401k Plan data: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN plan

WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan Name	WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN
Plan identification number	001

WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

UACJ AUTOMOTIVE WHITEHALL INDUSTRIES INC has sponsored the creation of one or more 401k plans.

Company Name: UACJ AUTOMOTIVE WHITEHALL INDUSTRIES INC

Employer identification number (EIN): 812008793

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-04-01 JEREMY JOHNSON 2023-10-06
001 2021-04-01 JEREMY JOHNSON 2022-12-28
001 2020-04-01 JEREMY JOHNSON 2022-01-12
001 2019-04-01 RON LABODA 2020-10-07
001 2019-04-01 RON LABODA 2020-09-24
001 2018-04-01 RON LABODA 2019-10-03
001 2017-04-01
001 2016-04-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-04-01	JEREMY JOHNSON	2023-10-06
001	2021-04-01	JEREMY JOHNSON	2022-12-28
001	2020-04-01	JEREMY JOHNSON	2022-01-12
001	2019-04-01	RON LABODA	2020-10-07
001	2019-04-01	RON LABODA	2020-09-24
001	2018-04-01	RON LABODA	2019-10-03
001	2017-04-01
001	2016-04-01

Plan Statistics for WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2022: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 870
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 720
Number of other retired or separated participants entitled to future benefits 2022-04-01 297
Total of all active and inactive participants 2022-04-01 1,017
Total participants 2022-04-01 1,017
Number of participants with account balances 2022-04-01 1,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 55
2021: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 858
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 751
Number of retired or separated participants receiving benefits 2021-04-01 0
Number of other retired or separated participants entitled to future benefits 2021-04-01 266
Total of all active and inactive participants 2021-04-01 1,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 1,017
Number of participants with account balances 2021-04-01 1,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 48
2020: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 826
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 710
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 148
Total of all active and inactive participants 2020-04-01 858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 858
Number of participants with account balances 2020-04-01 858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 5
2019: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 768
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 680
Number of retired or separated participants receiving benefits 2019-04-01 0
Number of other retired or separated participants entitled to future benefits 2019-04-01 140
Total of all active and inactive participants 2019-04-01 820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 820
Number of participants with account balances 2019-04-01 820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 42
2018: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 756
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 656
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 112
Total of all active and inactive participants 2018-04-01 768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 768
Number of participants with account balances 2018-04-01 768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 85
2017: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 682
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 647
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 109
Total of all active and inactive participants 2017-04-01 756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 756
Number of participants with account balances 2017-04-01 756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 82
2016: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 407
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 598
Number of other retired or separated participants entitled to future benefits 2016-04-01 84
Total of all active and inactive participants 2016-04-01 682
Total participants 2016-04-01 682
Number of participants with account balances 2016-04-01 645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 62

Measure	Date	Value
2022: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	870
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	720
Number of other retired or separated participants entitled to future benefits	2022-04-01	297
Total of all active and inactive participants	2022-04-01	1,017
Total participants	2022-04-01	1,017
Number of participants with account balances	2022-04-01	1,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	55
2021: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	858
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	751
Number of retired or separated participants receiving benefits	2021-04-01	0
Number of other retired or separated participants entitled to future benefits	2021-04-01	266
Total of all active and inactive participants	2021-04-01	1,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	1,017
Number of participants with account balances	2021-04-01	1,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	48
2020: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	826
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	710
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	148
Total of all active and inactive participants	2020-04-01	858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	858
Number of participants with account balances	2020-04-01	858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	5
2019: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	768
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	680
Number of retired or separated participants receiving benefits	2019-04-01	0
Number of other retired or separated participants entitled to future benefits	2019-04-01	140
Total of all active and inactive participants	2019-04-01	820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	820
Number of participants with account balances	2019-04-01	820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	42
2018: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	756
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	656
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	112
Total of all active and inactive participants	2018-04-01	768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	768
Number of participants with account balances	2018-04-01	768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	85
2017: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	682
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	647
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	109
Total of all active and inactive participants	2017-04-01	756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	756
Number of participants with account balances	2017-04-01	756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	82
2016: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	407
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	598
Number of other retired or separated participants entitled to future benefits	2016-04-01	84
Total of all active and inactive participants	2016-04-01	682
Total participants	2016-04-01	682
Number of participants with account balances	2016-04-01	645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	62

Financial Data on WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN

Measure	Date	Value
2022 : WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-629,672
Total of all expenses incurred	2022-12-31	$2,378,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,330,831
Expenses. Certain deemed distributions of participant loans	2022-12-31	$17,178
Value of total corrective distributions	2022-12-31	$2,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,842,152
Value of total assets at end of year	2022-12-31	$26,332,069
Value of total assets at beginning of year	2022-12-31	$29,339,746
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,075
Total interest from all sources	2022-12-31	$19,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,798,171
Participant contributions at end of year	2022-12-31	$643,431
Participant contributions at beginning of year	2022-12-31	$597,399
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$16,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,007,677
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$26,332,069
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$29,339,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$25,688,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$28,742,347
Interest on participant loans	2022-12-31	$19,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,491,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,027,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,330,831
Contract administrator fees	2022-12-31	$27,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	UHY LLP
Accountancy firm EIN	2022-12-31	200694403
Total income from all sources (including contributions)	2022-03-31	$3,817,769
Total of all expenses incurred	2022-03-31	$2,792,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-03-31	$2,657,502
Expenses. Certain deemed distributions of participant loans	2022-03-31	$105,487
Value of total corrective distributions	2022-03-31	$2,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-03-31	$2,772,364
Value of total assets at end of year	2022-03-31	$29,339,746
Value of total assets at beginning of year	2022-03-31	$28,314,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-03-31	$26,967
Total interest from all sources	2022-03-31	$27,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-03-31	No
Was this plan covered by a fidelity bond	2022-03-31	Yes
Value of fidelity bond cover	2022-03-31	$500,000
If this is an individual account plan, was there a blackout period	2022-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-03-31	No
Contributions received from participants	2022-03-31	$1,932,066
Participant contributions at end of year	2022-03-31	$597,399
Participant contributions at beginning of year	2022-03-31	$639,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-03-31	No
Value of net income/loss	2022-03-31	$1,025,267
Value of net assets at end of year (total assets less liabilities)	2022-03-31	$29,339,746
Value of net assets at beginning of year (total assets less liabilities)	2022-03-31	$28,314,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-03-31	No
Were any leases to which the plan was party in default or uncollectible	2022-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-03-31	$28,742,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-03-31	$27,675,124
Interest on participant loans	2022-03-31	$27,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-03-31	$1,018,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-03-31	No
Was there a failure to transmit to the plan any participant contributions	2022-03-31	No
Has the plan failed to provide any benefit when due under the plan	2022-03-31	No
Contributions received in cash from employer	2022-03-31	$840,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-03-31	$2,657,502
Contract administrator fees	2022-03-31	$26,967
Did the plan have assets held for investment	2022-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-03-31	No
Opinion of an independent qualified public accountant for this plan	2022-03-31	Unqualified
Accountancy firm name	2022-03-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2022-03-31	382088116
2021 : WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-03-31	$10,367,589
Total of all expenses incurred	2021-03-31	$1,871,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-03-31	$1,835,370
Expenses. Certain deemed distributions of participant loans	2021-03-31	$17,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-03-31	$1,396,191
Value of total assets at end of year	2021-03-31	$28,314,479
Value of total assets at beginning of year	2021-03-31	$19,818,628
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-03-31	$19,030
Total interest from all sources	2021-03-31	$27,085
Total dividends received (eg from common stock, registered investment company shares)	2021-03-31	$1,083,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-03-31	$1,083,563
Was this plan covered by a fidelity bond	2021-03-31	Yes
Value of fidelity bond cover	2021-03-31	$500,000
If this is an individual account plan, was there a blackout period	2021-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-03-31	No
Contributions received from participants	2021-03-31	$1,205,279
Participant contributions at end of year	2021-03-31	$639,355
Participant contributions at beginning of year	2021-03-31	$702,681
Income. Received or receivable in cash from other sources (including rollovers)	2021-03-31	$190,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-03-31	No
Value of net income/loss	2021-03-31	$8,495,851
Value of net assets at end of year (total assets less liabilities)	2021-03-31	$28,314,479
Value of net assets at beginning of year (total assets less liabilities)	2021-03-31	$19,818,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-03-31	No
Were any leases to which the plan was party in default or uncollectible	2021-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-03-31	$27,675,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-03-31	$19,115,947
Interest on participant loans	2021-03-31	$27,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-03-31	$7,860,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-03-31	No
Was there a failure to transmit to the plan any participant contributions	2021-03-31	No
Has the plan failed to provide any benefit when due under the plan	2021-03-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-03-31	$1,835,370
Contract administrator fees	2021-03-31	$19,030
Did the plan have assets held for investment	2021-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-03-31	No
Opinion of an independent qualified public accountant for this plan	2021-03-31	Disclaimer
Accountancy firm name	2021-03-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2021-03-31	382088116
2020 : WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-03-31	$285,567
Total income from all sources (including contributions)	2020-03-31	$285,567
Total of all expenses incurred	2020-03-31	$1,284,133
Total of all expenses incurred	2020-03-31	$1,284,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-03-31	$1,264,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-03-31	$1,264,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-03-31	$1,362,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-03-31	$1,362,648
Value of total assets at end of year	2020-03-31	$19,818,628
Value of total assets at end of year	2020-03-31	$19,818,628
Value of total assets at beginning of year	2020-03-31	$20,817,194
Value of total assets at beginning of year	2020-03-31	$20,817,194
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-03-31	$19,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-03-31	$19,148
Total interest from all sources	2020-03-31	$31,837
Total interest from all sources	2020-03-31	$31,837
Total dividends received (eg from common stock, registered investment company shares)	2020-03-31	$1,051,605
Total dividends received (eg from common stock, registered investment company shares)	2020-03-31	$1,051,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-03-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-03-31	$1,051,605
Total dividends received from registered investment company shares (eg mutual funds)	2020-03-31	$1,051,605
Was this plan covered by a fidelity bond	2020-03-31	Yes
Was this plan covered by a fidelity bond	2020-03-31	Yes
Value of fidelity bond cover	2020-03-31	$500,000
Value of fidelity bond cover	2020-03-31	$500,000
If this is an individual account plan, was there a blackout period	2020-03-31	No
If this is an individual account plan, was there a blackout period	2020-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-03-31	No
Contributions received from participants	2020-03-31	$1,196,596
Contributions received from participants	2020-03-31	$1,196,596
Participant contributions at end of year	2020-03-31	$702,681
Participant contributions at end of year	2020-03-31	$702,681
Participant contributions at beginning of year	2020-03-31	$615,903
Participant contributions at beginning of year	2020-03-31	$615,903
Income. Received or receivable in cash from other sources (including rollovers)	2020-03-31	$132,124
Income. Received or receivable in cash from other sources (including rollovers)	2020-03-31	$132,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-03-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-03-31	No
Value of net income/loss	2020-03-31	$-998,566
Value of net income/loss	2020-03-31	$-998,566
Value of net assets at end of year (total assets less liabilities)	2020-03-31	$19,818,628
Value of net assets at end of year (total assets less liabilities)	2020-03-31	$19,818,628
Value of net assets at beginning of year (total assets less liabilities)	2020-03-31	$20,817,194
Value of net assets at beginning of year (total assets less liabilities)	2020-03-31	$20,817,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-03-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-03-31	No
Were any leases to which the plan was party in default or uncollectible	2020-03-31	No
Were any leases to which the plan was party in default or uncollectible	2020-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-03-31	$19,115,947
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-03-31	$19,115,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-03-31	$19,659,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-03-31	$19,659,516
Interest on participant loans	2020-03-31	$31,837
Interest on participant loans	2020-03-31	$31,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-03-31	$-2,160,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-03-31	$-2,160,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-03-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-03-31	No
Was there a failure to transmit to the plan any participant contributions	2020-03-31	No
Was there a failure to transmit to the plan any participant contributions	2020-03-31	No
Has the plan failed to provide any benefit when due under the plan	2020-03-31	No
Has the plan failed to provide any benefit when due under the plan	2020-03-31	No
Contributions received in cash from employer	2020-03-31	$33,928
Contributions received in cash from employer	2020-03-31	$33,928
Employer contributions (assets) at beginning of year	2020-03-31	$541,775
Employer contributions (assets) at beginning of year	2020-03-31	$541,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-03-31	$1,264,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-03-31	$1,264,985
Contract administrator fees	2020-03-31	$19,148
Contract administrator fees	2020-03-31	$19,148
Did the plan have assets held for investment	2020-03-31	Yes
Did the plan have assets held for investment	2020-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-03-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-03-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-03-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2020-03-31	Disclaimer
Accountancy firm name	2020-03-31	BRICKLEY DELONG, PC
Accountancy firm name	2020-03-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2020-03-31	382088116
Accountancy firm EIN	2020-03-31	382088116
2019 : WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-03-31	$3,140,165
Total of all expenses incurred	2019-03-31	$765,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-03-31	$742,542
Expenses. Certain deemed distributions of participant loans	2019-03-31	$4,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-03-31	$1,608,706
Value of total assets at end of year	2019-03-31	$20,817,194
Value of total assets at beginning of year	2019-03-31	$18,442,054
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-03-31	$18,275
Total interest from all sources	2019-03-31	$23,038
Total dividends received (eg from common stock, registered investment company shares)	2019-03-31	$1,314,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-03-31	$1,314,008
Was this plan covered by a fidelity bond	2019-03-31	Yes
Value of fidelity bond cover	2019-03-31	$500,000
If this is an individual account plan, was there a blackout period	2019-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-03-31	No
Contributions received from participants	2019-03-31	$1,048,102
Participant contributions at end of year	2019-03-31	$615,903
Participant contributions at beginning of year	2019-03-31	$472,650
Income. Received or receivable in cash from other sources (including rollovers)	2019-03-31	$16,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-31	No
Value of net income/loss	2019-03-31	$2,375,140
Value of net assets at end of year (total assets less liabilities)	2019-03-31	$20,817,194
Value of net assets at beginning of year (total assets less liabilities)	2019-03-31	$18,442,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-03-31	No
Were any leases to which the plan was party in default or uncollectible	2019-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-03-31	$19,659,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-03-31	$17,478,380
Interest on participant loans	2019-03-31	$23,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-03-31	$194,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-03-31	No
Was there a failure to transmit to the plan any participant contributions	2019-03-31	No
Has the plan failed to provide any benefit when due under the plan	2019-03-31	No
Contributions received in cash from employer	2019-03-31	$543,830
Employer contributions (assets) at end of year	2019-03-31	$541,775
Employer contributions (assets) at beginning of year	2019-03-31	$491,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-03-31	$742,542
Contract administrator fees	2019-03-31	$18,275
Did the plan have assets held for investment	2019-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-03-31	Disclaimer
Accountancy firm name	2019-03-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2019-03-31	382088116
2018 : WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-03-31	$3,339,396
Total of all expenses incurred	2018-03-31	$882,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-03-31	$879,645
Expenses. Certain deemed distributions of participant loans	2018-03-31	$2,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-03-31	$1,436,318
Value of total assets at end of year	2018-03-31	$18,442,054
Value of total assets at beginning of year	2018-03-31	$15,985,021
Total interest from all sources	2018-03-31	$15,410
Total dividends received (eg from common stock, registered investment company shares)	2018-03-31	$922,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-03-31	$922,734
Was this plan covered by a fidelity bond	2018-03-31	Yes
Value of fidelity bond cover	2018-03-31	$500,000
If this is an individual account plan, was there a blackout period	2018-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-03-31	No
Contributions received from participants	2018-03-31	$926,932
Participant contributions at end of year	2018-03-31	$472,650
Participant contributions at beginning of year	2018-03-31	$374,204
Income. Received or receivable in cash from other sources (including rollovers)	2018-03-31	$7,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-03-31	No
Value of net income/loss	2018-03-31	$2,457,033
Value of net assets at end of year (total assets less liabilities)	2018-03-31	$18,442,054
Value of net assets at beginning of year (total assets less liabilities)	2018-03-31	$15,985,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-03-31	No
Were any leases to which the plan was party in default or uncollectible	2018-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-03-31	$17,478,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-03-31	$15,176,203
Interest on participant loans	2018-03-31	$15,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-03-31	$964,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-03-31	No
Was there a failure to transmit to the plan any participant contributions	2018-03-31	No
Has the plan failed to provide any benefit when due under the plan	2018-03-31	No
Contributions received in cash from employer	2018-03-31	$501,645
Employer contributions (assets) at end of year	2018-03-31	$491,024
Employer contributions (assets) at beginning of year	2018-03-31	$434,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-03-31	$879,645
Did the plan have assets held for investment	2018-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-03-31	Disclaimer
Accountancy firm name	2018-03-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2018-03-31	382088116
2017 : WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-03-31	$3,185,470
Total of all expenses incurred	2017-03-31	$800,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-03-31	$790,126
Expenses. Certain deemed distributions of participant loans	2017-03-31	$1,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-03-31	$1,380,186
Value of total assets at end of year	2017-03-31	$15,985,021
Value of total assets at beginning of year	2017-03-31	$13,599,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-03-31	$8,829
Total interest from all sources	2017-03-31	$13,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-03-31	No
Was this plan covered by a fidelity bond	2017-03-31	Yes
Value of fidelity bond cover	2017-03-31	$500,000
If this is an individual account plan, was there a blackout period	2017-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-03-31	No
Contributions received from participants	2017-03-31	$790,497
Participant contributions at end of year	2017-03-31	$374,204
Participant contributions at beginning of year	2017-03-31	$378,935
Income. Received or receivable in cash from other sources (including rollovers)	2017-03-31	$148,838
Administrative expenses (other) incurred	2017-03-31	$8,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-31	No
Value of net income/loss	2017-03-31	$2,385,221
Value of net assets at end of year (total assets less liabilities)	2017-03-31	$15,985,021
Value of net assets at beginning of year (total assets less liabilities)	2017-03-31	$13,599,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-03-31	No
Were any leases to which the plan was party in default or uncollectible	2017-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-03-31	$15,176,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-03-31	$12,937,315
Interest on participant loans	2017-03-31	$13,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-03-31	$1,791,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-03-31	No
Was there a failure to transmit to the plan any participant contributions	2017-03-31	No
Has the plan failed to provide any benefit when due under the plan	2017-03-31	No
Contributions received in cash from employer	2017-03-31	$440,851
Employer contributions (assets) at end of year	2017-03-31	$434,614
Employer contributions (assets) at beginning of year	2017-03-31	$283,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-03-31	$790,126
Did the plan have assets held for investment	2017-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-03-31	Disclaimer
Accountancy firm name	2017-03-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2017-03-31	382088116

Form 5500 Responses for WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN

2022: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	Yes
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: WHITEHALL INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	UACJ AUTOMOTIVE WHITEHALL INDUSTRIES INC
Employer identification number (EIN):	812008793
NAIC Classification:	339900