WURTH GROUP OF NORTH AMERICA INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : WURTH 401(K) PLAN 2022 401k financial data |
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Total transfer of assets to this plan | 2022-12-31 | $-44,799 |
Total income from all sources (including contributions) | 2022-12-31 | $-26,635,240 |
Total of all expenses incurred | 2022-12-31 | $22,534,971 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $22,207,497 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $10,949 |
Value of total corrective distributions | 2022-12-31 | $26,123 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $30,305,442 |
Value of total assets at end of year | 2022-12-31 | $254,260,716 |
Value of total assets at beginning of year | 2022-12-31 | $303,475,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $290,402 |
Total interest from all sources | 2022-12-31 | $226,775 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $7,125,104 |
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 | $7,125,104 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
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 | $19,722,435 |
Participant contributions at end of year | 2022-12-31 | $3,970,583 |
Participant contributions at beginning of year | 2022-12-31 | $3,646,063 |
Participant contributions at end of year | 2022-12-31 | $383,682 |
Participant contributions at beginning of year | 2022-12-31 | $379,291 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,130,547 |
Administrative expenses (other) incurred | 2022-12-31 | $156,266 |
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 | $-49,170,211 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $254,260,716 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $303,475,726 |
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 | $134,136 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $140,105,898 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $176,864,375 |
Interest on participant loans | 2022-12-31 | $226,775 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $109,677,288 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $122,390,954 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-43,718,941 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-20,573,620 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $6,452,460 |
Employer contributions (assets) at end of year | 2022-12-31 | $123,265 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $195,043 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $22,207,497 |
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 | BUSHOVEN LLC |
Accountancy firm EIN | 2022-12-31 | 223010383 |
2021 : WURTH 401(K) PLAN 2021 401k financial data |
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Total transfer of assets to this plan | 2021-12-31 | $140,751 |
Total income from all sources (including contributions) | 2021-12-31 | $66,821,975 |
Total of all expenses incurred | 2021-12-31 | $29,373,295 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $29,108,445 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $22,827 |
Value of total corrective distributions | 2021-12-31 | $21,730 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $27,311,117 |
Value of total assets at end of year | 2021-12-31 | $303,475,726 |
Value of total assets at beginning of year | 2021-12-31 | $265,886,295 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $220,293 |
Total interest from all sources | 2021-12-31 | $248,197 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $13,444,424 |
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 | $13,444,424 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $17,408,881 |
Participant contributions at end of year | 2021-12-31 | $3,646,063 |
Participant contributions at beginning of year | 2021-12-31 | $3,961,520 |
Participant contributions at end of year | 2021-12-31 | $379,291 |
Participant contributions at beginning of year | 2021-12-31 | $640,490 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $4,778,107 |
Administrative expenses (other) incurred | 2021-12-31 | $112,506 |
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 | $37,448,680 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $303,475,726 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $265,886,295 |
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 | $107,787 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $176,864,375 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $153,013,362 |
Interest on participant loans | 2021-12-31 | $248,197 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $122,390,954 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $108,103,300 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $13,467,042 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $12,351,195 |
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 | Yes |
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 | $5,124,129 |
Employer contributions (assets) at end of year | 2021-12-31 | $195,043 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $167,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $29,108,445 |
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 | BUSHOVEN LLC |
Accountancy firm EIN | 2021-12-31 | 223010383 |
2020 : WURTH 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $66,524,505 |
Total of all expenses incurred | 2020-12-31 | $23,756,732 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $23,487,620 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $29,693 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $20,928,123 |
Value of total assets at end of year | 2020-12-31 | $265,886,295 |
Value of total assets at beginning of year | 2020-12-31 | $223,118,522 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $239,419 |
Total interest from all sources | 2020-12-31 | $264,145 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $7,747,417 |
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 | $7,747,417 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $15,027,983 |
Participant contributions at end of year | 2020-12-31 | $3,961,520 |
Participant contributions at beginning of year | 2020-12-31 | $4,317,147 |
Participant contributions at end of year | 2020-12-31 | $640,490 |
Participant contributions at beginning of year | 2020-12-31 | $344,723 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,088,637 |
Administrative expenses (other) incurred | 2020-12-31 | $176,779 |
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 | $42,767,773 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $265,886,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $223,118,522 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $62,640 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $153,013,362 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $123,940,667 |
Interest on participant loans | 2020-12-31 | $264,136 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $108,103,300 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $94,352,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,426 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,426 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $9 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $23,971,416 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $13,613,404 |
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 | $3,811,503 |
Employer contributions (assets) at end of year | 2020-12-31 | $167,623 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $161,559 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $23,487,620 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BUSHOVEN LLC |
Accountancy firm EIN | 2020-12-31 | 223010383 |
2019 : WURTH 401(K) PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $65,916,638 |
Total of all expenses incurred | 2019-12-31 | $19,375,816 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $18,972,080 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $8,574 |
Value of total corrective distributions | 2019-12-31 | $118,604 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $22,233,915 |
Value of total assets at end of year | 2019-12-31 | $223,118,522 |
Value of total assets at beginning of year | 2019-12-31 | $176,577,700 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $276,558 |
Total interest from all sources | 2019-12-31 | $250,576 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,618,712 |
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 | $4,618,712 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $14,340,154 |
Participant contributions at end of year | 2019-12-31 | $4,317,147 |
Participant contributions at beginning of year | 2019-12-31 | $3,660,194 |
Participant contributions at end of year | 2019-12-31 | $344,723 |
Participant contributions at beginning of year | 2019-12-31 | $378,198 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,739,958 |
Administrative expenses (other) incurred | 2019-12-31 | $188,468 |
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 | $46,540,822 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $223,118,522 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $176,577,700 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $88,090 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $123,940,667 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $161,673,824 |
Interest on participant loans | 2019-12-31 | $250,525 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $94,352,000 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $10,755,399 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,426 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,765 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,765 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $51 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $24,804,208 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $14,009,227 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $4,153,803 |
Employer contributions (assets) at end of year | 2019-12-31 | $161,559 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $107,320 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $18,972,080 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
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 |
Accountancy firm name | 2019-12-31 | BUSHOVEN LLC |
Accountancy firm EIN | 2019-12-31 | 223010383 |
2018 : WURTH 401(K) PLAN 2018 401k financial data |
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Total transfer of assets to this plan | 2018-12-31 | $12,649 |
Total income from all sources (including contributions) | 2018-12-31 | $9,393,280 |
Total of all expenses incurred | 2018-12-31 | $18,858,345 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $18,615,163 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $36,970 |
Value of total corrective distributions | 2018-12-31 | $69,728 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $20,285,887 |
Value of total assets at end of year | 2018-12-31 | $176,577,700 |
Value of total assets at beginning of year | 2018-12-31 | $186,030,116 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $136,484 |
Total interest from all sources | 2018-12-31 | $234,355 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $11,554,960 |
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 | $11,554,960 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $13,489,219 |
Participant contributions at end of year | 2018-12-31 | $3,660,194 |
Participant contributions at beginning of year | 2018-12-31 | $3,601,101 |
Participant contributions at end of year | 2018-12-31 | $378,198 |
Participant contributions at beginning of year | 2018-12-31 | $308,769 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,935,530 |
Administrative expenses (other) incurred | 2018-12-31 | $50,274 |
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 | $-9,465,065 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $176,577,700 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $186,030,116 |
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 |
Investment advisory and management fees | 2018-12-31 | $86,210 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $161,673,824 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $172,205,695 |
Interest on participant loans | 2018-12-31 | $205,046 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $10,755,399 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,765 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $9,846,272 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $9,846,272 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $29,309 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-22,800,734 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $118,812 |
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 | $3,861,138 |
Employer contributions (assets) at end of year | 2018-12-31 | $107,320 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $68,279 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $18,615,163 |
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 | BUSHOVEN LLC |
Accountancy firm EIN | 2018-12-31 | 223010383 |
2017 : WURTH 401(K) PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $46,937,864 |
Total of all expenses incurred | 2017-12-31 | $13,258,474 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $13,025,389 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $32,496 |
Value of total corrective distributions | 2017-12-31 | $87,883 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $17,845,304 |
Value of total assets at end of year | 2017-12-31 | $186,030,116 |
Value of total assets at beginning of year | 2017-12-31 | $152,350,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $112,706 |
Total interest from all sources | 2017-12-31 | $214,942 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $9,033,312 |
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 | $9,033,312 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $11,865,901 |
Participant contributions at end of year | 2017-12-31 | $3,601,101 |
Participant contributions at beginning of year | 2017-12-31 | $3,429,035 |
Participant contributions at end of year | 2017-12-31 | $308,769 |
Participant contributions at beginning of year | 2017-12-31 | $231,010 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,419,959 |
Administrative expenses (other) incurred | 2017-12-31 | $51,847 |
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 | $33,679,390 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $186,030,116 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $152,350,726 |
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 |
Investment advisory and management fees | 2017-12-31 | $60,859 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $172,205,695 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $138,104,522 |
Interest on participant loans | 2017-12-31 | $182,144 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $9,846,272 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $10,521,755 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $10,521,755 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $32,798 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $19,844,306 |
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 | $3,559,444 |
Employer contributions (assets) at end of year | 2017-12-31 | $68,279 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $64,404 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $13,025,389 |
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 | BUSHOVEN LLC |
Accountancy firm EIN | 2017-12-31 | 223010383 |
2016 : WURTH 401(K) PLAN 2016 401k financial data |
---|
Total transfer of assets to this plan | 2016-12-31 | $14,507,496 |
Total income from all sources (including contributions) | 2016-12-31 | $24,879,704 |
Total of all expenses incurred | 2016-12-31 | $12,401,049 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $12,224,814 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $37,414 |
Value of total corrective distributions | 2016-12-31 | $76,136 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $16,004,517 |
Value of total assets at end of year | 2016-12-31 | $152,350,726 |
Value of total assets at beginning of year | 2016-12-31 | $125,364,575 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $62,685 |
Total interest from all sources | 2016-12-31 | $154,499 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $4,301,225 |
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 | $4,301,225 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
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 | $9,740,521 |
Participant contributions at end of year | 2016-12-31 | $3,429,035 |
Participant contributions at beginning of year | 2016-12-31 | $2,713,248 |
Participant contributions at end of year | 2016-12-31 | $231,010 |
Participant contributions at beginning of year | 2016-12-31 | $196,548 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $3,203,349 |
Administrative expenses (other) incurred | 2016-12-31 | $17,055 |
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 | $12,478,655 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $152,350,726 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $125,364,575 |
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 |
Investment advisory and management fees | 2016-12-31 | $45,630 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $138,104,522 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $113,798,778 |
Interest on participant loans | 2016-12-31 | $149,109 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $10,521,755 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $8,601,365 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $8,601,365 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $5,390 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $4,419,463 |
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 | Yes |
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 | $3,060,647 |
Employer contributions (assets) at end of year | 2016-12-31 | $64,404 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $54,636 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $12,224,814 |
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 | BUSHOVEN LLC |
Accountancy firm EIN | 2016-12-31 | 223010383 |
2015 : WURTH 401(K) PLAN 2015 401k financial data |
---|
Total transfer of assets to this plan | 2015-12-31 | $2,259,770 |
Total income from all sources (including contributions) | 2015-12-31 | $13,029,679 |
Total of all expenses incurred | 2015-12-31 | $8,673,100 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $8,583,952 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $2,360 |
Value of total corrective distributions | 2015-12-31 | $71,875 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $12,276,716 |
Value of total assets at end of year | 2015-12-31 | $125,364,575 |
Value of total assets at beginning of year | 2015-12-31 | $118,748,226 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $14,913 |
Total interest from all sources | 2015-12-31 | $138,961 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $5,699,981 |
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 | $5,699,981 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $8,333,876 |
Participant contributions at end of year | 2015-12-31 | $2,713,248 |
Participant contributions at beginning of year | 2015-12-31 | $2,627,005 |
Participant contributions at end of year | 2015-12-31 | $196,548 |
Participant contributions at beginning of year | 2015-12-31 | $239,393 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,292,804 |
Administrative expenses (other) incurred | 2015-12-31 | $-7,672 |
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 | $4,356,579 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $125,364,575 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $118,748,226 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $22,585 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $113,798,778 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $107,850,945 |
Interest on participant loans | 2015-12-31 | $137,012 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $8,601,365 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $7,871,271 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $7,871,271 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1,949 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-5,085,979 |
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 | Yes |
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 | $2,650,036 |
Employer contributions (assets) at end of year | 2015-12-31 | $54,636 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $159,612 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $8,583,952 |
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 | BUSHOVEN AND COMPANY |
Accountancy firm EIN | 2015-12-31 | 223010383 |
2014 : WURTH 401(K) PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $16,430,927 |
Total of all expenses incurred | 2014-12-31 | $10,502,148 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $10,383,458 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $32,676 |
Value of total corrective distributions | 2014-12-31 | $65,736 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $10,130,555 |
Value of total assets at end of year | 2014-12-31 | $118,748,226 |
Value of total assets at beginning of year | 2014-12-31 | $112,819,447 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $20,278 |
Total interest from all sources | 2014-12-31 | $128,936 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $11,839,861 |
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 | $11,839,861 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $7,262,349 |
Participant contributions at end of year | 2014-12-31 | $2,627,005 |
Participant contributions at beginning of year | 2014-12-31 | $2,637,690 |
Participant contributions at end of year | 2014-12-31 | $239,393 |
Participant contributions at beginning of year | 2014-12-31 | $331,653 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $619,818 |
Administrative expenses (other) incurred | 2014-12-31 | $10,573 |
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 | $5,928,779 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $118,748,226 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $112,819,447 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $9,705 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $107,850,945 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $101,594,997 |
Interest on participant loans | 2014-12-31 | $127,617 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $7,871,271 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $8,137,119 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $8,137,119 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1,319 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-5,668,425 |
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 | $2,248,388 |
Employer contributions (assets) at end of year | 2014-12-31 | $159,612 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $117,988 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $10,383,458 |
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 | BUSHOVEN AND COMPANY |
Accountancy firm EIN | 2014-12-31 | 223010383 |
2013 : WURTH 401(K) PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $29,607,373 |
Total of all expenses incurred | 2013-12-31 | $12,330,580 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $12,196,342 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $9,746 |
Value of total corrective distributions | 2013-12-31 | $76,946 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $9,877,053 |
Value of total assets at end of year | 2013-12-31 | $112,819,447 |
Value of total assets at beginning of year | 2013-12-31 | $95,542,654 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $47,546 |
Total interest from all sources | 2013-12-31 | $134,434 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $3,306,335 |
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 | $3,306,335 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $6,752,092 |
Participant contributions at end of year | 2013-12-31 | $2,637,690 |
Participant contributions at beginning of year | 2013-12-31 | $2,663,778 |
Participant contributions at end of year | 2013-12-31 | $331,653 |
Participant contributions at beginning of year | 2013-12-31 | $320,343 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,126,686 |
Administrative expenses (other) incurred | 2013-12-31 | $46,501 |
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 | $17,276,793 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $112,819,447 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $95,542,654 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $1,045 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $101,594,997 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $83,699,936 |
Interest on participant loans | 2013-12-31 | $132,346 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $8,137,119 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $8,740,114 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $8,740,114 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2,088 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $16,289,551 |
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 | $1,998,275 |
Employer contributions (assets) at end of year | 2013-12-31 | $117,988 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $118,483 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $12,196,342 |
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 | BUSHOVEN AND COMPANY |
Accountancy firm EIN | 2013-12-31 | 223010383 |
2012 : WURTH 401(K) PLAN 2012 401k financial data |
---|
Total transfer of assets to this plan | 2012-12-31 | $586,737 |
Total income from all sources (including contributions) | 2012-12-31 | $19,090,535 |
Total of all expenses incurred | 2012-12-31 | $8,441,177 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $8,322,933 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $14,850 |
Value of total corrective distributions | 2012-12-31 | $67,072 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $8,717,674 |
Value of total assets at end of year | 2012-12-31 | $95,542,654 |
Value of total assets at beginning of year | 2012-12-31 | $84,306,559 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $36,322 |
Total interest from all sources | 2012-12-31 | $139,451 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,999,683 |
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 | $1,999,683 |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $6,592,733 |
Participant contributions at end of year | 2012-12-31 | $2,663,778 |
Participant contributions at beginning of year | 2012-12-31 | $2,591,980 |
Participant contributions at end of year | 2012-12-31 | $320,343 |
Participant contributions at beginning of year | 2012-12-31 | $230,572 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $206,915 |
Administrative expenses (other) incurred | 2012-12-31 | $36,322 |
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 | $10,649,358 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $95,542,654 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $84,306,559 |
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 | $83,699,936 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $71,398,165 |
Interest on participant loans | 2012-12-31 | $138,062 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $8,740,114 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $9,992,946 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $9,992,946 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,389 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $8,233,727 |
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 | $1,918,026 |
Employer contributions (assets) at end of year | 2012-12-31 | $118,483 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $92,896 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $8,322,933 |
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 | BUSHOVEN AND COMPANY |
Accountancy firm EIN | 2012-12-31 | 223010383 |
2011 : WURTH 401(K) PLAN 2011 401k financial data |
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Total transfer of assets to this plan | 2011-12-31 | $3,027,461 |
Total income from all sources (including contributions) | 2011-12-31 | $5,241,699 |
Total of all expenses incurred | 2011-12-31 | $8,062,993 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $7,951,273 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $6,565 |
Value of total corrective distributions | 2011-12-31 | $47,503 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $8,209,223 |
Value of total assets at end of year | 2011-12-31 | $84,306,559 |
Value of total assets at beginning of year | 2011-12-31 | $84,100,392 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $57,652 |
Total interest from all sources | 2011-12-31 | $148,070 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,871,258 |
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 | $1,871,258 |
Was this plan covered by a fidelity bond | 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 | $6,165,493 |
Participant contributions at end of year | 2011-12-31 | $2,591,980 |
Participant contributions at beginning of year | 2011-12-31 | $2,462,826 |
Participant contributions at end of year | 2011-12-31 | $230,572 |
Participant contributions at beginning of year | 2011-12-31 | $211,989 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $457,337 |
Administrative expenses (other) incurred | 2011-12-31 | $57,652 |
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 | $-2,821,294 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $84,306,559 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $84,100,392 |
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 | $71,398,165 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $72,823,877 |
Interest on participant loans | 2011-12-31 | $143,602 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $9,992,946 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $8,536,940 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $8,536,940 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $4,468 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-4,986,852 |
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 | $1,586,393 |
Employer contributions (assets) at end of year | 2011-12-31 | $92,896 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $64,760 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $7,951,273 |
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 | BUSHOVEN AND COMPANY |
Accountancy firm EIN | 2011-12-31 | 223010383 |
2010 : WURTH 401(K) PLAN 2010 401k financial data |
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Total income from all sources (including contributions) | 2010-12-31 | $16,836,361 |
Total of all expenses incurred | 2010-12-31 | $9,178,535 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $9,087,459 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $12,631 |
Value of total corrective distributions | 2010-12-31 | $35,571 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $7,822,335 |
Value of total assets at end of year | 2010-12-31 | $84,100,392 |
Value of total assets at beginning of year | 2010-12-31 | $76,442,566 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $42,874 |
Total interest from all sources | 2010-12-31 | $155,772 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,318,622 |
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 | $1,318,622 |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $5,389,821 |
Participant contributions at end of year | 2010-12-31 | $2,462,826 |
Participant contributions at beginning of year | 2010-12-31 | $2,567,451 |
Participant contributions at end of year | 2010-12-31 | $211,989 |
Participant contributions at beginning of year | 2010-12-31 | $188,023 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,334,267 |
Administrative expenses (other) incurred | 2010-12-31 | $42,874 |
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 | $7,657,826 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $84,100,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $76,442,566 |
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 | $72,823,877 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $63,599,005 |
Interest on participant loans | 2010-12-31 | $153,583 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $8,536,940 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $10,045,271 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $10,045,271 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,189 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $7,539,632 |
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 | $1,098,247 |
Employer contributions (assets) at end of year | 2010-12-31 | $64,760 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $42,816 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $9,087,459 |
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 | BUSHOVEN AND COMPANY |
Accountancy firm EIN | 2010-12-31 | 223010383 |