WICOR AMERICAS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE WICOR AMERICAS GROUP PENSION PLAN
Measure | Date | Value |
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2022: THE WICOR AMERICAS GROUP PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 17,068,240 |
Acturial value of plan assets | 2022-12-31 | 16,399,353 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 8,106,770 |
Number of terminated vested participants | 2022-12-31 | 52 |
Fundng target for terminated vested participants | 2022-12-31 | 2,352,097 |
Active participant vested funding target | 2022-12-31 | 4,457,800 |
Number of active participants | 2022-12-31 | 90 |
Total funding liabilities for active participants | 2022-12-31 | 4,457,800 |
Total participant count | 2022-12-31 | 210 |
Total funding target for all participants | 2022-12-31 | 14,916,667 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 9,175 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 9,175 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 9,856 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 210 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 69 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 48 |
Total of all active and inactive participants | 2022-01-01 | 199 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 7 |
Total participants | 2022-01-01 | 206 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE WICOR AMERICAS GROUP PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 17,293,519 |
Acturial value of plan assets | 2021-12-31 | 15,583,860 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 7,457,058 |
Number of terminated vested participants | 2021-12-31 | 59 |
Fundng target for terminated vested participants | 2021-12-31 | 3,213,141 |
Active participant vested funding target | 2021-12-31 | 4,458,786 |
Number of active participants | 2021-12-31 | 96 |
Total funding liabilities for active participants | 2021-12-31 | 4,458,786 |
Total participant count | 2021-12-31 | 213 |
Total funding target for all participants | 2021-12-31 | 15,128,985 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 201,379 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 193,341 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 8,038 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 9,175 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 213 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 90 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 61 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 52 |
Total of all active and inactive participants | 2021-01-01 | 203 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 7 |
Total participants | 2021-01-01 | 210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE WICOR AMERICAS GROUP PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 16,619,233 |
Acturial value of plan assets | 2020-12-31 | 15,611,200 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 7,276,116 |
Number of terminated vested participants | 2020-12-31 | 70 |
Fundng target for terminated vested participants | 2020-12-31 | 3,694,177 |
Active participant vested funding target | 2020-12-31 | 5,154,593 |
Number of active participants | 2020-12-31 | 105 |
Total funding liabilities for active participants | 2020-12-31 | 5,154,593 |
Total participant count | 2020-12-31 | 222 |
Total funding target for all participants | 2020-12-31 | 16,124,886 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 98,398 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 98,221 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 177 |
Present value of excess contributions | 2020-12-31 | 174,309 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 201,161 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 201,161 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 201,379 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 715,065 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 193,341 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 193,341 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 222 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 51 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 59 |
Total of all active and inactive participants | 2020-01-01 | 206 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 7 |
Total participants | 2020-01-01 | 213 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE WICOR AMERICAS GROUP PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 14,114,609 |
Acturial value of plan assets | 2019-12-31 | 14,611,033 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 6,600,982 |
Number of terminated vested participants | 2019-12-31 | 78 |
Fundng target for terminated vested participants | 2019-12-31 | 4,184,857 |
Active participant vested funding target | 2019-12-31 | 5,479,232 |
Number of active participants | 2019-12-31 | 111 |
Total funding liabilities for active participants | 2019-12-31 | 5,479,232 |
Total participant count | 2019-12-31 | 230 |
Total funding target for all participants | 2019-12-31 | 16,265,071 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 285,649 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 183,477 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 102,172 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 98,398 |
Total employer contributions | 2019-12-31 | 428,700 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 397,039 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 1,752,436 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 320,951 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 98,221 |
Additional cash requirement | 2019-12-31 | 222,730 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 397,039 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 230 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 42 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 70 |
Total of all active and inactive participants | 2019-01-01 | 217 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 5 |
Total participants | 2019-01-01 | 222 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE WICOR AMERICAS GROUP PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 20,380,267 |
Acturial value of plan assets | 2018-12-31 | 18,985,691 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 10,646,773 |
Number of terminated vested participants | 2018-12-31 | 76 |
Fundng target for terminated vested participants | 2018-12-31 | 3,796,661 |
Active participant vested funding target | 2018-12-31 | 5,297,224 |
Number of active participants | 2018-12-31 | 120 |
Total funding liabilities for active participants | 2018-12-31 | 5,297,224 |
Total participant count | 2018-12-31 | 387 |
Total funding target for all participants | 2018-12-31 | 19,740,658 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 357,711 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 114,957 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 242,754 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 285,649 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 1,040,623 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 183,477 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 183,477 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 387 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 111 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 37 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 78 |
Total of all active and inactive participants | 2018-01-01 | 226 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 230 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE WICOR AMERICAS GROUP PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 18,892,575 |
Acturial value of plan assets | 2017-12-31 | 19,509,942 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 10,014,321 |
Number of terminated vested participants | 2017-12-31 | 78 |
Fundng target for terminated vested participants | 2017-12-31 | 4,072,787 |
Active participant vested funding target | 2017-12-31 | 5,765,178 |
Number of active participants | 2017-12-31 | 129 |
Total funding liabilities for active participants | 2017-12-31 | 5,765,178 |
Total participant count | 2017-12-31 | 395 |
Total funding target for all participants | 2017-12-31 | 19,852,286 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 332,972 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 332,972 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 357,712 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 700,055 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 114,957 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 114,957 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 395 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 120 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 174 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 76 |
Total of all active and inactive participants | 2017-01-01 | 370 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 17 |
Total participants | 2017-01-01 | 387 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE WICOR AMERICAS GROUP PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 19,612,993 |
Acturial value of plan assets | 2016-12-31 | 21,030,517 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 9,902,489 |
Number of terminated vested participants | 2016-12-31 | 108 |
Fundng target for terminated vested participants | 2016-12-31 | 4,115,993 |
Active participant vested funding target | 2016-12-31 | 6,175,628 |
Number of active participants | 2016-12-31 | 142 |
Total funding liabilities for active participants | 2016-12-31 | 6,175,628 |
Total participant count | 2016-12-31 | 426 |
Total funding target for all participants | 2016-12-31 | 20,194,110 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 344,555 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 344,555 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 332,972 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 412 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 129 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 175 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 78 |
Total of all active and inactive participants | 2016-01-01 | 382 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 13 |
Total participants | 2016-01-01 | 395 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE WICOR AMERICAS GROUP PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 426 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 139 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 170 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 90 |
Total of all active and inactive participants | 2015-01-01 | 399 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 13 |
Total participants | 2015-01-01 | 412 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE WICOR AMERICAS GROUP PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 486 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 142 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 176 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 108 |
Total of all active and inactive participants | 2014-01-01 | 426 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 426 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: THE WICOR AMERICAS GROUP PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 494 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 148 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 166 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 172 |
Total of all active and inactive participants | 2013-01-01 | 486 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 486 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE WICOR AMERICAS GROUP PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 510 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 175 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 144 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 175 |
Total of all active and inactive participants | 2012-01-01 | 494 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 494 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE WICOR AMERICAS GROUP PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 505 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 192 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 125 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 184 |
Total of all active and inactive participants | 2011-01-01 | 501 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 9 |
Total participants | 2011-01-01 | 510 |
2010: THE WICOR AMERICAS GROUP PENSION PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 516 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 213 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 117 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 165 |
Total of all active and inactive participants | 2010-01-01 | 495 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 10 |
Total participants | 2010-01-01 | 505 |
Number of participants with account balances | 2010-01-01 | 0 |
2009: THE WICOR AMERICAS GROUP PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 532 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 222 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 119 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 175 |
Total of all active and inactive participants | 2009-01-01 | 516 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 516 |
Number of participants with account balances | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2022 : THE WICOR AMERICAS GROUP PENSION PLAN 2022 401k financial data |
---|
Total income from all sources (including contributions) | 2022-12-31 | $-3,355,901 |
Total of all expenses incurred | 2022-12-31 | $1,697,074 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,631,053 |
Value of total assets at end of year | 2022-12-31 | $12,015,265 |
Value of total assets at beginning of year | 2022-12-31 | $17,068,240 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $66,021 |
Total interest from all sources | 2022-12-31 | $2,012 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $103,507 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $86,523 |
Other income not declared elsewhere | 2022-12-31 | $-2,295,312 |
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 | $-5,052,975 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,015,265 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,068,240 |
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 |
Investment advisory and management fees | 2022-12-31 | $66,021 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,088,834 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,965,975 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,244,290 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $3,567,568 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $218,099 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $51,652 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $51,652 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $2,012 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-469,165 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-593,436 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,631,053 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $9,360,535 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $10,396,522 |
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 | BOIVIN & ASSOCIATES, CPAS PLLC |
Accountancy firm EIN | 2022-12-31 | 271516157 |
2021 : THE WICOR AMERICAS GROUP PENSION PLAN 2021 401k financial data |
---|
Total income from all sources (including contributions) | 2021-12-31 | $1,310,424 |
Total of all expenses incurred | 2021-12-31 | $1,535,702 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,454,812 |
Value of total assets at end of year | 2021-12-31 | $17,068,240 |
Value of total assets at beginning of year | 2021-12-31 | $17,293,518 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $80,890 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
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 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $86,523 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $65,394 |
Other income not declared elsewhere | 2021-12-31 | $-197,164 |
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 | $-225,278 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,068,240 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,293,518 |
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 |
Investment advisory and management fees | 2021-12-31 | $55,508 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,965,975 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,755,946 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $3,567,568 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $6,131,785 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $51,652 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $200,195 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $200,195 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,507,588 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
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 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,454,812 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $10,396,522 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $8,140,198 |
Contract administrator fees | 2021-12-31 | $25,382 |
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 | BOIVIN & ASSOCIATES, CPAS PLLC |
Accountancy firm EIN | 2021-12-31 | 271516157 |
2020 : THE WICOR AMERICAS GROUP PENSION PLAN 2020 401k financial data |
---|
Total income from all sources (including contributions) | 2020-12-31 | $2,324,217 |
Total of all expenses incurred | 2020-12-31 | $1,649,253 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,554,656 |
Value of total assets at end of year | 2020-12-31 | $17,293,518 |
Value of total assets at beginning of year | 2020-12-31 | $16,618,554 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $94,597 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $65,394 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $75,826 |
Other income not declared elsewhere | 2020-12-31 | $1,008,495 |
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 | $674,964 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $17,293,518 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,618,554 |
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 |
Investment advisory and management fees | 2020-12-31 | $45,387 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,755,946 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,478,772 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $6,131,785 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $5,505,598 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $200,195 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $52,924 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $52,924 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,315,722 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
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 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $391,700 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,554,656 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $8,140,198 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $8,113,734 |
Contract administrator fees | 2020-12-31 | $49,210 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | BOIVIN & ASSOCIATES, CPAS PLLC |
Accountancy firm EIN | 2020-12-31 | 271516157 |
2019 : THE WICOR AMERICAS GROUP PENSION PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $866,185 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $866,185 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $866,185 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $866,185 |
Total income from all sources (including contributions) | 2019-12-31 | $3,592,948 |
Total income from all sources (including contributions) | 2019-12-31 | $3,592,948 |
Total loss/gain on sale of assets | 2019-12-31 | $11,460 |
Total loss/gain on sale of assets | 2019-12-31 | $11,460 |
Total of all expenses incurred | 2019-12-31 | $1,209,059 |
Total of all expenses incurred | 2019-12-31 | $1,209,059 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,147,812 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,147,812 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $428,700 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $428,700 |
Value of total assets at end of year | 2019-12-31 | $16,618,554 |
Value of total assets at end of year | 2019-12-31 | $16,618,554 |
Value of total assets at beginning of year | 2019-12-31 | $14,234,665 |
Value of total assets at beginning of year | 2019-12-31 | $14,234,665 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $61,247 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $61,247 |
Total interest from all sources | 2019-12-31 | $328,290 |
Total interest from all sources | 2019-12-31 | $328,290 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $75,826 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $75,826 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $53,386 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $53,386 |
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 |
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 | $2,383,889 |
Value of net income/loss | 2019-12-31 | $2,383,889 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $16,618,554 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $16,618,554 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,234,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,234,665 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $2,478,772 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,478,772 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,025,364 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,025,364 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $5,505,598 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $5,505,598 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $6,043,649 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $6,043,649 |
Interest earned on other investments | 2019-12-31 | $85,922 |
Interest earned on other investments | 2019-12-31 | $85,922 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $52,924 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $52,924 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $42,904 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $42,904 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $42,904 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $42,904 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $242,368 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $242,368 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,958,313 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,958,313 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 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 |
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 | $428,700 |
Contributions received in cash from employer | 2019-12-31 | $428,700 |
Employer contributions (assets) at end of year | 2019-12-31 | $391,700 |
Employer contributions (assets) at end of year | 2019-12-31 | $391,700 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $66,670 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $66,670 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,147,812 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,147,812 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $8,113,734 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $8,113,734 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $6,002,692 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $6,002,692 |
Contract administrator fees | 2019-12-31 | $61,247 |
Contract administrator fees | 2019-12-31 | $61,247 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $1,290,184 |
Aggregate proceeds on sale of assets | 2019-12-31 | $1,290,184 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $1,278,724 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $1,278,724 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BOIVIN & ASSOCIATES, CPAS PLLC |
Accountancy firm name | 2019-12-31 | BOIVIN & ASSOCIATES, CPAS PLLC |
Accountancy firm EIN | 2019-12-31 | 271516157 |
Accountancy firm EIN | 2019-12-31 | 271516157 |
2018 : THE WICOR AMERICAS GROUP PENSION PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-1,072,069 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-1,072,069 |
Total income from all sources (including contributions) | 2018-12-31 | $-530,922 |
Total of all expenses incurred | 2018-12-31 | $5,614,680 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,563,174 |
Value of total assets at end of year | 2018-12-31 | $14,234,665 |
Value of total assets at beginning of year | 2018-12-31 | $20,380,267 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $51,506 |
Total interest from all sources | 2018-12-31 | $508,042 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $53,386 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $33,105 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-6,145,602 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $14,234,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $20,380,267 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,025,364 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,349,598 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $6,043,649 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $16,030,669 |
Income. Interest from US Government securities | 2018-12-31 | $508,042 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $42,904 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Employer contributions (assets) at end of year | 2018-12-31 | $66,670 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,563,174 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $6,002,692 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $0 |
Contract administrator fees | 2018-12-31 | $51,506 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BOIVIN & ASSOCIATES, CPAS PLLC |
Accountancy firm EIN | 2018-12-31 | 271516157 |
2017 : THE WICOR AMERICAS GROUP PENSION PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $3,236,784 |
Total of all expenses incurred | 2017-12-31 | $1,749,092 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,698,308 |
Value of total assets at end of year | 2017-12-31 | $20,380,267 |
Value of total assets at beginning of year | 2017-12-31 | $18,892,575 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $50,784 |
Total interest from all sources | 2017-12-31 | $188 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | 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 | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,487,692 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $20,380,267 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $18,892,575 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $20,380,267 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $18,892,575 |
Interest earned on other investments | 2017-12-31 | $188 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $3,236,596 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,698,308 |
Contract administrator fees | 2017-12-31 | $50,784 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BOIVIN & ASSOCIATES, CPAS PLLC |
Accountancy firm EIN | 2017-12-31 | 271516157 |
2016 : THE WICOR AMERICAS GROUP PENSION PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $1,484,531 |
Total of all expenses incurred | 2016-12-31 | $2,204,949 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,099,634 |
Value of total assets at end of year | 2016-12-31 | $18,892,575 |
Value of total assets at beginning of year | 2016-12-31 | $19,612,993 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $105,315 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-720,418 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $18,892,575 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $19,612,993 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $18,892,575 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $12,643,630 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $282,938 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $282,938 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $1,484,531 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,099,634 |
Contract administrator fees | 2016-12-31 | $105,315 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $6,686,425 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BOIVIN & ASSOCIATES, CPAS PLLC |
Accountancy firm EIN | 2016-12-31 | 271516157 |
2015 : THE WICOR AMERICAS GROUP PENSION PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-1,403,962 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-1,403,962 |
Total income from all sources (including contributions) | 2015-12-31 | $-585,577 |
Total loss/gain on sale of assets | 2015-12-31 | $608,668 |
Total of all expenses incurred | 2015-12-31 | $1,605,190 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,468,100 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $19,612,993 |
Value of total assets at beginning of year | 2015-12-31 | $21,803,760 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $137,090 |
Total interest from all sources | 2015-12-31 | $100,070 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $6,174 |
Other income not declared elsewhere | 2015-12-31 | $2,047 |
Administrative expenses (other) incurred | 2015-12-31 | $11,408 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-2,190,767 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $19,612,993 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $21,803,760 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $125,682 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $12,643,630 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $13,501,413 |
Interest earned on other investments | 2015-12-31 | $339 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $282,938 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $333,325 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $333,325 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $99,731 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $107,600 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $0 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $628,400 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,468,100 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $6,686,425 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $7,334,448 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $3,565,455 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $2,956,787 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BOIVIN & ASSOCIATES, CPAS, PLLC |
Accountancy firm EIN | 2015-12-31 | 271516157 |
2014 : THE WICOR AMERICAS GROUP PENSION PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $234,493 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $234,493 |
Total income from all sources (including contributions) | 2014-12-31 | $2,684,754 |
Total loss/gain on sale of assets | 2014-12-31 | $578,959 |
Total of all expenses incurred | 2014-12-31 | $2,778,214 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,646,445 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,077,100 |
Value of total assets at end of year | 2014-12-31 | $21,803,760 |
Value of total assets at beginning of year | 2014-12-31 | $21,897,220 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $131,769 |
Total interest from all sources | 2014-12-31 | $6,174 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $11,669 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $6,174 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $3,992 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-93,460 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $21,803,760 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $21,897,220 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $69,445 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $13,501,413 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $14,776,650 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $333,325 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $222,726 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $222,726 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $6,174 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $788,028 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,077,100 |
Employer contributions (assets) at end of year | 2014-12-31 | $628,400 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $337,304 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,646,445 |
Contract administrator fees | 2014-12-31 | $50,655 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $7,334,448 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $6,556,548 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $578,959 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BOIVIN & ASSOCIATES, CPAS, PLLC |
Accountancy firm EIN | 2014-12-31 | 271516157 |
2013 : THE WICOR AMERICAS GROUP PENSION PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,605,363 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,605,363 |
Total income from all sources (including contributions) | 2013-12-31 | $4,884,304 |
Total loss/gain on sale of assets | 2013-12-31 | $34,525 |
Total of all expenses incurred | 2013-12-31 | $2,262,026 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,145,883 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $410,104 |
Value of total assets at end of year | 2013-12-31 | $21,897,220 |
Value of total assets at beginning of year | 2013-12-31 | $19,274,942 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $116,143 |
Total interest from all sources | 2013-12-31 | $1,774 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $74,281 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $106,192 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $3,992 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $2,219 |
Administrative expenses (other) incurred | 2013-12-31 | $1,092 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,622,278 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $21,897,220 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $19,274,942 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $8,859 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $14,776,650 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $14,197,667 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $222,726 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $670,997 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $670,997 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1,774 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $2,758,257 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $410,104 |
Employer contributions (assets) at end of year | 2013-12-31 | $337,304 |
Income. Dividends from common stock | 2013-12-31 | $74,281 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,145,883 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $6,556,548 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $4,404,059 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $2,650,551 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $2,616,026 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BOIVIN & ASSOCIATES, CPAS, PLLC |
Accountancy firm EIN | 2013-12-31 | 271516157 |
2012 : THE WICOR AMERICAS GROUP PENSION PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $445,151 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $445,151 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $93,601 |
Total income from all sources (including contributions) | 2012-12-31 | $2,419,202 |
Total loss/gain on sale of assets | 2012-12-31 | $-279,231 |
Total of all expenses incurred | 2012-12-31 | $1,550,692 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,438,950 |
Value of total assets at end of year | 2012-12-31 | $19,274,942 |
Value of total assets at beginning of year | 2012-12-31 | $18,500,033 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $111,742 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $117,088 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $2,219 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $3,402 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $93,601 |
Administrative expenses (other) incurred | 2012-12-31 | $111,742 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $868,510 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $19,274,942 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $18,406,432 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $14,197,667 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $13,598,451 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $670,997 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $831,229 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $831,229 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $2,136,194 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Income. Dividends from common stock | 2012-12-31 | $117,088 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,438,950 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $4,404,059 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $4,066,951 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $1,037,484 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $1,316,715 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BOIVIN & ASSOCIATES, CPAS, PLLC |
Accountancy firm EIN | 2012-12-31 | 271516157 |
2011 : THE WICOR AMERICAS GROUP PENSION PLAN 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $93,601 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $63,714 |
Total income from all sources (including contributions) | 2011-12-31 | $-226,133 |
Total of all expenses incurred | 2011-12-31 | $1,700,334 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,592,886 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $18,500,033 |
Value of total assets at beginning of year | 2011-12-31 | $20,396,613 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $107,448 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $3,402 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,191 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $93,601 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $63,714 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,926,467 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $18,406,432 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $20,332,899 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $13,598,451 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $15,419,532 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $831,229 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $560,501 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $560,501 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-226,133 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,592,886 |
Contract administrator fees | 2011-12-31 | $107,448 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $4,066,951 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $4,413,389 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BOIVIN & ASSOCIATES, CPAS, PLLC |
Accountancy firm EIN | 2011-12-31 | 271516157 |
2010 : THE WICOR AMERICAS GROUP PENSION PLAN 2010 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $63,714 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $123,904 |
Total income from all sources (including contributions) | 2010-12-31 | $4,115,848 |
Total of all expenses incurred | 2010-12-31 | $1,243,555 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,148,474 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,740,000 |
Value of total assets at end of year | 2010-12-31 | $20,396,613 |
Value of total assets at beginning of year | 2010-12-31 | $17,584,510 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $95,081 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,191 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $3,746 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $63,714 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $123,904 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,872,293 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $20,332,899 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $17,460,606 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $15,419,532 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $13,220,661 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $560,501 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $843,806 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $843,806 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $2,375,848 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,740,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,148,474 |
Contract administrator fees | 2010-12-31 | $95,081 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $4,413,389 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $3,516,297 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BOIVIN & ASSOCIATES, CPAS, PLLC |
Accountancy firm EIN | 2010-12-31 | 271516157 |
2009 : THE WICOR AMERICAS GROUP PENSION PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |