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Plan Name | WAHLCO, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | WAHLCO, INC. |
Employer identification number (EIN): | 330938629 |
NAIC Classification: | 339900 |
Additional information about WAHLCO, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 2000-12-12 |
Company Identification Number: | C2322822 |
Legal Registered Office Address: |
2722 South Fairview Street Santa Ana United States of America (USA) 92704 |
More information about WAHLCO, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | DELIA ROSS | |||
001 | 2017-01-01 | DELIA ROSS | |||
001 | 2016-01-01 | JULIE PUNCHARD | |||
001 | 2015-01-01 | GAIL ROBB | |||
001 | 2014-01-01 | GAIL ROBB | |||
001 | 2013-01-01 | GAIL ROBB | |||
001 | 2012-01-01 | GAIL ROBB | GAIL ROBB | 2013-05-14 | |
001 | 2011-01-01 | GAIL ROBB | |||
001 | 2009-01-01 | GAIL ROBB |
Measure | Date | Value |
---|---|---|
2022: WAHLCO, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 5 |
Total of all active and inactive participants | 2022-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 19 |
Number of participants with account balances | 2022-01-01 | 17 |
2021: WAHLCO, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
Total of all active and inactive participants | 2021-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 24 |
Number of participants with account balances | 2021-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WAHLCO, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 12 |
Total of all active and inactive participants | 2020-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 32 |
Number of participants with account balances | 2020-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: WAHLCO, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 12 |
Total of all active and inactive participants | 2019-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 33 |
Number of participants with account balances | 2019-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WAHLCO, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 16 |
Total of all active and inactive participants | 2018-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 33 |
Number of participants with account balances | 2018-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: WAHLCO, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
Total of all active and inactive participants | 2017-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 39 |
Number of participants with account balances | 2017-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: WAHLCO, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 9 |
Total of all active and inactive participants | 2016-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 58 |
Number of participants with account balances | 2016-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: WAHLCO, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 58 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 69 |
Number of participants with account balances | 2015-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 4 |
2014: WAHLCO, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 61 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 9 |
Total of all active and inactive participants | 2014-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 70 |
Number of participants with account balances | 2014-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: WAHLCO, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 61 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
Total of all active and inactive participants | 2013-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 70 |
Number of participants with account balances | 2013-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WAHLCO, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 12 |
Total of all active and inactive participants | 2012-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 79 |
Number of participants with account balances | 2012-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WAHLCO, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 68 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 15 |
Total of all active and inactive participants | 2011-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 83 |
Number of participants with account balances | 2011-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: WAHLCO, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 18 |
Total of all active and inactive participants | 2009-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 95 |
Number of participants with account balances | 2009-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : WAHLCO, INC. 401(K) PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-684,406 |
Expenses. Total of all expenses incurred | 2022-12-31 | $11,315 |
Benefits paid (including direct rollovers) | 2022-12-31 | $5,850 |
Total plan assets at end of year | 2022-12-31 | $2,774,641 |
Total plan assets at beginning of year | 2022-12-31 | $3,470,362 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $62,897 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-747,303 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-695,721 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,774,641 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,470,362 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $5,350 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $115 |
2021 : WAHLCO, INC. 401(K) PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $593,750 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,137,388 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,125,651 |
Total plan assets at end of year | 2021-12-31 | $3,470,362 |
Total plan assets at beginning of year | 2021-12-31 | $4,014,000 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $81,106 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $512,644 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-543,638 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,470,362 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,014,000 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $11,337 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $400 |
2020 : WAHLCO, INC. 401(K) PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $920,624 |
Expenses. Total of all expenses incurred | 2020-12-31 | $716,882 |
Benefits paid (including direct rollovers) | 2020-12-31 | $704,555 |
Total plan assets at end of year | 2020-12-31 | $4,014,000 |
Total plan assets at beginning of year | 2020-12-31 | $3,810,258 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $74,307 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $3,774 |
Other income received | 2020-12-31 | $842,543 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $203,742 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,014,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,810,258 |
Assets. Value of participant loans | 2020-12-31 | $2,148 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $11,892 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $435 |
2019 : WAHLCO, INC. 401(K) PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $845,720 |
Expenses. Total of all expenses incurred | 2019-12-31 | $333,681 |
Benefits paid (including direct rollovers) | 2019-12-31 | $323,030 |
Total plan assets at end of year | 2019-12-31 | $3,810,258 |
Total plan assets at beginning of year | 2019-12-31 | $3,298,219 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $85,655 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $760,065 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $512,039 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,810,258 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,298,219 |
Assets. Value of participant loans | 2019-12-31 | $2,827 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $10,211 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $440 |
2018 : WAHLCO, INC. 401(K) PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-102,647 |
Expenses. Total of all expenses incurred | 2018-12-31 | $246,588 |
Benefits paid (including direct rollovers) | 2018-12-31 | $242,015 |
Total plan assets at end of year | 2018-12-31 | $3,298,219 |
Total plan assets at beginning of year | 2018-12-31 | $3,647,454 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $103,879 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-206,526 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-349,235 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,298,219 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,647,454 |
Assets. Value of participant loans | 2018-12-31 | $3,484 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,573 |
2017 : WAHLCO, INC. 401(K) PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $710,977 |
Expenses. Total of all expenses incurred | 2017-12-31 | $884,283 |
Benefits paid (including direct rollovers) | 2017-12-31 | $879,648 |
Total plan assets at end of year | 2017-12-31 | $3,647,454 |
Total plan assets at beginning of year | 2017-12-31 | $3,820,760 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $157,531 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $553,446 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $-173,306 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,647,454 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,820,760 |
Assets. Value of participant loans | 2017-12-31 | $18,630 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,635 |
2016 : WAHLCO, INC. 401(K) PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $484,257 |
Expenses. Total of all expenses incurred | 2016-12-31 | $151,168 |
Benefits paid (including direct rollovers) | 2016-12-31 | $146,188 |
Total plan assets at end of year | 2016-12-31 | $3,820,760 |
Total plan assets at beginning of year | 2016-12-31 | $3,487,671 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $237,164 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $246,696 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $333,089 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,820,760 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,487,671 |
Assets. Value of participant loans | 2016-12-31 | $40,704 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $397 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,980 |
2015 : WAHLCO, INC. 401(K) PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $375,818 |
Expenses. Total of all expenses incurred | 2015-12-31 | $117,671 |
Benefits paid (including direct rollovers) | 2015-12-31 | $117,046 |
Total plan assets at end of year | 2015-12-31 | $3,487,671 |
Total plan assets at beginning of year | 2015-12-31 | $3,229,524 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $313,621 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $34,173 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $258,147 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,487,671 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,229,524 |
Assets. Value of participant loans | 2015-12-31 | $35,614 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $28,024 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $625 |
2014 : WAHLCO, INC. 401(K) PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $573,204 |
Expenses. Total of all expenses incurred | 2014-12-31 | $369,397 |
Benefits paid (including direct rollovers) | 2014-12-31 | $358,579 |
Total plan assets at end of year | 2014-12-31 | $3,229,524 |
Total plan assets at beginning of year | 2014-12-31 | $3,025,717 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $268,004 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $27,715 |
Other income received | 2014-12-31 | $203,455 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $203,807 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,229,524 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,025,717 |
Assets. Value of participant loans | 2014-12-31 | $47,776 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $74,030 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $9,060 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,758 |
2013 : WAHLCO, INC. 401(K) PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $859,498 |
Expenses. Total of all expenses incurred | 2013-12-31 | $596,841 |
Benefits paid (including direct rollovers) | 2013-12-31 | $584,492 |
Total plan assets at end of year | 2013-12-31 | $3,025,717 |
Total plan assets at beginning of year | 2013-12-31 | $2,763,060 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $278,620 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $18,566 |
Other income received | 2013-12-31 | $562,312 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $262,657 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,025,717 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,763,060 |
Assets. Value of participant loans | 2013-12-31 | $53,618 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $11,845 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $504 |
2012 : WAHLCO, INC. 401(K) PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $596,460 |
Expenses. Total of all expenses incurred | 2012-12-31 | $121,680 |
Benefits paid (including direct rollovers) | 2012-12-31 | $104,838 |
Total plan assets at end of year | 2012-12-31 | $2,763,060 |
Total plan assets at beginning of year | 2012-12-31 | $2,288,280 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $267,394 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $35,591 |
Other income received | 2012-12-31 | $293,475 |
Net income (gross income less expenses) | 2012-12-31 | $474,780 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,763,060 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,288,280 |
Assets. Value of participant loans | 2012-12-31 | $26,024 |
Value of corrective distributions | 2012-12-31 | $16,824 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $18 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : WAHLCO, INC. 401(K) PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $296,926 |
Expenses. Total of all expenses incurred | 2011-12-31 | $71,406 |
Benefits paid (including direct rollovers) | 2011-12-31 | $70,152 |
Total plan assets at end of year | 2011-12-31 | $2,288,280 |
Total plan assets at beginning of year | 2011-12-31 | $2,062,760 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $240,391 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $65,817 |
Other income received | 2011-12-31 | $-9,381 |
Net income (gross income less expenses) | 2011-12-31 | $225,520 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,288,280 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,062,760 |
Assets. Value of participant loans | 2011-12-31 | $36,056 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $99 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,254 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : WAHLCO, INC. 401(K) PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $512,985 |
Expenses. Total of all expenses incurred | 2010-12-31 | $98,065 |
Benefits paid (including direct rollovers) | 2010-12-31 | $73,758 |
Total plan assets at end of year | 2010-12-31 | $2,062,760 |
Total plan assets at beginning of year | 2010-12-31 | $1,647,840 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $274,824 |
Other income received | 2010-12-31 | $238,161 |
Net income (gross income less expenses) | 2010-12-31 | $414,920 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,062,760 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,647,840 |
Assets. Value of participant loans | 2010-12-31 | $51,971 |
Value of corrective distributions | 2010-12-31 | $18,107 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,200 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : WAHLCO, INC. 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: WAHLCO, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: WAHLCO, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WAHLCO, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WAHLCO, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WAHLCO, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WAHLCO, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WAHLCO, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WAHLCO, INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WAHLCO, INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WAHLCO, INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WAHLCO, INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WAHLCO, INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WAHLCO, INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |