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WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

WARD MANUFACTURING, LLC 401(K) PROFIT SHARING 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.
  • 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

WARD MANUFACTURING LLC has sponsored the creation of one or more 401k plans.

Company Name:WARD MANUFACTURING LLC
Employer identification number (EIN):711042639
NAIC Classification:331500

Additional information about WARD MANUFACTURING LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4465236

More information about WARD MANUFACTURING LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DALE WAUGH2023-09-18
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01JOHN SPANGLER2017-07-31
0012015-01-01JOHN SPANGLER2016-10-17 JOHN SPANGLER2016-10-17
0012014-01-01JOHN SPANGLER JOHN SPANGLER2015-07-30
0012013-01-01JOHN SPANGLER JOHN SPANGLER2014-10-15
0012012-01-01JOHN SPANGLER JOHN SPANGLER2013-10-08
0012011-01-01JOHN SPANGLER JOHN SPANGLER2012-10-15
0012010-01-01JOHN SPANGLER JOHN SPANGLER2012-04-18
0012009-01-01JOHN SPANGLER JOHN SPANGLER2010-10-13
0012009-01-01JOHN SPANGLER
0012009-01-01JOHN SPANGLER JOHN SPANGLER2010-10-13
0012009-01-01JOHN SPANGLER JOHN SPANGLER2010-10-13

Plan Statistics for WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0151
Total number of active participants reported on line 7a of the Form 55002014-01-0146
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0149
Number of participants with account balances2014-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0150
Total number of active participants reported on line 7a of the Form 55002013-01-0145
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0149
Number of participants with account balances2013-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0147
Total number of active participants reported on line 7a of the Form 55002012-01-0145
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0149
Number of participants with account balances2012-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0144
Total number of active participants reported on line 7a of the Form 55002011-01-0143
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0146
Number of participants with account balances2011-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01218
Total number of active participants reported on line 7a of the Form 55002010-01-01241
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01263
Number of participants with account balances2010-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01226
Total number of active participants reported on line 7a of the Form 55002009-01-01197
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01218
Number of participants with account balances2009-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$369,231
Expenses. Total of all expenses incurred2014-12-31$146,093
Benefits paid (including direct rollovers)2014-12-31$138,374
Total plan assets at end of year2014-12-31$2,377,596
Total plan assets at beginning of year2014-12-31$2,154,458
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$79,151
Other income received2014-12-31$123,026
Net income (gross income less expenses)2014-12-31$223,138
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,377,596
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,154,458
Assets. Value of participant loans2014-12-31$171,118
Total contributions received or receivable from employer(s)2014-12-31$167,054
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,719
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$533,737
Expenses. Total of all expenses incurred2013-12-31$261,643
Benefits paid (including direct rollovers)2013-12-31$254,793
Total plan assets at end of year2013-12-31$2,154,458
Total plan assets at beginning of year2013-12-31$1,882,364
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$83,999
Other income received2013-12-31$302,886
Net income (gross income less expenses)2013-12-31$272,094
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,154,458
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,882,364
Assets. Value of participant loans2013-12-31$143,552
Total contributions received or receivable from employer(s)2013-12-31$146,852
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$412,845
Expenses. Total of all expenses incurred2012-12-31$171,104
Benefits paid (including direct rollovers)2012-12-31$165,310
Total plan assets at end of year2012-12-31$1,882,364
Total plan assets at beginning of year2012-12-31$1,640,623
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$95,233
Expenses. Other expenses not covered elsewhere2012-12-31$5,794
Contributions received from other sources (not participants or employers)2012-12-31$16,691
Other income received2012-12-31$178,252
Net income (gross income less expenses)2012-12-31$241,741
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,882,364
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,640,623
Assets. Value of participant loans2012-12-31$113,529
Total contributions received or receivable from employer(s)2012-12-31$122,669
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-55,863
Expenses. Total of all expenses incurred2011-12-31$26,280
Benefits paid (including direct rollovers)2011-12-31$26,280
Total plan assets at end of year2011-12-31$1,640,623
Total plan assets at beginning of year2011-12-31$1,722,766
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$83,564
Other income received2011-12-31$-191,395
Net income (gross income less expenses)2011-12-31$-82,143
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,640,623
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,722,766
Assets. Value of participant loans2011-12-31$139,699
Total contributions received or receivable from employer(s)2011-12-31$51,968
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WARD MANUFACTURING, LLC 401(K) PROFIT SHARING 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$2,080,251
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$683,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$627,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$936,555
Value of total assets at end of year2010-12-31$12,300,762
Value of total assets at beginning of year2010-12-31$10,904,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$55,857
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$92,543
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$92,543
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$529,992
Other income not declared elsewhere2010-12-31$21,891
Administrative expenses (other) incurred2010-12-31$55,857
Total non interest bearing cash at end of year2010-12-31$27
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$1,396,639
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,300,762
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,904,123
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$9,421,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,032,691
Value of interest in common/collective trusts at end of year2010-12-31$2,879,435
Value of interest in common/collective trusts at beginning of year2010-12-31$2,871,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$937,158
Net investment gain or loss from common/collective trusts2010-12-31$92,104
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$406,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$627,755
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 name2010-12-31PARENTEBEARD, LLC
Accountancy firm EIN2010-12-31232932984
2009 : WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN

2014: WARD MANUFACTURING, LLC 401(K) PROFIT SHARING 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: WARD MANUFACTURING, LLC 401(K) PROFIT SHARING 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: WARD MANUFACTURING, LLC 401(K) PROFIT SHARING 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: WARD MANUFACTURING, LLC 401(K) PROFIT SHARING 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
2010: WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WARD MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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