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SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameSUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

SUPERIOR ELECTRIC GREAT LAKES COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SUPERIOR ELECTRIC GREAT LAKES COMPANY
Employer identification number (EIN):311330769
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01SCOTT JANSSEN
0022017-01-01SCOTT JANSSEN
0022016-01-01JEFFREY JAMERINO
0022015-01-01JEFFREY JAMERINO
0022015-01-01JEFFREY JAMERINO JEFFREY JAMERINO2016-06-30
0022014-01-01JEFFREY JAMERINO JEFFREY JAMERINO2015-07-21

Plan Statistics for SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0197
Total number of active participants reported on line 7a of the Form 55002022-01-01106
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01110
Number of participants with account balances2022-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0160
Total number of active participants reported on line 7a of the Form 55002021-01-0180
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0183
Number of participants with account balances2021-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0156
Total number of active participants reported on line 7a of the Form 55002020-01-0151
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0152
Number of participants with account balances2020-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0147
Total number of active participants reported on line 7a of the Form 55002019-01-0146
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0149
Number of participants with account balances2019-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0151
Total number of active participants reported on line 7a of the Form 55002018-01-0140
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0144
Number of participants with account balances2018-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0147
Total number of active participants reported on line 7a of the Form 55002017-01-0140
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0146
Number of participants with account balances2017-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0134
Total number of active participants reported on line 7a of the Form 55002016-01-0137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0139
Number of participants with account balances2016-01-0139
2015: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0136
Total number of active participants reported on line 7a of the Form 55002015-01-0134
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0134
Number of participants with account balances2015-01-0133
2014: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0136
Total number of active participants reported on line 7a of the Form 55002014-01-0136
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0136
Number of participants with account balances2014-01-010

Financial Data on SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$3,031,751
Total plan liabilities at beginning of year2022-12-31$3,139,895
Total income from all sources2022-12-31$22,651,991
Expenses. Total of all expenses incurred2022-12-31$1,004,848
Benefits paid (including direct rollovers)2022-12-31$918,815
Total plan assets at end of year2022-12-31$100,833,548
Total plan assets at beginning of year2022-12-31$79,294,549
Value of fidelity bond covering the plan2022-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$86,033
Other income received2022-12-31$22,457,814
Net income (gross income less expenses)2022-12-31$21,647,143
Net plan assets at end of year (total assets less liabilities)2022-12-31$97,801,797
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$76,154,654
Assets. Value of employer securities2022-12-31$100,833,548
Total contributions received or receivable from employer(s)2022-12-31$194,177
2021 : SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$3,139,895
Total plan liabilities at beginning of year2021-12-31$3,245,282
Total income from all sources2021-12-31$16,676,383
Expenses. Total of all expenses incurred2021-12-31$259,164
Benefits paid (including direct rollovers)2021-12-31$170,243
Total plan assets at end of year2021-12-31$79,294,549
Total plan assets at beginning of year2021-12-31$62,982,717
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$88,921
Other income received2021-12-31$16,482,075
Net income (gross income less expenses)2021-12-31$16,417,219
Net plan assets at end of year (total assets less liabilities)2021-12-31$76,154,654
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$59,737,435
Assets. Value of employer securities2021-12-31$79,294,549
Total contributions received or receivable from employer(s)2021-12-31$194,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$3,245,282
Total plan liabilities at beginning of year2020-12-31$3,536,969
Total income from all sources2020-12-31$8,828,746
Expenses. Total of all expenses incurred2020-12-31$654,727
Benefits paid (including direct rollovers)2020-12-31$557,549
Total plan assets at end of year2020-12-31$62,982,717
Total plan assets at beginning of year2020-12-31$55,100,385
Value of fidelity bond covering the plan2020-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$97,178
Other income received2020-12-31$8,631,417
Net income (gross income less expenses)2020-12-31$8,174,019
Net plan assets at end of year (total assets less liabilities)2020-12-31$59,737,435
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$51,563,416
Assets. Value of employer securities2020-12-31$62,982,717
Total contributions received or receivable from employer(s)2020-12-31$197,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$3,536,969
Total plan liabilities at beginning of year2019-12-31$3,634,707
Total income from all sources2019-12-31$11,446,762
Expenses. Total of all expenses incurred2019-12-31$348,224
Benefits paid (including direct rollovers)2019-12-31$248,633
Total plan assets at end of year2019-12-31$55,100,385
Total plan assets at beginning of year2019-12-31$44,099,585
Value of fidelity bond covering the plan2019-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$99,591
Other income received2019-12-31$11,249,433
Net income (gross income less expenses)2019-12-31$11,098,538
Net plan assets at end of year (total assets less liabilities)2019-12-31$51,563,416
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$40,464,878
Assets. Value of employer securities2019-12-31$55,100,385
Total contributions received or receivable from employer(s)2019-12-31$197,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$3,634,707
Total plan liabilities at beginning of year2018-12-31$3,729,838
Total income from all sources2018-12-31$11,659,698
Expenses. Total of all expenses incurred2018-12-31$764,619
Benefits paid (including direct rollovers)2018-12-31$662,421
Total plan assets at end of year2018-12-31$44,099,585
Total plan assets at beginning of year2018-12-31$33,299,637
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$102,198
Other income received2018-12-31$11,453,527
Net income (gross income less expenses)2018-12-31$10,895,079
Net plan assets at end of year (total assets less liabilities)2018-12-31$40,464,878
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$29,569,799
Assets. Value of employer securities2018-12-31$44,099,585
Total contributions received or receivable from employer(s)2018-12-31$206,171
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$3,729,838
Total plan liabilities at beginning of year2017-12-31$3,822,432
Total income from all sources2017-12-31$11,919,814
Expenses. Total of all expenses incurred2017-12-31$127,508
Benefits paid (including direct rollovers)2017-12-31$22,773
Total plan assets at end of year2017-12-31$33,299,637
Total plan assets at beginning of year2017-12-31$21,599,925
Value of fidelity bond covering the plan2017-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$104,735
Other income received2017-12-31$11,699,712
Net income (gross income less expenses)2017-12-31$11,792,306
Net plan assets at end of year (total assets less liabilities)2017-12-31$29,569,799
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$17,777,493
Assets. Value of employer securities2017-12-31$33,299,637
Total contributions received or receivable from employer(s)2017-12-31$220,102
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$3,822,432
Total plan liabilities at beginning of year2016-12-31$3,912,271
Total income from all sources2016-12-31$12,196,956
Expenses. Total of all expenses incurred2016-12-31$107,490
Total plan assets at end of year2016-12-31$21,599,925
Total plan assets at beginning of year2016-12-31$9,600,298
Value of fidelity bond covering the plan2016-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$107,490
Other income received2016-12-31$11,999,627
Net income (gross income less expenses)2016-12-31$12,089,466
Net plan assets at end of year (total assets less liabilities)2016-12-31$17,777,493
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,688,027
Assets. Value of employer securities2016-12-31$21,599,925
Total contributions received or receivable from employer(s)2016-12-31$197,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$3,912,271
Total plan liabilities at beginning of year2015-12-31$4,000,000
Total income from all sources2015-12-31$5,797,627
Expenses. Total of all expenses incurred2015-12-31$109,600
Total plan assets at end of year2015-12-31$9,600,298
Total plan assets at beginning of year2015-12-31$4,000,000
Value of fidelity bond covering the plan2015-12-31$500,000
Expenses. Other expenses not covered elsewhere2015-12-31$109,600
Other income received2015-12-31$5,600,298
Net income (gross income less expenses)2015-12-31$5,688,027
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,688,027
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Assets. Value of employer securities2015-12-31$9,600,298
Total contributions received or receivable from employer(s)2015-12-31$197,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$4,000,000
Total income from all sources2014-12-31$0
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$4,000,000
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$500,000
Net income (gross income less expenses)2014-12-31$0
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Assets. Value of employer securities2014-12-31$4,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

2022: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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