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WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 401k Plan overview

Plan NameWARD MANUFACTURING LLC SALARY RETIREMENT PLAN
Plan identification number 002

WARD MANUFACTURING LLC SALARY RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

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 SALARY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-10-01DALE WAUGH2023-06-04
0022021-01-01JEFFREY W. JONES2022-10-17
0022020-10-01JEFFREY JONES2022-06-28
0022020-01-01JEFFREY W. JONES2021-10-14
0022019-10-01JEFFREY JONES2021-07-07
0022019-01-01JOHN SPANGLER2020-10-15
0022018-10-01JOHN SPANGLER2020-06-29
0022018-01-01JOHN SPANGLER2019-10-14 JOHN SPANGLER2019-10-14
0022017-10-01JOHN SPANGLER2019-07-08
0022017-01-01
0022016-10-01
0022016-01-01JOHN SPANGLER JOHN SPANGLER2017-10-16
0022015-10-01
0022015-01-01JOHN SPANGLER JOHN SPANGLER2016-10-17
0022014-10-01
0022014-01-01JOHN SPANGLER JOHN SPANGLER2015-10-14
0022013-10-01
0022013-01-01JOHN SPANGLER JOHN SPANGLER2014-10-15
0022012-10-01JOHN SPANGLER
0022012-01-01JOHN SPANGLER JOHN SPANGLER2013-10-08
0022011-10-01JOHN SPANGLER
0022011-01-01JOHN SPANGLER JOHN SPANGLER2012-10-15
0022009-10-01JOHN SPANGLER
0022008-10-01

Plan Statistics for WARD MANUFACTURING LLC SALARY RETIREMENT PLAN

401k plan membership statisitcs for WARD MANUFACTURING LLC SALARY RETIREMENT PLAN

Measure Date Value
2022: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-09-3014,627,943
Acturial value of plan assets2022-09-3013,477,650
Funding target for retired participants and beneficiaries receiving payment2022-09-303,896,800
Number of terminated vested participants2022-09-30238
Fundng target for terminated vested participants2022-09-302,447,814
Active participant vested funding target2022-09-301,945,483
Number of active participants2022-09-30136
Total funding liabilities for active participants2022-09-302,019,180
Total participant count2022-09-30620
Total funding target for all participants2022-09-308,363,794
Balance at beginning of prior year after applicable adjustments2022-09-305,027,579
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-3042,000
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-304,985,579
Amount remaining of prefunding balance2022-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-305,800,721
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-300
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-300
Liquidity shortfalls end of Q12022-09-300
Liquidity shortfalls end of Q22022-09-300
Liquidity shortfalls end of Q32022-09-300
Liquidity shortfalls end of Q42022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-3044,000
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-3044,000
Carryover balance elected to use to offset funding requirement2022-09-3044,000
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
Total participants, beginning-of-year2022-01-01133
Total number of active participants reported on line 7a of the Form 55002022-01-01102
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01127
Number of participants with account balances2022-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01619
Total number of active participants reported on line 7a of the Form 55002021-10-01126
Number of retired or separated participants receiving benefits2021-10-01223
Number of other retired or separated participants entitled to future benefits2021-10-01209
Total of all active and inactive participants2021-10-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-0140
Total participants2021-10-01598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
Market value of plan assets2021-09-3012,999,669
Acturial value of plan assets2021-09-3012,757,163
Funding target for retired participants and beneficiaries receiving payment2021-09-303,912,491
Number of terminated vested participants2021-09-30253
Fundng target for terminated vested participants2021-09-302,634,960
Active participant vested funding target2021-09-302,088,799
Number of active participants2021-09-30149
Total funding liabilities for active participants2021-09-302,180,812
Total participant count2021-09-30632
Total funding target for all participants2021-09-308,728,263
Balance at beginning of prior year after applicable adjustments2021-09-304,655,304
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-3042,000
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-304,613,304
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-305,027,579
Balance of prefunding at beginning of current year2021-09-300
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-300
Liquidity shortfalls end of Q12021-09-300
Liquidity shortfalls end of Q22021-09-300
Liquidity shortfalls end of Q32021-09-300
Liquidity shortfalls end of Q42021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-3042,000
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-3042,000
Carryover balance elected to use to offset funding requirement2021-09-3042,000
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
Total participants, beginning-of-year2021-01-01135
Total number of active participants reported on line 7a of the Form 55002021-01-01108
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01133
Number of participants with account balances2021-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01631
Total number of active participants reported on line 7a of the Form 55002020-10-01136
Number of retired or separated participants receiving benefits2020-10-01216
Number of other retired or separated participants entitled to future benefits2020-10-01229
Total of all active and inactive participants2020-10-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-0138
Total participants2020-10-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
Market value of plan assets2020-09-3012,339,916
Acturial value of plan assets2020-09-3012,334,317
Funding target for retired participants and beneficiaries receiving payment2020-09-303,881,746
Number of terminated vested participants2020-09-30257
Fundng target for terminated vested participants2020-09-302,537,629
Active participant vested funding target2020-09-302,121,631
Number of active participants2020-09-30159
Total funding liabilities for active participants2020-09-302,234,033
Total participant count2020-09-30647
Total funding target for all participants2020-09-308,653,408
Balance at beginning of prior year after applicable adjustments2020-09-304,521,993
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-3041,000
Amount remaining of carryover balance2020-09-304,480,993
Amount remaining of prefunding balance2020-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-300
Balance of carryovers at beginning of current year2020-09-304,655,304
Balance of prefunding at beginning of current year2020-09-300
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-300
Liquidity shortfalls end of Q12020-09-300
Liquidity shortfalls end of Q22020-09-300
Liquidity shortfalls end of Q32020-09-300
Liquidity shortfalls end of Q42020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-3042,000
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-3042,000
Carryover balance elected to use to offset funding requirement2020-09-3042,000
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
Total participants, beginning-of-year2020-01-01145
Total number of active participants reported on line 7a of the Form 55002020-01-01117
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01135
Number of participants with account balances2020-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01646
Total number of active participants reported on line 7a of the Form 55002019-10-01149
Number of retired or separated participants receiving benefits2019-10-01202
Number of other retired or separated participants entitled to future benefits2019-10-01245
Total of all active and inactive participants2019-10-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-0135
Total participants2019-10-01631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
Market value of plan assets2019-09-3012,296,879
Acturial value of plan assets2019-09-3011,903,900
Funding target for retired participants and beneficiaries receiving payment2019-09-303,789,737
Number of terminated vested participants2019-09-30264
Fundng target for terminated vested participants2019-09-302,475,387
Active participant vested funding target2019-09-302,125,924
Number of active participants2019-09-30167
Total funding liabilities for active participants2019-09-302,260,068
Total participant count2019-09-30657
Total funding target for all participants2019-09-308,525,192
Balance at beginning of prior year after applicable adjustments2019-09-304,337,067
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-30177,000
Amount remaining of carryover balance2019-09-304,160,067
Balance of carryovers at beginning of current year2019-09-304,521,993
Balance of prefunding at beginning of current year2019-09-300
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-300
Liquidity shortfalls end of Q12019-09-300
Liquidity shortfalls end of Q22019-09-300
Liquidity shortfalls end of Q32019-09-300
Liquidity shortfalls end of Q42019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-3041,000
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-3041,000
Carryover balance elected to use to offset funding requirement2019-09-3041,000
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
Total participants, beginning-of-year2019-01-01156
Total number of active participants reported on line 7a of the Form 55002019-01-01124
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01141
Number of participants with account balances2019-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01656
Total number of active participants reported on line 7a of the Form 55002018-10-01159
Number of retired or separated participants receiving benefits2018-10-01201
Number of other retired or separated participants entitled to future benefits2018-10-01249
Total of all active and inactive participants2018-10-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-0137
Total participants2018-10-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-3011,702,666
Acturial value of plan assets2018-09-3011,325,811
Funding target for retired participants and beneficiaries receiving payment2018-09-303,392,638
Number of terminated vested participants2018-09-30267
Fundng target for terminated vested participants2018-09-302,251,960
Active participant vested funding target2018-09-302,219,047
Number of active participants2018-09-30182
Total funding liabilities for active participants2018-09-302,375,023
Total participant count2018-09-30665
Total funding target for all participants2018-09-308,019,621
Balance at beginning of prior year after applicable adjustments2018-09-304,045,225
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-3079,000
Amount remaining of carryover balance2018-09-303,966,225
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Balance of carryovers at beginning of current year2018-09-304,337,067
Balance of prefunding at beginning of current year2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30177,000
Total funding amount beforereflecting carryover/prefunding balances2018-09-30177,000
Carryover balance elected to use to offset funding requirement2018-09-30177,000
Prefunding balance elected to use to offset funding requirement2018-09-300
Unpaid minimum required contributions for current year2018-09-300
Total participants, beginning-of-year2018-01-01153
Total number of active participants reported on line 7a of the Form 55002018-01-01136
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01155
Number of participants with account balances2018-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01664
Total number of active participants reported on line 7a of the Form 55002017-10-01167
Number of retired or separated participants receiving benefits2017-10-01201
Number of other retired or separated participants entitled to future benefits2017-10-01255
Total of all active and inactive participants2017-10-01623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-0133
Total participants2017-10-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-3011,215,793
Acturial value of plan assets2017-09-3011,271,807
Funding target for retired participants and beneficiaries receiving payment2017-09-303,301,055
Number of terminated vested participants2017-09-30264
Fundng target for terminated vested participants2017-09-302,021,649
Active participant vested funding target2017-09-302,246,416
Number of active participants2017-09-30197
Total funding liabilities for active participants2017-09-302,426,584
Total participant count2017-09-30669
Total funding target for all participants2017-09-307,749,288
Balance at beginning of prior year after applicable adjustments2017-09-303,818,116
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-3097,000
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-303,721,116
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-300
Balance of carryovers at beginning of current year2017-09-304,045,225
Balance of prefunding at beginning of current year2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-3079,000
Total funding amount beforereflecting carryover/prefunding balances2017-09-3079,000
Carryover balance elected to use to offset funding requirement2017-09-3079,000
Prefunding balance elected to use to offset funding requirement2017-09-300
Unpaid minimum required contributions for current year2017-09-300
Total participants, beginning-of-year2017-01-01207
Total number of active participants reported on line 7a of the Form 55002017-01-01188
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01209
Number of participants with account balances2017-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01668
Total number of active participants reported on line 7a of the Form 55002016-10-01182
Number of retired or separated participants receiving benefits2016-10-01193
Number of other retired or separated participants entitled to future benefits2016-10-01259
Total of all active and inactive participants2016-10-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-0130
Total participants2016-10-01664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
Total participants, beginning-of-year2016-01-01215
Total number of active participants reported on line 7a of the Form 55002016-01-01178
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01201
Number of participants with account balances2016-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01680
Total number of active participants reported on line 7a of the Form 55002015-10-01197
Number of retired or separated participants receiving benefits2015-10-01186
Number of other retired or separated participants entitled to future benefits2015-10-01257
Total of all active and inactive participants2015-10-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-0128
Total participants2015-10-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
Total participants, beginning-of-year2015-01-01186
Total number of active participants reported on line 7a of the Form 55002015-01-01183
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01202
Number of participants with account balances2015-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01689
Total number of active participants reported on line 7a of the Form 55002014-10-01295
Number of retired or separated participants receiving benefits2014-10-01180
Number of other retired or separated participants entitled to future benefits2014-10-01179
Total of all active and inactive participants2014-10-01654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-0126
Total participants2014-10-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
Total participants, beginning-of-year2014-01-01187
Total number of active participants reported on line 7a of the Form 55002014-01-01165
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01185
Number of participants with account balances2014-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01704
Total number of active participants reported on line 7a of the Form 55002013-10-01312
Number of retired or separated participants receiving benefits2013-10-01175
Number of other retired or separated participants entitled to future benefits2013-10-01177
Total of all active and inactive participants2013-10-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-0125
Total participants2013-10-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
Total participants, beginning-of-year2013-01-01188
Total number of active participants reported on line 7a of the Form 55002013-01-01167
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01184
Number of participants with account balances2013-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01713
Total number of active participants reported on line 7a of the Form 55002012-10-01323
Number of retired or separated participants receiving benefits2012-10-01167
Number of other retired or separated participants entitled to future benefits2012-10-01191
Total of all active and inactive participants2012-10-01681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-0123
Total participants2012-10-01704
Total participants, beginning-of-year2012-01-01181
Total number of active participants reported on line 7a of the Form 55002012-01-01177
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01196
Number of participants with account balances2012-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01733
Total number of active participants reported on line 7a of the Form 55002011-10-01342
Number of retired or separated participants receiving benefits2011-10-01159
Number of other retired or separated participants entitled to future benefits2011-10-01193
Total of all active and inactive participants2011-10-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-0119
Total participants2011-10-01713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
Total participants, beginning-of-year2011-01-01263
Total number of active participants reported on line 7a of the Form 55002011-01-01151
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01176
Number of participants with account balances2011-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01783
Total number of active participants reported on line 7a of the Form 55002009-10-01397
Number of retired or separated participants receiving benefits2009-10-01147
Number of other retired or separated participants entitled to future benefits2009-10-01202
Total of all active and inactive participants2009-10-01746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-0116
Total participants2009-10-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on WARD MANUFACTURING LLC SALARY RETIREMENT PLAN

Measure Date Value
2022 : WARD MANUFACTURING LLC SALARY RETIREMENT 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$9,844
Total income from all sources (including contributions)2022-12-31$-423,134
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,966,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,940,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,152,660
Value of total assets at end of year2022-12-31$10,769,740
Value of total assets at beginning of year2022-12-31$13,169,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,254
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$176,354
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$176,354
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$549,886
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$16,009
Participant contributions at beginning of year2022-12-31$15,655
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$193,804
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,561
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$9,844
Total non interest bearing cash at end of year2022-12-31$57,171
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,390,133
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,769,740
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,159,873
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$26,254
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,242,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,426,824
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$1,291,211
Value of interest in common/collective trusts at beginning of year2022-12-31$1,560,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$135,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$137,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$137,560
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,752,148
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$408,970
Employer contributions (assets) at end of year2022-12-31$27,261
Employer contributions (assets) at beginning of year2022-12-31$27,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,940,745
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$-372,944
Total unrealized appreciation/depreciation of assets2022-09-30$-372,944
Total income from all sources (including contributions)2022-09-30$-658,604
Total loss/gain on sale of assets2022-09-30$-2,608
Total of all expenses incurred2022-09-30$514,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$465,064
Value of total assets at end of year2022-09-30$13,454,682
Value of total assets at beginning of year2022-09-30$14,627,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$49,594
Total interest from all sources2022-09-30$59,449
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$158,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$149,376
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$33,129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$17,382
Total non interest bearing cash at end of year2022-09-30$31
Total non interest bearing cash at beginning of year2022-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-1,173,262
Value of net assets at end of year (total assets less liabilities)2022-09-30$13,454,682
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$14,627,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$49,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$10,736,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$11,238,821
Income. Interest from US Government securities2022-09-30$33,711
Income. Interest from corporate debt instruments2022-09-30$23,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$391,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$541,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$541,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$1,927
Asset value of US Government securities at end of year2022-09-30$1,630,119
Asset value of US Government securities at beginning of year2022-09-30$1,900,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-501,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Income. Dividends from common stock2022-09-30$9,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$465,064
Asset. Corporate debt instrument debt (other) at end of year2022-09-30$662,834
Asset. Corporate debt instrument debt (other) at beginning of year2022-09-30$930,071
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-09-30No
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$265,170
Aggregate carrying amount (costs) on sale of assets2022-09-30$267,778
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30BAKER TILLY US, LLP
Accountancy firm EIN2022-09-30390859910
2021 : WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$50,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,844
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,356
Total income from all sources (including contributions)2021-12-31$2,544,766
Total of all expenses incurred2021-12-31$1,918,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,876,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$917,668
Value of total assets at end of year2021-12-31$13,169,717
Value of total assets at beginning of year2021-12-31$12,493,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,931
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$308,587
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$308,587
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$525,627
Participant contributions at end of year2021-12-31$15,655
Participant contributions at beginning of year2021-12-31$18,421
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,561
Administrative expenses (other) incurred2021-12-31$41,931
Liabilities. Value of operating payables at end of year2021-12-31$9,844
Liabilities. Value of operating payables at beginning of year2021-12-31$9,356
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$625,935
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,159,873
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,483,690
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$11,426,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,276,863
Value of interest in common/collective trusts at end of year2021-12-31$1,560,119
Value of interest in common/collective trusts at beginning of year2021-12-31$2,024,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$137,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$144,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$144,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,318,511
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$392,041
Employer contributions (assets) at end of year2021-12-31$27,998
Employer contributions (assets) at beginning of year2021-12-31$27,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,876,900
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$-102,262
Total unrealized appreciation/depreciation of assets2021-09-30$-102,262
Total income from all sources (including contributions)2021-09-30$2,088,161
Total loss/gain on sale of assets2021-09-30$1,891,592
Total of all expenses incurred2021-09-30$459,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$416,520
Value of total assets at end of year2021-09-30$14,627,944
Value of total assets at beginning of year2021-09-30$12,999,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$43,367
Total interest from all sources2021-09-30$62,867
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$166,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$118,046
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$17,382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$19,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,628,274
Value of net assets at end of year (total assets less liabilities)2021-09-30$14,627,944
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$12,999,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$43,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$11,238,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$5,178,824
Income. Interest from US Government securities2021-09-30$34,596
Income. Interest from corporate debt instruments2021-09-30$27,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$541,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$612,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$612,046
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$1,003
Asset value of US Government securities at end of year2021-09-30$1,900,141
Asset value of US Government securities at beginning of year2021-09-30$1,884,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$69,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Income. Dividends from common stock2021-09-30$48,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$416,520
Asset. Corporate debt instrument debt (other) at end of year2021-09-30$930,071
Asset. Corporate debt instrument debt (other) at beginning of year2021-09-30$1,053,355
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2021-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-09-30$4,252,009
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Aggregate proceeds on sale of assets2021-09-30$13,556,183
Aggregate carrying amount (costs) on sale of assets2021-09-30$11,664,591
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30BAKER TILLY US, LLP
Accountancy firm EIN2021-09-30390859910
2020 : WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$8,953
Total transfer of assets from this plan2020-12-31$1,062,809
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,143
Total income from all sources (including contributions)2020-12-31$2,321,481
Total of all expenses incurred2020-12-31$864,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$828,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$965,978
Value of total assets at end of year2020-12-31$12,493,046
Value of total assets at beginning of year2020-12-31$12,089,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,621
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$145,230
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$145,230
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 period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$532,811
Participant contributions at end of year2020-12-31$18,421
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$45,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,561
Administrative expenses (other) incurred2020-12-31$35,621
Liabilities. Value of operating payables at end of year2020-12-31$9,356
Liabilities. Value of operating payables at beginning of year2020-12-31$9,143
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$1,457,245
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,483,690
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,080,301
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$10,276,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,423,079
Value of interest in common/collective trusts at end of year2020-12-31$2,024,407
Value of interest in common/collective trusts at beginning of year2020-12-31$2,547,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$144,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$117,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$117,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,177,840
Net investment gain or loss from common/collective trusts2020-12-31$32,433
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$387,991
Employer contributions (assets) at end of year2020-12-31$27,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$828,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$701,791
Total unrealized appreciation/depreciation of assets2020-09-30$701,791
Total income from all sources (including contributions)2020-09-30$1,089,025
Total loss/gain on sale of assets2020-09-30$39,655
Total of all expenses incurred2020-09-30$429,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$387,430
Value of total assets at end of year2020-09-30$12,999,670
Value of total assets at beginning of year2020-09-30$12,339,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$41,842
Total interest from all sources2020-09-30$73,045
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$208,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$135,982
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$50,332
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$19,324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$21,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$659,753
Value of net assets at end of year (total assets less liabilities)2020-09-30$12,999,670
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$12,339,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$41,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$5,178,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$4,697,608
Income. Interest from US Government securities2020-09-30$33,850
Income. Interest from corporate debt instruments2020-09-30$37,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$612,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$929,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$929,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$1,375
Asset value of US Government securities at end of year2020-09-30$1,884,112
Asset value of US Government securities at beginning of year2020-09-30$1,484,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$65,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Income. Dividends from common stock2020-09-30$72,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$387,430
Asset. Corporate debt instrument debt (other) at end of year2020-09-30$1,053,355
Asset. Corporate debt instrument debt (other) at beginning of year2020-09-30$920,362
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2020-09-30$4,252,009
Assets. Corporate common stocks other than exployer securities at beginning of year2020-09-30$4,236,744
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$3,543,443
Aggregate carrying amount (costs) on sale of assets2020-09-30$3,503,788
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30BAKER TILLY US, LLP
Accountancy firm EIN2020-09-30390859910
2019 : WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$8,252
Total transfer of assets to this plan2019-12-31$8,252
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,541
Total income from all sources (including contributions)2019-12-31$3,407,559
Total income from all sources (including contributions)2019-12-31$3,407,559
Total of all expenses incurred2019-12-31$3,935,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,896,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,896,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,300,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,300,410
Value of total assets at end of year2019-12-31$12,089,444
Value of total assets at end of year2019-12-31$12,089,444
Value of total assets at beginning of year2019-12-31$12,609,475
Value of total assets at beginning of year2019-12-31$12,609,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,348
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$202,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$202,463
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$202,463
Administrative expenses professional fees incurred2019-12-31$39,348
Administrative expenses professional fees incurred2019-12-31$39,348
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$649,780
Contributions received from participants2019-12-31$649,780
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$173,927
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$173,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,778
Liabilities. Value of operating payables at end of year2019-12-31$9,143
Liabilities. Value of operating payables at end of year2019-12-31$9,143
Liabilities. Value of operating payables at beginning of year2019-12-31$9,541
Liabilities. Value of operating payables at beginning of year2019-12-31$9,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-527,885
Value of net income/loss2019-12-31$-527,885
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,080,301
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,080,301
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,599,934
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,599,934
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 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
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$9,423,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,423,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,839,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,839,651
Value of interest in common/collective trusts at end of year2019-12-31$2,547,107
Value of interest in common/collective trusts at end of year2019-12-31$2,547,107
Value of interest in common/collective trusts at beginning of year2019-12-31$1,762,046
Value of interest in common/collective trusts at beginning of year2019-12-31$1,762,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$117,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$117,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,904,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,904,686
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$476,703
Contributions received in cash from employer2019-12-31$476,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,896,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,896,096
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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 name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$286,679
Total unrealized appreciation/depreciation of assets2019-09-30$286,679
Total income from all sources (including contributions)2019-09-30$469,535
Total loss/gain on sale of assets2019-09-30$-66,049
Total of all expenses incurred2019-09-30$426,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$385,366
Value of total assets at end of year2019-09-30$12,339,917
Value of total assets at beginning of year2019-09-30$12,296,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$41,131
Total interest from all sources2019-09-30$85,623
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$240,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$165,405
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Assets. Other investments not covered elsewhere at end of year2019-09-30$50,332
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$99,846
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$21,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$29,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$43,038
Value of net assets at end of year (total assets less liabilities)2019-09-30$12,339,917
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$12,296,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$41,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$4,697,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$4,384,023
Income. Interest from US Government securities2019-09-30$37,830
Income. Interest from corporate debt instruments2019-09-30$43,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$929,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$1,184,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$1,184,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$4,721
Asset value of US Government securities at end of year2019-09-30$1,484,227
Asset value of US Government securities at beginning of year2019-09-30$1,169,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-77,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Income. Dividends from common stock2019-09-30$75,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$385,366
Asset. Corporate debt instrument debt (other) at end of year2019-09-30$920,362
Asset. Corporate debt instrument debt (other) at beginning of year2019-09-30$777,637
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2019-09-30$4,236,744
Assets. Corporate common stocks other than exployer securities at beginning of year2019-09-30$4,652,104
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$2,899,559
Aggregate carrying amount (costs) on sale of assets2019-09-30$2,965,608
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-09-30390859910
2018 : WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$218,856
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,541
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,451
Total income from all sources (including contributions)2018-12-31$421,491
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$870,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$830,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,114,732
Value of total assets at end of year2018-12-31$12,609,475
Value of total assets at beginning of year2018-12-31$12,839,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,905
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$39,905
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$637,425
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$28,374
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$10,822
Liabilities. Value of operating payables at end of year2018-12-31$9,541
Liabilities. Value of operating payables at beginning of year2018-12-31$9,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-448,986
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,599,934
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,830,064
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$10,839,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,250,187
Value of interest in common/collective trusts at end of year2018-12-31$1,762,046
Value of interest in common/collective trusts at beginning of year2018-12-31$1,578,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-693,241
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$448,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$830,572
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2018-12-31390859910
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$558,988
Total unrealized appreciation/depreciation of assets2018-09-30$558,988
Total income from all sources (including contributions)2018-09-30$1,000,528
Total loss/gain on sale of assets2018-09-30$157,733
Total of all expenses incurred2018-09-30$406,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$366,276
Value of total assets at end of year2018-09-30$12,296,879
Value of total assets at beginning of year2018-09-30$11,702,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$40,030
Total interest from all sources2018-09-30$77,766
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$240,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$167,456
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Assets. Other investments not covered elsewhere at end of year2018-09-30$99,846
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$102,012
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$29,540
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$22,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$594,222
Value of net assets at end of year (total assets less liabilities)2018-09-30$12,296,879
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$11,702,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$40,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$4,384,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$4,280,984
Income. Interest from US Government securities2018-09-30$31,954
Income. Interest from corporate debt instruments2018-09-30$42,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$1,184,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$1,372,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$1,372,118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$3,585
Asset value of US Government securities at end of year2018-09-30$1,169,716
Asset value of US Government securities at beginning of year2018-09-30$801,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$-34,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Income. Dividends from common stock2018-09-30$72,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$366,276
Asset. Corporate debt instrument debt (other) at end of year2018-09-30$777,637
Asset. Corporate debt instrument debt (other) at beginning of year2018-09-30$855,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2018-09-30$4,652,104
Assets. Corporate common stocks other than exployer securities at beginning of year2018-09-30$4,267,606
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$2,178,542
Aggregate carrying amount (costs) on sale of assets2018-09-30$2,020,809
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-09-30390859910
2017 : WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$23,357
Total transfer of assets from this plan2017-12-31$4,631,528
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,451
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,996
Total income from all sources (including contributions)2017-12-31$2,663,233
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$561,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$526,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,099,036
Value of total assets at end of year2017-12-31$12,839,515
Value of total assets at beginning of year2017-12-31$15,343,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,803
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$34,803
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$630,633
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$10,822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$12,404
Liabilities. Value of operating payables at end of year2017-12-31$9,451
Liabilities. Value of operating payables at beginning of year2017-12-31$6,996
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$2,101,966
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,830,064
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,336,269
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$11,250,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,335,654
Value of interest in common/collective trusts at end of year2017-12-31$1,578,506
Value of interest in common/collective trusts at beginning of year2017-12-31$1,995,207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,564,197
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$443,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$526,464
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2017-12-31390859910
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$400,010
Total unrealized appreciation/depreciation of assets2017-09-30$400,010
Total income from all sources (including contributions)2017-09-30$1,023,329
Total loss/gain on sale of assets2017-09-30$94,954
Total of all expenses incurred2017-09-30$536,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$359,692
Value of total assets at end of year2017-09-30$11,702,657
Value of total assets at beginning of year2017-09-30$11,215,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$176,765
Total interest from all sources2017-09-30$69,698
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$198,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$126,203
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Assets. Other investments not covered elsewhere at end of year2017-09-30$102,012
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$104,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$22,571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$21,417
Other income not declared elsewhere2017-09-30$442
Administrative expenses (other) incurred2017-09-30$138,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$486,872
Value of net assets at end of year (total assets less liabilities)2017-09-30$11,702,657
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$11,215,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$38,300
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$4,280,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$4,178,928
Income. Interest from US Government securities2017-09-30$17,911
Income. Interest from corporate debt instruments2017-09-30$48,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$1,372,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$1,712,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$1,712,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$2,801
Asset value of US Government securities at end of year2017-09-30$801,859
Asset value of US Government securities at beginning of year2017-09-30$385,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$259,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Income. Dividends from common stock2017-09-30$72,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$359,692
Asset. Corporate debt instrument debt (other) at end of year2017-09-30$855,507
Asset. Corporate debt instrument debt (other) at beginning of year2017-09-30$690,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2017-09-30$4,267,606
Assets. Corporate common stocks other than exployer securities at beginning of year2017-09-30$4,123,224
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$2,704,345
Aggregate carrying amount (costs) on sale of assets2017-09-30$2,609,391
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-09-30390859910
2016 : WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$31,190
Total transfer of assets from this plan2016-12-31$832
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,996
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,106
Total income from all sources (including contributions)2016-12-31$2,385,368
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,036,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,000,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,417,602
Value of total assets at end of year2016-12-31$15,343,265
Value of total assets at beginning of year2016-12-31$13,965,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35,656
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$35,656
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$780,678
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$70,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$12,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$8,866
Liabilities. Value of operating payables at end of year2016-12-31$6,996
Liabilities. Value of operating payables at beginning of year2016-12-31$9,106
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$1,349,221
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,336,269
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,956,690
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$13,335,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,648,000
Value of interest in common/collective trusts at end of year2016-12-31$1,995,207
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,308,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,308,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$967,766
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$566,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,000,491
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2016-12-31390859910
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$336,533
Total unrealized appreciation/depreciation of assets2016-09-30$336,533
Total income from all sources (including contributions)2016-09-30$916,135
Total loss/gain on sale of assets2016-09-30$64,545
Total of all expenses incurred2016-09-30$443,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$364,589
Value of total assets at end of year2016-09-30$11,215,785
Value of total assets at beginning of year2016-09-30$10,742,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$78,486
Total interest from all sources2016-09-30$67,217
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$173,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$103,470
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Assets. Other investments not covered elsewhere at end of year2016-09-30$104,071
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$103,977
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$21,417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$18,832
Administrative expenses (other) incurred2016-09-30$40,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$473,060
Value of net assets at end of year (total assets less liabilities)2016-09-30$11,215,785
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$10,742,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$38,388
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$4,178,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$3,893,065
Income. Interest from US Government securities2016-09-30$16,956
Income. Interest from corporate debt instruments2016-09-30$50,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$1,712,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$2,037,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$2,037,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$67
Asset value of US Government securities at end of year2016-09-30$385,897
Asset value of US Government securities at beginning of year2016-09-30$337,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$274,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Income. Dividends from common stock2016-09-30$70,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$364,589
Asset. Corporate debt instrument debt (other) at end of year2016-09-30$690,032
Asset. Corporate debt instrument debt (other) at beginning of year2016-09-30$539,445
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$4,123,224
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$3,812,355
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$1,950,955
Aggregate carrying amount (costs) on sale of assets2016-09-30$1,886,410
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-09-30390859910
2015 : WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$447
Total transfer of assets from this plan2015-12-31$132,078
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,150
Total income from all sources (including contributions)2015-12-31$1,067,410
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,630,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,592,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,163,952
Value of total assets at end of year2015-12-31$13,965,796
Value of total assets at beginning of year2015-12-31$14,661,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,338
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$37,338
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$658,654
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,187
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$8,866
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$15,334
Liabilities. Value of operating payables at end of year2015-12-31$9,106
Liabilities. Value of operating payables at beginning of year2015-12-31$10,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-562,842
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,956,690
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,651,163
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$12,648,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,662,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,308,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$983,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$983,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-96,542
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$490,111
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,592,914
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2015-12-31390859910
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-123,361
Total unrealized appreciation/depreciation of assets2015-09-30$-123,361
Total income from all sources (including contributions)2015-09-30$-107,245
Total loss/gain on sale of assets2015-09-30$36,379
Total of all expenses incurred2015-09-30$437,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$341,930
Value of total assets at end of year2015-09-30$10,742,725
Value of total assets at beginning of year2015-09-30$11,287,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$96,030
Total interest from all sources2015-09-30$70,793
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$245,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$165,214
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Assets. Other investments not covered elsewhere at end of year2015-09-30$103,977
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$102,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$18,832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$14,433
Other income not declared elsewhere2015-09-30$99
Administrative expenses (other) incurred2015-09-30$56,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-545,205
Value of net assets at end of year (total assets less liabilities)2015-09-30$10,742,725
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$11,287,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$39,591
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$3,893,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$3,640,940
Income. Interest from US Government securities2015-09-30$14,085
Income. Interest from corporate debt instruments2015-09-30$55,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$2,037,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$2,463,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$2,463,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$1,020
Asset value of US Government securities at end of year2015-09-30$337,227
Asset value of US Government securities at beginning of year2015-09-30$440,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-336,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Income. Dividends from common stock2015-09-30$79,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$341,930
Asset. Corporate debt instrument debt (other) at end of year2015-09-30$539,445
Asset. Corporate debt instrument debt (other) at beginning of year2015-09-30$552,616
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$3,812,355
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$4,072,930
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$4,390,807
Aggregate carrying amount (costs) on sale of assets2015-09-30$4,354,428
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-09-30390859910
2014 : WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$24,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,137
Total income from all sources (including contributions)2014-12-31$1,661,054
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,261,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,221,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,034,463
Value of total assets at end of year2014-12-31$14,661,313
Value of total assets at beginning of year2014-12-31$15,236,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,441
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$39,441
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$580,948
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$15,334
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$9,823
Other income not declared elsewhere2014-12-31$245
Liabilities. Value of operating payables at end of year2014-12-31$10,150
Liabilities. Value of operating payables at beginning of year2014-12-31$10,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-599,991
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,651,163
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,226,355
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$13,662,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,041,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$983,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,184,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,184,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$626,346
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$453,515
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,221,604
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31390859910
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$385,319
Total unrealized appreciation/depreciation of assets2014-09-30$385,319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$2,584
Total income from all sources (including contributions)2014-09-30$877,560
Total loss/gain on sale of assets2014-09-30$113,549
Total of all expenses incurred2014-09-30$453,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$345,092
Value of total assets at end of year2014-09-30$11,287,930
Value of total assets at beginning of year2014-09-30$10,866,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$108,783
Total interest from all sources2014-09-30$63,801
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$184,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$94,413
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Assets. Other investments not covered elsewhere at end of year2014-09-30$102,548
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$51,268
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$14,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$14,417
Other income not declared elsewhere2014-09-30$85
Administrative expenses (other) incurred2014-09-30$69,191
Liabilities. Value of operating payables at end of year2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$2,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$423,685
Value of net assets at end of year (total assets less liabilities)2014-09-30$11,287,930
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$10,864,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$39,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$3,640,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$3,647,835
Income. Interest from US Government securities2014-09-30$17,513
Income. Interest from corporate debt instruments2014-09-30$45,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$2,463,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$2,069,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$2,069,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$724
Asset value of US Government securities at end of year2014-09-30$440,551
Asset value of US Government securities at beginning of year2014-09-30$501,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$130,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Income. Dividends from common stock2014-09-30$89,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$345,092
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$552,616
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$614,910
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$4,072,930
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$3,967,999
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$1,445,511
Aggregate carrying amount (costs) on sale of assets2014-09-30$1,331,962
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-09-30390859910
2013 : WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$20,413
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,137
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,962
Total income from all sources (including contributions)2013-12-31$3,366,905
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,733,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,696,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,154,955
Value of total assets at end of year2013-12-31$15,236,492
Value of total assets at beginning of year2013-12-31$13,583,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,445
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$36,445
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$589,686
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$111,966
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$9,823
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$8,727
Liabilities. Value of operating payables at end of year2013-12-31$10,137
Liabilities. Value of operating payables at beginning of year2013-12-31$10,962
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$1,633,490
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,226,355
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,572,452
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$14,041,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,405,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,184,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,167,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,167,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,211,950
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$453,303
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$1,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,696,970
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$423,220
Total unrealized appreciation/depreciation of assets2013-09-30$423,220
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$2,584
Total income from all sources (including contributions)2013-09-30$1,197,495
Total loss/gain on sale of assets2013-09-30$181,859
Total of all expenses incurred2013-09-30$433,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$319,286
Value of total assets at end of year2013-09-30$10,866,829
Value of total assets at beginning of year2013-09-30$10,100,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$114,024
Total interest from all sources2013-09-30$65,331
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$209,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$103,292
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Assets. Other investments not covered elsewhere at end of year2013-09-30$51,268
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$53,577
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$14,417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$25,206
Other income not declared elsewhere2013-09-30$36
Administrative expenses (other) incurred2013-09-30$78,037
Liabilities. Value of operating payables at end of year2013-09-30$2,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$764,185
Value of net assets at end of year (total assets less liabilities)2013-09-30$10,864,245
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$10,100,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$35,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$3,647,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$2,914,846
Income. Interest from US Government securities2013-09-30$18,424
Income. Interest from corporate debt instruments2013-09-30$46,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$2,069,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$849,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$849,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$832
Asset value of US Government securities at end of year2013-09-30$501,095
Asset value of US Government securities at beginning of year2013-09-30$576,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$317,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Income. Dividends from common stock2013-09-30$106,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$319,286
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$614,910
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$829,058
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$3,967,999
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$4,851,323
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$2,848,830
Aggregate carrying amount (costs) on sale of assets2013-09-30$2,666,971
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30PARENTEBEARD LLC
Accountancy firm EIN2013-09-30232932984
2012 : WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$19,548
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,962
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,512
Total income from all sources (including contributions)2012-12-31$2,332,444
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$896,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$861,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,085,509
Value of total assets at end of year2012-12-31$13,583,414
Value of total assets at beginning of year2012-12-31$12,126,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,771
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$561,822
Participant contributions at beginning of year2012-12-31$17,107
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$86,491
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$8,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,110
Liabilities. Value of operating payables at end of year2012-12-31$10,962
Liabilities. Value of operating payables at beginning of year2012-12-31$9,512
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$1,435,737
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,572,452
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,117,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$34,771
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,405,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,085,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,167,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,246,935
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$437,196
Employer contributions (assets) at end of year2012-12-31$1,701
Employer contributions (assets) at beginning of year2012-12-31$14,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$861,936
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$455,615
Total unrealized appreciation/depreciation of assets2012-09-30$455,615
Total income from all sources (including contributions)2012-09-30$1,710,537
Total loss/gain on sale of assets2012-09-30$495,118
Total of all expenses incurred2012-09-30$430,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$328,374
Value of total assets at end of year2012-09-30$10,100,060
Value of total assets at beginning of year2012-09-30$8,819,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$102,071
Total interest from all sources2012-09-30$77,583
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$98,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Assets. Other investments not covered elsewhere at end of year2012-09-30$53,577
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$52,407
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$25,206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$19,961
Other income not declared elsewhere2012-09-30$919
Administrative expenses (other) incurred2012-09-30$68,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$1,280,092
Value of net assets at end of year (total assets less liabilities)2012-09-30$10,100,060
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$8,819,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$33,819
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$2,914,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$2,625,773
Income. Interest from US Government securities2012-09-30$21,815
Income. Interest from corporate debt instruments2012-09-30$55,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$849,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$806,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$806,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$21
Asset value of US Government securities at end of year2012-09-30$576,319
Asset value of US Government securities at beginning of year2012-09-30$668,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$582,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Income. Dividends from common stock2012-09-30$98,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$328,374
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$829,058
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$979,216
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$4,851,323
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$3,668,178
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$2,283,762
Aggregate carrying amount (costs) on sale of assets2012-09-30$1,788,644
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30PARENTEBEARD LLC
Accountancy firm EIN2012-09-30232932984
2011 : WARD MANUFACTURING LLC SALARY RETIREMENT 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$9,512
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$653,032
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$836,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$779,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$978,491
Value of total assets at end of year2011-12-31$12,126,679
Value of total assets at beginning of year2011-12-31$12,300,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$57,053
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$252,260
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$252,260
Administrative expenses professional fees incurred2011-12-31$57,053
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$548,776
Participant contributions at end of year2011-12-31$17,107
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,110
Liabilities. Value of operating payables at end of year2011-12-31$9,512
Total non interest bearing cash at beginning of year2011-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-183,596
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,117,167
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,300,763
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$12,085,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,300,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-577,719
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$429,715
Employer contributions (assets) at end of year2011-12-31$14,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$779,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-313,627
Total unrealized appreciation/depreciation of assets2011-09-30$-313,627
Total income from all sources (including contributions)2011-09-30$-206,957
Total loss/gain on sale of assets2011-09-30$158,846
Total of all expenses incurred2011-09-30$398,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$306,568
Value of total assets at end of year2011-09-30$8,819,968
Value of total assets at beginning of year2011-09-30$9,425,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$91,730
Total interest from all sources2011-09-30$86,169
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$66,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Assets. Other investments not covered elsewhere at end of year2011-09-30$52,407
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$19,961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$22,195
Other income not declared elsewhere2011-09-30$396
Administrative expenses (other) incurred2011-09-30$55,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-605,255
Value of net assets at end of year (total assets less liabilities)2011-09-30$8,819,968
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$9,425,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$36,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$2,625,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$2,962,307
Income. Interest from US Government securities2011-09-30$26,567
Income. Interest from corporate debt instruments2011-09-30$59,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$806,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$368,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$368,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$423
Asset value of US Government securities at end of year2011-09-30$668,420
Asset value of US Government securities at beginning of year2011-09-30$733,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-205,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Income. Dividends from common stock2011-09-30$66,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$306,568
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$979,216
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$1,055,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$3,668,178
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$4,283,146
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$1,812,356
Aggregate carrying amount (costs) on sale of assets2011-09-30$1,653,510
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30PARENTEBEARD LLC
Accountancy firm EIN2011-09-30232932984

Form 5500 Responses for WARD MANUFACTURING LLC SALARY RETIREMENT PLAN

2022: WARD MANUFACTURING LLC SALARY RETIREMENT 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: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
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: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
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: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
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: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
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: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
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 SALARY RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
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 SALARY RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
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 SALARY RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
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: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: WARD MANUFACTURING LLC SALARY RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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