401k Plan data: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN plan

FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN
Plan identification number	001

FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

FREDERICK WILDMAN & SONS LIMITED has sponsored the creation of one or more 401k plans.

Company Name: FREDERICK WILDMAN & SONS LIMITED

Employer identification number (EIN): 132587600

NAIC Classification: 424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TINA ORTIZ
001 2016-01-01 JAMES DICICCO 2017-10-13
001 2015-01-01 JAMES DICICCO
001 2014-01-01 OLGA MATSAMAKIS
001 2013-01-01 OLGA MATSAMAKIS
001 2012-01-01 OLGA MATSAMAKIS OLGA MATSAMAKIS 2013-10-10
001 2011-01-01 JAMES DICICCO JAMES DICICCO 2012-10-15
001 2010-01-01 OLGA MATSAMAKIS OLGA MATSAMAKIS 2011-11-16
001 2009-01-01 OLGA SAVIOLAKIS OLGA SAVIOLAKIS 2010-09-15
001 2009-01-01 ROCCO R. LOMBARDO ROCCO R. LOMBARDO 2010-10-29

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TINA ORTIZ
001	2016-01-01		JAMES DICICCO	2017-10-13
001	2015-01-01	JAMES DICICCO
001	2014-01-01	OLGA MATSAMAKIS
001	2013-01-01	OLGA MATSAMAKIS
001	2012-01-01	OLGA MATSAMAKIS	OLGA MATSAMAKIS	2013-10-10
001	2011-01-01	JAMES DICICCO	JAMES DICICCO	2012-10-15
001	2010-01-01	OLGA MATSAMAKIS	OLGA MATSAMAKIS	2011-11-16
001	2009-01-01	OLGA SAVIOLAKIS	OLGA SAVIOLAKIS	2010-09-15
001	2009-01-01	ROCCO R. LOMBARDO	ROCCO R. LOMBARDO	2010-10-29

Plan Statistics for FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN

401k plan membership statisitcs for FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN

Measure Date Value
2022: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 124
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 54
Total of all active and inactive participants 2022-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 178
Number of participants with account balances 2022-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 29
2021: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 138
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 41
Total of all active and inactive participants 2021-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 179
Number of participants with account balances 2021-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 15
2020: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 139
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 63
Total of all active and inactive participants 2020-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 202
Number of participants with account balances 2020-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 25
2019: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 156
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 39
Total of all active and inactive participants 2019-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 195
Number of participants with account balances 2019-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 109
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 35
Total of all active and inactive participants 2018-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 144
Number of participants with account balances 2018-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 117
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 20
Total of all active and inactive participants 2017-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 138
Number of participants with account balances 2017-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 120
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 15
Total of all active and inactive participants 2016-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 135
Number of participants with account balances 2016-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 117
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 133
Number of participants with account balances 2015-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 116
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 20
Total of all active and inactive participants 2014-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 136
Number of participants with account balances 2014-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 117
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 142
Number of participants with account balances 2013-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 115
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 143
Number of participants with account balances 2012-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 116
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 22
Total of all active and inactive participants 2011-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 138
Number of participants with account balances 2011-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 16
2010: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 114
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 35
Total of all active and inactive participants 2010-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 149
Number of participants with account balances 2010-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 11
2009: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 112
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 41
Total of all active and inactive participants 2009-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 153
Number of participants with account balances 2009-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 9

Measure	Date	Value
2022: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	124
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	54
Total of all active and inactive participants	2022-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	178
Number of participants with account balances	2022-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	29
2021: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	138
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	41
Total of all active and inactive participants	2021-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	179
Number of participants with account balances	2021-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	15
2020: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	139
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	63
Total of all active and inactive participants	2020-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	202
Number of participants with account balances	2020-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	25
2019: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	156
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	39
Total of all active and inactive participants	2019-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	195
Number of participants with account balances	2019-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	109
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	35
Total of all active and inactive participants	2018-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	144
Number of participants with account balances	2018-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	117
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	20
Total of all active and inactive participants	2017-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	138
Number of participants with account balances	2017-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	120
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	15
Total of all active and inactive participants	2016-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	135
Number of participants with account balances	2016-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	117
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	133
Number of participants with account balances	2015-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	116
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	20
Total of all active and inactive participants	2014-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	136
Number of participants with account balances	2014-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	117
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	142
Number of participants with account balances	2013-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	115
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	143
Number of participants with account balances	2012-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	116
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	22
Total of all active and inactive participants	2011-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	138
Number of participants with account balances	2011-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	16
2010: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	114
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	35
Total of all active and inactive participants	2010-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	149
Number of participants with account balances	2010-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	11
2009: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	112
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	41
Total of all active and inactive participants	2009-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	153
Number of participants with account balances	2009-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	9

Financial Data on FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-946,572
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,700,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,623,167
Expenses. Certain deemed distributions of participant loans	2022-12-31	$828
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,737,102
Value of total assets at end of year	2022-12-31	$17,483,816
Value of total assets at beginning of year	2022-12-31	$20,131,076
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$76,693
Total interest from all sources	2022-12-31	$8,767
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$312,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$312,103
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,533,743
Participant contributions at end of year	2022-12-31	$179,438
Participant contributions at beginning of year	2022-12-31	$150,148
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$813,668
Other income not declared elsewhere	2022-12-31	$8,725
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	$-2,647,260
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,483,816
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,131,076
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	$44,379
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$17,280,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$19,884,174
Interest on participant loans	2022-12-31	$8,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,013,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$389,691
Employer contributions (assets) at end of year	2022-12-31	$23,875
Employer contributions (assets) at beginning of year	2022-12-31	$96,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,623,167
Contract administrator fees	2022-12-31	$32,314
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	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2022-12-31	134008324
2021 : FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,676,376
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,256,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,220,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,462,379
Value of total assets at end of year	2021-12-31	$20,131,076
Value of total assets at beginning of year	2021-12-31	$15,711,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$35,920
Total interest from all sources	2021-12-31	$9,051
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$211,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$211,638
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,732,786
Participant contributions at end of year	2021-12-31	$150,148
Participant contributions at beginning of year	2021-12-31	$140,823
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,216,813
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	$4,419,894
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$20,131,076
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,711,182
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	$1,797
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$19,884,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,497,186
Interest on participant loans	2021-12-31	$9,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,993,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$512,780
Employer contributions (assets) at end of year	2021-12-31	$96,754
Employer contributions (assets) at beginning of year	2021-12-31	$73,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,220,562
Contract administrator fees	2021-12-31	$34,123
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	PRICE WATERHOUSE COOPERS
Accountancy firm EIN	2021-12-31	134008324
2020 : FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,288,588
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,758,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,729,668
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$431
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,983,006
Value of total assets at end of year	2020-12-31	$15,638,317
Value of total assets at beginning of year	2020-12-31	$15,107,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$28,138
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$12,655
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$182,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$182,686
Administrative expenses professional fees incurred	2020-12-31	$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$1,211,479
Participant contributions at end of year	2020-12-31	$141,130
Participant contributions at beginning of year	2020-12-31	$293,442
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$44,413
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$294,967
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$2,845
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$530,351
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,638,317
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,107,966
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$21,478
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$15,497,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,910,395
Interest on participant loans	2020-12-31	$12,655
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,735,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,106,447
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$949
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$476,560
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$124,434
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,729,668
Contract administrator fees	2020-12-31	$6,660
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PRICE WATERHOUSE COOPERS
Accountancy firm EIN	2020-12-31	134008324
2019 : FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,792,145
Total income from all sources (including contributions)	2019-12-31	$4,792,145
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,106,551
Total of all expenses incurred	2019-12-31	$2,106,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,071,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,071,511
Value of total corrective distributions	2019-12-31	$11,043
Value of total corrective distributions	2019-12-31	$11,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,096,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,096,693
Value of total assets at end of year	2019-12-31	$14,998,522
Value of total assets at end of year	2019-12-31	$14,998,522
Value of total assets at beginning of year	2019-12-31	$12,312,928
Value of total assets at beginning of year	2019-12-31	$12,312,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,997
Total interest from all sources	2019-12-31	$14,904
Total interest from all sources	2019-12-31	$14,904
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$183,490
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$183,490
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
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$183,490
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$183,490
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,195,499
Contributions received from participants	2019-12-31	$1,195,499
Participant contributions at end of year	2019-12-31	$293,442
Participant contributions at end of year	2019-12-31	$293,442
Participant contributions at beginning of year	2019-12-31	$247,277
Participant contributions at beginning of year	2019-12-31	$247,277
Participant contributions at end of year	2019-12-31	$44,413
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$534,342
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$534,342
Other income not declared elsewhere	2019-12-31	$14
Other income not declared elsewhere	2019-12-31	$14
Administrative expenses (other) incurred	2019-12-31	$23,997
Administrative expenses (other) incurred	2019-12-31	$23,997
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	$2,685,594
Value of net income/loss	2019-12-31	$2,685,594
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,998,522
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,998,522
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,312,928
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,312,928
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	$12,968,012
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,968,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,903,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,903,181
Interest on participant loans	2019-12-31	$14,904
Interest on participant loans	2019-12-31	$14,904
Value of interest in common/collective trusts at end of year	2019-12-31	$1,737,068
Value of interest in common/collective trusts at end of year	2019-12-31	$1,737,068
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,162,470
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,162,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,449,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,449,509
Net investment gain or loss from common/collective trusts	2019-12-31	$47,535
Net investment gain or loss from common/collective trusts	2019-12-31	$47,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
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	$366,852
Contributions received in cash from employer	2019-12-31	$366,852
Employer contributions (assets) at end of year	2019-12-31	$124,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,071,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,071,511
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
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	FUNARO & CO. P.C.
Accountancy firm name	2019-12-31	FUNARO & CO. P.C.
Accountancy firm EIN	2019-12-31	132871428
Accountancy firm EIN	2019-12-31	132871428
2018 : FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$715,892
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,329,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,302,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,322,360
Value of total assets at end of year	2018-12-31	$12,312,928
Value of total assets at beginning of year	2018-12-31	$15,926,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$26,778
Total interest from all sources	2018-12-31	$10,237
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$177,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$177,291
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$971,588
Participant contributions at end of year	2018-12-31	$247,277
Participant contributions at beginning of year	2018-12-31	$194,575
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$98,672
Other income not declared elsewhere	2018-12-31	$5
Administrative expenses (other) incurred	2018-12-31	$26,778
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	$-3,613,834
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,312,928
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,926,762
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	$10,903,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,865,475
Interest on participant loans	2018-12-31	$10,237
Value of interest in common/collective trusts at end of year	2018-12-31	$1,162,470
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,866,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-834,244
Net investment gain or loss from common/collective trusts	2018-12-31	$40,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
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
Contributions received in cash from employer	2018-12-31	$252,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,302,948
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	FUNARO & CO, P.C.
Accountancy firm EIN	2018-12-31	132871428
2017 : FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,541,308
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,033,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,005,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,092,742
Value of total assets at end of year	2017-12-31	$15,926,762
Value of total assets at beginning of year	2017-12-31	$13,418,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$27,548
Total interest from all sources	2017-12-31	$9,428
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$181,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$181,943
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$909,556
Participant contributions at end of year	2017-12-31	$194,575
Participant contributions at beginning of year	2017-12-31	$213,444
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$5,593
Other income not declared elsewhere	2017-12-31	$165
Administrative expenses (other) incurred	2017-12-31	$27,548
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	$2,508,043
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,926,762
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,418,719
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 registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,865,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$12,063,178
Interest on participant loans	2017-12-31	$9,428
Value of interest in common/collective trusts at end of year	2017-12-31	$1,866,712
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,142,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,228,131
Net investment gain or loss from common/collective trusts	2017-12-31	$28,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
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
Contributions received in cash from employer	2017-12-31	$177,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,005,717
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	FUNARO & CO., P.C.
Accountancy firm EIN	2017-12-31	132871428
2016 : FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,149,310
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,154,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,129,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,083,929
Value of total assets at end of year	2016-12-31	$13,418,719
Value of total assets at beginning of year	2016-12-31	$13,424,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$25,035
Total interest from all sources	2016-12-31	$11,186
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$190,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$190,478
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
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$873,485
Participant contributions at end of year	2016-12-31	$213,444
Participant contributions at beginning of year	2016-12-31	$275,892
Other income not declared elsewhere	2016-12-31	$-82
Administrative expenses (other) incurred	2016-12-31	$25,035
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	$-5,344
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,418,719
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,424,063
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 registered invesment companies (eg mutual funds) at end of year	2016-12-31	$12,063,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$12,824,025
Interest on participant loans	2016-12-31	$11,186
Value of interest in common/collective trusts at end of year	2016-12-31	$1,142,097
Value of interest in common/collective trusts at beginning of year	2016-12-31	$324,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$847,180
Net investment gain or loss from common/collective trusts	2016-12-31	$16,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
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
Contributions received in cash from employer	2016-12-31	$210,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,129,619
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	FUNARO & CO., P.C.
Accountancy firm EIN	2016-12-31	132871428
2015 : FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,001,313
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,404,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,371,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,006,928
Value of total assets at end of year	2015-12-31	$13,424,063
Value of total assets at beginning of year	2015-12-31	$14,827,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$33,681
Total interest from all sources	2015-12-31	$14,577
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$177,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$177,102
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
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$803,534
Participant contributions at end of year	2015-12-31	$275,892
Participant contributions at beginning of year	2015-12-31	$300,970
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$4,515
Other income not declared elsewhere	2015-12-31	$-205,797
Administrative expenses (other) incurred	2015-12-31	$33,681
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	$-1,403,459
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,424,063
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$14,827,522
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$12,824,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$14,140,719
Interest on participant loans	2015-12-31	$14,577
Value of interest in common/collective trusts at end of year	2015-12-31	$324,146
Value of interest in common/collective trusts at beginning of year	2015-12-31	$385,833
Net investment gain or loss from common/collective trusts	2015-12-31	$8,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
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	$198,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,371,091
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
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	FUNARO & CO., P.C.
Accountancy firm EIN	2015-12-31	132871428
2014 : FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,111,377
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,526,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,485,223
Value of total corrective distributions	2014-12-31	$3,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,091,625
Value of total assets at end of year	2014-12-31	$14,827,522
Value of total assets at beginning of year	2014-12-31	$14,243,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$38,185
Total interest from all sources	2014-12-31	$15,143
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$503,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$503,635
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
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$791,244
Participant contributions at end of year	2014-12-31	$300,970
Participant contributions at beginning of year	2014-12-31	$315,526
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$84,537
Other income not declared elsewhere	2014-12-31	$24
Administrative expenses (other) incurred	2014-12-31	$38,185
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	$584,512
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$14,827,522
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$14,243,010
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$14,140,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,046,190
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$15,143
Value of interest in common/collective trusts at end of year	2014-12-31	$385,833
Value of interest in common/collective trusts at beginning of year	2014-12-31	$881,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$488,147
Net investment gain or loss from common/collective trusts	2014-12-31	$12,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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	$215,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,485,223
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
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	FUNARO & CO., P.C.
Accountancy firm EIN	2014-12-31	132871428
2013 : FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,556,795
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,020,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$988,519
Value of total corrective distributions	2013-12-31	$11,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$892,230
Value of total assets at end of year	2013-12-31	$14,243,010
Value of total assets at beginning of year	2013-12-31	$11,706,879
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$20,657
Total interest from all sources	2013-12-31	$13,166
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$166,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$153,738
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	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$697,238
Participant contributions at end of year	2013-12-31	$315,526
Participant contributions at beginning of year	2013-12-31	$245,381
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,909
Other income not declared elsewhere	2013-12-31	$794
Administrative expenses (other) incurred	2013-12-31	$20,657
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	$2,536,131
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,243,010
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$11,706,879
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$13,046,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,452,622
Value of interest in pooled separate accounts at end of year	2013-12-31	$881,294
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$9,741,203
Interest on participant loans	2013-12-31	$13,166
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$267,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,483,556
Net investment gain or loss from common/collective trusts	2013-12-31	$664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
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	$191,083
Income. Dividends from common stock	2013-12-31	$12,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$988,519
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	2013-12-31	Yes
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
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	FUNARO & CO., P.C.
Accountancy firm EIN	2013-12-31	132871428
2012 : FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,457,677
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,122,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,072,839
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$32,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$971,195
Value of total assets at end of year	2012-12-31	$11,706,879
Value of total assets at beginning of year	2012-12-31	$10,372,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$17,791
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$21,480
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$10,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$10,692
Administrative expenses professional fees incurred	2012-12-31	$0
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
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$0
Contributions received from participants	2012-12-31	$702,179
Participant contributions at end of year	2012-12-31	$245,381
Participant contributions at beginning of year	2012-12-31	$300,341
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$73,228
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$52,398
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$1,334,878
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$11,706,879
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,372,001
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,452,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,261,978
Value of interest in pooled separate accounts at end of year	2012-12-31	$9,741,203
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$8,500,973
Interest on participant loans	2012-12-31	$15,118
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$6,362
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$267,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$308,709
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$210,205
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,191,707
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
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
Contributions received in cash from employer	2012-12-31	$195,788
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,072,839
Contract administrator fees	2012-12-31	$17,791
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
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	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
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	FUNARO & CO.,P.C.
Accountancy firm EIN	2012-12-31	132871428
2011 : FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$787,852
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$999,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$965,156
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$5,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$923,852
Value of total assets at end of year	2011-12-31	$10,372,001
Value of total assets at beginning of year	2011-12-31	$10,583,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$28,644
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$22,234
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$14,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$14,038
Administrative expenses professional fees incurred	2011-12-31	$0
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
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$0
Contributions received from participants	2011-12-31	$718,172
Participant contributions at end of year	2011-12-31	$300,341
Participant contributions at beginning of year	2011-12-31	$233,675
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$23,673
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$603
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-211,746
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,372,001
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,583,747
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,261,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,381,457
Value of interest in pooled separate accounts at end of year	2011-12-31	$8,500,973
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$7,663,472
Interest on participant loans	2011-12-31	$13,774
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$8,460
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$308,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$305,143
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-65,782
Net investment gain/loss from pooled separate accounts	2011-12-31	$-107,093
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
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	$182,007
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$965,156
Contract administrator fees	2011-12-31	$28,644
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
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
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
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	Unqualified
Accountancy firm name	2011-12-31	FUNARO & CO
Accountancy firm EIN	2011-12-31	132871428
2010 : FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,581,969
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$170,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$120,417
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$19,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,249,193
Value of total assets at end of year	2010-12-31	$10,583,747
Value of total assets at beginning of year	2010-12-31	$8,172,383
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$30,393
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$21,796
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$21,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$21,534
Administrative expenses professional fees incurred	2010-12-31	$0
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
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$0
Contributions received from participants	2010-12-31	$741,536
Participant contributions at end of year	2010-12-31	$233,675
Participant contributions at beginning of year	2010-12-31	$128,621
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$322,269
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$870
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$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	2010-12-31	No
Value of net income/loss	2010-12-31	$2,411,364
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,583,747
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,172,383
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2010-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,381,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,930,873
Value of interest in pooled separate accounts at end of year	2010-12-31	$7,663,472
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$5,834,742
Interest on participant loans	2010-12-31	$11,599
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$10,197
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$305,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$278,147
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$271,826
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,016,750
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
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	$185,388
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$120,417
Contract administrator fees	2010-12-31	$30,393
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
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
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
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	FUNARO & CO., PC
Accountancy firm EIN	2010-12-31	132871428
2009 : FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT 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

Form 5500 Responses for FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN

2022: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

444804

Policy instance

Insurance contract or identification number	444804
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-19
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

444804

Policy instance

Insurance contract or identification number	444804
Number of Individuals Covered	143
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,393
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1393
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	A & A BENEFIT CONSULTANTS INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

444804

Policy instance

Insurance contract or identification number	444804
Number of Individuals Covered	138
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $14,745
Total amount of fees paid to insurance company	USD $4,209
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

444804

Policy instance

Insurance contract or identification number	444804
Number of Individuals Covered	149
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $13,889
Total amount of fees paid to insurance company	USD $3,719
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	FREDERICK WILDMAN & SONS LIMITED
Employer identification number (EIN):	132587600
NAIC Classification:	424800