401k Plan data: EMERALD TRANSFORMER 401(K) PLAN plan

EMERALD TRANSFORMER 401(K) PLAN 401k Plan overview

Plan Name	EMERALD TRANSFORMER 401(K) PLAN
Plan identification number	001

EMERALD TRANSFORMER 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VPG TRANSFORMERS GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name: VPG TRANSFORMERS GROUP LLC

Employer identification number (EIN): 900997749

NAIC Classification: 335310

Additional information about VPG TRANSFORMERS GROUP LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5352362

More information about VPG TRANSFORMERS GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERALD TRANSFORMER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 TARA EVANS, FOR TAG RESOURCES
001 2023-01-01
001 2023-01-01 TARA EVANS, FOR TAG RESOURCES
001 2022-01-01
001 2022-01-01 MEREDITH ALLRED
001 2021-01-01
001 2021-01-01 MEREDITH ALLRED
001 2020-01-01
001 2019-07-01

Plan Statistics for EMERALD TRANSFORMER 401(K) PLAN

401k plan membership statisitcs for EMERALD TRANSFORMER 401(K) PLAN

Measure Date Value
2023: EMERALD TRANSFORMER 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 331
Number of retired or separated participants receiving benefits 2023-01-01 8
Number of other retired or separated participants entitled to future benefits 2023-01-01 51
Total of all active and inactive participants 2023-01-01 390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 390
Number of participants with account balances 2023-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: EMERALD TRANSFORMER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 320
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 258
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 55
Total of all active and inactive participants 2022-01-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 314
Number of participants with account balances 2022-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 22
2021: EMERALD TRANSFORMER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 332
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 229
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 90
Total of all active and inactive participants 2021-01-01 319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 319
Number of participants with account balances 2021-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: EMERALD TRANSFORMER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 227
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 104
Total of all active and inactive participants 2020-01-01 331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 331
Number of participants with account balances 2020-01-01 278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 16
2019: EMERALD TRANSFORMER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 409
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 235
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 59
Total of all active and inactive participants 2019-07-01 294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 294
Number of participants with account balances 2019-07-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 12

Measure	Date	Value
2023: EMERALD TRANSFORMER 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	331
Number of retired or separated participants receiving benefits	2023-01-01	8
Number of other retired or separated participants entitled to future benefits	2023-01-01	51
Total of all active and inactive participants	2023-01-01	390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	390
Number of participants with account balances	2023-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: EMERALD TRANSFORMER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	320
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	258
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	55
Total of all active and inactive participants	2022-01-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	314
Number of participants with account balances	2022-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	22
2021: EMERALD TRANSFORMER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	332
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	229
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	90
Total of all active and inactive participants	2021-01-01	319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	319
Number of participants with account balances	2021-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: EMERALD TRANSFORMER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	227
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	104
Total of all active and inactive participants	2020-01-01	331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	331
Number of participants with account balances	2020-01-01	278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	16
2019: EMERALD TRANSFORMER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	409
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	235
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	59
Total of all active and inactive participants	2019-07-01	294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	294
Number of participants with account balances	2019-07-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	12

Financial Data on EMERALD TRANSFORMER 401(K) PLAN

Measure	Date	Value
2023 : EMERALD TRANSFORMER 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$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	$1,775,748
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$803,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$754,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,134,303
Value of total assets at end of year	2023-12-31	$6,295,955
Value of total assets at beginning of year	2023-12-31	$5,323,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$49,255
Total interest from all sources	2023-12-31	$1,085
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$786,789
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$15,703
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$53,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$972,263
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$6,295,955
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$5,323,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$16,873
Value of interest in pooled separate accounts at end of year	2023-12-31	$6,184,720
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$0
Interest earned on other investments	2023-12-31	$1,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$5,302,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$5,302,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$106,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$0
Net investment gain/loss from pooled separate accounts	2023-12-31	$640,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$293,708
Employer contributions (assets) at end of year	2023-12-31	$5,051
Employer contributions (assets) at beginning of year	2023-12-31	$5,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$754,230
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	2023-12-31	Yes
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	COULTER & JUSTUS
Accountancy firm EIN	2023-12-31	621532536
Total unrealized appreciation/depreciation of assets	2023-01-01	$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	$1,775,748
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$803,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$754,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$1,134,303
Value of total assets at end of year	2023-01-01	$6,295,955
Value of total assets at beginning of year	2023-01-01	$5,323,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$49,255
Total interest from all sources	2023-01-01	$1,085
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$786,789
Participant contributions at end of year	2023-01-01	$0
Participant contributions at beginning of year	2023-01-01	$15,703
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$53,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$972,263
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$6,295,955
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$5,323,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$16,873
Value of interest in pooled separate accounts at end of year	2023-01-01	$6,184,720
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$0
Interest earned on other investments	2023-01-01	$1,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$106,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$0
Net investment gain/loss from pooled separate accounts	2023-01-01	$640,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$293,708
Employer contributions (assets) at end of year	2023-01-01	$5,051
Employer contributions (assets) at beginning of year	2023-01-01	$5,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$754,230
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	2023-01-01	Yes
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	COULTER & JUSTUS
Accountancy firm EIN	2023-01-01	621532536
2022 : EMERALD TRANSFORMER 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$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	$479,273
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,141,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,108,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,344,983
Value of total assets at end of year	2022-12-31	$5,323,692
Value of total assets at beginning of year	2022-12-31	$5,985,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,783
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$68,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$68,252
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	$826,279
Participant contributions at end of year	2022-12-31	$15,703
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$212,103
Other income not declared elsewhere	2022-12-31	$40,089
Administrative expenses (other) incurred	2022-12-31	$32,783
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	$-662,206
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,323,692
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,985,898
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 beginning of year	2022-12-31	$1,782,220
Value of interest in common/collective trusts at beginning of year	2022-12-31	$4,198,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$5,302,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-412,293
Net investment gain or loss from common/collective trusts	2022-12-31	$-561,758
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	$306,601
Employer contributions (assets) at end of year	2022-12-31	$5,936
Employer contributions (assets) at beginning of year	2022-12-31	$5,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,108,696
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	FORVIS
Accountancy firm EIN	2022-12-31	440160260
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total transfer of assets to this plan	2022-01-01	$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	$479,273
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$1,141,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$1,108,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$1,344,983
Value of total assets at end of year	2022-01-01	$5,323,692
Value of total assets at beginning of year	2022-01-01	$5,985,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$32,783
Total interest from all sources	2022-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$68,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$68,252
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$826,279
Participant contributions at end of year	2022-01-01	$15,703
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$212,103
Other income not declared elsewhere	2022-01-01	$40,089
Administrative expenses (other) incurred	2022-01-01	$32,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-662,206
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$5,323,692
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$5,985,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$1,782,220
Value of interest in common/collective trusts at beginning of year	2022-01-01	$4,198,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$5,302,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-412,293
Net investment gain or loss from common/collective trusts	2022-01-01	$-561,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$306,601
Employer contributions (assets) at end of year	2022-01-01	$5,936
Employer contributions (assets) at beginning of year	2022-01-01	$5,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$1,108,696
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	FORVIS
Accountancy firm EIN	2022-01-01	440160260
2021 : EMERALD TRANSFORMER 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$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	$1,798,618
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$943,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$905,101
Value of total corrective distributions	2021-12-31	$5,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,114,499
Value of total assets at end of year	2021-12-31	$5,985,898
Value of total assets at beginning of year	2021-12-31	$5,130,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$32,619
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$181,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$181,433
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$808,142
Participant contributions at beginning of year	2021-12-31	$17,980
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,962
Other income not declared elsewhere	2021-12-31	$39,833
Administrative expenses (other) incurred	2021-12-31	$32,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$855,050
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,985,898
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,130,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,782,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,546,164
Value of interest in common/collective trusts at end of year	2021-12-31	$4,198,570
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,562,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$77,317
Net investment gain or loss from common/collective trusts	2021-12-31	$385,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$300,395
Employer contributions (assets) at end of year	2021-12-31	$5,108
Employer contributions (assets) at beginning of year	2021-12-31	$4,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$905,101
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS
Accountancy firm EIN	2021-12-31	440160260
2020 : EMERALD TRANSFORMER 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$1,832,234
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,274,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,240,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,190,117
Value of total assets at end of year	2020-12-31	$5,130,848
Value of total assets at beginning of year	2020-12-31	$4,572,963
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$34,293
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$72,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$72,766
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$458,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$874,179
Participant contributions at end of year	2020-12-31	$17,980
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$96,732
Other income not declared elsewhere	2020-12-31	$36,651
Administrative expenses (other) incurred	2020-12-31	$34,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$557,885
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,130,848
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,572,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,546,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,360,360
Value of interest in common/collective trusts at end of year	2020-12-31	$3,562,565
Value of interest in common/collective trusts at beginning of year	2020-12-31	$3,212,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$183,056
Net investment gain or loss from common/collective trusts	2020-12-31	$349,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$219,206
Employer contributions (assets) at end of year	2020-12-31	$4,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,240,056
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BKD LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : EMERALD TRANSFORMER 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$4,500,587
Total transfer of assets from this plan	2019-12-31	$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	$1,000,385
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$928,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$907,005
Value of total corrective distributions	2019-12-31	$333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$701,764
Value of total assets at end of year	2019-12-31	$4,572,963
Value of total assets at beginning of year	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$20,671
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$77,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$77,941
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$502,055
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$16,076
Other income not declared elsewhere	2019-12-31	$11,655
Administrative expenses (other) incurred	2019-12-31	$20,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$72,376
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,572,963
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,360,360
Value of interest in common/collective trusts at end of year	2019-12-31	$3,212,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$22,745
Net investment gain or loss from common/collective trusts	2019-12-31	$186,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$183,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$907,005
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No

Form 5500 Responses for EMERALD TRANSFORMER 401(K) PLAN

2023: EMERALD TRANSFORMER 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: EMERALD TRANSFORMER 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EMERALD TRANSFORMER 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EMERALD TRANSFORMER 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EMERALD TRANSFORMER 401(K) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	First time form 5500 has been submitted	Yes
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932540-00231

Policy instance

Insurance contract or identification number	932540-00231
Number of Individuals Covered	228
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Potentially related plans

EMERALD TRANSFORMER EMPLOYEE BENEFIT PLAN [EIN = 204402032]

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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.
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Company Name:	VPG TRANSFORMERS GROUP LLC
Employer identification number (EIN):	900997749
NAIC Classification:	335310

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5352362

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	TARA EVANS, FOR TAG RESOURCES
001	2023-01-01
001	2023-01-01	TARA EVANS, FOR TAG RESOURCES
001	2022-01-01
001	2022-01-01	MEREDITH ALLRED
001	2021-01-01
001	2021-01-01	MEREDITH ALLRED
001	2020-01-01
001	2019-07-01