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WALTER G. ANDERSON, INC. RETIREMENT PLAN 401k Plan overview

Plan NameWALTER G. ANDERSON, INC. RETIREMENT PLAN
Plan identification number 003

WALTER G. ANDERSON, INC. RETIREMENT PLAN 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).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.

401k Sponsoring company profile

WALTER G ANDERSON INC has sponsored the creation of one or more 401k plans.

Company Name:WALTER G ANDERSON INC
Employer identification number (EIN):410734781
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTER G. ANDERSON, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-12-01BRIAN WILSON
0032014-12-01MARC G. ANDERSON
0032013-12-01MARC G. ANDERSON MARC G. ANDERSON2015-08-24
0032012-12-01MARC G. ANDERSON
0032011-12-01MARC G. ANDERSON
0032010-12-01MARC G. ANDERSON
0032009-12-01MARC G. ANDERSON

Plan Statistics for WALTER G. ANDERSON, INC. RETIREMENT PLAN

401k plan membership statisitcs for WALTER G. ANDERSON, INC. RETIREMENT PLAN

Measure Date Value
2015: WALTER G. ANDERSON, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-01171
Total number of active participants reported on line 7a of the Form 55002015-12-010
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-010
Total of all active and inactive participants2015-12-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-010
Total participants2015-12-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-013
2014: WALTER G. ANDERSON, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-01174
Total number of active participants reported on line 7a of the Form 55002014-12-0196
Number of retired or separated participants receiving benefits2014-12-0118
Number of other retired or separated participants entitled to future benefits2014-12-0159
Total of all active and inactive participants2014-12-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-011
Total participants2014-12-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-013
2013: WALTER G. ANDERSON, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-01179
Total number of active participants reported on line 7a of the Form 55002013-12-01114
Number of retired or separated participants receiving benefits2013-12-0115
Number of other retired or separated participants entitled to future benefits2013-12-0149
Total of all active and inactive participants2013-12-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-011
Total participants2013-12-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-015
2012: WALTER G. ANDERSON, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-01175
Total number of active participants reported on line 7a of the Form 55002012-12-01121
Number of retired or separated participants receiving benefits2012-12-0112
Number of other retired or separated participants entitled to future benefits2012-12-0147
Total of all active and inactive participants2012-12-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-011
Total participants2012-12-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-012
2011: WALTER G. ANDERSON, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-01173
Total number of active participants reported on line 7a of the Form 55002011-12-01127
Number of retired or separated participants receiving benefits2011-12-0111
Number of other retired or separated participants entitled to future benefits2011-12-0143
Total of all active and inactive participants2011-12-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-011
Total participants2011-12-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-017
2010: WALTER G. ANDERSON, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-01168
Total number of active participants reported on line 7a of the Form 55002010-12-01135
Number of retired or separated participants receiving benefits2010-12-016
Number of other retired or separated participants entitled to future benefits2010-12-0137
Total of all active and inactive participants2010-12-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-011
Total participants2010-12-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-016
2009: WALTER G. ANDERSON, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-01159
Total number of active participants reported on line 7a of the Form 55002009-12-01128
Number of retired or separated participants receiving benefits2009-12-016
Number of other retired or separated participants entitled to future benefits2009-12-0136
Total of all active and inactive participants2009-12-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-011
Total participants2009-12-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-011

Financial Data on WALTER G. ANDERSON, INC. RETIREMENT PLAN

Measure Date Value
2016 : WALTER G. ANDERSON, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-11-30$0
Total transfer of assets from this plan2016-11-30$4,922,383
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$0
Total income from all sources (including contributions)2016-11-30$200,919
Total loss/gain on sale of assets2016-11-30$0
Total of all expenses incurred2016-11-30$90,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-11-30$66,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-11-30$0
Value of total assets at end of year2016-11-30$0
Value of total assets at beginning of year2016-11-30$4,812,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-11-30$24,103
Total interest from all sources2016-11-30$653
Total dividends received (eg from common stock, registered investment company shares)2016-11-30$16,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-11-30$16,787
Was this plan covered by a fidelity bond2016-11-30Yes
Value of fidelity bond cover2016-11-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
Were there any nonexempt tranactions with any party-in-interest2016-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-11-30$22
Other income not declared elsewhere2016-11-30$1,487
Total non interest bearing cash at end of year2016-11-30$0
Total non interest bearing cash at beginning of year2016-11-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Value of net income/loss2016-11-30$110,005
Value of net assets at end of year (total assets less liabilities)2016-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-11-30$4,812,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-11-30No
Were any leases to which the plan was party in default or uncollectible2016-11-30No
Investment advisory and management fees2016-11-30$24,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-11-30$986,375
Value of interest in common/collective trusts at end of year2016-11-30$0
Value of interest in common/collective trusts at beginning of year2016-11-30$3,675,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-11-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-11-30$150,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-11-30$150,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-11-30$653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-11-30$-1,114
Net investment gain or loss from common/collective trusts2016-11-30$183,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-11-30Yes
Was there a failure to transmit to the plan any participant contributions2016-11-30No
Has the plan failed to provide any benefit when due under the plan2016-11-30No
Employer contributions (assets) at end of year2016-11-30$0
Employer contributions (assets) at beginning of year2016-11-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-11-30$66,811
Did the plan have assets held for investment2016-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-11-30No
Aggregate proceeds on sale of assets2016-11-30$121,972
Aggregate carrying amount (costs) on sale of assets2016-11-30$121,972
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-11-30Yes
Opinion of an independent qualified public accountant for this plan2016-11-30Disclaimer
Accountancy firm name2016-11-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-11-30390859910
2015 : WALTER G. ANDERSON, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$0
Total income from all sources (including contributions)2015-11-30$407,514
Total loss/gain on sale of assets2015-11-30$0
Total of all expenses incurred2015-11-30$79,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-11-30$56,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-11-30$375,000
Value of total assets at end of year2015-11-30$4,812,378
Value of total assets at beginning of year2015-11-30$4,484,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-11-30$22,838
Total interest from all sources2015-11-30$305
Total dividends received (eg from common stock, registered investment company shares)2015-11-30$16,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-11-30$16,798
Was this plan covered by a fidelity bond2015-11-30Yes
Value of fidelity bond cover2015-11-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
Were there any nonexempt tranactions with any party-in-interest2015-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-11-30$22
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-11-30$18
Other income not declared elsewhere2015-11-30$1,016
Total non interest bearing cash at end of year2015-11-30$0
Total non interest bearing cash at beginning of year2015-11-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Value of net income/loss2015-11-30$327,979
Value of net assets at end of year (total assets less liabilities)2015-11-30$4,812,378
Value of net assets at beginning of year (total assets less liabilities)2015-11-30$4,484,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-11-30No
Were any leases to which the plan was party in default or uncollectible2015-11-30No
Investment advisory and management fees2015-11-30$22,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-11-30$986,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-11-30$1,537,003
Value of interest in common/collective trusts at end of year2015-11-30$3,675,535
Value of interest in common/collective trusts at beginning of year2015-11-30$2,696,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-11-30$150,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-11-30$125,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-11-30$125,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-11-30$305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-11-30$-34,795
Net investment gain or loss from common/collective trusts2015-11-30$49,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-11-30Yes
Was there a failure to transmit to the plan any participant contributions2015-11-30No
Has the plan failed to provide any benefit when due under the plan2015-11-30No
Contributions received in cash from employer2015-11-30$375,000
Employer contributions (assets) at end of year2015-11-30$0
Employer contributions (assets) at beginning of year2015-11-30$125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-11-30$56,697
Did the plan have assets held for investment2015-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-11-30No
Aggregate proceeds on sale of assets2015-11-30$478,918
Aggregate carrying amount (costs) on sale of assets2015-11-30$478,918
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-11-30Yes
Opinion of an independent qualified public accountant for this plan2015-11-30Disclaimer
Accountancy firm name2015-11-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-11-30390859910
2014 : WALTER G. ANDERSON, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$0
Total income from all sources (including contributions)2014-11-30$767,336
Total loss/gain on sale of assets2014-11-30$0
Total of all expenses incurred2014-11-30$65,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-11-30$45,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-11-30$500,000
Value of total assets at end of year2014-11-30$4,484,399
Value of total assets at beginning of year2014-11-30$3,782,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-11-30$19,687
Total interest from all sources2014-11-30$216
Total dividends received (eg from common stock, registered investment company shares)2014-11-30$43,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-11-30$43,120
Was this plan covered by a fidelity bond2014-11-30Yes
Value of fidelity bond cover2014-11-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
Were there any nonexempt tranactions with any party-in-interest2014-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-11-30$18
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-11-30$17
Other income not declared elsewhere2014-11-30$991
Total non interest bearing cash at end of year2014-11-30$0
Total non interest bearing cash at beginning of year2014-11-30$-89,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Value of net income/loss2014-11-30$701,873
Value of net assets at end of year (total assets less liabilities)2014-11-30$4,484,399
Value of net assets at beginning of year (total assets less liabilities)2014-11-30$3,782,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-11-30No
Were any leases to which the plan was party in default or uncollectible2014-11-30No
Investment advisory and management fees2014-11-30$19,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-11-30$1,537,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-11-30$1,420,080
Value of interest in common/collective trusts at end of year2014-11-30$2,696,634
Value of interest in common/collective trusts at beginning of year2014-11-30$2,230,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-11-30$125,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-11-30$221,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-11-30$221,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-11-30$216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-11-30$32,387
Net investment gain or loss from common/collective trusts2014-11-30$190,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-11-30Yes
Was there a failure to transmit to the plan any participant contributions2014-11-30No
Has the plan failed to provide any benefit when due under the plan2014-11-30No
Contributions received in cash from employer2014-11-30$500,000
Employer contributions (assets) at end of year2014-11-30$125,000
Employer contributions (assets) at beginning of year2014-11-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-11-30$45,776
Did the plan have assets held for investment2014-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-11-30No
Aggregate proceeds on sale of assets2014-11-30$471,532
Aggregate carrying amount (costs) on sale of assets2014-11-30$471,532
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-11-30Yes
Opinion of an independent qualified public accountant for this plan2014-11-30Disclaimer
Accountancy firm name2014-11-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-11-30390859910
2013 : WALTER G. ANDERSON, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$0
Total income from all sources (including contributions)2013-11-30$834,878
Total loss/gain on sale of assets2013-11-30$0
Total of all expenses incurred2013-11-30$53,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-11-30$36,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-11-30$500,000
Value of total assets at end of year2013-11-30$3,782,526
Value of total assets at beginning of year2013-11-30$3,000,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-11-30$16,828
Total interest from all sources2013-11-30$219
Total dividends received (eg from common stock, registered investment company shares)2013-11-30$34,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-11-30$34,393
Was this plan covered by a fidelity bond2013-11-30Yes
Value of fidelity bond cover2013-11-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
Were there any nonexempt tranactions with any party-in-interest2013-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-11-30$17
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-11-30$21
Other income not declared elsewhere2013-11-30$1,656
Administrative expenses (other) incurred2013-11-30$857
Total non interest bearing cash at end of year2013-11-30$-89,257
Total non interest bearing cash at beginning of year2013-11-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Value of net income/loss2013-11-30$781,861
Value of net assets at end of year (total assets less liabilities)2013-11-30$3,782,526
Value of net assets at beginning of year (total assets less liabilities)2013-11-30$3,000,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-11-30No
Were any leases to which the plan was party in default or uncollectible2013-11-30No
Investment advisory and management fees2013-11-30$15,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-11-30$1,420,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-11-30$992,347
Value of interest in common/collective trusts at end of year2013-11-30$2,230,131
Value of interest in common/collective trusts at beginning of year2013-11-30$1,919,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-11-30$221,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-11-30$88,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-11-30$88,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-11-30$219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-11-30$15,018
Net investment gain or loss from common/collective trusts2013-11-30$283,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-11-30Yes
Was there a failure to transmit to the plan any participant contributions2013-11-30No
Has the plan failed to provide any benefit when due under the plan2013-11-30No
Contributions received in cash from employer2013-11-30$500,000
Employer contributions (assets) at end of year2013-11-30$0
Employer contributions (assets) at beginning of year2013-11-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-11-30$36,189
Did the plan have assets held for investment2013-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-11-30No
Aggregate proceeds on sale of assets2013-11-30$461,469
Aggregate carrying amount (costs) on sale of assets2013-11-30$461,469
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-11-30Yes
Opinion of an independent qualified public accountant for this plan2013-11-30Disclaimer
Accountancy firm name2013-11-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-11-30390859910
2012 : WALTER G. ANDERSON, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$0
Total income from all sources (including contributions)2012-11-30$673,170
Total loss/gain on sale of assets2012-11-30$0
Total of all expenses incurred2012-11-30$40,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-11-30$30,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-11-30$400,000
Value of total assets at end of year2012-11-30$3,000,665
Value of total assets at beginning of year2012-11-30$2,367,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-11-30$9,712
Total interest from all sources2012-11-30$76
Total dividends received (eg from common stock, registered investment company shares)2012-11-30$42,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-11-30$42,634
Administrative expenses professional fees incurred2012-11-30$4,487
Was this plan covered by a fidelity bond2012-11-30Yes
Value of fidelity bond cover2012-11-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
Were there any nonexempt tranactions with any party-in-interest2012-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-11-30$21
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-11-30$1,039
Other income not declared elsewhere2012-11-30$12,767
Administrative expenses (other) incurred2012-11-30$5,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Value of net income/loss2012-11-30$632,670
Value of net assets at end of year (total assets less liabilities)2012-11-30$3,000,665
Value of net assets at beginning of year (total assets less liabilities)2012-11-30$2,367,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-11-30No
Were any leases to which the plan was party in default or uncollectible2012-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-11-30$992,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-11-30$2,145,524
Value of interest in common/collective trusts at end of year2012-11-30$1,919,379
Value of interest in common/collective trusts at beginning of year2012-11-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-11-30$88,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-11-30$221,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-11-30$221,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-11-30$76
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-11-30$218,308
Net investment gain or loss from common/collective trusts2012-11-30$-615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-11-30Yes
Was there a failure to transmit to the plan any participant contributions2012-11-30No
Has the plan failed to provide any benefit when due under the plan2012-11-30No
Contributions received in cash from employer2012-11-30$400,000
Employer contributions (assets) at end of year2012-11-30$0
Employer contributions (assets) at beginning of year2012-11-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-11-30$30,788
Did the plan have assets held for investment2012-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-11-30No
Aggregate proceeds on sale of assets2012-11-30$652,480
Aggregate carrying amount (costs) on sale of assets2012-11-30$652,480
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-11-30Yes
Opinion of an independent qualified public accountant for this plan2012-11-30Disclaimer
Accountancy firm name2012-11-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-11-30390859910
2011 : WALTER G. ANDERSON, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$0
Total income from all sources (including contributions)2011-11-30$381,626
Total loss/gain on sale of assets2011-11-30$0
Total of all expenses incurred2011-11-30$29,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-11-30$20,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-11-30$300,000
Value of total assets at end of year2011-11-30$2,367,995
Value of total assets at beginning of year2011-11-30$2,015,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-11-30$9,037
Total interest from all sources2011-11-30$55
Total dividends received (eg from common stock, registered investment company shares)2011-11-30$43,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-11-30$43,554
Administrative expenses professional fees incurred2011-11-30$4,477
Was this plan covered by a fidelity bond2011-11-30Yes
Value of fidelity bond cover2011-11-30$800,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0
Were there any nonexempt tranactions with any party-in-interest2011-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-11-30$1,039
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-11-30$1,062
Other income not declared elsewhere2011-11-30$4,560
Administrative expenses (other) incurred2011-11-30$4,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Value of net income/loss2011-11-30$352,558
Value of net assets at end of year (total assets less liabilities)2011-11-30$2,367,995
Value of net assets at beginning of year (total assets less liabilities)2011-11-30$2,015,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-11-30No
Were any leases to which the plan was party in default or uncollectible2011-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-11-30$2,145,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-11-30$1,857,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-11-30$221,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-11-30$57,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-11-30$57,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-11-30$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-11-30$33,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-11-30Yes
Was there a failure to transmit to the plan any participant contributions2011-11-30No
Has the plan failed to provide any benefit when due under the plan2011-11-30No
Contributions received in cash from employer2011-11-30$300,000
Employer contributions (assets) at end of year2011-11-30$0
Employer contributions (assets) at beginning of year2011-11-30$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-11-30$20,031
Did the plan have assets held for investment2011-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-11-30No
Aggregate proceeds on sale of assets2011-11-30$235,730
Aggregate carrying amount (costs) on sale of assets2011-11-30$235,730
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-11-30Yes
Opinion of an independent qualified public accountant for this plan2011-11-30Disclaimer
Accountancy firm name2011-11-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-11-30390859910
2010 : WALTER G. ANDERSON, INC. RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for WALTER G. ANDERSON, INC. RETIREMENT PLAN

2015: WALTER G. ANDERSON, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingYes
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement - TrustYes
2014: WALTER G. ANDERSON, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes
2013: WALTER G. ANDERSON, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: WALTER G. ANDERSON, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: WALTER G. ANDERSON, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2010: WALTER G. ANDERSON, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01Submission has been amendedYes
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planYes
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement - TrustYes
2009: WALTER G. ANDERSON, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes

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