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CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 401k Plan overview

Plan NameCLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN
Plan identification number 003

CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN Benefits

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

401k Sponsoring company profile

CLAYPOOL ELECTRIC, INC. has sponsored the creation of one or more 401k plans.

Company Name:CLAYPOOL ELECTRIC, INC.
Employer identification number (EIN):310831061
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Additional information about CLAYPOOL ELECTRIC, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1973-06-28
Company Identification Number: 441265
Legal Registered Office Address: 1776 LANCASTER KIRKERSVILLE RD.
-
LANCASTER
United States of America (USA)
43130

More information about CLAYPOOL ELECTRIC, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01MAUREEN OGILVIE
0032023-01-01
0032023-01-01MICAH RIGGENBACH
0032022-01-01
0032022-01-01MICAH RIGGENBACH
0032021-01-01
0032021-01-01BILL SCHNEIDER
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01BILL SCHNEIDER BILL SCHNEIDER2018-07-27
0032016-01-01BILL SCHNEIDER BILL SCHNEIDER2017-08-31
0032015-01-01GREG DAVIS GREG DAVIS2016-10-13
0032014-01-01TUCKER BRADY TUCKER BRADY2015-07-16
0032012-01-01TUCKER BRADY TUCKER BRADY2013-08-19
0032011-01-01TUCKER BRADY TUCKER BRADY2012-08-14
0032009-01-01TUCKER BRADY TUCKER BRADY2010-08-25
0032009-01-01TUCKER BRADY TUCKER BRADY2010-08-25

Financial Data on CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN

Measure Date Value
2023 : CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$8,527,955
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,788,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,667,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,584,868
Value of total assets at end of year2023-12-31$34,079,930
Value of total assets at beginning of year2023-12-31$27,340,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$121,382
Total interest from all sources2023-12-31$100,419
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,004,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,004,029
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$881,578
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$30,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$6,739,128
Value of net assets at end of year (total assets less liabilities)2023-12-31$34,079,930
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$27,340,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$31,263,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$25,071,566
Value of interest in common/collective trusts at end of year2023-12-31$13,743
Value of interest in common/collective trusts at beginning of year2023-12-31$40,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$2,302,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$2,028,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$2,028,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$100,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,838,067
Net investment gain or loss from common/collective trusts2023-12-31$572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,672,403
Employer contributions (assets) at end of year2023-12-31$500,000
Employer contributions (assets) at beginning of year2023-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,667,445
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2023-12-31310800053
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$8,527,955
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,788,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,667,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,584,868
Value of total assets at end of year2023-01-01$34,079,930
Value of total assets at beginning of year2023-01-01$27,340,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$121,382
Total interest from all sources2023-01-01$100,419
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,004,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,004,029
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$881,578
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$30,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$6,739,128
Value of net assets at end of year (total assets less liabilities)2023-01-01$34,079,930
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$27,340,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$31,263,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$25,071,566
Value of interest in common/collective trusts at end of year2023-01-01$13,743
Value of interest in common/collective trusts at beginning of year2023-01-01$40,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$2,302,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$100,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$3,838,067
Net investment gain or loss from common/collective trusts2023-01-01$572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$2,672,403
Employer contributions (assets) at end of year2023-01-01$500,000
Employer contributions (assets) at beginning of year2023-01-01$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,667,445
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2023-01-01310800053
2022 : CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,651,379
Total of all expenses incurred2022-12-31$2,447,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,303,241
Value of total corrective distributions2022-12-31$29,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,270,851
Value of total assets at end of year2022-12-31$27,340,802
Value of total assets at beginning of year2022-12-31$32,439,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$115,179
Total interest from all sources2022-12-31$23,132
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$853,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$853,576
Administrative expenses professional fees incurred2022-12-31$115,179
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$719,666
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$251,505
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,098,858
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,340,802
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,439,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$25,071,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,006,837
Value of interest in common/collective trusts at end of year2022-12-31$40,745
Value of interest in common/collective trusts at beginning of year2022-12-31$75,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,028,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,157,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,157,262
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$23,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,799,733
Net investment gain or loss from common/collective trusts2022-12-31$795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,299,680
Employer contributions (assets) at end of year2022-12-31$200,000
Employer contributions (assets) at beginning of year2022-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,303,241
Contract administrator fees2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2022-12-31310800053
Total income from all sources (including contributions)2022-01-01$-2,651,379
Total of all expenses incurred2022-01-01$2,447,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,303,241
Value of total corrective distributions2022-01-01$29,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,270,851
Value of total assets at end of year2022-01-01$27,340,802
Value of total assets at beginning of year2022-01-01$32,439,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$115,179
Total interest from all sources2022-01-01$23,132
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$853,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$853,576
Administrative expenses professional fees incurred2022-01-01$115,179
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$719,666
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$251,505
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-5,098,858
Value of net assets at end of year (total assets less liabilities)2022-01-01$27,340,802
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$32,439,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$25,071,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$30,006,837
Value of interest in common/collective trusts at end of year2022-01-01$40,745
Value of interest in common/collective trusts at beginning of year2022-01-01$75,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$2,028,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$23,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-5,799,733
Net investment gain or loss from common/collective trusts2022-01-01$795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,299,680
Employer contributions (assets) at end of year2022-01-01$200,000
Employer contributions (assets) at beginning of year2022-01-01$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,303,241
Contract administrator fees2022-01-01$0
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2022-01-01310800053
2021 : CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,694,838
Total of all expenses incurred2021-12-31$665,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$524,243
Value of total corrective distributions2021-12-31$25,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,516,783
Value of total assets at end of year2021-12-31$32,439,660
Value of total assets at beginning of year2021-12-31$26,410,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,507
Total interest from all sources2021-12-31$305
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,318,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,318,552
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$692,702
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$40,306
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,029,288
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,439,660
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,410,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,006,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,064,012
Value of interest in common/collective trusts at end of year2021-12-31$75,561
Value of interest in common/collective trusts at beginning of year2021-12-31$70,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,157,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,875,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,875,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,858,078
Net investment gain or loss from common/collective trusts2021-12-31$1,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,783,775
Employer contributions (assets) at end of year2021-12-31$200,000
Employer contributions (assets) at beginning of year2021-12-31$400,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$524,243
Contract administrator fees2021-12-31$115,507
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2021-12-31310800053
2020 : CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,493,030
Total of all expenses incurred2020-12-31$1,143,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,004,168
Value of total corrective distributions2020-12-31$52,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,448,968
Value of total assets at end of year2020-12-31$26,410,372
Value of total assets at beginning of year2020-12-31$22,060,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$86,520
Total interest from all sources2020-12-31$10,478
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$789,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$789,490
Administrative expenses professional fees incurred2020-12-31$86,520
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$552,497
Participant contributions at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,349,980
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,410,372
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,060,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,064,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,715,161
Value of interest in common/collective trusts at end of year2020-12-31$70,968
Value of interest in common/collective trusts at beginning of year2020-12-31$137,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,875,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,757,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,757,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$10,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,242,647
Net investment gain or loss from common/collective trusts2020-12-31$1,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,896,471
Employer contributions (assets) at end of year2020-12-31$400,041
Employer contributions (assets) at beginning of year2020-12-31$450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,004,168
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2020-12-31310800053
2019 : CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,541,248
Total of all expenses incurred2019-12-31$791,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$681,244
Value of total corrective distributions2019-12-31$34,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,915,730
Value of total assets at end of year2019-12-31$22,060,392
Value of total assets at beginning of year2019-12-31$17,310,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,346
Total interest from all sources2019-12-31$38,013
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$569,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$569,211
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$442,596
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,749,780
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,060,392
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,310,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,715,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,110,230
Value of interest in common/collective trusts at end of year2019-12-31$137,841
Value of interest in common/collective trusts at beginning of year2019-12-31$132,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,757,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,767,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,767,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$38,013
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,015,397
Net investment gain or loss from common/collective trusts2019-12-31$2,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,473,134
Employer contributions (assets) at end of year2019-12-31$450,000
Employer contributions (assets) at beginning of year2019-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$681,244
Contract administrator fees2019-12-31$75,346
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2019-12-31310800053
2018 : CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$385,943
Total of all expenses incurred2018-12-31$692,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$601,333
Value of total corrective distributions2018-12-31$19,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,210,185
Value of total assets at end of year2018-12-31$17,310,612
Value of total assets at beginning of year2018-12-31$17,616,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,997
Total interest from all sources2018-12-31$28,221
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$649,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$649,086
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$353,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-306,226
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,310,612
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,616,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,110,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,403,721
Value of interest in common/collective trusts at end of year2018-12-31$132,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,767,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,977,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,977,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$28,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,503,183
Net investment gain or loss from common/collective trusts2018-12-31$1,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$856,887
Employer contributions (assets) at end of year2018-12-31$300,000
Employer contributions (assets) at beginning of year2018-12-31$236,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$601,333
Contract administrator fees2018-12-31$70,997
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2018-12-31310800053
2017 : CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,762,855
Total of all expenses incurred2017-12-31$913,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$817,302
Value of total corrective distributions2017-12-31$26,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,515,991
Value of total assets at end of year2017-12-31$17,616,838
Value of total assets at beginning of year2017-12-31$14,767,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70,112
Total interest from all sources2017-12-31$14,199
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$505,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$505,405
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$285,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,848,904
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,616,838
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,767,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,403,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,456,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,977,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,011,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,011,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$14,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,727,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,230,584
Employer contributions (assets) at end of year2017-12-31$236,000
Employer contributions (assets) at beginning of year2017-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$817,302
Contract administrator fees2017-12-31$70,112
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHULTE & COMPANY CPAS, INC.
Accountancy firm EIN2017-12-31341866503
2016 : CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,624,074
Total of all expenses incurred2016-12-31$1,705,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,600,396
Value of total corrective distributions2016-12-31$37,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,643,922
Value of total assets at end of year2016-12-31$14,767,934
Value of total assets at beginning of year2016-12-31$13,849,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$67,559
Total interest from all sources2016-12-31$4,447
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$371,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$371,041
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$329,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$918,420
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,767,934
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,849,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$67,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,456,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,714,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,011,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,785,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,785,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$604,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,314,073
Employer contributions (assets) at end of year2016-12-31$300,000
Employer contributions (assets) at beginning of year2016-12-31$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,600,396
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHULTE & COMPANY CPAS, INC.
Accountancy firm EIN2016-12-31341866503
2015 : CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,243,744
Total of all expenses incurred2015-12-31$1,403,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,295,264
Value of total corrective distributions2015-12-31$39,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,237,183
Value of total assets at end of year2015-12-31$13,849,514
Value of total assets at beginning of year2015-12-31$14,009,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$68,504
Total interest from all sources2015-12-31$1,902
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$461,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$461,135
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$272,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-159,969
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,849,514
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,009,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$68,504
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,714,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,932,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,785,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,926,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,926,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-456,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$964,192
Employer contributions (assets) at end of year2015-12-31$350,000
Employer contributions (assets) at beginning of year2015-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,295,264
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHULTE & COMPANY CPAS, INC.
Accountancy firm EIN2015-12-31341866503
2014 : CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,913,304
Total of all expenses incurred2014-12-31$1,499,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,399,053
Value of total corrective distributions2014-12-31$32,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,089,450
Value of total assets at end of year2014-12-31$14,009,483
Value of total assets at beginning of year2014-12-31$13,596,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$68,386
Total interest from all sources2014-12-31$1,923
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$338,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$338,084
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$274,025
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,686
Administrative expenses (other) incurred2014-12-31$20,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$413,477
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,009,483
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,596,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$47,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,932,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,391,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,926,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,054,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,054,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$483,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$805,739
Employer contributions (assets) at end of year2014-12-31$150,000
Employer contributions (assets) at beginning of year2014-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,399,053
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SCHULTE & COMPANY CPAS, INC.
Accountancy firm EIN2014-12-31341866503
2012 : CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,046,555
Total of all expenses incurred2012-12-31$765,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$677,024
Value of total corrective distributions2012-12-31$25,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,012,351
Value of total assets at end of year2012-12-31$11,008,754
Value of total assets at beginning of year2012-12-31$9,727,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$62,740
Total interest from all sources2012-12-31$3,242
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$312,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$312,298
Administrative expenses professional fees incurred2012-12-31$9,250
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$263,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,281,288
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,008,754
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,727,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$53,490
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,829,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,165,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,979,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,362,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,362,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$718,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$748,896
Employer contributions (assets) at end of year2012-12-31$200,000
Employer contributions (assets) at beginning of year2012-12-31$200,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$677,024
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHULTE & COMPANY CPAS, INC.
Accountancy firm EIN2012-12-31341866503
2011 : CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$1,144,952
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,005,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$928,092
Value of total corrective distributions2011-12-31$20,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,158,882
Value of total assets at end of year2011-12-31$9,727,466
Value of total assets at beginning of year2011-12-31$9,588,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$56,927
Total interest from all sources2011-12-31$3,589
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$153,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$153,602
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$242,060
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,613
Administrative expenses (other) incurred2011-12-31$9,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$139,428
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,727,466
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,588,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$47,797
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,165,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,935,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,362,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,402,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,402,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-171,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$905,209
Employer contributions (assets) at end of year2011-12-31$200,028
Employer contributions (assets) at beginning of year2011-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$928,092
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHULTE & COMPANY CPAS, INC.
Accountancy firm EIN2011-12-31341866503
2010 : CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$1,683,690
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$286,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$209,867
Value of total corrective distributions2010-12-31$25,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,011,959
Value of total assets at end of year2010-12-31$9,588,038
Value of total assets at beginning of year2010-12-31$8,190,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$51,253
Total interest from all sources2010-12-31$4,302
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$152,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$152,961
Administrative expenses professional fees incurred2010-12-31$51,253
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$245,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,397,476
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,588,038
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,190,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,935,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,314,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,402,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,275,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,275,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$514,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$766,838
Employer contributions (assets) at end of year2010-12-31$250,000
Employer contributions (assets) at beginning of year2010-12-31$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$209,867
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SCHULTE & COMPANY CPAS, INC.
Accountancy firm EIN2010-12-31341866503
2009 : CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN

2023: CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2012: CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CLAYPOOL ELECTRIC, INC. SAVINGS INCENTIVE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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