401k Plan data: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN plan

WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN
Plan identification number	001

WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

WHEATON INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WHEATON INDUSTRIES, INC.

Employer identification number (EIN): 205739745

NAIC Classification: 327210

Additional information about WHEATON INDUSTRIES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1975-04-23

Company Identification Number: 474565

Legal Registered Office Address: 2600 NINTH ST. N.

ST. PETERSBURG

More information about WHEATON INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 JENNY STAMM
001 2016-01-01 STEFAN BAECHLE
001 2015-01-01 STEFAN BAECHLE
001 2014-01-01 THOMAS KOHUT THOMAS KOHUT 2015-10-14
001 2013-01-01 THOMAS KOHUT
001 2012-01-01 MICHAEL R. EYLER, SR.
001 2011-01-01 DANINE FREEMAN
001 2009-01-01 DANINE S. FREEMAN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01	JENNY STAMM
001	2016-01-01	STEFAN BAECHLE
001	2015-01-01	STEFAN BAECHLE
001	2014-01-01	THOMAS KOHUT	THOMAS KOHUT	2015-10-14
001	2013-01-01	THOMAS KOHUT
001	2012-01-01	MICHAEL R. EYLER, SR.
001	2011-01-01	DANINE FREEMAN
001	2009-01-01	DANINE S. FREEMAN

Plan Statistics for WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN

Measure Date Value
2018: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 153
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 120
Total of all active and inactive participants 2018-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 273
Number of participants with account balances 2018-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 21
2017: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 144
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 97
Total of all active and inactive participants 2017-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 242
Number of participants with account balances 2017-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 23
2016: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 154
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 73
Total of all active and inactive participants 2016-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 227
Number of participants with account balances 2016-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 37
2015: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 171
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 44
Total of all active and inactive participants 2015-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 215
Number of participants with account balances 2015-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 24
2014: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 165
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 74
Total of all active and inactive participants 2014-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 239
Number of participants with account balances 2014-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 26
2013: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 154
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 56
Total of all active and inactive participants 2013-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 210
Number of participants with account balances 2013-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 10
2012: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 143
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 45
Total of all active and inactive participants 2012-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 188
Number of participants with account balances 2012-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 141
Number of retired or separated participants receiving benefits 2011-01-01 39
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 180
Number of participants with account balances 2011-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2009: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 141
Number of retired or separated participants receiving benefits 2009-01-01 61
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 202
Number of participants with account balances 2009-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2018: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	153
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	120
Total of all active and inactive participants	2018-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	273
Number of participants with account balances	2018-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	21
2017: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	144
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	97
Total of all active and inactive participants	2017-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	242
Number of participants with account balances	2017-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	23
2016: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	154
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	73
Total of all active and inactive participants	2016-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	227
Number of participants with account balances	2016-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	37
2015: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	171
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	44
Total of all active and inactive participants	2015-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	215
Number of participants with account balances	2015-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	24
2014: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	165
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	74
Total of all active and inactive participants	2014-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	239
Number of participants with account balances	2014-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	26
2013: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	154
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	56
Total of all active and inactive participants	2013-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	210
Number of participants with account balances	2013-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	10
2012: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	143
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	45
Total of all active and inactive participants	2012-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	188
Number of participants with account balances	2012-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	141
Number of retired or separated participants receiving benefits	2011-01-01	39
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	180
Number of participants with account balances	2011-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2009: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	141
Number of retired or separated participants receiving benefits	2009-01-01	61
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	202
Number of participants with account balances	2009-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2018 : WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$17,981,436
Total transfer of assets from this plan	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	$18,624
Total income from all sources (including contributions)	2018-12-31	$329,235
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,092,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,033,457
Expenses. Certain deemed distributions of participant loans	2018-12-31	$37,025
Value of total corrective distributions	2018-12-31	$17,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,159,949
Value of total assets at end of year	2018-12-31	$27,151,514
Value of total assets at beginning of year	2018-12-31	$9,952,289
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,237
Total interest from all sources	2018-12-31	$14,647
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$519,250
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	$519,250
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	$577,008
Participant contributions at end of year	2018-12-31	$312,295
Participant contributions at beginning of year	2018-12-31	$263,460
Participant contributions at beginning of year	2018-12-31	$18,502
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$3,356
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$17,981,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$18,624
Administrative expenses (other) incurred	2018-12-31	$5,237
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	$-763,587
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$27,151,514
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,933,665
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	$8,718,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,538,912
Interest on participant loans	2018-12-31	$14,647
Value of interest in common/collective trusts at end of year	2018-12-31	$139,274
Value of interest in common/collective trusts at beginning of year	2018-12-31	$109,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,366,426
Net investment gain or loss from common/collective trusts	2018-12-31	$1,815
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	$579,585
Employer contributions (assets) at beginning of year	2018-12-31	$21,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,033,457
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	SCHNEIDER DOWNS & COMPANY, INC.
Accountancy firm EIN	2018-12-31	251408703
2017 : WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$18,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$18,960
Total income from all sources (including contributions)	2017-12-31	$2,600,501
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$750,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$745,675
Expenses. Certain deemed distributions of participant loans	2017-12-31	$220
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,148,620
Value of total assets at end of year	2017-12-31	$9,952,289
Value of total assets at beginning of year	2017-12-31	$8,102,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,715
Total interest from all sources	2017-12-31	$9,569
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$388,292
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	$388,292
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	$485,715
Participant contributions at end of year	2017-12-31	$263,460
Participant contributions at beginning of year	2017-12-31	$204,783
Participant contributions at end of year	2017-12-31	$18,502
Participant contributions at beginning of year	2017-12-31	$15,649
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$83,611
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$4,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$18,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$18,960
Administrative expenses (other) incurred	2017-12-31	$4,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,849,891
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,933,665
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,083,774
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	$9,538,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,759,239
Interest on participant loans	2017-12-31	$9,569
Value of interest in common/collective trusts at end of year	2017-12-31	$109,669
Value of interest in common/collective trusts at beginning of year	2017-12-31	$98,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,052,905
Net investment gain or loss from common/collective trusts	2017-12-31	$1,115
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	$579,294
Employer contributions (assets) at end of year	2017-12-31	$21,746
Employer contributions (assets) at beginning of year	2017-12-31	$20,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$745,675
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	SCHNEIDER DOWNS & COMPANY, INC.
Accountancy firm EIN	2017-12-31	251408703
2016 : WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$762
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$18,960
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	$1,632,046
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,188,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,177,132
Expenses. Certain deemed distributions of participant loans	2016-12-31	$3,027
Value of total corrective distributions	2016-12-31	$4,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,117,308
Value of total assets at end of year	2016-12-31	$8,102,734
Value of total assets at beginning of year	2016-12-31	$7,639,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,250
Total interest from all sources	2016-12-31	$7,130
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$247,556
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	$247,556
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$497,657
Participant contributions at end of year	2016-12-31	$204,783
Participant contributions at beginning of year	2016-12-31	$183,851
Participant contributions at end of year	2016-12-31	$15,649
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$4,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$18,960
Administrative expenses (other) incurred	2016-12-31	$4,250
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	$443,593
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,083,774
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,639,419
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	$7,759,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,355,992
Interest on participant loans	2016-12-31	$7,130
Value of interest in common/collective trusts at end of year	2016-12-31	$98,185
Value of interest in common/collective trusts at beginning of year	2016-12-31	$99,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$259,141
Net investment gain or loss from common/collective trusts	2016-12-31	$911
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	$619,651
Employer contributions (assets) at end of year	2016-12-31	$20,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,177,132
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	SCHNEIDER DOWNS & COMPANY, INC.
Accountancy firm EIN	2016-12-31	251408703
2015 : WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	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	$1,028,153
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$759,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$751,818
Expenses. Certain deemed distributions of participant loans	2015-12-31	$3,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,175,155
Value of total assets at end of year	2015-12-31	$7,639,419
Value of total assets at beginning of year	2015-12-31	$7,370,723
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,850
Total interest from all sources	2015-12-31	$8,241
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$293,806
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	$293,806
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	$548,157
Participant contributions at end of year	2015-12-31	$183,851
Participant contributions at beginning of year	2015-12-31	$219,154
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$47,432
Other income not declared elsewhere	2015-12-31	$12
Administrative expenses (other) incurred	2015-12-31	$3,850
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	$268,696
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,639,419
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,370,723
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	$7,355,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,017,857
Interest on participant loans	2015-12-31	$8,241
Value of interest in common/collective trusts at end of year	2015-12-31	$99,576
Value of interest in common/collective trusts at beginning of year	2015-12-31	$133,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-449,773
Net investment gain or loss from common/collective trusts	2015-12-31	$712
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	$579,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$751,818
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	SCHNEIDER DOWNS & COMPANY, INC.
Accountancy firm EIN	2015-12-31	251408703
2014 : WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	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	$1,534,850
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,920,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,867,774
Expenses. Certain deemed distributions of participant loans	2014-12-31	$35,155
Value of total corrective distributions	2014-12-31	$1,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,037,770
Value of total assets at end of year	2014-12-31	$7,370,723
Value of total assets at beginning of year	2014-12-31	$7,756,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$16,346
Total interest from all sources	2014-12-31	$9,383
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$259,196
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	$259,196
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	Yes
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	$515,827
Participant contributions at end of year	2014-12-31	$219,154
Participant contributions at beginning of year	2014-12-31	$222,256
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$87,191
Administrative expenses (other) incurred	2014-12-31	$16,346
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	$-386,066
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,370,723
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,756,789
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	$7,017,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,534,533
Interest on participant loans	2014-12-31	$9,383
Value of interest in common/collective trusts at end of year	2014-12-31	$133,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$227,914
Net investment gain or loss from common/collective trusts	2014-12-31	$587
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	$434,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,867,774
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	2014-12-31	Yes
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	ROMANO, HEARING, TESTA & KNORR
Accountancy firm EIN	2014-12-31	222225140
2013 : WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION 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	$2,183,975
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$889,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$851,967
Expenses. Certain deemed distributions of participant loans	2013-12-31	$13,386
Value of total corrective distributions	2013-12-31	$1,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$946,578
Value of total assets at end of year	2013-12-31	$7,756,789
Value of total assets at beginning of year	2013-12-31	$6,462,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$23,067
Total interest from all sources	2013-12-31	$8,689
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$23,067
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$499,355
Participant contributions at end of year	2013-12-31	$222,256
Participant contributions at beginning of year	2013-12-31	$161,149
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$6,848
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$2,273
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	$1,294,293
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,756,789
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,462,496
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	$7,534,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,299,074
Income. Interest from loans (other than to participants)	2013-12-31	$8,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,228,708
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	$440,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$851,967
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	ROMANO, HEARING, TESTA & KNORR
Accountancy firm EIN	2013-12-31	222225140
2012 : WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	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	$1,914,631
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,167,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,123,307
Expenses. Certain deemed distributions of participant loans	2012-12-31	$20,263
Value of total corrective distributions	2012-12-31	$2,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,095,011
Value of total assets at end of year	2012-12-31	$6,462,496
Value of total assets at beginning of year	2012-12-31	$5,715,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$21,462
Total interest from all sources	2012-12-31	$7,196
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$21,462
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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
Contributions received from participants	2012-12-31	$527,913
Participant contributions at end of year	2012-12-31	$161,149
Participant contributions at beginning of year	2012-12-31	$176,654
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$105,627
Total non interest bearing cash at end of year	2012-12-31	$2,273
Total non interest bearing cash 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	$746,781
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,462,496
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,715,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,299,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,539,061
Interest on participant loans	2012-12-31	$7,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$812,424
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	$461,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,123,307
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
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	ROMANO, HEARING, TESTA & KNORR
Accountancy firm EIN	2012-12-31	222225140
2011 : WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	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	$820,233
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$505,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$456,768
Expenses. Certain deemed distributions of participant loans	2011-12-31	$27,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,086,300
Value of total assets at end of year	2011-12-31	$5,715,715
Value of total assets at beginning of year	2011-12-31	$5,400,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$21,418
Total interest from all sources	2011-12-31	$6,245
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$21,418
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$547,392
Participant contributions at end of year	2011-12-31	$176,654
Participant contributions at beginning of year	2011-12-31	$143,860
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$107,553
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	$314,918
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,715,715
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,400,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,539,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,256,937
Interest on participant loans	2011-12-31	$6,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-272,312
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	$431,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$456,768
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ROMANO, HEARING, TESTA & KNORR
Accountancy firm EIN	2011-12-31	222225140
2010 : WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	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	$1,670,917
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$165,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$121,108
Value of total corrective distributions	2010-12-31	$27,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,024,649
Value of total assets at end of year	2010-12-31	$5,400,797
Value of total assets at beginning of year	2010-12-31	$3,895,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$16,524
Total interest from all sources	2010-12-31	$6,072
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$16,524
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
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
Contributions received from participants	2010-12-31	$568,478
Participant contributions at end of year	2010-12-31	$143,860
Participant contributions at beginning of year	2010-12-31	$129,142
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$6,323
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	$1,505,497
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,400,797
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,895,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,256,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,766,158
Interest on participant loans	2010-12-31	$6,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$640,196
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	$449,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$121,108
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ROMANO, HEARING, TESTA & KNORR
Accountancy firm EIN	2010-12-31	222225140
2009 : WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION 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 WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN

2018: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION 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: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION 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: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION 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: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION 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: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION 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: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
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: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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
2009: WHEATON INDUSTRIES 401(K) AND CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

65407

Policy instance

Insurance contract or identification number	65407
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $10,738
Total amount of fees paid to insurance company	USD $8,212
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?	No
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?	Yes
Commission paid to Insurance Broker	USD $10,738
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	ADMINSTRATION
Insurance broker name	CONTINENTAL BENEFIT GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

65407

Policy instance

Insurance contract or identification number	65407
Number of Individuals Covered	210
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $16,005
Total amount of fees paid to insurance company	USD $7,899
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?	No
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
Commission paid to Insurance Broker	USD $16,005
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES
Insurance broker organization code?	3
Insurance broker name	CONTINENTAL BENEFITS GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

65407

Policy instance

Insurance contract or identification number	65407
Number of Individuals Covered	186
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $15,374
Total amount of fees paid to insurance company	USD $7,079
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?	No
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
Commission paid to Insurance Broker	USD $15,374
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES
Insurance broker organization code?	3
Insurance broker name	CONTINENTAL BENEFITS GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

65407

Policy instance

Insurance contract or identification number	65407
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $14,281
Total amount of fees paid to insurance company	USD $8,051
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?	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

65407

Policy instance

Insurance contract or identification number	65407
Number of Individuals Covered	170
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $10,923
Total amount of fees paid to insurance company	USD $6,277
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?	No
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

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Company Name:	WHEATON INDUSTRIES, INC.
Employer identification number (EIN):	205739745
NAIC Classification:	327210

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1975-04-23
Company Identification Number:	474565
Legal Registered Office Address:	2600 NINTH ST. N. ST. PETERSBURG