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WILSON ELECTRIC 401(K) PLAN 401k Plan overview

Plan NameWILSON ELECTRIC 401(K) PLAN
Plan identification number 001

WILSON ELECTRIC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILSON ELECTRIC SERVICES CORP has sponsored the creation of one or more 401k plans.

Company Name:WILSON ELECTRIC SERVICES CORP
Employer identification number (EIN):753091289
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILSON ELECTRIC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01BRITTANY SMITH
0012023-01-01
0012023-01-01BRITTANY SMITH
0012022-01-01SHAWN T. PARKER, CPC, QPA, ERPA2023-10-02
0012021-01-01SHAWN T. PARKER, CPC, QPA, ERPA2022-10-04
0012020-01-01SHAWN T. PARKER, CPC, QPA, ERPA2021-10-10
0012019-01-01ALAN GOLD, CPA2020-10-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012013-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012012-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012011-01-01ALAN GOLD, CPA
0012009-01-01TERRY OAKES

Plan Statistics for WILSON ELECTRIC 401(K) PLAN

401k plan membership statisitcs for WILSON ELECTRIC 401(K) PLAN

Measure Date Value
2023: WILSON ELECTRIC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01813
Total number of active participants reported on line 7a of the Form 55002023-01-01719
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0196
Total of all active and inactive participants2023-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01815
Number of participants with account balances2023-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: WILSON ELECTRIC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01812
Total number of active participants reported on line 7a of the Form 55002022-01-01705
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01104
Total of all active and inactive participants2022-01-01813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01813
Number of participants with account balances2022-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WILSON ELECTRIC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01904
Total number of active participants reported on line 7a of the Form 55002021-01-01674
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0199
Total of all active and inactive participants2021-01-01776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01776
Number of participants with account balances2021-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WILSON ELECTRIC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01754
Total number of active participants reported on line 7a of the Form 55002020-01-01619
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0172
Total of all active and inactive participants2020-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01692
Number of participants with account balances2020-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WILSON ELECTRIC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01767
Total number of active participants reported on line 7a of the Form 55002019-01-01613
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01681
Number of participants with account balances2019-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: WILSON ELECTRIC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01629
Total number of active participants reported on line 7a of the Form 55002017-01-01560
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01611
Number of participants with account balances2017-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILSON ELECTRIC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01570
Total number of active participants reported on line 7a of the Form 55002016-01-01497
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01523
Number of participants with account balances2016-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: WILSON ELECTRIC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01564
Total number of active participants reported on line 7a of the Form 55002015-01-01427
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01483
Number of participants with account balances2015-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILSON ELECTRIC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01423
Total number of active participants reported on line 7a of the Form 55002014-01-01462
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01486
Number of participants with account balances2014-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILSON ELECTRIC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01468
Total number of active participants reported on line 7a of the Form 55002013-01-01376
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01419
Number of participants with account balances2013-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILSON ELECTRIC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01500
Total number of active participants reported on line 7a of the Form 55002012-01-01414
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01443
Number of participants with account balances2012-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILSON ELECTRIC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01446
Total number of active participants reported on line 7a of the Form 55002011-01-01414
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0185
Total of all active and inactive participants2011-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01500
Number of participants with account balances2011-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILSON ELECTRIC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01408
Total number of active participants reported on line 7a of the Form 55002009-01-01435
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01126
Total of all active and inactive participants2009-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01562
Number of participants with account balances2009-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILSON ELECTRIC 401(K) PLAN

Measure Date Value
2023 : WILSON ELECTRIC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,589,521
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,308,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,198,397
Value of total corrective distributions2023-12-31$37,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,419,831
Value of total assets at end of year2023-12-31$19,046,123
Value of total assets at beginning of year2023-12-31$17,764,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$72,793
Total interest from all sources2023-12-31$20,028
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$206,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$206,251
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,247,040
Participant contributions at end of year2023-12-31$380,910
Participant contributions at beginning of year2023-12-31$455,300
Assets. Other investments not covered elsewhere at end of year2023-12-31$4,213,391
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$4,989,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,281,195
Value of net assets at end of year (total assets less liabilities)2023-12-31$19,046,123
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,764,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$17,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$13,409,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,908,297
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$12,401,331
Interest on participant loans2023-12-31$20,028
Value of interest in common/collective trusts at end of year2023-12-31$1,042,278
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$-3,526,018
Net investment gain/loss from pooled separate accounts2023-12-31$1,453,840
Net investment gain or loss from common/collective trusts2023-12-31$25,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$172,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,198,397
Contract administrator fees2023-12-31$55,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31Yes
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MANSPERGER, PATERSON & MCMULLIN PLC
Accountancy firm EIN2023-12-31860751928
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$4,589,521
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$3,308,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$3,198,397
Value of total corrective distributions2023-01-01$37,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,419,831
Value of total assets at end of year2023-01-01$19,046,123
Value of total assets at beginning of year2023-01-01$17,764,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$72,793
Total interest from all sources2023-01-01$20,028
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$206,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$206,251
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$2,000,000
If this is an individual account plan, was there a blackout period2023-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,247,040
Participant contributions at end of year2023-01-01$380,910
Participant contributions at beginning of year2023-01-01$455,300
Assets. Other investments not covered elsewhere at end of year2023-01-01$4,213,391
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$0
Other income not declared elsewhere2023-01-01$4,989,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,281,195
Value of net assets at end of year (total assets less liabilities)2023-01-01$19,046,123
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$17,764,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$17,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$13,409,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$4,908,297
Value of interest in pooled separate accounts at end of year2023-01-01$0
Value of interest in pooled separate accounts at beginning of year2023-01-01$12,401,331
Interest on participant loans2023-01-01$20,028
Value of interest in common/collective trusts at end of year2023-01-01$1,042,278
Value of interest in common/collective trusts at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$-3,526,018
Net investment gain/loss from pooled separate accounts2023-01-01$1,453,840
Net investment gain or loss from common/collective trusts2023-01-01$25,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$172,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$3,198,397
Contract administrator fees2023-01-01$55,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01Yes
Liabilities. Value of benefit claims payable at end of year2023-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MANSPERGER, PATERSON & MCMULLIN PLC
Accountancy firm EIN2023-01-01860751928
2022 : WILSON ELECTRIC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$48,071
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,977,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,725,619
Expenses. Certain deemed distributions of participant loans2022-12-31$58,375
Value of total corrective distributions2022-12-31$60,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,568,177
Value of total assets at end of year2022-12-31$17,764,928
Value of total assets at beginning of year2022-12-31$19,694,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$132,828
Total interest from all sources2022-12-31$18,539
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,150,550
Participant contributions at end of year2022-12-31$455,300
Participant contributions at beginning of year2022-12-31$442,571
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,260,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,929,126
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,764,928
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,694,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,908,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,562,206
Value of interest in pooled separate accounts at end of year2022-12-31$12,401,331
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,689,277
Interest on participant loans2022-12-31$18,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-507,752
Net investment gain/loss from pooled separate accounts2022-12-31$-2,030,893
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$157,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,725,619
Contract administrator fees2022-12-31$132,828
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
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MANSPERGER, PATERSON & MCMULLIN PLC
Accountancy firm EIN2022-12-31860751928
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$48,071
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,977,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,725,619
Expenses. Certain deemed distributions of participant loans2022-01-01$58,375
Value of total corrective distributions2022-01-01$60,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,568,177
Value of total assets at end of year2022-01-01$17,764,928
Value of total assets at beginning of year2022-01-01$19,694,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$132,828
Total interest from all sources2022-01-01$18,539
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,150,550
Participant contributions at end of year2022-01-01$455,300
Participant contributions at beginning of year2022-01-01$442,571
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$1,260,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,929,126
Value of net assets at end of year (total assets less liabilities)2022-01-01$17,764,928
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$19,694,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$4,908,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$5,562,206
Value of interest in pooled separate accounts at end of year2022-01-01$12,401,331
Value of interest in pooled separate accounts at beginning of year2022-01-01$13,689,277
Interest on participant loans2022-01-01$18,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-507,752
Net investment gain/loss from pooled separate accounts2022-01-01$-2,030,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$157,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,725,619
Contract administrator fees2022-01-01$132,828
Liabilities. Value of benefit claims payable at end of year2022-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$0
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MANSPERGER, PATERSON & MCMULLIN PLC
Accountancy firm EIN2022-01-01860751928
2021 : WILSON ELECTRIC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,717,875
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,250,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,987,198
Expenses. Certain deemed distributions of participant loans2021-12-31$52,543
Value of total corrective distributions2021-12-31$55,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,197,002
Value of total assets at end of year2021-12-31$19,694,054
Value of total assets at beginning of year2021-12-31$20,226,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$155,580
Total interest from all sources2021-12-31$17,012
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$962,915
Participant contributions at end of year2021-12-31$442,571
Participant contributions at beginning of year2021-12-31$414,570
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,093,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-532,615
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,694,054
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,226,669
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
Investment advisory and management fees2021-12-31$2,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,562,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,805,128
Value of interest in pooled separate accounts at end of year2021-12-31$13,689,277
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,006,971
Interest on participant loans2021-12-31$17,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$686,427
Net investment gain/loss from pooled separate accounts2021-12-31$1,817,434
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$140,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,987,198
Contract administrator fees2021-12-31$153,405
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MANSPERGER, PATERSON & MCMULLIN PLC
Accountancy firm EIN2021-12-31860751928
2020 : WILSON ELECTRIC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,464,761
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,824,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,632,982
Expenses. Certain deemed distributions of participant loans2020-12-31$16,545
Value of total corrective distributions2020-12-31$33,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,248,150
Value of total assets at end of year2020-12-31$20,226,669
Value of total assets at beginning of year2020-12-31$18,586,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$140,879
Total interest from all sources2020-12-31$14,682
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$1,011,594
Participant contributions at end of year2020-12-31$414,570
Participant contributions at beginning of year2020-12-31$383,164
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$90,329
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$1,640,429
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,226,669
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,586,240
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
Investment advisory and management fees2020-12-31$140,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,805,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,609,187
Value of interest in pooled separate accounts at end of year2020-12-31$13,006,971
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,593,889
Interest on participant loans2020-12-31$14,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$585,192
Net investment gain/loss from pooled separate accounts2020-12-31$1,616,737
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$146,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,632,982
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MANSPERGER, PATERSON & MCMULLIN PLC
Accountancy firm EIN2020-12-31860751928
2019 : WILSON ELECTRIC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,970,030
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$540,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$422,220
Expenses. Certain deemed distributions of participant loans2019-12-31$29,541
Value of total corrective distributions2019-12-31$3,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,248,383
Value of total assets at end of year2019-12-31$18,586,240
Value of total assets at beginning of year2019-12-31$15,156,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,218
Total interest from all sources2019-12-31$16,120
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,045,878
Participant contributions at end of year2019-12-31$383,164
Participant contributions at beginning of year2019-12-31$356,861
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,660
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$3,429,859
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,586,240
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,156,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$85,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,609,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,647,679
Value of interest in pooled separate accounts at end of year2019-12-31$11,593,889
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,151,841
Interest on participant loans2019-12-31$16,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$820,315
Net investment gain/loss from pooled separate accounts2019-12-31$1,885,212
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$139,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$422,220
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MANSPERGER, PATERSON & MCMULLIN PLC
Accountancy firm EIN2019-12-31860751928
2018 : WILSON ELECTRIC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$742,702
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,575,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,406,313
Expenses. Certain deemed distributions of participant loans2018-12-31$40,930
Value of total corrective distributions2018-12-31$34,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,548,186
Value of total assets at end of year2018-12-31$15,156,381
Value of total assets at beginning of year2018-12-31$15,988,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$93,008
Total interest from all sources2018-12-31$15,575
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$136,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$136,218
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$896,471
Participant contributions at end of year2018-12-31$356,861
Participant contributions at beginning of year2018-12-31$359,496
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$522,417
Administrative expenses (other) incurred2018-12-31$1,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-832,434
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,156,381
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,988,815
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
Investment advisory and management fees2018-12-31$45,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,647,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,132,403
Value of interest in pooled separate accounts at end of year2018-12-31$9,151,841
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,496,916
Interest on participant loans2018-12-31$15,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-271,674
Net investment gain/loss from pooled separate accounts2018-12-31$-685,603
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$129,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,406,313
Contract administrator fees2018-12-31$45,410
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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 name2018-12-31MANSPERGER, PATERSON & MCMULLIN PLC
Accountancy firm EIN2018-12-31860751928
2017 : WILSON ELECTRIC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,226,657
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$754,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$707,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,156,906
Value of total assets at end of year2017-12-31$15,988,815
Value of total assets at beginning of year2017-12-31$13,516,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,378
Total interest from all sources2017-12-31$12,803
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$122,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$122,365
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$815,981
Participant contributions at end of year2017-12-31$359,496
Participant contributions at beginning of year2017-12-31$394,037
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$225,482
Administrative expenses (other) incurred2017-12-31$2,175
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$2,472,250
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,988,815
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,516,565
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
Investment advisory and management fees2017-12-31$43,022
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,132,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,286,491
Value of interest in pooled separate accounts at end of year2017-12-31$9,496,916
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,836,037
Interest on participant loans2017-12-31$12,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$688,446
Net investment gain/loss from pooled separate accounts2017-12-31$1,246,137
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$115,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$707,029
Contract administrator fees2017-12-31$2,181
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 name2017-12-31MANSPERGER, PATERSON & MCMULLIN PLC
Accountancy firm EIN2017-12-31860751928
2016 : WILSON ELECTRIC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$77
Total income from all sources (including contributions)2016-12-31$1,966,191
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$645,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$602,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,079,826
Value of total assets at end of year2016-12-31$13,516,565
Value of total assets at beginning of year2016-12-31$12,195,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$42,835
Total interest from all sources2016-12-31$13,901
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$102,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$102,083
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$722,247
Participant contributions at end of year2016-12-31$394,037
Participant contributions at beginning of year2016-12-31$432,731
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$249,112
Administrative expenses (other) incurred2016-12-31$1,950
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$1,320,817
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,516,565
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,195,748
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
Investment advisory and management fees2016-12-31$39,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,286,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,162,928
Value of interest in pooled separate accounts at end of year2016-12-31$7,836,037
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,600,166
Interest on participant loans2016-12-31$13,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$160,401
Net investment gain/loss from pooled separate accounts2016-12-31$609,980
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$108,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$602,539
Contract administrator fees2016-12-31$1,724
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$77
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 name2016-12-31MANSPERGER, PATERSON & MCMULLIN PLC
Accountancy firm EIN2016-12-31860751928
2015 : WILSON ELECTRIC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$77
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,129
Total income from all sources (including contributions)2015-12-31$1,222,034
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$930,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$862,670
Expenses. Certain deemed distributions of participant loans2015-12-31$24,573
Value of total corrective distributions2015-12-31$77
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,362,166
Value of total assets at end of year2015-12-31$12,195,825
Value of total assets at beginning of year2015-12-31$11,906,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$42,738
Total interest from all sources2015-12-31$11,021
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$100,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$100,173
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$600,000
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$726,742
Participant contributions at end of year2015-12-31$432,731
Participant contributions at beginning of year2015-12-31$336,442
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$531,497
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$2,025
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$291,976
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,195,748
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,903,772
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
Investment advisory and management fees2015-12-31$38,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,162,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,323,418
Value of interest in pooled separate accounts at end of year2015-12-31$6,600,166
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,247,041
Interest on participant loans2015-12-31$11,021
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-251,326
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$103,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$862,670
Contract administrator fees2015-12-31$1,716
Liabilities. Value of benefit claims payable at end of year2015-12-31$77
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,129
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 name2015-12-31MANSPERGER, PATERSON & MCMULLIN PLC
Accountancy firm EIN2015-12-31860751928
2014 : WILSON ELECTRIC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,390,450
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$687,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$628,311
Expenses. Certain deemed distributions of participant loans2014-12-31$6,371
Value of total corrective distributions2014-12-31$9,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$811,630
Value of total assets at end of year2014-12-31$11,906,901
Value of total assets at beginning of year2014-12-31$11,200,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,575
Total interest from all sources2014-12-31$9,697
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$107,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$107,081
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$600,000
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$704,719
Participant contributions at end of year2014-12-31$336,442
Participant contributions at beginning of year2014-12-31$293,199
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$216
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$2,700
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$703,433
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,903,772
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,200,339
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
Investment advisory and management fees2014-12-31$38,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,323,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,939,267
Value of interest in pooled separate accounts at end of year2014-12-31$6,247,041
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,967,873
Interest on participant loans2014-12-31$9,697
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$462,042
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$106,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$628,311
Contract administrator fees2014-12-31$1,724
Liabilities. Value of benefit claims payable at end of year2014-12-31$3,129
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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 name2014-12-31MANSPERGER, PATERSON & MCMULLIN PLC
Accountancy firm EIN2014-12-31860751928
2013 : WILSON ELECTRIC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,076,277
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$516,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$482,331
Expenses. Certain deemed distributions of participant loans2013-12-31$5,088
Value of total corrective distributions2013-12-31$1,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$795,370
Value of total assets at end of year2013-12-31$11,200,339
Value of total assets at beginning of year2013-12-31$9,640,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,584
Total interest from all sources2013-12-31$9,982
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$600,000
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$657,399
Participant contributions at end of year2013-12-31$293,199
Participant contributions at beginning of year2013-12-31$335,235
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$39,681
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Administrative expenses (other) incurred2013-12-31$2,150
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$1,560,164
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,200,339
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,640,175
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
Investment advisory and management fees2013-12-31$23,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,939,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,083,511
Value of interest in pooled separate accounts at end of year2013-12-31$5,967,873
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,221,429
Interest on participant loans2013-12-31$9,982
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$363,653
Net investment gain/loss from pooled separate accounts2013-12-31$907,272
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$98,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$482,331
Contract administrator fees2013-12-31$1,634
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MANSPERGER, PATERSON & MCMULLIN PLC
Accountancy firm EIN2013-12-31860751928
2012 : WILSON ELECTRIC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,747,875
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,060,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,009,745
Expenses. Certain deemed distributions of participant loans2012-12-31$22,682
Value of total corrective distributions2012-12-31$2,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$761,088
Value of total assets at end of year2012-12-31$9,640,175
Value of total assets at beginning of year2012-12-31$8,953,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,228
Total interest from all sources2012-12-31$9,483
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$90,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$90,147
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$600,000
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$603,837
Participant contributions at end of year2012-12-31$335,235
Participant contributions at beginning of year2012-12-31$282,338
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$61,558
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$2,100
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$687,063
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,640,175
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,953,112
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$22,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,083,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,633,708
Value of interest in pooled separate accounts at end of year2012-12-31$6,221,429
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,037,066
Interest on participant loans2012-12-31$9,483
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$166,949
Net investment gain/loss from pooled separate accounts2012-12-31$720,208
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$95,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,009,745
Contract administrator fees2012-12-31$1,832
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JAMES B WENDT CPA
Accountancy firm EIN2012-12-31860518418
2011 : WILSON ELECTRIC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$761,590
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$996,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$877,870
Expenses. Certain deemed distributions of participant loans2011-12-31$85,170
Value of total corrective distributions2011-12-31$7,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$919,496
Value of total assets at end of year2011-12-31$8,953,112
Value of total assets at beginning of year2011-12-31$9,188,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,073
Total interest from all sources2011-12-31$9,561
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$81,527
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$81,527
Administrative expenses professional fees incurred2011-12-31$4,429
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 period2011-12-31No
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$562,552
Participant contributions at end of year2011-12-31$282,338
Participant contributions at beginning of year2011-12-31$276,478
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$262,407
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-235,036
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,953,112
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,188,148
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
Investment advisory and management fees2011-12-31$20,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,633,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,650,154
Value of interest in pooled separate accounts at end of year2011-12-31$6,037,066
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,261,516
Interest on participant loans2011-12-31$9,561
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-67,160
Net investment gain/loss from pooled separate accounts2011-12-31$-181,834
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$94,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$877,870
Contract administrator fees2011-12-31$1,212
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JAMES B WENDT CPA
Accountancy firm EIN2011-12-31860518418
2010 : WILSON ELECTRIC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,643,356
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,234,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,211,818
Expenses. Certain deemed distributions of participant loans2010-12-31$5,746
Value of total corrective distributions2010-12-31$8,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$680,243
Value of total assets at end of year2010-12-31$9,188,148
Value of total assets at beginning of year2010-12-31$8,779,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,927
Total interest from all sources2010-12-31$8,540
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$2,175
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$565,261
Participant contributions at end of year2010-12-31$276,478
Participant contributions at beginning of year2010-12-31$191,418
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$23,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$408,516
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,188,148
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,779,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,795
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,650,154
Value of interest in pooled separate accounts at end of year2010-12-31$6,261,516
Value of interest in pooled separate accounts at beginning of year2010-12-31$8,588,214
Interest on participant loans2010-12-31$8,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$954,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$91,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,211,818
Contract administrator fees2010-12-31$957
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JAMES B WENDT CPA
Accountancy firm EIN2010-12-31860518418

Form 5500 Responses for WILSON ELECTRIC 401(K) PLAN

2023: WILSON ELECTRIC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WILSON ELECTRIC 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILSON ELECTRIC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILSON ELECTRIC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILSON ELECTRIC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: WILSON ELECTRIC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILSON ELECTRIC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILSON ELECTRIC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILSON ELECTRIC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILSON ELECTRIC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILSON ELECTRIC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILSON ELECTRIC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILSON ELECTRIC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69260
Policy instance 1
Insurance contract or identification number69260
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $11,965
Total amount of fees paid to insurance companyUSD $825
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69260
Policy instance 1
Insurance contract or identification number69260
Number of Individuals Covered380
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $37,103
Total amount of fees paid to insurance companyUSD $2,025
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69260
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69260
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69260
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69260
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69260
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69260
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69260
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69260
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69260
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69260
Policy instance 1

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