WELLS BROTHERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WELLS BROTHERS, INC. / PANEL CONTROL, INC. 401(K) PLAN
401k plan membership statisitcs for WELLS BROTHERS, INC. / PANEL CONTROL, INC. 401(K) PLAN
Measure | Date | Value |
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2022 : WELLS BROTHERS, INC. / PANEL CONTROL, INC. 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-890,363 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,325,199 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,308,034 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,361,702 |
Value of total assets at end of year | 2022-12-31 | $11,045,673 |
Value of total assets at beginning of year | 2022-12-31 | $13,261,235 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $17,165 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,008,020 |
Participant contributions at end of year | 2022-12-31 | $20,980 |
Participant contributions at beginning of year | 2022-12-31 | $20,474 |
Administrative expenses (other) incurred | 2022-12-31 | $17,165 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,215,562 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,045,673 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,261,235 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $221,431 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $165,320 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $10,795,717 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $13,067,669 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,252,065 |
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 | $353,682 |
Employer contributions (assets) at end of year | 2022-12-31 | $7,545 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $7,772 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,308,034 |
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 | STROH JOHNSON COMPANY |
Accountancy firm EIN | 2022-12-31 | 341454245 |
2021 : WELLS BROTHERS, INC. / PANEL CONTROL, INC. 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,719,518 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $564,472 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $555,971 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,142,948 |
Value of total assets at end of year | 2021-12-31 | $13,261,235 |
Value of total assets at beginning of year | 2021-12-31 | $11,106,189 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8,501 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $911,790 |
Participant contributions at end of year | 2021-12-31 | $20,474 |
Participant contributions at beginning of year | 2021-12-31 | $5 |
Administrative expenses (other) incurred | 2021-12-31 | $8,501 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,155,046 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,261,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,106,189 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $165,320 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $159,852 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $13,067,669 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $10,946,329 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,576,570 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $231,158 |
Employer contributions (assets) at end of year | 2021-12-31 | $7,772 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $3 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $555,971 |
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 | STROH JOHNSON COMPANY |
Accountancy firm EIN | 2021-12-31 | 341454245 |
2020 : WELLS BROTHERS, INC. / PANEL CONTROL, INC. 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,710,868 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $262,647 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $250,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,313,635 |
Value of total assets at end of year | 2020-12-31 | $11,106,189 |
Value of total assets at beginning of year | 2020-12-31 | $8,657,968 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $12,200 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $905,098 |
Participant contributions at end of year | 2020-12-31 | $5 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $61,632 |
Administrative expenses (other) incurred | 2020-12-31 | $12,200 |
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 | $2,448,221 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $11,106,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,657,968 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $159,852 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $159,652 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $10,946,329 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $8,498,316 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,397,233 |
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 | $346,905 |
Employer contributions (assets) at end of year | 2020-12-31 | $3 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $250,447 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | STROH JOHNSON COMPANY |
Accountancy firm EIN | 2020-12-31 | 341454245 |
2019 : WELLS BROTHERS, INC. / PANEL CONTROL, INC. 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,598,794 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $265,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $253,711 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,168,685 |
Value of total assets at end of year | 2019-12-31 | $8,657,968 |
Value of total assets at beginning of year | 2019-12-31 | $6,324,771 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $11,886 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $832,504 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $12,312 |
Administrative expenses (other) incurred | 2019-12-31 | $11,886 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,333,197 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,657,968 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,324,771 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $159,652 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,185,716 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $8,498,316 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $5,139,055 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,430,109 |
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 | $323,869 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $253,711 |
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 | STROH JOHNSON COMPANY |
Accountancy firm EIN | 2019-12-31 | 341454245 |
2018 : WELLS BROTHERS, INC. / PANEL CONTROL, INC. 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $593,359 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $323,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $315,700 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,015,184 |
Value of total assets at end of year | 2018-12-31 | $6,324,771 |
Value of total assets at beginning of year | 2018-12-31 | $6,054,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $7,460 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $707,237 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $21,381 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $40,475 |
Administrative expenses (other) incurred | 2018-12-31 | $7,460 |
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 | $270,199 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,324,771 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,054,572 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,185,716 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,376,640 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $5,139,055 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $4,648,335 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-421,825 |
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 | $267,472 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $8,216 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $315,700 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
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 | STROH JOHNSON COMPANY |
Accountancy firm EIN | 2018-12-31 | 341454245 |