401k Plan data: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN plan

JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 401k Plan overview

Plan Name	JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN
Plan identification number	002

JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

JESSEN MANUFACTURING CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: JESSEN MANUFACTURING CO., INC.

Employer identification number (EIN): 350422520

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 MARK C. JESSEN 2022-04-08
002 2020-01-01
002 2019-01-01
002 2018-01-01 MARK C. JESSEN
002 2017-01-01 MARK C. JESSEN
002 2016-01-01 MARK C. JESSEN
002 2015-01-01 MARK C. JESSEN
002 2014-01-01 MARK JESSEN MARK JESSEN 2015-07-08
002 2013-01-01 MARK JESSEN
002 2012-01-01 MARK JESSEN
002 2011-01-01 MARK JESSEN
002 2009-01-01 MARK JESSEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	MARK C. JESSEN	2022-04-08
002	2020-01-01
002	2019-01-01
002	2018-01-01	MARK C. JESSEN
002	2017-01-01	MARK C. JESSEN
002	2016-01-01	MARK C. JESSEN
002	2015-01-01	MARK C. JESSEN
002	2014-01-01	MARK JESSEN		MARK JESSEN	2015-07-08
002	2013-01-01	MARK JESSEN
002	2012-01-01	MARK JESSEN
002	2011-01-01	MARK JESSEN
002	2009-01-01	MARK JESSEN

Plan Statistics for JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN

401k plan membership statisitcs for JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN

Measure Date Value
2021: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets 2021-11-12 3,597,380
Acturial value of plan assets 2021-11-12 3,597,380
Funding target for retired participants and beneficiaries receiving payment 2021-11-12 2,328,893
Number of terminated vested participants 2021-11-12 20
Fundng target for terminated vested participants 2021-11-12 311,173
Active participant vested funding target 2021-11-12 127,689
Number of active participants 2021-11-12 8
Total funding liabilities for active participants 2021-11-12 127,689
Total participant count 2021-11-12 88
Total funding target for all participants 2021-11-12 2,767,755
Balance at beginning of prior year after applicable adjustments 2021-11-12 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-11-12 184,722
Carryover balanced portion elected for use to offset prior years funding requirement 2021-11-12 0
Prefunding balanced used to offset prior years funding requirement 2021-11-12 0
Amount remaining of carryover balance 2021-11-12 0
Amount remaining of prefunding balance 2021-11-12 184,722
Present value of excess contributions 2021-11-12 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-11-12 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-11-12 0
Reductions in prefunding balances due to elections or deemed elections 2021-11-12 0
Balance of carryovers at beginning of current year 2021-11-12 0
Balance of prefunding at beginning of current year 2021-11-12 207,757
Total employer contributions 2021-11-12 0
Total employee contributions 2021-11-12 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-11-12 0
Contributions made to avoid restrictions adjusted to valuation date 2021-11-12 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-11-12 0
Unpaid minimum required contributions for all prior years 2021-11-12 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-11-12 0
Remaining amount of unpaid minimum required contributions 2021-11-12 0
Minimum required contributions for current year target normal cost 2021-11-12 0
Total funding amount beforereflecting carryover/prefunding balances 2021-11-12 0
Carryover balance elected to use to offset funding requirement 2021-11-12 0
Prefunding balance elected to use to offset funding requirement 2021-11-12 0
Additional cash requirement 2021-11-12 0
Contributions allocatedtoward minimum required contributions for current year 2021-11-12 0
Unpaid minimum required contributions for current year 2021-11-12 0
Unpaid minimum required contributions for all years 2021-11-12 0
2020: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,271,083
Acturial value of plan assets 2020-12-31 3,271,083
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 2,037,373
Number of terminated vested participants 2020-12-31 21
Fundng target for terminated vested participants 2020-12-31 310,865
Active participant vested funding target 2020-12-31 575,828
Number of active participants 2020-12-31 16
Total funding liabilities for active participants 2020-12-31 575,828
Total participant count 2020-12-31 93
Total funding target for all participants 2020-12-31 2,924,066
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 151,028
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 151,028
Present value of excess contributions 2020-12-31 42,552
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 44,858
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 184,722
Total employer contributions 2020-12-31 159,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 154,631
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 154,631
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 51
Number of other retired or separated participants entitled to future benefits 2020-01-01 19
Total of all active and inactive participants 2020-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 10
Total participants 2020-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,779,029
Acturial value of plan assets 2019-12-31 2,779,029
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 2,033,236
Number of terminated vested participants 2019-12-31 24
Fundng target for terminated vested participants 2019-12-31 319,922
Active participant vested funding target 2019-12-31 624,162
Number of active participants 2019-12-31 19
Total funding liabilities for active participants 2019-12-31 624,162
Total participant count 2019-12-31 95
Total funding target for all participants 2019-12-31 2,977,320
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 160,361
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 160,361
Present value of excess contributions 2019-12-31 81,825
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 86,415
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 151,028
Total employer contributions 2019-12-31 102,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 99,312
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 349,319
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 56,760
Additional cash requirement 2019-12-31 56,760
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 99,312
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
Number of retired or separated participants receiving benefits 2019-01-01 47
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 9
Total participants 2019-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,069,347
Acturial value of plan assets 2018-12-31 3,069,347
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,880,254
Number of terminated vested participants 2018-12-31 23
Fundng target for terminated vested participants 2018-12-31 289,464
Active participant vested funding target 2018-12-31 737,465
Number of active participants 2018-12-31 22
Total funding liabilities for active participants 2018-12-31 737,465
Total participant count 2018-12-31 95
Total funding target for all participants 2018-12-31 2,907,183
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 229,416
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 229,416
Present value of excess contributions 2018-12-31 25,719
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 27,211
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 107,000
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 160,361
Total employer contributions 2018-12-31 84,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 81,825
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 81,825
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 19
Number of retired or separated participants receiving benefits 2018-01-01 45
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 7
Total participants 2018-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,732,036
Acturial value of plan assets 2017-12-31 2,732,036
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,774,755
Number of terminated vested participants 2017-12-31 25
Fundng target for terminated vested participants 2017-12-31 273,142
Active participant vested funding target 2017-12-31 764,700
Number of active participants 2017-12-31 24
Total funding liabilities for active participants 2017-12-31 764,700
Total participant count 2017-12-31 95
Total funding target for all participants 2017-12-31 2,812,597
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 204,362
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 204,362
Present value of excess contributions 2017-12-31 11,442
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 12,138
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 12,138
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 229,416
Total employer contributions 2017-12-31 84,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 81,753
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 309,977
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 56,034
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 56,034
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 81,753
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 22
Number of retired or separated participants receiving benefits 2017-01-01 41
Number of other retired or separated participants entitled to future benefits 2017-01-01 23
Total of all active and inactive participants 2017-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 9
Total participants 2017-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,690,276
Acturial value of plan assets 2016-12-31 2,690,276
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,695,895
Number of terminated vested participants 2016-12-31 28
Fundng target for terminated vested participants 2016-12-31 261,347
Active participant vested funding target 2016-12-31 792,757
Number of active participants 2016-12-31 26
Total funding liabilities for active participants 2016-12-31 792,757
Total participant count 2016-12-31 97
Total funding target for all participants 2016-12-31 2,749,999
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 109,322
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 109,322
Present value of excess contributions 2016-12-31 92,221
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 97,948
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 97,948
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 204,362
Total employer contributions 2016-12-31 56,000
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 55,075
Unpaid minimum required contributions for all prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 264,085
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 43,633
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 43,633
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 55,075
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 24
Number of retired or separated participants receiving benefits 2016-01-01 39
Number of other retired or separated participants entitled to future benefits 2016-01-01 25
Total of all active and inactive participants 2016-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 7
Total participants 2016-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 26
Number of retired or separated participants receiving benefits 2015-01-01 37
Number of other retired or separated participants entitled to future benefits 2015-01-01 27
Total of all active and inactive participants 2015-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 7
Total participants 2015-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 28
Number of retired or separated participants receiving benefits 2014-01-01 37
Number of other retired or separated participants entitled to future benefits 2014-01-01 27
Total of all active and inactive participants 2014-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 9
Total participants 2014-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 30
Number of retired or separated participants receiving benefits 2013-01-01 39
Number of other retired or separated participants entitled to future benefits 2013-01-01 28
Total of all active and inactive participants 2013-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 5
Total participants 2013-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 30
Number of retired or separated participants receiving benefits 2012-01-01 40
Number of other retired or separated participants entitled to future benefits 2012-01-01 29
Total of all active and inactive participants 2012-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 5
Total participants 2012-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
Number of retired or separated participants receiving benefits 2011-01-01 36
Number of other retired or separated participants entitled to future benefits 2011-01-01 30
Total of all active and inactive participants 2011-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 5
Total participants 2011-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 44
Number of retired or separated participants receiving benefits 2009-01-01 28
Number of other retired or separated participants entitled to future benefits 2009-01-01 28
Total of all active and inactive participants 2009-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 5
Total participants 2009-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets	2021-11-12	3,597,380
Acturial value of plan assets	2021-11-12	3,597,380
Funding target for retired participants and beneficiaries receiving payment	2021-11-12	2,328,893
Number of terminated vested participants	2021-11-12	20
Fundng target for terminated vested participants	2021-11-12	311,173
Active participant vested funding target	2021-11-12	127,689
Number of active participants	2021-11-12	8
Total funding liabilities for active participants	2021-11-12	127,689
Total participant count	2021-11-12	88
Total funding target for all participants	2021-11-12	2,767,755
Balance at beginning of prior year after applicable adjustments	2021-11-12	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-11-12	184,722
Carryover balanced portion elected for use to offset prior years funding requirement	2021-11-12	0
Prefunding balanced used to offset prior years funding requirement	2021-11-12	0
Amount remaining of carryover balance	2021-11-12	0
Amount remaining of prefunding balance	2021-11-12	184,722
Present value of excess contributions	2021-11-12	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-11-12	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-11-12	0
Reductions in prefunding balances due to elections or deemed elections	2021-11-12	0
Balance of carryovers at beginning of current year	2021-11-12	0
Balance of prefunding at beginning of current year	2021-11-12	207,757
Total employer contributions	2021-11-12	0
Total employee contributions	2021-11-12	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-11-12	0
Contributions made to avoid restrictions adjusted to valuation date	2021-11-12	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-11-12	0
Unpaid minimum required contributions for all prior years	2021-11-12	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-11-12	0
Remaining amount of unpaid minimum required contributions	2021-11-12	0
Minimum required contributions for current year target normal cost	2021-11-12	0
Total funding amount beforereflecting carryover/prefunding balances	2021-11-12	0
Carryover balance elected to use to offset funding requirement	2021-11-12	0
Prefunding balance elected to use to offset funding requirement	2021-11-12	0
Additional cash requirement	2021-11-12	0
Contributions allocatedtoward minimum required contributions for current year	2021-11-12	0
Unpaid minimum required contributions for current year	2021-11-12	0
Unpaid minimum required contributions for all years	2021-11-12	0
2020: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,271,083
Acturial value of plan assets	2020-12-31	3,271,083
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	2,037,373
Number of terminated vested participants	2020-12-31	21
Fundng target for terminated vested participants	2020-12-31	310,865
Active participant vested funding target	2020-12-31	575,828
Number of active participants	2020-12-31	16
Total funding liabilities for active participants	2020-12-31	575,828
Total participant count	2020-12-31	93
Total funding target for all participants	2020-12-31	2,924,066
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	151,028
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	151,028
Present value of excess contributions	2020-12-31	42,552
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	44,858
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	184,722
Total employer contributions	2020-12-31	159,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	154,631
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	154,631
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	51
Number of other retired or separated participants entitled to future benefits	2020-01-01	19
Total of all active and inactive participants	2020-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	10
Total participants	2020-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,779,029
Acturial value of plan assets	2019-12-31	2,779,029
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	2,033,236
Number of terminated vested participants	2019-12-31	24
Fundng target for terminated vested participants	2019-12-31	319,922
Active participant vested funding target	2019-12-31	624,162
Number of active participants	2019-12-31	19
Total funding liabilities for active participants	2019-12-31	624,162
Total participant count	2019-12-31	95
Total funding target for all participants	2019-12-31	2,977,320
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	160,361
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	160,361
Present value of excess contributions	2019-12-31	81,825
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	86,415
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	151,028
Total employer contributions	2019-12-31	102,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	99,312
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	349,319
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	56,760
Additional cash requirement	2019-12-31	56,760
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	99,312
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
Number of retired or separated participants receiving benefits	2019-01-01	47
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	9
Total participants	2019-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,069,347
Acturial value of plan assets	2018-12-31	3,069,347
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,880,254
Number of terminated vested participants	2018-12-31	23
Fundng target for terminated vested participants	2018-12-31	289,464
Active participant vested funding target	2018-12-31	737,465
Number of active participants	2018-12-31	22
Total funding liabilities for active participants	2018-12-31	737,465
Total participant count	2018-12-31	95
Total funding target for all participants	2018-12-31	2,907,183
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	229,416
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	229,416
Present value of excess contributions	2018-12-31	25,719
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	27,211
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	107,000
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	160,361
Total employer contributions	2018-12-31	84,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	81,825
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	81,825
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	19
Number of retired or separated participants receiving benefits	2018-01-01	45
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	7
Total participants	2018-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,732,036
Acturial value of plan assets	2017-12-31	2,732,036
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,774,755
Number of terminated vested participants	2017-12-31	25
Fundng target for terminated vested participants	2017-12-31	273,142
Active participant vested funding target	2017-12-31	764,700
Number of active participants	2017-12-31	24
Total funding liabilities for active participants	2017-12-31	764,700
Total participant count	2017-12-31	95
Total funding target for all participants	2017-12-31	2,812,597
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	204,362
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	204,362
Present value of excess contributions	2017-12-31	11,442
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	12,138
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	12,138
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	229,416
Total employer contributions	2017-12-31	84,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	81,753
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	309,977
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	56,034
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	56,034
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	81,753
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	22
Number of retired or separated participants receiving benefits	2017-01-01	41
Number of other retired or separated participants entitled to future benefits	2017-01-01	23
Total of all active and inactive participants	2017-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	9
Total participants	2017-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,690,276
Acturial value of plan assets	2016-12-31	2,690,276
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,695,895
Number of terminated vested participants	2016-12-31	28
Fundng target for terminated vested participants	2016-12-31	261,347
Active participant vested funding target	2016-12-31	792,757
Number of active participants	2016-12-31	26
Total funding liabilities for active participants	2016-12-31	792,757
Total participant count	2016-12-31	97
Total funding target for all participants	2016-12-31	2,749,999
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	109,322
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	109,322
Present value of excess contributions	2016-12-31	92,221
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	97,948
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	97,948
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	204,362
Total employer contributions	2016-12-31	56,000
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	55,075
Unpaid minimum required contributions for all prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	264,085
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	43,633
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	43,633
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	55,075
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	24
Number of retired or separated participants receiving benefits	2016-01-01	39
Number of other retired or separated participants entitled to future benefits	2016-01-01	25
Total of all active and inactive participants	2016-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	7
Total participants	2016-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	26
Number of retired or separated participants receiving benefits	2015-01-01	37
Number of other retired or separated participants entitled to future benefits	2015-01-01	27
Total of all active and inactive participants	2015-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	7
Total participants	2015-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	28
Number of retired or separated participants receiving benefits	2014-01-01	37
Number of other retired or separated participants entitled to future benefits	2014-01-01	27
Total of all active and inactive participants	2014-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	9
Total participants	2014-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	30
Number of retired or separated participants receiving benefits	2013-01-01	39
Number of other retired or separated participants entitled to future benefits	2013-01-01	28
Total of all active and inactive participants	2013-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	5
Total participants	2013-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	30
Number of retired or separated participants receiving benefits	2012-01-01	40
Number of other retired or separated participants entitled to future benefits	2012-01-01	29
Total of all active and inactive participants	2012-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	5
Total participants	2012-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
Number of retired or separated participants receiving benefits	2011-01-01	36
Number of other retired or separated participants entitled to future benefits	2011-01-01	30
Total of all active and inactive participants	2011-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	5
Total participants	2011-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	44
Number of retired or separated participants receiving benefits	2009-01-01	28
Number of other retired or separated participants entitled to future benefits	2009-01-01	28
Total of all active and inactive participants	2009-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	5
Total participants	2009-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN

Measure	Date	Value
2020 : JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total income from all sources	2020-12-31	$561,506
Expenses. Total of all expenses incurred	2020-12-31	$235,209
Benefits paid (including direct rollovers)	2020-12-31	$235,209
Total plan assets at end of year	2020-12-31	$3,597,380
Total plan assets at beginning of year	2020-12-31	$3,271,083
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Other income received	2020-12-31	$402,506
Net income (gross income less expenses)	2020-12-31	$326,297
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,597,380
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,271,083
Total contributions received or receivable from employer(s)	2020-12-31	$159,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$709,661
Expenses. Total of all expenses incurred	2019-12-31	$217,607
Benefits paid (including direct rollovers)	2019-12-31	$217,607
Total plan assets at end of year	2019-12-31	$3,271,083
Total plan assets at beginning of year	2019-12-31	$2,779,029
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Other income received	2019-12-31	$607,661
Net income (gross income less expenses)	2019-12-31	$492,054
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,271,083
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,779,029
Total contributions received or receivable from employer(s)	2019-12-31	$102,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME 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	$-91,241
Expenses. Total of all expenses incurred	2018-12-31	$199,077
Benefits paid (including direct rollovers)	2018-12-31	$199,077
Total plan assets at end of year	2018-12-31	$2,779,029
Total plan assets at beginning of year	2018-12-31	$3,069,347
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Other income received	2018-12-31	$-175,241
Net income (gross income less expenses)	2018-12-31	$-290,318
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,779,029
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,069,347
Total contributions received or receivable from employer(s)	2018-12-31	$84,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2017 401k financial data
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	$527,838
Expenses. Total of all expenses incurred	2017-12-31	$190,527
Benefits paid (including direct rollovers)	2017-12-31	$190,527
Total plan assets at end of year	2017-12-31	$3,069,347
Total plan assets at beginning of year	2017-12-31	$2,732,036
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Other income received	2017-12-31	$443,838
Net income (gross income less expenses)	2017-12-31	$337,311
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,069,347
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,732,036
Total contributions received or receivable from employer(s)	2017-12-31	$84,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total income from all sources	2016-12-31	$223,000
Expenses. Total of all expenses incurred	2016-12-31	$181,240
Benefits paid (including direct rollovers)	2016-12-31	$181,240
Total plan assets at end of year	2016-12-31	$2,732,036
Total plan assets at beginning of year	2016-12-31	$2,690,276
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Other income received	2016-12-31	$167,000
Net income (gross income less expenses)	2016-12-31	$41,760
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,732,036
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,690,276
Total contributions received or receivable from employer(s)	2016-12-31	$56,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$20,470
Expenses. Total of all expenses incurred	2015-12-31	$169,502
Benefits paid (including direct rollovers)	2015-12-31	$169,502
Total plan assets at end of year	2015-12-31	$2,690,276
Total plan assets at beginning of year	2015-12-31	$2,839,308
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Other income received	2015-12-31	$-74,530
Net income (gross income less expenses)	2015-12-31	$-149,032
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,690,276
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,839,308
Total contributions received or receivable from employer(s)	2015-12-31	$95,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME 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	$228,851
Expenses. Total of all expenses incurred	2014-12-31	$187,359
Benefits paid (including direct rollovers)	2014-12-31	$187,359
Total plan assets at end of year	2014-12-31	$2,839,308
Total plan assets at beginning of year	2014-12-31	$2,797,816
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Other income received	2014-12-31	$127,951
Net income (gross income less expenses)	2014-12-31	$41,492
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,839,308
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,797,816
Total contributions received or receivable from employer(s)	2014-12-31	$100,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME 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 plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$532,134
Expenses. Total of all expenses incurred	2013-12-31	$184,146
Benefits paid (including direct rollovers)	2013-12-31	$184,146
Total plan assets at end of year	2013-12-31	$2,797,816
Total plan assets at beginning of year	2013-12-31	$2,449,828
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Other income received	2013-12-31	$372,659
Net income (gross income less expenses)	2013-12-31	$347,988
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,797,816
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,449,828
Total contributions received or receivable from employer(s)	2013-12-31	$159,475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$402,899
Expenses. Total of all expenses incurred	2012-12-31	$185,647
Benefits paid (including direct rollovers)	2012-12-31	$185,647
Total plan assets at end of year	2012-12-31	$2,449,828
Total plan assets at beginning of year	2012-12-31	$2,232,576
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$252,399
Net income (gross income less expenses)	2012-12-31	$217,252
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,449,828
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,232,576
Total contributions received or receivable from employer(s)	2012-12-31	$150,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$78,049
Expenses. Total of all expenses incurred	2011-12-31	$173,926
Benefits paid (including direct rollovers)	2011-12-31	$173,926
Total plan assets at end of year	2011-12-31	$2,232,576
Total plan assets at beginning of year	2011-12-31	$2,328,453
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$-65,951
Net income (gross income less expenses)	2011-12-31	$-95,877
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,232,576
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,328,453
Total contributions received or receivable from employer(s)	2011-12-31	$144,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$412,313
Expenses. Total of all expenses incurred	2010-12-31	$163,964
Benefits paid (including direct rollovers)	2010-12-31	$163,964
Total plan assets at end of year	2010-12-31	$2,328,453
Total plan assets at beginning of year	2010-12-31	$2,080,104
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Other income received	2010-12-31	$269,313
Net income (gross income less expenses)	2010-12-31	$248,349
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,328,453
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,080,104
Total contributions received or receivable from employer(s)	2010-12-31	$143,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN

2020: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	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: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME 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: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME 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: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME 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: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME 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: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME 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: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME 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	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME 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	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JESSEN MANUFACTURING CO. , INC. UAW RETIREMENT INCOME 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	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

ESP 9019

Policy instance

Insurance contract or identification number	ESP 9019
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $6,700
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

ESP 9019

Policy instance

Insurance contract or identification number	ESP 9019
Number of Individuals Covered	105
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,542
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,542
Insurance broker organization code?	3
Insurance broker name	KEVIN M. GRUNAWALT

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Company Name:	JESSEN MANUFACTURING CO., INC.
Employer identification number (EIN):	350422520
NAIC Classification:	332900