401k Plan data: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN plan

PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 401k Plan overview

Plan Name	PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN
Plan identification number	002

PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1. Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

PELLA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: PELLA CORPORATION

Employer identification number (EIN): 420497670

NAIC Classification: 321900

Additional information about PELLA CORPORATION

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1925-02-06

Company Identification Number: 035275

Legal Registered Office Address: 3106 INGERSOLL AVENUE

DES MOINES
United States of America (USA)
50312

More information about PELLA CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-12-01
002 2020-12-01
002 2020-12-01
002 2019-12-01
002 2018-12-01
002 2017-12-01
002 2017-01-01 TRICIA L. VAN ZEE 2018-09-14

Plan Statistics for PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN

401k plan membership statisitcs for PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN

Measure Date Value
2021: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-12-01 2,648
Total number of active participants reported on line 7a of the Form 5500 2021-12-01 2,216
Number of retired or separated participants receiving benefits 2021-12-01 0
Number of other retired or separated participants entitled to future benefits 2021-12-01 593
Total of all active and inactive participants 2021-12-01 2,809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-12-01 8
Total participants 2021-12-01 2,817
Number of participants with account balances 2021-12-01 2,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-12-01 1,179
2020: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-12-01 1,325
Total number of active participants reported on line 7a of the Form 5500 2020-12-01 2,082
Number of retired or separated participants receiving benefits 2020-12-01 0
Number of other retired or separated participants entitled to future benefits 2020-12-01 560
Total of all active and inactive participants 2020-12-01 2,642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-12-01 6
Total participants 2020-12-01 2,648
Number of participants with account balances 2020-12-01 2,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-12-01 1,085
2019: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-12-01 716
Total number of active participants reported on line 7a of the Form 5500 2019-12-01 1,138
Number of retired or separated participants receiving benefits 2019-12-01 0
Number of other retired or separated participants entitled to future benefits 2019-12-01 187
Total of all active and inactive participants 2019-12-01 1,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-12-01 0
Total participants 2019-12-01 1,325
Number of participants with account balances 2019-12-01 1,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-12-01 257
2018: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-12-01 554
Total number of active participants reported on line 7a of the Form 5500 2018-12-01 632
Number of retired or separated participants receiving benefits 2018-12-01 0
Number of other retired or separated participants entitled to future benefits 2018-12-01 84
Total of all active and inactive participants 2018-12-01 716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-12-01 0
Total participants 2018-12-01 716
Number of participants with account balances 2018-12-01 685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-12-01 68
2017: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-12-01 94
Total number of active participants reported on line 7a of the Form 5500 2017-12-01 475
Number of retired or separated participants receiving benefits 2017-12-01 0
Number of other retired or separated participants entitled to future benefits 2017-12-01 79
Total of all active and inactive participants 2017-12-01 554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-12-01 0
Total participants 2017-12-01 554
Number of participants with account balances 2017-12-01 482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-12-01 12

Measure	Date	Value
2021: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-12-01	2,648
Total number of active participants reported on line 7a of the Form 5500	2021-12-01	2,216
Number of retired or separated participants receiving benefits	2021-12-01	0
Number of other retired or separated participants entitled to future benefits	2021-12-01	593
Total of all active and inactive participants	2021-12-01	2,809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-12-01	8
Total participants	2021-12-01	2,817
Number of participants with account balances	2021-12-01	2,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-12-01	1,179
2020: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-12-01	1,325
Total number of active participants reported on line 7a of the Form 5500	2020-12-01	2,082
Number of retired or separated participants receiving benefits	2020-12-01	0
Number of other retired or separated participants entitled to future benefits	2020-12-01	560
Total of all active and inactive participants	2020-12-01	2,642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-12-01	6
Total participants	2020-12-01	2,648
Number of participants with account balances	2020-12-01	2,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-12-01	1,085
2019: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-12-01	716
Total number of active participants reported on line 7a of the Form 5500	2019-12-01	1,138
Number of retired or separated participants receiving benefits	2019-12-01	0
Number of other retired or separated participants entitled to future benefits	2019-12-01	187
Total of all active and inactive participants	2019-12-01	1,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-12-01	0
Total participants	2019-12-01	1,325
Number of participants with account balances	2019-12-01	1,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-12-01	257
2018: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-12-01	554
Total number of active participants reported on line 7a of the Form 5500	2018-12-01	632
Number of retired or separated participants receiving benefits	2018-12-01	0
Number of other retired or separated participants entitled to future benefits	2018-12-01	84
Total of all active and inactive participants	2018-12-01	716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-12-01	0
Total participants	2018-12-01	716
Number of participants with account balances	2018-12-01	685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-12-01	68
2017: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-12-01	94
Total number of active participants reported on line 7a of the Form 5500	2017-12-01	475
Number of retired or separated participants receiving benefits	2017-12-01	0
Number of other retired or separated participants entitled to future benefits	2017-12-01	79
Total of all active and inactive participants	2017-12-01	554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-12-01	0
Total participants	2017-12-01	554
Number of participants with account balances	2017-12-01	482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-12-01	12

Financial Data on PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN

Measure	Date	Value
2022 : PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-11-30	$0
Total transfer of assets to this plan	2022-11-30	$59,745
Total transfer of assets from this plan	2022-11-30	$4,604
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-30	$27,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-30	$27,405
Total income from all sources (including contributions)	2022-11-30	$6,077,196
Total loss/gain on sale of assets	2022-11-30	$0
Total of all expenses incurred	2022-11-30	$5,806,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-11-30	$5,643,050
Expenses. Certain deemed distributions of participant loans	2022-11-30	$30,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-11-30	$10,851,973
Value of total assets at end of year	2022-11-30	$46,979,242
Value of total assets at beginning of year	2022-11-30	$46,653,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-11-30	$132,774
Total interest from all sources	2022-11-30	$57,500
Total dividends received (eg from common stock, registered investment company shares)	2022-11-30	$0
Was this plan covered by a fidelity bond	2022-11-30	Yes
Value of fidelity bond cover	2022-11-30	$500,000
If this is an individual account plan, was there a blackout period	2022-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-11-30	No
Contributions received from participants	2022-11-30	$8,125,610
Participant contributions at end of year	2022-11-30	$1,900,954
Participant contributions at beginning of year	2022-11-30	$1,539,378
Participant contributions at end of year	2022-11-30	$9,531
Participant contributions at beginning of year	2022-11-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-11-30	$388,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-11-30	$27,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-11-30	$27,405
Administrative expenses (other) incurred	2022-11-30	$132,774
Total non interest bearing cash at end of year	2022-11-30	$0
Total non interest bearing cash at beginning of year	2022-11-30	$1,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-11-30	No
Value of net income/loss	2022-11-30	$271,042
Value of net assets at end of year (total assets less liabilities)	2022-11-30	$46,952,018
Value of net assets at beginning of year (total assets less liabilities)	2022-11-30	$46,625,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-11-30	No
Were any leases to which the plan was party in default or uncollectible	2022-11-30	No
Interest on participant loans	2022-11-30	$57,500
Value of interest in master investment trust accounts at end of year	2022-11-30	$45,066,320
Value of interest in master investment trust accounts at beginning of year	2022-11-30	$45,112,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-11-30	No
Was there a failure to transmit to the plan any participant contributions	2022-11-30	No
Has the plan failed to provide any benefit when due under the plan	2022-11-30	No
Contributions received in cash from employer	2022-11-30	$2,337,806
Employer contributions (assets) at end of year	2022-11-30	$2,437
Employer contributions (assets) at beginning of year	2022-11-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-11-30	$5,643,050
Did the plan have assets held for investment	2022-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-11-30	No
Opinion of an independent qualified public accountant for this plan	2022-11-30	Unqualified
Accountancy firm name	2022-11-30	GRANT THORNTON LLP
Accountancy firm EIN	2022-11-30	366055558
2021 : PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-11-30	$0
Total transfer of assets to this plan	2021-11-30	$8,977,099
Total transfer of assets from this plan	2021-11-30	$1,599,701
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-11-30	$27,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-11-30	$15,215
Total income from all sources (including contributions)	2021-11-30	$13,179,718
Total loss/gain on sale of assets	2021-11-30	$0
Total of all expenses incurred	2021-11-30	$5,211,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-11-30	$5,071,302
Expenses. Certain deemed distributions of participant loans	2021-11-30	$28,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-11-30	$8,740,376
Value of total assets at end of year	2021-11-30	$46,653,239
Value of total assets at beginning of year	2021-11-30	$31,294,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-11-30	$111,289
Total interest from all sources	2021-11-30	$57,780
Total dividends received (eg from common stock, registered investment company shares)	2021-11-30	$0
Was this plan covered by a fidelity bond	2021-11-30	Yes
Value of fidelity bond cover	2021-11-30	$500,000
If this is an individual account plan, was there a blackout period	2021-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-11-30	No
Contributions received from participants	2021-11-30	$6,463,390
Participant contributions at end of year	2021-11-30	$1,539,378
Participant contributions at beginning of year	2021-11-30	$979,609
Participant contributions at end of year	2021-11-30	$0
Participant contributions at beginning of year	2021-11-30	$27,812
Income. Received or receivable in cash from other sources (including rollovers)	2021-11-30	$211,651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-11-30	$27,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-11-30	$15,215
Administrative expenses (other) incurred	2021-11-30	$111,289
Total non interest bearing cash at end of year	2021-11-30	$1,220
Total non interest bearing cash at beginning of year	2021-11-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-11-30	No
Value of net income/loss	2021-11-30	$7,968,678
Value of net assets at end of year (total assets less liabilities)	2021-11-30	$46,625,834
Value of net assets at beginning of year (total assets less liabilities)	2021-11-30	$31,279,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-11-30	No
Were any leases to which the plan was party in default or uncollectible	2021-11-30	No
Interest on participant loans	2021-11-30	$57,780
Value of interest in master investment trust accounts at end of year	2021-11-30	$45,112,641
Value of interest in master investment trust accounts at beginning of year	2021-11-30	$30,274,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-11-30	No
Was there a failure to transmit to the plan any participant contributions	2021-11-30	No
Has the plan failed to provide any benefit when due under the plan	2021-11-30	No
Contributions received in cash from employer	2021-11-30	$2,065,335
Employer contributions (assets) at end of year	2021-11-30	$0
Employer contributions (assets) at beginning of year	2021-11-30	$13,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-11-30	$5,071,302
Did the plan have assets held for investment	2021-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-11-30	No
Opinion of an independent qualified public accountant for this plan	2021-11-30	Disclaimer
Accountancy firm name	2021-11-30	GRANT THORNTON LLP
Accountancy firm EIN	2021-11-30	366055558
2020 : PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-11-30	$0
Total transfer of assets to this plan	2020-11-30	$2,973,553
Total transfer of assets from this plan	2020-11-30	$401,312
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-11-30	$15,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-11-30	$8,404
Total income from all sources (including contributions)	2020-11-30	$7,989,475
Total loss/gain on sale of assets	2020-11-30	$0
Total of all expenses incurred	2020-11-30	$4,061,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-11-30	$4,005,820
Expenses. Certain deemed distributions of participant loans	2020-11-30	$322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-11-30	$4,552,684
Value of total assets at end of year	2020-11-30	$31,294,973
Value of total assets at beginning of year	2020-11-30	$24,787,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-11-30	$55,342
Total interest from all sources	2020-11-30	$43,793
Total dividends received (eg from common stock, registered investment company shares)	2020-11-30	$0
Was this plan covered by a fidelity bond	2020-11-30	Yes
Value of fidelity bond cover	2020-11-30	$500,000
If this is an individual account plan, was there a blackout period	2020-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-11-30	No
Contributions received from participants	2020-11-30	$3,378,312
Participant contributions at end of year	2020-11-30	$979,609
Participant contributions at beginning of year	2020-11-30	$772,427
Participant contributions at end of year	2020-11-30	$27,812
Participant contributions at beginning of year	2020-11-30	$4,191
Income. Received or receivable in cash from other sources (including rollovers)	2020-11-30	$304,996
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-11-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-11-30	$9,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-11-30	$15,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-11-30	$8,404
Administrative expenses (other) incurred	2020-11-30	$55,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-11-30	No
Value of net income/loss	2020-11-30	$3,927,991
Value of net assets at end of year (total assets less liabilities)	2020-11-30	$31,279,758
Value of net assets at beginning of year (total assets less liabilities)	2020-11-30	$24,779,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-11-30	No
Were any leases to which the plan was party in default or uncollectible	2020-11-30	No
Interest on participant loans	2020-11-30	$43,793
Value of interest in master investment trust accounts at end of year	2020-11-30	$30,274,295
Value of interest in master investment trust accounts at beginning of year	2020-11-30	$24,000,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-11-30	No
Was there a failure to transmit to the plan any participant contributions	2020-11-30	No
Has the plan failed to provide any benefit when due under the plan	2020-11-30	No
Contributions received in cash from employer	2020-11-30	$869,376
Employer contributions (assets) at end of year	2020-11-30	$13,257
Employer contributions (assets) at beginning of year	2020-11-30	$1,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-11-30	$4,005,820
Did the plan have assets held for investment	2020-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-11-30	Disclaimer
Accountancy firm name	2020-11-30	GRANT THORNTON LLP
Accountancy firm EIN	2020-11-30	366055558
2019 : PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-11-30	$0
Total transfer of assets to this plan	2019-11-30	$125,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-11-30	$8,404
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-11-30	$6,052
Total income from all sources (including contributions)	2019-11-30	$6,687,112
Total loss/gain on sale of assets	2019-11-30	$0
Total of all expenses incurred	2019-11-30	$1,719,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-11-30	$1,685,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-11-30	$4,182,172
Value of total assets at end of year	2019-11-30	$24,787,930
Value of total assets at beginning of year	2019-11-30	$19,692,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-11-30	$33,590
Total interest from all sources	2019-11-30	$21,322
Total dividends received (eg from common stock, registered investment company shares)	2019-11-30	$0
Was this plan covered by a fidelity bond	2019-11-30	Yes
Value of fidelity bond cover	2019-11-30	$500,000
If this is an individual account plan, was there a blackout period	2019-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-11-30	No
Contributions received from participants	2019-11-30	$2,489,481
Participant contributions at end of year	2019-11-30	$772,427
Participant contributions at beginning of year	2019-11-30	$677,627
Participant contributions at end of year	2019-11-30	$4,191
Participant contributions at beginning of year	2019-11-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-11-30	$1,280,553
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-11-30	$9,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-11-30	$23,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-11-30	$8,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-11-30	$6,052
Administrative expenses (other) incurred	2019-11-30	$33,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-11-30	No
Value of net income/loss	2019-11-30	$4,967,747
Value of net assets at end of year (total assets less liabilities)	2019-11-30	$24,779,526
Value of net assets at beginning of year (total assets less liabilities)	2019-11-30	$19,686,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-11-30	No
Were any leases to which the plan was party in default or uncollectible	2019-11-30	No
Interest on participant loans	2019-11-30	$21,322
Value of interest in master investment trust accounts at end of year	2019-11-30	$24,000,532
Value of interest in master investment trust accounts at beginning of year	2019-11-30	$18,991,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-11-30	No
Was there a failure to transmit to the plan any participant contributions	2019-11-30	No
Has the plan failed to provide any benefit when due under the plan	2019-11-30	No
Contributions received in cash from employer	2019-11-30	$412,138
Employer contributions (assets) at end of year	2019-11-30	$1,625
Employer contributions (assets) at beginning of year	2019-11-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-11-30	$1,685,775
Did the plan have assets held for investment	2019-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-11-30	Disclaimer
Accountancy firm name	2019-11-30	GRANT THORNTON LLP
Accountancy firm EIN	2019-11-30	366055558
2018 : PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-11-30	$0
Total transfer of assets to this plan	2018-11-30	$11,935,372
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-11-30	$6,052
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-11-30	$0
Total income from all sources (including contributions)	2018-11-30	$8,366,106
Total loss/gain on sale of assets	2018-11-30	$0
Total of all expenses incurred	2018-11-30	$821,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-11-30	$786,042
Expenses. Certain deemed distributions of participant loans	2018-11-30	$21,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-11-30	$8,431,028
Value of total assets at end of year	2018-11-30	$19,692,225
Value of total assets at beginning of year	2018-11-30	$206,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-11-30	$14,477
Total interest from all sources	2018-11-30	$34,766
Total dividends received (eg from common stock, registered investment company shares)	2018-11-30	$0
Was this plan covered by a fidelity bond	2018-11-30	Yes
Value of fidelity bond cover	2018-11-30	$500,000
If this is an individual account plan, was there a blackout period	2018-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-11-30	No
Contributions received from participants	2018-11-30	$855,608
Participant contributions at end of year	2018-11-30	$677,627
Participant contributions at beginning of year	2018-11-30	$3,316
Income. Received or receivable in cash from other sources (including rollovers)	2018-11-30	$7,449,077
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-11-30	$23,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-11-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-11-30	$6,052
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-11-30	$0
Administrative expenses (other) incurred	2018-11-30	$14,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-11-30	No
Value of net income/loss	2018-11-30	$7,544,284
Value of net assets at end of year (total assets less liabilities)	2018-11-30	$19,686,173
Value of net assets at beginning of year (total assets less liabilities)	2018-11-30	$206,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-11-30	No
Were any leases to which the plan was party in default or uncollectible	2018-11-30	No
Interest on participant loans	2018-11-30	$34,766
Value of interest in master investment trust accounts at end of year	2018-11-30	$18,991,462
Value of interest in master investment trust accounts at beginning of year	2018-11-30	$203,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-11-30	No
Was there a failure to transmit to the plan any participant contributions	2018-11-30	No
Has the plan failed to provide any benefit when due under the plan	2018-11-30	No
Contributions received in cash from employer	2018-11-30	$126,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-11-30	$786,042
Did the plan have assets held for investment	2018-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-11-30	Disclaimer
Accountancy firm name	2018-11-30	GRANT THORNTON LLP
Accountancy firm EIN	2018-11-30	366055558

Form 5500 Responses for PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN

2021: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2021 form 5500 responses
2021-12-01	Type of plan entity	Single employer plan
2021-12-01	Submission has been amended	No
2021-12-01	This submission is the final filing	No
2021-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-12-01	Plan is a collectively bargained plan	No
2021-12-01	Plan funding arrangement – Trust	Yes
2021-12-01	Plan benefit arrangement - Trust	Yes
2020: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2020 form 5500 responses
2020-12-01	Type of plan entity	Single employer plan
2020-12-01	Submission has been amended	No
2020-12-01	This submission is the final filing	No
2020-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-12-01	Plan is a collectively bargained plan	No
2020-12-01	Plan funding arrangement – Trust	Yes
2020-12-01	Plan benefit arrangement - Trust	Yes
2019: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2019 form 5500 responses
2019-12-01	Type of plan entity	Single employer plan
2019-12-01	Submission has been amended	No
2019-12-01	This submission is the final filing	No
2019-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-12-01	Plan is a collectively bargained plan	No
2019-12-01	Plan funding arrangement – Trust	Yes
2019-12-01	Plan benefit arrangement - Trust	Yes
2018: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2018 form 5500 responses
2018-12-01	Type of plan entity	Single employer plan
2018-12-01	Submission has been amended	No
2018-12-01	This submission is the final filing	No
2018-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-12-01	Plan is a collectively bargained plan	No
2018-12-01	Plan funding arrangement – Trust	Yes
2018-12-01	Plan benefit arrangement - Trust	Yes
2017: PELLA CORPORATION LUXURY SUBSIDIARIES 401(K) PLAN 2017 form 5500 responses
2017-12-01	Type of plan entity	Single employer plan
2017-12-01	Submission has been amended	No
2017-12-01	This submission is the final filing	No
2017-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-12-01	Plan is a collectively bargained plan	No
2017-12-01	Plan funding arrangement – Trust	Yes
2017-12-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

PELLA CORPORATION MASTER TRUST [EIN = 800265639]

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Company Name:	PELLA CORPORATION
Employer identification number (EIN):	420497670
NAIC Classification:	321900

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1925-02-06
Company Identification Number:	035275
Legal Registered Office Address:	3106 INGERSOLL AVENUE DES MOINES United States of America (USA) 50312