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Plan Name | G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | G & W ELECTRIC COMPANY |
Employer identification number (EIN): | 361113440 |
NAIC Classification: | 335900 |
Additional information about G & W ELECTRIC COMPANY
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1981-03-30 |
Company Identification Number: | 0005060206 |
Legal Registered Office Address: |
305 W CROSSROADS PKWY BOLINGBROOK United States of America (USA) 60440 |
More information about G & W ELECTRIC COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2022-01-01 | ||||
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | KATHY RAMSEY | PAM STANIS | 2018-09-14 | |
004 | 2016-01-01 | MELISSA AMPTMANN | PAM STANIS | 2017-09-22 | |
004 | 2016-01-01 | PAM STANIS | 2017-09-22 | ||
004 | 2015-01-01 | MELISSA AMPTMANN | |||
004 | 2014-01-01 | MELISSA AMPTMANN | |||
004 | 2013-01-01 | MELISSA AMPTMANN | MELISSA AMPTMANN | 2014-10-13 | |
004 | 2012-01-01 | KATHY RAMSEY | |||
004 | 2011-01-01 | KATHY RAMSEY | |||
004 | 2010-01-01 | KATHERINE RAMSEY | |||
004 | 2009-01-01 | KATHERINE RAMSEY |
Measure | Date | Value |
---|---|---|
2022: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,006 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 858 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 44 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 178 |
Total of all active and inactive participants | 2022-01-01 | 1,080 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 1,081 |
Number of participants with account balances | 2022-01-01 | 1,046 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 105 |
2021: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 971 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 806 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 193 |
Total of all active and inactive participants | 2021-01-01 | 1,005 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 1,006 |
Number of participants with account balances | 2021-01-01 | 981 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 144 |
2020: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 894 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 828 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 137 |
Total of all active and inactive participants | 2020-01-01 | 970 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 972 |
Number of participants with account balances | 2020-01-01 | 950 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 57 |
2019: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 844 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 759 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 129 |
Total of all active and inactive participants | 2019-01-01 | 893 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 894 |
Number of participants with account balances | 2019-01-01 | 873 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 34 |
2018: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 705 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 681 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 113 |
Total of all active and inactive participants | 2018-01-01 | 799 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 802 |
Number of participants with account balances | 2018-01-01 | 778 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 74 |
2017: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 620 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 604 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 92 |
Total of all active and inactive participants | 2017-01-01 | 703 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 705 |
Number of participants with account balances | 2017-01-01 | 681 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 49 |
2016: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 724 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 520 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 91 |
Total of all active and inactive participants | 2016-01-01 | 618 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 620 |
Number of participants with account balances | 2016-01-01 | 613 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 45 |
2015: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 594 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 618 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 99 |
Total of all active and inactive participants | 2015-01-01 | 723 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 724 |
Number of participants with account balances | 2015-01-01 | 622 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 85 |
2014: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 588 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 532 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 54 |
Total of all active and inactive participants | 2014-01-01 | 592 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 594 |
Number of participants with account balances | 2014-01-01 | 578 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 42 |
2013: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 534 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 459 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 124 |
Total of all active and inactive participants | 2013-01-01 | 586 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 588 |
Number of participants with account balances | 2013-01-01 | 582 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 39 |
2012: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 524 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 422 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 108 |
Total of all active and inactive participants | 2012-01-01 | 533 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 534 |
Number of participants with account balances | 2012-01-01 | 520 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 44 |
2011: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 477 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 423 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 98 |
Total of all active and inactive participants | 2011-01-01 | 523 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 524 |
Number of participants with account balances | 2011-01-01 | 498 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 36 |
2010: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 423 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 380 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 95 |
Total of all active and inactive participants | 2010-01-01 | 476 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 477 |
Number of participants with account balances | 2010-01-01 | 462 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 34 |
2009: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 430 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 341 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 81 |
Total of all active and inactive participants | 2009-01-01 | 423 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 423 |
Number of participants with account balances | 2009-01-01 | 421 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 32 |
Measure | Date | Value |
---|---|---|
2022 : G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-8,828,828 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $8,012,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,929,515 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $9,987,645 |
Value of total assets at end of year | 2022-12-31 | $100,277,521 |
Value of total assets at beginning of year | 2022-12-31 | $117,118,600 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $82,736 |
Total interest from all sources | 2022-12-31 | $121,377 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,275,188 |
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 | $3,275,188 |
Administrative expenses professional fees incurred | 2022-12-31 | $600 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $5,582,686 |
Participant contributions at end of year | 2022-12-31 | $2,931,959 |
Participant contributions at beginning of year | 2022-12-31 | $2,182,884 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $746,519 |
Other income not declared elsewhere | 2022-12-31 | $74,683 |
Administrative expenses (other) incurred | 2022-12-31 | $82,136 |
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 | $-16,841,079 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $100,277,521 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $117,118,600 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $75,805,321 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $102,187,280 |
Interest on participant loans | 2022-12-31 | $121,377 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $17,710,890 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $7,495,395 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-22,232,496 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-55,225 |
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 | $3,658,440 |
Employer contributions (assets) at end of year | 2022-12-31 | $3,829,351 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $5,253,041 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,929,515 |
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 | Yes |
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 | RSM US LLP |
Accountancy firm EIN | 2022-12-31 | 420714325 |
2021 : G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $23,255,476 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,797,101 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,756,208 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $11,374,199 |
Value of total assets at end of year | 2021-12-31 | $117,118,600 |
Value of total assets at beginning of year | 2021-12-31 | $99,660,225 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $40,893 |
Total interest from all sources | 2021-12-31 | $96,485 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,619,195 |
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 | $3,619,195 |
Administrative expenses professional fees incurred | 2021-12-31 | $300 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $5,804,762 |
Participant contributions at end of year | 2021-12-31 | $2,182,884 |
Participant contributions at beginning of year | 2021-12-31 | $1,718,516 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $220,149 |
Other income not declared elsewhere | 2021-12-31 | $95,675 |
Administrative expenses (other) incurred | 2021-12-31 | $40,593 |
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 | $17,458,375 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $117,118,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $99,660,225 |
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 | $102,187,280 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $82,885,068 |
Interest on participant loans | 2021-12-31 | $96,485 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $7,495,395 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $7,218,302 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $7,960,694 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $109,228 |
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 | $5,349,288 |
Employer contributions (assets) at end of year | 2021-12-31 | $5,253,041 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $7,838,339 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,756,208 |
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 | RSM US LLP |
Accountancy firm EIN | 2021-12-31 | 420714325 |
2020 : G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $27,592,851 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $8,854,636 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,823,300 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $13,797,643 |
Value of total assets at end of year | 2020-12-31 | $99,660,225 |
Value of total assets at beginning of year | 2020-12-31 | $80,922,010 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $31,336 |
Total interest from all sources | 2020-12-31 | $98,093 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,662,012 |
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 | $2,662,012 |
Administrative expenses professional fees incurred | 2020-12-31 | $300 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $5,150,529 |
Participant contributions at end of year | 2020-12-31 | $1,718,516 |
Participant contributions at beginning of year | 2020-12-31 | $1,890,984 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $571,990 |
Other income not declared elsewhere | 2020-12-31 | $93,555 |
Administrative expenses (other) incurred | 2020-12-31 | $31,036 |
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 | $18,738,215 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $99,660,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $80,922,010 |
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 | $82,885,068 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $68,845,729 |
Interest on participant loans | 2020-12-31 | $98,093 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $7,218,302 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $5,305,342 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $10,785,140 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $156,408 |
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 | $8,075,124 |
Employer contributions (assets) at end of year | 2020-12-31 | $7,838,339 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $4,879,955 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,823,300 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | RSM US LLP |
Accountancy firm EIN | 2020-12-31 | 420714325 |
2019 : G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $23,962,024 |
Total income from all sources (including contributions) | 2019-12-31 | $23,962,024 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,845,968 |
Total of all expenses incurred | 2019-12-31 | $4,845,968 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,830,461 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,830,461 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $10,707,235 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $10,707,235 |
Value of total assets at end of year | 2019-12-31 | $80,922,010 |
Value of total assets at end of year | 2019-12-31 | $80,922,010 |
Value of total assets at beginning of year | 2019-12-31 | $61,805,954 |
Value of total assets at beginning of year | 2019-12-31 | $61,805,954 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,507 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,507 |
Total interest from all sources | 2019-12-31 | $100,286 |
Total interest from all sources | 2019-12-31 | $100,286 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,017,171 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,017,171 |
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 | $2,017,171 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,017,171 |
Administrative expenses professional fees incurred | 2019-12-31 | $600 |
Administrative expenses professional fees incurred | 2019-12-31 | $600 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $4,315,509 |
Participant contributions at end of year | 2019-12-31 | $1,890,984 |
Participant contributions at end of year | 2019-12-31 | $1,890,984 |
Participant contributions at beginning of year | 2019-12-31 | $1,834,080 |
Participant contributions at beginning of year | 2019-12-31 | $1,834,080 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,259,604 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,259,604 |
Other income not declared elsewhere | 2019-12-31 | $1,450 |
Other income not declared elsewhere | 2019-12-31 | $1,450 |
Administrative expenses (other) incurred | 2019-12-31 | $14,907 |
Administrative expenses (other) incurred | 2019-12-31 | $14,907 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $19,116,056 |
Value of net income/loss | 2019-12-31 | $19,116,056 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $80,922,010 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $80,922,010 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $61,805,954 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $61,805,954 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $68,845,729 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $68,845,729 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $51,515,685 |
Interest on participant loans | 2019-12-31 | $100,286 |
Interest on participant loans | 2019-12-31 | $100,286 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $5,305,342 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $5,305,342 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $4,955,795 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,017,212 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,017,212 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $118,670 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $118,670 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $5,132,122 |
Contributions received in cash from employer | 2019-12-31 | $5,132,122 |
Employer contributions (assets) at end of year | 2019-12-31 | $4,879,955 |
Employer contributions (assets) at end of year | 2019-12-31 | $4,879,955 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $3,500,394 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $3,500,394 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,830,461 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,830,461 |
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 | Yes |
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 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm EIN | 2019-12-31 | 420714325 |
Accountancy firm EIN | 2019-12-31 | 420714325 |
2018 : G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $5,174,739 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,295,488 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,290,461 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $-1,583 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $8,008,576 |
Value of total assets at end of year | 2018-12-31 | $61,805,954 |
Value of total assets at beginning of year | 2018-12-31 | $60,926,703 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,610 |
Total interest from all sources | 2018-12-31 | $83,520 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,589,753 |
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 | $2,589,753 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
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 | $3,825,436 |
Participant contributions at end of year | 2018-12-31 | $1,834,080 |
Participant contributions at beginning of year | 2018-12-31 | $1,490,110 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $391,708 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $883 |
Other income not declared elsewhere | 2018-12-31 | $3,721 |
Administrative expenses (other) incurred | 2018-12-31 | $6,610 |
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 | $879,251 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $61,805,954 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $60,926,703 |
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 | $51,515,685 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $52,857,021 |
Interest on participant loans | 2018-12-31 | $83,520 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $4,955,795 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $4,264,042 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,605,173 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $94,342 |
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 | $3,791,432 |
Employer contributions (assets) at end of year | 2018-12-31 | $3,500,394 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $2,315,530 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,289,578 |
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 | RSM US LLP |
Accountancy firm EIN | 2018-12-31 | 420714325 |
2017 : G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $14,218,373 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,429,506 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,413,029 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $10,207 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,902,989 |
Value of total assets at end of year | 2017-12-31 | $60,926,703 |
Value of total assets at beginning of year | 2017-12-31 | $50,137,836 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,270 |
Total interest from all sources | 2017-12-31 | $61,607 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,050,756 |
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 | $2,050,756 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
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 | $3,243,310 |
Participant contributions at end of year | 2017-12-31 | $1,490,110 |
Participant contributions at beginning of year | 2017-12-31 | $1,414,612 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $149,855 |
Other income not declared elsewhere | 2017-12-31 | $1,349 |
Administrative expenses (other) incurred | 2017-12-31 | $6,270 |
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 | $10,788,867 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $60,926,703 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $50,137,836 |
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 | $52,857,021 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $41,423,591 |
Interest on participant loans | 2017-12-31 | $61,607 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $4,264,042 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $5,669,762 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,119,505 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $82,167 |
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 | $2,509,824 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,315,530 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,629,871 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,413,029 |
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 | RSM US LLP |
Accountancy firm EIN | 2017-12-31 | 420714325 |
2016 : G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 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 | $8,089,461 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,407,474 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,400,335 |
Value of total corrective distributions | 2016-12-31 | $1,733 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,007,100 |
Value of total assets at end of year | 2016-12-31 | $50,137,836 |
Value of total assets at beginning of year | 2016-12-31 | $45,455,849 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,406 |
Total interest from all sources | 2016-12-31 | $52,334 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,277,344 |
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 | $1,277,344 |
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 | $2,727,569 |
Participant contributions at end of year | 2016-12-31 | $1,414,612 |
Participant contributions at beginning of year | 2016-12-31 | $1,201,843 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $515,178 |
Other income not declared elsewhere | 2016-12-31 | $2,770 |
Administrative expenses (other) incurred | 2016-12-31 | $5,406 |
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 | $4,681,987 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $50,137,836 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $45,455,849 |
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 | $41,423,591 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $35,321,309 |
Interest on participant loans | 2016-12-31 | $52,334 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $5,669,762 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $5,566,369 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,654,498 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $95,415 |
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 | $1,764,353 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,629,871 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,366,328 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,400,335 |
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 | RSM US LLP |
Accountancy firm EIN | 2016-12-31 | 420714325 |
2015 : G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 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 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $6,146,335 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,656,424 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,644,980 |
Value of total corrective distributions | 2015-12-31 | $6,206 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,431,161 |
Value of total assets at end of year | 2015-12-31 | $45,455,849 |
Value of total assets at beginning of year | 2015-12-31 | $41,965,938 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,238 |
Total interest from all sources | 2015-12-31 | $48,665 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,791,890 |
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 | $1,791,890 |
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 | $2,710,651 |
Participant contributions at end of year | 2015-12-31 | $1,201,843 |
Participant contributions at beginning of year | 2015-12-31 | $1,147,187 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $39,346 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $337,886 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $248 |
Other income not declared elsewhere | 2015-12-31 | $5,473 |
Administrative expenses (other) incurred | 2015-12-31 | $5,238 |
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 | $3,489,911 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $45,455,849 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $41,965,938 |
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 | $35,321,309 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $33,549,058 |
Interest on participant loans | 2015-12-31 | $48,665 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $5,566,369 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $4,504,493 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,219,856 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $89,002 |
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 | $3,382,624 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,366,328 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,725,854 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,644,732 |
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 | RSM US LLP |
Accountancy firm EIN | 2015-12-31 | 420714325 |
2014 : G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 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 | $0 |
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 | $7,340,730 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,700,519 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,683,895 |
Value of total corrective distributions | 2014-12-31 | $11,712 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,326,061 |
Value of total assets at end of year | 2014-12-31 | $41,965,938 |
Value of total assets at beginning of year | 2014-12-31 | $37,325,727 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,912 |
Total interest from all sources | 2014-12-31 | $43,553 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,251,534 |
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 | $2,251,534 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,426,254 |
Participant contributions at end of year | 2014-12-31 | $1,147,187 |
Participant contributions at beginning of year | 2014-12-31 | $955,700 |
Participant contributions at end of year | 2014-12-31 | $39,346 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $169,066 |
Other income not declared elsewhere | 2014-12-31 | $5,048 |
Administrative expenses (other) incurred | 2014-12-31 | $4,912 |
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 | $4,640,211 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $41,965,938 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $37,325,727 |
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 | $33,549,058 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $30,589,286 |
Interest on participant loans | 2014-12-31 | $43,553 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $4,504,493 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,747,683 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-361,701 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $76,235 |
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 | Yes |
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 | $2,730,741 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,725,854 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,033,058 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,683,895 |
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 | MCGLADREY LLP |
Accountancy firm EIN | 2014-12-31 | 420714325 |
2013 : G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 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 | $35,103 |
Total income from all sources (including contributions) | 2013-12-31 | $9,487,846 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,602,518 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,587,779 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $11,278 |
Value of total corrective distributions | 2013-12-31 | $-1,507 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,463,435 |
Value of total assets at end of year | 2013-12-31 | $37,325,727 |
Value of total assets at beginning of year | 2013-12-31 | $29,475,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,968 |
Total interest from all sources | 2013-12-31 | $34,380 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,088,896 |
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 | $1,088,896 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,072,813 |
Participant contributions at end of year | 2013-12-31 | $955,700 |
Participant contributions at beginning of year | 2013-12-31 | $758,923 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $187,399 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $35,103 |
Other income not declared elsewhere | 2013-12-31 | $348 |
Administrative expenses (other) incurred | 2013-12-31 | $4,968 |
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 | $7,885,328 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $37,325,727 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $29,440,399 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $30,589,286 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $23,431,813 |
Interest on participant loans | 2013-12-31 | $34,380 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,747,683 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,677,085 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,836,626 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $64,161 |
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 | Yes |
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 | $2,203,223 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,033,058 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,607,681 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,587,779 |
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 | MCGLADREY LLP |
Accountancy firm EIN | 2013-12-31 | 420714325 |
2012 : G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 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 | $35,103 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $23,751 |
Total income from all sources (including contributions) | 2012-12-31 | $7,106,573 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,208,714 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,200,736 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,583 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,242,260 |
Value of total assets at end of year | 2012-12-31 | $29,475,502 |
Value of total assets at beginning of year | 2012-12-31 | $23,566,291 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $6,395 |
Total interest from all sources | 2012-12-31 | $27,574 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $841,590 |
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 | $841,590 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,956,639 |
Participant contributions at end of year | 2012-12-31 | $758,923 |
Participant contributions at beginning of year | 2012-12-31 | $561,310 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $431,171 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $35,103 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $23,751 |
Other income not declared elsewhere | 2012-12-31 | $108 |
Administrative expenses (other) incurred | 2012-12-31 | $6,395 |
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 | $5,897,859 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $29,440,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $23,542,540 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $23,431,813 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $18,023,679 |
Interest on participant loans | 2012-12-31 | $27,574 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,677,085 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $3,415,626 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,911,678 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $83,363 |
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 | Yes |
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 | $1,854,450 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,607,681 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,565,676 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,200,736 |
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 | MCGLADREY LLP |
Accountancy firm EIN | 2012-12-31 | 420714325 |
2011 : G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $23,751 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $16,407 |
Total income from all sources (including contributions) | 2011-12-31 | $3,520,505 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $594,746 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $586,972 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,750,625 |
Value of total assets at end of year | 2011-12-31 | $23,566,291 |
Value of total assets at beginning of year | 2011-12-31 | $20,633,188 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $7,774 |
Total interest from all sources | 2011-12-31 | $22,081 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $557,494 |
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 | $557,494 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,692,138 |
Participant contributions at end of year | 2011-12-31 | $561,310 |
Participant contributions at beginning of year | 2011-12-31 | $414,195 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $273,301 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $23,751 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $16,407 |
Administrative expenses (other) incurred | 2011-12-31 | $7,774 |
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 | $2,925,759 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $23,542,540 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $20,616,781 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $18,023,679 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $15,845,116 |
Interest on participant loans | 2011-12-31 | $22,081 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $3,415,626 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $3,047,751 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-902,253 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $92,558 |
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 | $1,785,186 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,565,676 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,326,126 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $586,972 |
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 | MCGLADREY LLP |
Accountancy firm EIN | 2011-12-31 | 420714325 |
2010 : G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $16,407 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $37,099 |
Total income from all sources (including contributions) | 2010-12-31 | $5,468,734 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,352,723 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,338,506 |
Value of total corrective distributions | 2010-12-31 | $9,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,319,960 |
Value of total assets at end of year | 2010-12-31 | $20,633,188 |
Value of total assets at beginning of year | 2010-12-31 | $17,537,869 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,881 |
Total interest from all sources | 2010-12-31 | $19,402 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $445,623 |
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 | $445,623 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,447,896 |
Participant contributions at end of year | 2010-12-31 | $414,195 |
Participant contributions at beginning of year | 2010-12-31 | $387,686 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $449,885 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $16,407 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $37,099 |
Administrative expenses (other) incurred | 2010-12-31 | $4,881 |
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 |
Value of net income/loss | 2010-12-31 | $3,116,011 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $20,616,781 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $17,500,770 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $15,845,116 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $12,481,208 |
Interest on participant loans | 2010-12-31 | $19,402 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $3,047,751 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $3,503,939 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,587,191 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $96,558 |
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 |
Contributions received in cash from employer | 2010-12-31 | $1,422,179 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,326,126 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,165,036 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,338,506 |
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 |
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 | MCGLADREY & PULLEN, LLP |
Accountancy firm EIN | 2010-12-31 | 420714325 |
2022: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: G & W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |