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THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 401k Plan overview

Plan NameTHE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN
Plan identification number 002

THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:THE WALDINGER CORPORATION
Employer identification number (EIN):421230944
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about THE WALDINGER CORPORATION

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1984-07-02
Company Identification Number: 095617
Legal Registered Office Address: 6200 SCOUT TRAIL

DES MOINES
United States of America (USA)
50321

More information about THE WALDINGER CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHARITY CLARKE
0022017-01-01CHARITY CLARKE
0022016-01-01CHARITY CLARKE
0022015-01-01CHARITY CLARKE
0022014-01-01CHARITY CLARKE
0022013-01-01CHARITY CLARKE
0022012-01-01CHARITY MARCKMANN
0022011-01-01CHARITY MARCKMANN
0022009-01-01CHARITY STEWART

Plan Statistics for THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN

401k plan membership statisitcs for THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2022: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,535
Total number of active participants reported on line 7a of the Form 55002022-01-011,971
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-011,006
Total of all active and inactive participants2022-01-012,982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-012,985
Number of participants with account balances2022-01-012,940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0197
2021: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,162
Total number of active participants reported on line 7a of the Form 55002021-01-011,720
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01808
Total of all active and inactive participants2021-01-012,531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-012,535
Number of participants with account balances2021-01-012,489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0182
2020: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,099
Total number of active participants reported on line 7a of the Form 55002020-01-011,544
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01613
Total of all active and inactive participants2020-01-012,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-012,162
Number of participants with account balances2020-01-012,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0199
2019: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,883
Total number of active participants reported on line 7a of the Form 55002019-01-011,649
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01445
Total of all active and inactive participants2019-01-012,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,099
Number of participants with account balances2019-01-012,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0160
2018: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,500
Total number of active participants reported on line 7a of the Form 55002018-01-011,505
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01373
Total of all active and inactive participants2018-01-011,880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,883
Number of participants with account balances2018-01-011,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0166
2017: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,216
Total number of active participants reported on line 7a of the Form 55002017-01-011,219
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01277
Total of all active and inactive participants2017-01-011,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,500
Number of participants with account balances2017-01-011,457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0149
2016: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,119
Total number of active participants reported on line 7a of the Form 55002016-01-011,021
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01191
Total of all active and inactive participants2016-01-011,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,216
Number of participants with account balances2016-01-011,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0132
2015: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,071
Total number of active participants reported on line 7a of the Form 55002015-01-01991
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01125
Total of all active and inactive participants2015-01-011,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,119
Number of participants with account balances2015-01-011,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,046
Total number of active participants reported on line 7a of the Form 55002014-01-01977
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0191
Total of all active and inactive participants2014-01-011,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,071
Number of participants with account balances2014-01-011,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0129
2013: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,037
Total number of active participants reported on line 7a of the Form 55002013-01-01962
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0182
Total of all active and inactive participants2013-01-011,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,046
Number of participants with account balances2013-01-011,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0138
2012: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01915
Total number of active participants reported on line 7a of the Form 55002012-01-01954
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-011,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,037
Number of participants with account balances2012-01-01971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01901
Total number of active participants reported on line 7a of the Form 55002011-01-01844
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0169
Total of all active and inactive participants2011-01-01913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01915
Number of participants with account balances2011-01-01845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0181
2009: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01735
Total number of active participants reported on line 7a of the Form 55002009-01-01723
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01783
Number of participants with account balances2009-01-01721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0152

Financial Data on THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2022 : THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-11,472,962
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,602,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,575,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,850,383
Value of total assets at end of year2022-12-31$145,738,201
Value of total assets at beginning of year2022-12-31$166,813,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,348
Total interest from all sources2022-12-31$890
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,137,466
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$4,137,466
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,336,166
Participant contributions at end of year2022-12-31$26,517
Participant contributions at beginning of year2022-12-31$29,041
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$570,722
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$17,190
Other income not declared elsewhere2022-12-31$2,534
Administrative expenses (other) incurred2022-12-31$27,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,075,419
Value of net assets at end of year (total assets less liabilities)2022-12-31$145,738,201
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$166,813,620
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$141,834,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$163,253,581
Interest on participant loans2022-12-31$890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-31,464,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,943,495
Employer contributions (assets) at end of year2022-12-31$3,876,713
Employer contributions (assets) at beginning of year2022-12-31$3,530,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,557,919
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 name2022-12-31RSM US,LLP
Accountancy firm EIN2022-12-31420714325
2021 : THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 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$33,626,869
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,352,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,330,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,047,257
Value of total assets at end of year2021-12-31$166,813,620
Value of total assets at beginning of year2021-12-31$141,538,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,441
Total interest from all sources2021-12-31$1,195
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,814,539
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$14,814,539
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,701,962
Participant contributions at end of year2021-12-31$29,041
Participant contributions at beginning of year2021-12-31$32,020
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$985,964
Administrative expenses (other) incurred2021-12-31$21,441
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$25,274,661
Value of net assets at end of year (total assets less liabilities)2021-12-31$166,813,620
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$141,538,959
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$163,253,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$138,099,139
Interest on participant loans2021-12-31$1,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,763,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,359,331
Employer contributions (assets) at end of year2021-12-31$3,530,998
Employer contributions (assets) at beginning of year2021-12-31$3,407,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,330,767
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 name2021-12-31RSM US, LLP
Accountancy firm EIN2021-12-31420714325
2020 : THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 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$31,829,029
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,899,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,882,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,681,892
Value of total assets at end of year2020-12-31$141,538,959
Value of total assets at beginning of year2020-12-31$119,609,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,587
Total interest from all sources2020-12-31$1,433
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,642,998
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$3,642,998
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,128,705
Participant contributions at end of year2020-12-31$32,020
Participant contributions at beginning of year2020-12-31$35,139
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$330,403
Other income not declared elsewhere2020-12-31$23,666
Administrative expenses (other) incurred2020-12-31$16,587
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$21,929,608
Value of net assets at end of year (total assets less liabilities)2020-12-31$141,538,959
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$119,609,351
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$138,099,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$116,328,330
Interest on participant loans2020-12-31$1,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,479,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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
Contributions received in cash from employer2020-12-31$5,222,784
Employer contributions (assets) at end of year2020-12-31$3,407,800
Employer contributions (assets) at beginning of year2020-12-31$3,245,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,882,834
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 name2020-12-31RSM US, LLP
Accountancy firm EIN2020-12-31420714325
2019 : THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$34,570,588
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,359,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,347,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,643,466
Value of total assets at end of year2019-12-31$119,609,351
Value of total assets at beginning of year2019-12-31$93,398,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,939
Total interest from all sources2019-12-31$1,699
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,081,456
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$3,081,456
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,769,449
Participant contributions at end of year2019-12-31$35,139
Participant contributions at beginning of year2019-12-31$38,372
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$949,923
Administrative expenses (other) incurred2019-12-31$11,939
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$26,210,912
Value of net assets at end of year (total assets less liabilities)2019-12-31$119,609,351
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$93,398,439
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$116,328,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$90,523,692
Interest on participant loans2019-12-31$1,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,843,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$4,924,094
Employer contributions (assets) at end of year2019-12-31$3,245,882
Employer contributions (assets) at beginning of year2019-12-31$2,836,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,347,737
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
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 name2019-12-31RSM US, LLP
Accountancy firm EIN2019-12-31420714325
2018 : THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,537,879
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,465,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,455,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,489,663
Value of total assets at end of year2018-12-31$93,398,439
Value of total assets at beginning of year2018-12-31$93,325,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,749
Total interest from all sources2018-12-31$1,756
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,924,311
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$2,924,311
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,689,300
Participant contributions at end of year2018-12-31$38,372
Participant contributions at beginning of year2018-12-31$41,588
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,505,832
Administrative expenses (other) incurred2018-12-31$9,749
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$72,541
Value of net assets at end of year (total assets less liabilities)2018-12-31$93,398,439
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$93,325,898
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$90,523,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$90,838,150
Interest on participant loans2018-12-31$1,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,877,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Contributions received in cash from employer2018-12-31$4,294,531
Employer contributions (assets) at end of year2018-12-31$2,836,375
Employer contributions (assets) at beginning of year2018-12-31$2,446,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,455,589
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 name2018-12-31RSM US, LLP
Accountancy firm EIN2018-12-31420714325
2017 : THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$4,350,692
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$22,224,854
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,993,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,987,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,747,014
Value of total assets at end of year2017-12-31$93,325,898
Value of total assets at beginning of year2017-12-31$72,743,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,892
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,150,372
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$2,150,372
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,444,528
Participant contributions at end of year2017-12-31$41,588
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$203,256
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$563,343
Administrative expenses (other) incurred2017-12-31$5,892
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$16,231,332
Value of net assets at end of year (total assets less liabilities)2017-12-31$93,325,898
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$72,743,874
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$90,838,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$70,427,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,327,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Contributions received in cash from employer2017-12-31$3,739,143
Employer contributions (assets) at end of year2017-12-31$2,446,160
Employer contributions (assets) at beginning of year2017-12-31$2,113,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,987,630
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 name2017-12-31RSM US, LLP
Accountancy firm EIN2017-12-31420714325
2016 : THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$13,583,339
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,290,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,285,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,274,668
Value of total assets at end of year2016-12-31$72,743,874
Value of total assets at beginning of year2016-12-31$65,450,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,226
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,772,935
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$1,772,935
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,818,338
Participant contributions at end of year2016-12-31$203,256
Participant contributions at beginning of year2016-12-31$30,596
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$308,339
Administrative expenses (other) incurred2016-12-31$4,226
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$7,293,151
Value of net assets at end of year (total assets less liabilities)2016-12-31$72,743,874
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$65,450,723
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$70,427,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$63,589,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,535,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Contributions received in cash from employer2016-12-31$3,147,991
Employer contributions (assets) at end of year2016-12-31$2,113,116
Employer contributions (assets) at beginning of year2016-12-31$1,831,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,285,962
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 name2016-12-31RSM US, LLP
Accountancy firm EIN2016-12-31420714325
2015 : THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 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$6,314,905
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,757,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,754,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,706,667
Value of total assets at end of year2015-12-31$65,450,723
Value of total assets at beginning of year2015-12-31$64,893,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,688
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,972,708
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$1,972,708
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,560,657
Participant contributions at end of year2015-12-31$30,596
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$285,616
Administrative expenses (other) incurred2015-12-31$2,688
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$557,668
Value of net assets at end of year (total assets less liabilities)2015-12-31$65,450,723
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$64,893,055
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$63,589,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$63,195,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,364,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Contributions received in cash from employer2015-12-31$2,860,394
Employer contributions (assets) at end of year2015-12-31$1,831,023
Employer contributions (assets) at beginning of year2015-12-31$1,697,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,754,549
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 name2015-12-31RSM US, LLP
Accountancy firm EIN2015-12-31420714325
2014 : THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 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$10,974,371
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,836,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,834,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,273,431
Value of total assets at end of year2014-12-31$64,893,055
Value of total assets at beginning of year2014-12-31$57,755,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,300
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,600,829
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$1,600,829
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,402,857
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$129,849
Administrative expenses (other) incurred2014-12-31$2,300
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$7,137,643
Value of net assets at end of year (total assets less liabilities)2014-12-31$64,893,055
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$57,755,412
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$63,195,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$56,166,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,100,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Contributions received in cash from employer2014-12-31$2,740,725
Employer contributions (assets) at end of year2014-12-31$1,697,641
Employer contributions (assets) at beginning of year2014-12-31$1,589,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,834,428
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 name2014-12-31MCGLADREY, LLP
Accountancy firm EIN2014-12-31420714325
2013 : THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 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$0
Total income from all sources (including contributions)2013-12-31$15,348,980
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,492,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,480,752
Value of total corrective distributions2013-12-31$9,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,767,734
Value of total assets at end of year2013-12-31$57,755,412
Value of total assets at beginning of year2013-12-31$45,898,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,056
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,109,310
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$1,109,310
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,137,484
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$846
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$118,051
Administrative expenses (other) incurred2013-12-31$2,056
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$11,856,577
Value of net assets at end of year (total assets less liabilities)2013-12-31$57,755,412
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,898,835
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$56,166,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$44,360,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,471,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Contributions received in cash from employer2013-12-31$2,512,199
Employer contributions (assets) at end of year2013-12-31$1,589,395
Employer contributions (assets) at beginning of year2013-12-31$1,537,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,480,752
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 name2013-12-31MCGLADREY, LLP
Accountancy firm EIN2013-12-31420714325
2012 : THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,471,107
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,009,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,977,400
Value of total corrective distributions2012-12-31$30,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,583,361
Value of total assets at end of year2012-12-31$45,898,835
Value of total assets at beginning of year2012-12-31$40,437,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,819
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,072,194
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$1,072,194
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,965,381
Participant contributions at end of year2012-12-31$846
Participant contributions at beginning of year2012-12-31$136,158
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$220,373
Administrative expenses (other) incurred2012-12-31$1,819
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$5,461,362
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,898,835
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,437,473
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$44,360,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$38,867,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,815,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$2,397,607
Employer contributions (assets) at end of year2012-12-31$1,537,200
Employer contributions (assets) at beginning of year2012-12-31$1,433,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,977,400
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 name2012-12-31MCGLADREY, LLP
Accountancy firm EIN2012-12-31420714325
2011 : THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,782,282
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,719,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,710,138
Value of total corrective distributions2011-12-31$7,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,954,006
Value of total assets at end of year2011-12-31$40,437,473
Value of total assets at beginning of year2011-12-31$38,375,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,984
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$843,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$843,503
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,600,078
Participant contributions at end of year2011-12-31$136,158
Participant contributions at beginning of year2011-12-31$122,726
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$231,827
Administrative expenses (other) incurred2011-12-31$1,984
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$2,062,311
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,437,473
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,375,162
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$38,867,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$36,840,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,015,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$2,122,101
Employer contributions (assets) at end of year2011-12-31$1,433,755
Employer contributions (assets) at beginning of year2011-12-31$1,412,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,710,138
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
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 name2011-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2011-12-31420714325
2010 : THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,766,418
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,527,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,511,948
Value of total corrective distributions2010-12-31$9,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,429,865
Value of total assets at end of year2010-12-31$38,375,162
Value of total assets at beginning of year2010-12-31$34,136,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,328
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$736,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$736,065
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,302,249
Participant contributions at end of year2010-12-31$122,726
Participant contributions at beginning of year2010-12-31$14,707
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$65,048
Administrative expenses (other) incurred2010-12-31$6,328
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$4,239,123
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,375,162
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,136,039
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$36,840,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,829,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,600,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$2,062,568
Employer contributions (assets) at end of year2010-12-31$1,412,277
Employer contributions (assets) at beginning of year2010-12-31$1,291,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,511,948
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
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 name2010-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2010-12-31420714325

Form 5500 Responses for THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN

2022: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 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: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 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: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 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: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 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: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 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
2009: THE WALDINGER CORPORATION PROFIT SHARING AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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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