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RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC.
Plan identification number 001

RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

WILLMAN INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLMAN INDUSTRIES, INC.
Employer identification number (EIN):391589780
NAIC Classification:331500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK LORGE MARK LORGE2018-10-15
0012016-01-01MARK LORGE
0012015-01-01MARK LORGE MARK LORGE2016-10-17
0012014-01-01MARK LORGE MARK LORGE2015-10-15
0012013-01-01MARK LORGE
0012012-01-01MARK LORGE
0012011-01-01MARK LORGE
0012010-01-01MARK LORGE
0012009-01-01MARK LORGE
0012009-01-01 MARK LORGE2010-10-14

Plan Statistics for RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC.

Measure Date Value
2022: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2022 401k membership
Market value of plan assets2022-12-314,308,435
Acturial value of plan assets2022-12-314,061,791
Funding target for retired participants and beneficiaries receiving payment2022-12-311,080,932
Number of terminated vested participants2022-12-3197
Fundng target for terminated vested participants2022-12-311,164,553
Active participant vested funding target2022-12-31884,812
Number of active participants2022-12-3131
Total funding liabilities for active participants2022-12-31884,812
Total participant count2022-12-31168
Total funding target for all participants2022-12-313,130,297
Balance at beginning of prior year after applicable adjustments2022-12-31324,868
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31324,868
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31363,430
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3153,770
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01169
Total number of active participants reported on line 7a of the Form 55002022-01-0124
Number of retired or separated participants receiving benefits2022-01-0138
Number of other retired or separated participants entitled to future benefits2022-01-01102
Total of all active and inactive participants2022-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01165
2021: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2021 401k membership
Market value of plan assets2021-12-313,986,376
Acturial value of plan assets2021-12-313,631,301
Funding target for retired participants and beneficiaries receiving payment2021-12-311,135,477
Number of terminated vested participants2021-12-3191
Fundng target for terminated vested participants2021-12-31902,133
Active participant vested funding target2021-12-31943,069
Number of active participants2021-12-3137
Total funding liabilities for active participants2021-12-31943,069
Total participant count2021-12-31169
Total funding target for all participants2021-12-312,980,679
Balance at beginning of prior year after applicable adjustments2021-12-31284,872
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31284,872
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31324,868
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3156,237
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01170
Total number of active participants reported on line 7a of the Form 55002021-01-0131
Number of retired or separated participants receiving benefits2021-01-0130
Number of other retired or separated participants entitled to future benefits2021-01-0194
Total of all active and inactive participants2021-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2020 401k membership
Market value of plan assets2020-12-313,638,175
Acturial value of plan assets2020-12-313,452,697
Funding target for retired participants and beneficiaries receiving payment2020-12-311,291,350
Number of terminated vested participants2020-12-3189
Fundng target for terminated vested participants2020-12-31821,621
Active participant vested funding target2020-12-31959,836
Number of active participants2020-12-3140
Total funding liabilities for active participants2020-12-31959,836
Total participant count2020-12-31173
Total funding target for all participants2020-12-313,072,807
Balance at beginning of prior year after applicable adjustments2020-12-31238,225
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-315,010
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31233,215
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31284,872
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3165,264
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01174
Total number of active participants reported on line 7a of the Form 55002020-01-0137
Number of retired or separated participants receiving benefits2020-01-0131
Number of other retired or separated participants entitled to future benefits2020-01-0187
Total of all active and inactive participants2020-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2019 401k membership
Market value of plan assets2019-12-313,112,574
Acturial value of plan assets2019-12-313,286,090
Funding target for retired participants and beneficiaries receiving payment2019-12-311,242,608
Number of terminated vested participants2019-12-3192
Fundng target for terminated vested participants2019-12-31858,070
Active participant vested funding target2019-12-31889,748
Number of active participants2019-12-3142
Total funding liabilities for active participants2019-12-31889,748
Total participant count2019-12-31176
Total funding target for all participants2019-12-312,990,426
Balance at beginning of prior year after applicable adjustments2019-12-31253,674
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31253,674
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31238,225
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3162,449
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-315,010
Carryover balance elected to use to offset funding requirement2019-12-315,010
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01176
Total number of active participants reported on line 7a of the Form 55002019-01-0140
Number of retired or separated participants receiving benefits2019-01-0134
Number of other retired or separated participants entitled to future benefits2019-01-0186
Total of all active and inactive participants2019-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0114
Total participants2019-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2018 401k membership
Market value of plan assets2018-12-313,461,776
Acturial value of plan assets2018-12-313,226,894
Funding target for retired participants and beneficiaries receiving payment2018-12-311,108,657
Number of terminated vested participants2018-12-3192
Fundng target for terminated vested participants2018-12-31773,386
Active participant vested funding target2018-12-31940,671
Number of active participants2018-12-3145
Total funding liabilities for active participants2018-12-31940,671
Total participant count2018-12-31179
Total funding target for all participants2018-12-312,822,714
Balance at beginning of prior year after applicable adjustments2018-12-31216,778
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31216,778
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31253,674
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3160,890
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01179
Total number of active participants reported on line 7a of the Form 55002018-01-0142
Number of retired or separated participants receiving benefits2018-01-0132
Number of other retired or separated participants entitled to future benefits2018-01-0189
Total of all active and inactive participants2018-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0113
Total participants2018-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2017 401k membership
Market value of plan assets2017-12-313,088,421
Acturial value of plan assets2017-12-313,118,625
Funding target for retired participants and beneficiaries receiving payment2017-12-311,193,983
Number of terminated vested participants2017-12-3190
Fundng target for terminated vested participants2017-12-31720,736
Active participant vested funding target2017-12-31843,459
Number of active participants2017-12-3149
Total funding liabilities for active participants2017-12-31843,459
Total participant count2017-12-31182
Total funding target for all participants2017-12-312,758,178
Balance at beginning of prior year after applicable adjustments2017-12-31198,915
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31198,915
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31216,778
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3160,632
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01181
Total number of active participants reported on line 7a of the Form 55002017-01-0145
Number of retired or separated participants receiving benefits2017-01-0130
Number of other retired or separated participants entitled to future benefits2017-01-0191
Total of all active and inactive participants2017-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2016 401k membership
Market value of plan assets2016-12-312,972,149
Acturial value of plan assets2016-12-313,131,267
Funding target for retired participants and beneficiaries receiving payment2016-12-311,180,986
Number of terminated vested participants2016-12-3189
Fundng target for terminated vested participants2016-12-31696,065
Active participant vested funding target2016-12-31872,096
Number of active participants2016-12-3157
Total funding liabilities for active participants2016-12-31872,096
Total participant count2016-12-31187
Total funding target for all participants2016-12-312,749,147
Balance at beginning of prior year after applicable adjustments2016-12-31200,075
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31200,075
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31198,915
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3161,949
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01187
Total number of active participants reported on line 7a of the Form 55002016-01-0149
Number of retired or separated participants receiving benefits2016-01-0130
Number of other retired or separated participants entitled to future benefits2016-01-0188
Total of all active and inactive participants2016-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01190
Total number of active participants reported on line 7a of the Form 55002015-01-0157
Number of retired or separated participants receiving benefits2015-01-0131
Number of other retired or separated participants entitled to future benefits2015-01-0189
Total of all active and inactive participants2015-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01194
Total number of active participants reported on line 7a of the Form 55002014-01-0162
Number of retired or separated participants receiving benefits2014-01-0132
Number of other retired or separated participants entitled to future benefits2014-01-0186
Total of all active and inactive participants2014-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01197
Total number of active participants reported on line 7a of the Form 55002013-01-0166
Number of retired or separated participants receiving benefits2013-01-0131
Number of other retired or separated participants entitled to future benefits2013-01-0186
Total of all active and inactive participants2013-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01212
Total number of active participants reported on line 7a of the Form 55002012-01-0175
Number of retired or separated participants receiving benefits2012-01-0132
Number of other retired or separated participants entitled to future benefits2012-01-0180
Total of all active and inactive participants2012-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01215
Total number of active participants reported on line 7a of the Form 55002011-01-0183
Number of retired or separated participants receiving benefits2011-01-0133
Number of other retired or separated participants entitled to future benefits2011-01-0186
Total of all active and inactive participants2011-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01216
Total number of active participants reported on line 7a of the Form 55002010-01-0192
Number of retired or separated participants receiving benefits2010-01-0134
Number of other retired or separated participants entitled to future benefits2010-01-0183
Total of all active and inactive participants2010-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-016
Total participants2010-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01225
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of retired or separated participants receiving benefits2009-01-0134
Number of other retired or separated participants entitled to future benefits2009-01-0181
Total of all active and inactive participants2009-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC.

Measure Date Value
2022 : RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-703,516
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$135,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$116,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$3,469,898
Value of total assets at beginning of year2022-12-31$4,308,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,918
Total interest from all sources2022-12-31$1,830
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$43,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$43,297
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-838,537
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,469,898
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,308,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,713,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,664,083
Value of interest in common/collective trusts at end of year2022-12-31$575,016
Value of interest in common/collective trusts at beginning of year2022-12-31$568,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$180,796
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$75,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$75,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-748,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$116,103
Contract administrator fees2022-12-31$18,918
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-12-31410746749
2021 : RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$464,885
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$142,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$123,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$4,308,435
Value of total assets at beginning of year2021-12-31$3,986,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,515
Total interest from all sources2021-12-31$1,234
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$41,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$41,130
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$322,059
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,308,435
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,986,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$19,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,664,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,303,080
Value of interest in common/collective trusts at end of year2021-12-31$568,697
Value of interest in common/collective trusts at beginning of year2021-12-31$574,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$75,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$108,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$108,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$428,396
Net investment gain or loss from common/collective trusts2021-12-31$-5,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$123,311
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$500,260
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$152,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$134,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$3,986,376
Value of total assets at beginning of year2020-12-31$3,638,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,233
Total interest from all sources2020-12-31$545
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$34,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$34,858
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$82
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$348,201
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,986,376
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,638,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$17,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,303,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,981,307
Value of interest in common/collective trusts at end of year2020-12-31$574,572
Value of interest in common/collective trusts at beginning of year2020-12-31$592,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$108,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$64,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$64,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$437,461
Net investment gain or loss from common/collective trusts2020-12-31$27,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$134,826
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$85,197
Total unrealized appreciation/depreciation of assets2019-12-31$85,197
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 income from all sources (including contributions)2019-12-31$673,652
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$148,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$131,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$3,638,175
Value of total assets at beginning of year2019-12-31$3,112,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,590
Total interest from all sources2019-12-31$901
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$181,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$181,654
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$82
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$54
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$525,601
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,638,175
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,112,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$16,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,981,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,518,930
Value of interest in common/collective trusts at end of year2019-12-31$592,179
Value of interest in common/collective trusts at beginning of year2019-12-31$562,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$64,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$30,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$30,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$376,372
Net investment gain or loss from common/collective trusts2019-12-31$29,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$131,461
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-59,382
Total unrealized appreciation/depreciation of assets2018-12-31$-59,382
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$0
Total income from all sources (including contributions)2018-12-31$-206,222
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$142,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$126,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$3,112,574
Value of total assets at beginning of year2018-12-31$3,461,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,609
Total interest from all sources2018-12-31$636
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$210,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$210,657
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$54
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-349,202
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,112,574
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,461,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$16,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,518,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,882,921
Value of interest in common/collective trusts at end of year2018-12-31$562,651
Value of interest in common/collective trusts at beginning of year2018-12-31$554,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$30,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$23,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$23,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-365,837
Net investment gain or loss from common/collective trusts2018-12-31$7,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$126,371
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2018-12-31410746749
2017 : RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$14,382
Total unrealized appreciation/depreciation of assets2017-12-31$14,382
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$514,064
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$140,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$125,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$3,461,776
Value of total assets at beginning of year2017-12-31$3,088,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,082
Total interest from all sources2017-12-31$158
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$173,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$173,357
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$373,355
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,461,776
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,088,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$15,082
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,882,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,418,548
Value of interest in common/collective trusts at end of year2017-12-31$554,948
Value of interest in common/collective trusts at beginning of year2017-12-31$657,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$23,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$11,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$11,988
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$316,041
Net investment gain or loss from common/collective trusts2017-12-31$10,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$125,627
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2017-12-31410746749
2016 : RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-10,711
Total unrealized appreciation/depreciation of assets2016-12-31$-10,711
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$260,626
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$144,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$130,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$3,088,421
Value of total assets at beginning of year2016-12-31$2,972,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,896
Total interest from all sources2016-12-31$49
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$119,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$119,790
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$116,272
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,088,421
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,972,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$13,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,418,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,294,666
Value of interest in common/collective trusts at end of year2016-12-31$657,881
Value of interest in common/collective trusts at beginning of year2016-12-31$637,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$11,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$39,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$39,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$49
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$141,585
Net investment gain or loss from common/collective trusts2016-12-31$9,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$130,458
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2016-12-31410746749
2015 : RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$0
Total income from all sources (including contributions)2015-12-31$-17,599
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$141,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$127,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$2,972,149
Value of total assets at beginning of year2015-12-31$3,131,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,411
Total interest from all sources2015-12-31$9
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$155,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$155,775
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-159,254
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,972,149
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,131,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$14,411
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,294,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,524,217
Value of interest in common/collective trusts at end of year2015-12-31$637,968
Value of interest in common/collective trusts at beginning of year2015-12-31$572,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$39,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$35,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$35,155
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-179,320
Net investment gain or loss from common/collective trusts2015-12-31$5,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$127,244
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2015-12-31410746749
2014 : RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$185,841
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$146,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$131,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$3,131,403
Value of total assets at beginning of year2014-12-31$3,092,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,796
Total interest from all sources2014-12-31$9
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$167,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$167,202
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$39,073
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,131,403
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,092,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$14,796
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,524,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,596,378
Value of interest in common/collective trusts at end of year2014-12-31$572,031
Value of interest in common/collective trusts at beginning of year2014-12-31$489,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$35,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$18,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$131,972
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2014-12-31410746749
2013 : RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$310
Total income from all sources (including contributions)2013-12-31$623,166
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$141,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$126,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$3,092,330
Value of total assets at beginning of year2013-12-31$2,610,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,349
Total interest from all sources2013-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$91,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$91,126
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$482,023
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,092,330
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,610,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$14,349
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,596,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,591,201
Value of interest in common/collective trusts at end of year2013-12-31$489,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$19,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$19,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$532,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$126,794
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$310
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2013-12-31410746749
2012 : RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$310
Total income from all sources (including contributions)2012-12-31$417,257
Total of all expenses incurred2012-12-31$149,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$136,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$75,794
Value of total assets at end of year2012-12-31$2,610,617
Value of total assets at beginning of year2012-12-31$2,342,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,015
Total interest from all sources2012-12-31$1,380
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$43,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$43,201
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$267,661
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,610,307
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,342,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$13,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,591,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,195,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$19,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$296,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$75,794
Employer contributions (assets) at beginning of year2012-12-31$116,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$136,581
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$25,877
Liabilities. Value of benefit claims payable at end of year2012-12-31$310
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-172,633
Total unrealized appreciation/depreciation of assets2011-12-31$-172,633
Total income from all sources (including contributions)2011-12-31$42,754
Total loss/gain on sale of assets2011-12-31$2,198
Total of all expenses incurred2011-12-31$130,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$117,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$165,520
Value of total assets at end of year2011-12-31$2,342,646
Value of total assets at beginning of year2011-12-31$2,430,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,035
Total interest from all sources2011-12-31$1,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$248
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-88,145
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,342,646
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,430,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$13,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,195,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,345,393
Income. Interest from corporate debt instruments2011-12-31$1,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$17,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$17,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$45,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$165,520
Employer contributions (assets) at end of year2011-12-31$116,380
Employer contributions (assets) at beginning of year2011-12-31$15,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$117,864
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$25,877
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$52,197
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$127,000
Aggregate carrying amount (costs) on sale of assets2011-12-31$124,802
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$230,879
Total unrealized appreciation/depreciation of assets2010-12-31$230,879
Total income from all sources (including contributions)2010-12-31$327,258
Total loss/gain on sale of assets2010-12-31$2,747
Total of all expenses incurred2010-12-31$125,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$113,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$58,912
Value of total assets at end of year2010-12-31$2,430,791
Value of total assets at beginning of year2010-12-31$2,229,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,396
Total interest from all sources2010-12-31$6,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$113,814
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$566
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$201,291
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,430,791
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,229,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$12,396
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,345,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,008,116
Income. Interest from corporate debt instruments2010-12-31$4,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$17,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$28,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$58,912
Employer contributions (assets) at end of year2010-12-31$15,478
Employer contributions (assets) at beginning of year2010-12-31$16,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$113,571
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$52,197
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$80,359
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$421,658
Aggregate carrying amount (costs) on sale of assets2010-12-31$418,911
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLIFTON GUNDERSON
Accountancy firm EIN2010-12-31370802863
2009 : RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC.

2022: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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