administrative expenses (other) incurred	2022-12-31	$5,274
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	$-7,418,705
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,114,907
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$32,533,612
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
Investment advisory and management fees	2022-12-31	$22,527
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$18,958,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$21,203,287
Interest earned on other investments	2022-12-31	$72,396
Value of interest in common/collective trusts at end of year	2022-12-31	$857,551
Value of interest in common/collective trusts at beginning of year	2022-12-31	$6,223,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,299,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,107,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,251,384
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	$325,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,893,969
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
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	CASSADY SCHILLER CPA'S & ADVISORS
Accountancy firm EIN	2022-12-31	311311065
2021 : THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$5,777,402
Total of all expenses incurred	2021-12-31	$2,552,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,504,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,514,725
Value of total assets at end of year	2021-12-31	$32,533,612
Value of total assets at beginning of year	2021-12-31	$29,308,453
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$47,368
Total interest from all sources	2021-12-31	$44,684
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,549,341
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	$1,549,341
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,162,815
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$47,368
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	$3,225,159
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$32,533,612
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$29,308,453
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	$21,203,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,787,461
Interest earned on other investments	2021-12-31	$44,684
Value of interest in common/collective trusts at end of year	2021-12-31	$6,223,021
Value of interest in common/collective trusts at beginning of year	2021-12-31	$4,721,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,107,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,794,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,668,652
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	$351,910
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$4,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,504,875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
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	CASSADY SCHILLER CPA'S & ADVISORS
Accountancy firm EIN	2021-12-31	311311065
2020 : THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$5,872,799
Total of all expenses incurred	2020-12-31	$2,618,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,618,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,642,093
Value of total assets at end of year	2020-12-31	$29,308,453
Value of total assets at beginning of year	2020-12-31	$26,054,022
Total interest from all sources	2020-12-31	$55,654
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,332,299
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	$1,332,299
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,208,099
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$29,899
Other income not declared elsewhere	2020-12-31	$12,842
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	$3,254,431
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$29,308,453
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$26,054,022
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	$19,787,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$19,933,663
Interest earned on other investments	2020-12-31	$55,654
Value of interest in common/collective trusts at end of year	2020-12-31	$4,721,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,794,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$6,113,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,829,911
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	$404,095
Employer contributions (assets) at end of year	2020-12-31	$4,549
Employer contributions (assets) at beginning of year	2020-12-31	$6,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,618,368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
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	Unqualified
Accountancy firm name	2020-12-31	CASSADY SCHILLER CPA'S & ADVISORS
Accountancy firm EIN	2020-12-31	311311065
2019 : THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$5,758,633
Total of all expenses incurred	2019-12-31	$2,407,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,407,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,581,637
Value of total assets at end of year	2019-12-31	$26,054,022
Value of total assets at beginning of year	2019-12-31	$22,703,325
Total interest from all sources	2019-12-31	$72,214
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,056,972
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	$1,056,972
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,171,347
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$13,585
Other income not declared elsewhere	2019-12-31	$111,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,350,697
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$26,054,022
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,703,325
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 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	$19,933,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,574,427
Interest earned on other investments	2019-12-31	$72,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$6,113,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$6,122,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,936,771
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
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	$396,705
Employer contributions (assets) at end of year	2019-12-31	$6,702
Employer contributions (assets) at beginning of year	2019-12-31	$6,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,407,936
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
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
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	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CASSADY SCHILLER CPAS & ADVISORS
Accountancy firm EIN	2019-12-31	311311065
2018 : THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,387,875
Total of all expenses incurred	2018-12-31	$3,364,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,364,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,655,873
Value of total assets at end of year	2018-12-31	$22,703,325
Value of total assets at beginning of year	2018-12-31	$24,680,198
Total interest from all sources	2018-12-31	$63,438
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,469,001
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	$1,469,001
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,107,746
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$154,307
Other income not declared elsewhere	2018-12-31	$615,551
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	$-1,976,873
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,703,325
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$24,680,198
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	$16,574,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$18,164,570
Interest earned on other investments	2018-12-31	$63,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$6,122,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$6,507,964
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$3,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,415,988
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	$393,820
Employer contributions (assets) at end of year	2018-12-31	$6,450
Employer contributions (assets) at beginning of year	2018-12-31	$7,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,360,839
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	CASSADY SCHILLER CPAS & ADVISORS
Accountancy firm EIN	2018-12-31	311311065
2017 : THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$4,414,564
Total of all expenses incurred	2017-12-31	$3,564,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,564,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,360,656
Value of total assets at end of year	2017-12-31	$24,680,198
Value of total assets at beginning of year	2017-12-31	$23,830,364
Total interest from all sources	2017-12-31	$74,957
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$976,306
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	$976,306
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$993,668
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$18,662
Other income not declared elsewhere	2017-12-31	$11,940
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	$849,834
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$24,680,198
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$23,830,364
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	$18,164,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$15,748,859
Interest earned on other investments	2017-12-31	$74,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$6,507,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$8,076,989
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$35,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,990,705
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	$348,326
Employer contributions (assets) at end of year	2017-12-31	$7,664
Employer contributions (assets) at beginning of year	2017-12-31	$4,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,529,098
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
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	CASSADY SCHILLER & ASSOCIATES, INC.
Accountancy firm EIN	2017-12-31	311311065
2016 : THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,761,921
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,531,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,531,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,357,677
Value of total assets at end of year	2016-12-31	$23,830,364
Value of total assets at beginning of year	2016-12-31	$23,599,814
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$85,101
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$787,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$787,391
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$967,404
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$59,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$10,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$230,550
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$23,830,364
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$23,599,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$15,748,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$16,660,852
Interest earned on other investments	2016-12-31	$85,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$8,076,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,926,473
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$40,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$521,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$331,076
Employer contributions (assets) at end of year	2016-12-31	$4,516
Employer contributions (assets) at beginning of year	2016-12-31	$12,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,491,113
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2016-12-31	310800053
2015 : THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$27,910
Total income from all sources (including contributions)	2015-12-31	$1,556,565
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,296,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,296,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,339,948
Value of total assets at end of year	2015-12-31	$23,599,814
Value of total assets at beginning of year	2015-12-31	$23,367,981
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$82,521
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,164,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,164,715
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$995,270
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$6,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$27,910
Other income not declared elsewhere	2015-12-31	$10,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$259,743
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$23,599,814
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$23,340,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$16,660,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$16,558,601
Interest earned on other investments	2015-12-31	$82,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,926,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$6,802,549
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$42,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,041,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$338,213
Employer contributions (assets) at end of year	2015-12-31	$12,489
Employer contributions (assets) at beginning of year	2015-12-31	$6,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,253,862
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2015-12-31	310800053
2014 : THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$27,910
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,582,885
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,180,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,152,574
Value of total corrective distributions	2014-12-31	$27,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,439,808
Value of total assets at end of year	2014-12-31	$23,367,981
Value of total assets at beginning of year	2014-12-31	$22,937,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,324,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,324,768
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$998,051
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$107,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$27,910
Other income not declared elsewhere	2014-12-31	$566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$402,401
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$23,340,071
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$22,937,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$16,558,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$14,953,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$6,802,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$7,976,669
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$44,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-182,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$334,530
Employer contributions (assets) at end of year	2014-12-31	$6,831
Employer contributions (assets) at beginning of year	2014-12-31	$7,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,108,570
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2014-12-31	310800053
2013 : THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,304,022
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,859,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,857,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,319,479
Value of total assets at end of year	2013-12-31	$22,937,670
Value of total assets at beginning of year	2013-12-31	$21,492,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,780
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$927,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$927,213
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$932,113
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$60,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,444,960
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$22,937,670
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$21,492,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$1,780
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$14,953,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,423,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$7,976,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$9,059,011
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$54,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,057,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$326,940
Employer contributions (assets) at end of year	2013-12-31	$7,953
Employer contributions (assets) at beginning of year	2013-12-31	$10,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,802,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2013-12-31	310800053
2012 : THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$3,214,022
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,845,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,842,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,356,326
Value of total assets at end of year	2012-12-31	$21,492,710
Value of total assets at beginning of year	2012-12-31	$20,123,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,193
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$509,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$509,679
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$991,471
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$27,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,368,976
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$21,492,710
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$20,123,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$2,193
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$12,423,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,485,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$9,059,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$8,627,333
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$54,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,348,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$337,378
Employer contributions (assets) at end of year	2012-12-31	$10,477
Employer contributions (assets) at beginning of year	2012-12-31	$10,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,788,418
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2012-12-31	310800053
2011 : THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$5,969,308
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	$938,125
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,367,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,286,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,549,357
Value of total assets at end of year	2011-12-31	$20,123,734
Value of total assets at beginning of year	2011-12-31	$15,583,963
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$81,073
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$453,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$453,335
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,118,977
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$22,262
Administrative expenses (other) incurred	2011-12-31	$415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,429,537
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$20,123,734
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$15,583,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$16,073
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$11,485,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,215,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$8,627,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$5,368,025
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$54,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,064,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$408,118
Employer contributions (assets) at end of year	2011-12-31	$10,529
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,232,269
Contract administrator fees	2011-12-31	$64,585
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2011-12-31	310800053
2010 : THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$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
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,794,436
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,977,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,793,602
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$28,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,474,449
Value of total assets at end of year	2010-12-31	$16,037,649
Value of total assets at beginning of year	2010-12-31	$15,221,090
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$155,292
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$96,393
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$187,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$187,718
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,098,807
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$7,733
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$64,364
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$816,559
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$16,037,649
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$15,221,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,215,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,505,449
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,493,023
Interest on participant loans	2010-12-31	$0
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$96,393
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$5,821,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$4,222,618
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$885,164
Net investment gain/loss from pooled separate accounts	2010-12-31	$86,348
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at end of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$367,909
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,793,602
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$155,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	J.D. CLOUD & CO LLP
Accountancy firm EIN	2010-12-31	310530857
2009 : THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING 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 THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN

2022: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE C. W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

456610-01

Policy instance

Insurance contract or identification number	456610-01
Number of Individuals Covered	103
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,150
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,035
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

456610-01

Policy instance

Insurance contract or identification number	456610-01
Number of Individuals Covered	106
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $9,663
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,697
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

456610-01

Policy instance

Insurance contract or identification number	456610-01
Number of Individuals Covered	115
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $8,407
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,566
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

456610-01

Policy instance

Insurance contract or identification number	456610-01
Number of Individuals Covered	133
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $11,451
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,306
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

456610-01

Policy instance

Insurance contract or identification number	456610-01
Number of Individuals Covered	130
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $13,306
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,644
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

456610-01

Policy instance

Insurance contract or identification number	456610-01
Number of Individuals Covered	158
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $12,618
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,376
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	JAMES RODD - MSI FINANCIAL SERVICES

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Company Name:	THE C.W. ZUMBIEL COMPANY
Employer identification number (EIN):	310499900
NAIC Classification:	321900

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1929-12-27
Company Identification Number:	139579
Legal Registered Office Address:	2339 HARRIS AVENUE - CINCINNATI United States of America (USA) 45212