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WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameWOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

WOOD-MIZER HOLDINGS INC has sponsored the creation of one or more 401k plans.

Company Name:WOOD-MIZER HOLDINGS INC
Employer identification number (EIN):351295069
NAIC Classification:333200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01TOM EASTMAN
0022023-01-01
0022023-01-01TOM EASTMAN
0022022-01-01
0022022-01-01MARK THOMPSON
0022021-01-01
0022021-01-01MARK THOMPSON
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARK THOMPSON
0022016-01-01MARK THOMPSON
0022015-01-01MARK THOMPSON
0022014-01-01MARK THOMPSON MARK THOMPSON2015-10-14
0022013-01-01MARK THOMPSON
0022012-01-01MARK THOMPSON MARK THOMPSON2013-10-14
0022011-01-01MARK THOMPSON, CFO
0022010-01-01MARK THOMPSON, CFO
0022009-01-01MARK THOMPSON

Plan Statistics for WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01761
Total number of active participants reported on line 7a of the Form 55002023-01-01478
Number of retired or separated participants receiving benefits2023-01-0186
Number of other retired or separated participants entitled to future benefits2023-01-01173
Total of all active and inactive participants2023-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-018
Total participants2023-01-01745
Number of participants with account balances2023-01-01728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0140
2022: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01752
Total number of active participants reported on line 7a of the Form 55002022-01-01511
Number of retired or separated participants receiving benefits2022-01-0173
Number of other retired or separated participants entitled to future benefits2022-01-01178
Total of all active and inactive participants2022-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01765
Number of participants with account balances2022-01-01745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0143
2021: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01650
Total number of active participants reported on line 7a of the Form 55002021-01-01480
Number of other retired or separated participants entitled to future benefits2021-01-01324
Total of all active and inactive participants2021-01-01804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01805
Number of participants with account balances2021-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0133
2020: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01650
Total number of active participants reported on line 7a of the Form 55002020-01-01359
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01291
Total of all active and inactive participants2020-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01650
Number of participants with account balances2020-01-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01653
Total number of active participants reported on line 7a of the Form 55002019-01-01359
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01291
Total of all active and inactive participants2019-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01650
Number of participants with account balances2019-01-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01637
Total number of active participants reported on line 7a of the Form 55002018-01-01358
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01293
Total of all active and inactive participants2018-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01653
Number of participants with account balances2018-01-01653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0130
2017: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01638
Total number of active participants reported on line 7a of the Form 55002017-01-01367
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01267
Total of all active and inactive participants2017-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01637
Number of participants with account balances2017-01-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01609
Total number of active participants reported on line 7a of the Form 55002016-01-01343
Number of retired or separated participants receiving benefits2016-01-01120
Number of other retired or separated participants entitled to future benefits2016-01-01165
Total of all active and inactive participants2016-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-01638
Number of participants with account balances2016-01-01638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01594
Total number of active participants reported on line 7a of the Form 55002015-01-01328
Number of retired or separated participants receiving benefits2015-01-01110
Number of other retired or separated participants entitled to future benefits2015-01-01162
Total of all active and inactive participants2015-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-01609
Number of participants with account balances2015-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01552
Total number of active participants reported on line 7a of the Form 55002014-01-01319
Number of retired or separated participants receiving benefits2014-01-0113
Number of other retired or separated participants entitled to future benefits2014-01-01280
Total of all active and inactive participants2014-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-01624
Number of participants with account balances2014-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01494
Total number of active participants reported on line 7a of the Form 55002013-01-01299
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01246
Total of all active and inactive participants2013-01-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-01552
Number of participants with account balances2013-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0124
2012: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01488
Total number of active participants reported on line 7a of the Form 55002012-01-01268
Number of retired or separated participants receiving benefits2012-01-0142
Total of all active and inactive participants2012-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01184
Total participants2012-01-01494
Number of participants with account balances2012-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01468
Total number of active participants reported on line 7a of the Form 55002011-01-01240
Number of retired or separated participants receiving benefits2011-01-0141
Number of other retired or separated participants entitled to future benefits2011-01-01188
Total of all active and inactive participants2011-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-01474
Number of participants with account balances2011-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01428
Total number of active participants reported on line 7a of the Form 55002010-01-01258
Number of other retired or separated participants entitled to future benefits2010-01-01206
Total of all active and inactive participants2010-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01466
Number of participants with account balances2010-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01376
Total number of active participants reported on line 7a of the Form 55002009-01-01237
Number of retired or separated participants receiving benefits2009-01-01213
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01452
Number of participants with account balances2009-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$4,659,255
Total unrealized appreciation/depreciation of assets2023-12-31$4,659,255
Total transfer of assets from this plan2023-12-31$1,300,940
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$3,601,746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$4,291,532
Expenses. Interest paid2023-12-31$207,072
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$207,072
Total income from all sources (including contributions)2023-12-31$10,269,292
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$8,720,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$8,513,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,586,534
Value of total assets at end of year2023-12-31$114,856,156
Value of total assets at beginning of year2023-12-31$115,298,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$22,128
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,548,833
Value of net assets at end of year (total assets less liabilities)2023-12-31$111,254,410
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$111,006,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$126,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,458,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,458,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$22,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$114,729,591
Assets. Invements in employer securities at beginning of year2023-12-31$113,840,042
Contributions received in cash from employer2023-12-31$5,586,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,513,387
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$56,933
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$3,601,746
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$4,234,599
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PILE CPA'S
Accountancy firm EIN2023-12-31350865680
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$4,659,255
Total unrealized appreciation/depreciation of assets2023-01-01$4,659,255
Total transfer of assets from this plan2023-01-01$1,300,940
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$3,601,746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$4,291,532
Total income from all sources (including contributions)2023-01-01$10,269,292
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$8,720,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$8,513,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$5,586,534
Value of total assets at end of year2023-01-01$114,856,156
Value of total assets at beginning of year2023-01-01$115,298,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$0
Total interest from all sources2023-01-01$22,128
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,548,833
Value of net assets at end of year (total assets less liabilities)2023-01-01$111,254,410
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$111,006,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$126,565
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$22,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$114,729,591
Assets. Invements in employer securities at beginning of year2023-01-01$113,840,042
Contributions received in cash from employer2023-01-01$5,586,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$8,513,387
Liabilities. Value of benefit claims payable at end of year2023-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$56,933
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Liabilities. Value of acquisition indebtedness at end of year2023-01-01$3,601,746
Liabilities. Value of acquisition indebtedness at beginning of year2023-01-01$4,234,599
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01PILE CPA'S
Accountancy firm EIN2023-01-01350865680
2022 : WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-31,553,391
Total unrealized appreciation/depreciation of assets2022-12-31$-31,553,391
Total transfer of assets from this plan2022-12-31$4,537,862
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,291,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,060,103
Expenses. Interest paid2022-12-31$238,018
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$238,018
Total income from all sources (including contributions)2022-12-31$-27,046,175
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,843,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,605,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,504,492
Value of total assets at end of year2022-12-31$115,298,049
Value of total assets at beginning of year2022-12-31$155,494,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$2,724
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-34,889,972
Value of net assets at end of year (total assets less liabilities)2022-12-31$111,006,517
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$150,434,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,458,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,864,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,864,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$113,840,042
Assets. Invements in employer securities at beginning of year2022-12-31$150,630,129
Contributions received in cash from employer2022-12-31$4,504,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,605,779
Liabilities. Value of benefit claims payable at end of year2022-12-31$56,933
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$192,651
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$4,234,599
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$4,867,452
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PILE CPA'S
Accountancy firm EIN2022-12-31350865680
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-31,553,391
Total unrealized appreciation/depreciation of assets2022-01-01$-31,553,391
Total transfer of assets from this plan2022-01-01$4,537,862
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$4,291,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$5,060,103
Total income from all sources (including contributions)2022-01-01$-27,046,175
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$7,843,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$7,605,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$4,504,492
Value of total assets at end of year2022-01-01$115,298,049
Value of total assets at beginning of year2022-01-01$155,494,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$0
Total interest from all sources2022-01-01$2,724
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-34,889,972
Value of net assets at end of year (total assets less liabilities)2022-01-01$111,006,517
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$150,434,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$1,458,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$2,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$113,840,042
Assets. Invements in employer securities at beginning of year2022-01-01$150,630,129
Contributions received in cash from employer2022-01-01$4,504,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$7,605,779
Liabilities. Value of benefit claims payable at end of year2022-01-01$56,933
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$192,651
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Liabilities. Value of acquisition indebtedness at end of year2022-01-01$4,234,599
Liabilities. Value of acquisition indebtedness at beginning of year2022-01-01$4,867,452
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01PILE CPA'S
Accountancy firm EIN2022-01-01350865680
2021 : WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$40,722,256
Total unrealized appreciation/depreciation of assets2021-12-31$40,722,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,867,452
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,554,621
Expenses. Interest paid2021-12-31$268,965
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$268,965
Total income from all sources (including contributions)2021-12-31$44,994,859
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,324,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,055,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,272,562
Value of total assets at end of year2021-12-31$155,494,469
Value of total assets at beginning of year2021-12-31$117,511,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$41
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$34,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$54,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$38,670,249
Value of net assets at end of year (total assets less liabilities)2021-12-31$150,627,017
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$111,956,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,864,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$349,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$349,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$41
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$150,630,144
Assets. Invements in employer securities at beginning of year2021-12-31$115,662,124
Contributions received in cash from employer2021-12-31$4,272,562
Employer contributions (assets) at beginning of year2021-12-31$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,021,355
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$4,867,452
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$5,500,305
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PILE CPA'S
Accountancy firm EIN2021-12-31350865680
2020 : WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$22,566,345
Total unrealized appreciation/depreciation of assets2020-12-31$22,566,345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,554,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,383,426
Expenses. Interest paid2020-12-31$300,733
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$300,733
Total income from all sources (including contributions)2020-12-31$27,605,561
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,017,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,715,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,005,140
Value of total assets at end of year2020-12-31$117,511,389
Value of total assets at beginning of year2020-12-31$95,752,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,612
Total interest from all sources2020-12-31$145
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$54,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$250,268
Other income not declared elsewhere2020-12-31$33,931
Administrative expenses (other) incurred2020-12-31$1,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$22,587,817
Value of net assets at end of year (total assets less liabilities)2020-12-31$111,956,768
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$89,368,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$349,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$147,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$147,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$115,662,124
Assets. Invements in employer securities at beginning of year2020-12-31$95,124,580
Contributions received in cash from employer2020-12-31$5,005,140
Employer contributions (assets) at end of year2020-12-31$1,500,000
Employer contributions (assets) at beginning of year2020-12-31$480,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,715,399
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$5,500,305
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$6,133,158
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PILE CPA'S
Accountancy firm EIN2020-12-31350865680
2019 : WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,233,718
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,233,718
Total unrealized appreciation/depreciation of assets2019-12-31$1,233,718
Total unrealized appreciation/depreciation of assets2019-12-31$1,233,718
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,383,426
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,383,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,803,576
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,803,576
Expenses. Interest paid2019-12-31$330,858
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$330,858
Expenses. Interest paid2019-12-31$330,858
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$330,858
Total income from all sources (including contributions)2019-12-31$5,177,083
Total income from all sources (including contributions)2019-12-31$5,177,083
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,662,374
Total of all expenses incurred2019-12-31$8,662,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,330,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,330,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,943,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,943,365
Value of total assets at end of year2019-12-31$95,752,377
Value of total assets at end of year2019-12-31$95,752,377
Value of total assets at beginning of year2019-12-31$99,657,818
Value of total assets at beginning of year2019-12-31$99,657,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$660
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$660
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$5,718,010
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$250,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$250,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$37,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$37,565
Administrative expenses (other) incurred2019-12-31$660
Administrative expenses (other) incurred2019-12-31$660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-3,485,291
Value of net income/loss2019-12-31$-3,485,291
Value of net assets at end of year (total assets less liabilities)2019-12-31$89,368,951
Value of net assets at end of year (total assets less liabilities)2019-12-31$89,368,951
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$92,854,242
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$92,854,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$147,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$147,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,268
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$95,124,580
Assets. Invements in employer securities at end of year2019-12-31$95,124,580
Assets. Invements in employer securities at beginning of year2019-12-31$99,608,758
Assets. Invements in employer securities at beginning of year2019-12-31$99,608,758
Contributions received in cash from employer2019-12-31$3,943,365
Contributions received in cash from employer2019-12-31$3,943,365
Employer contributions (assets) at end of year2019-12-31$480,446
Employer contributions (assets) at end of year2019-12-31$480,446
Employer contributions (assets) at beginning of year2019-12-31$40,792
Employer contributions (assets) at beginning of year2019-12-31$40,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,330,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,330,856
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$6,133,158
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$6,133,158
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$6,766,011
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$6,766,011
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PILE CPA'S
Accountancy firm name2019-12-31PILE CPA'S
Accountancy firm EIN2019-12-31350865680
Accountancy firm EIN2019-12-31350865680
2018 : WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$9,235,271
Total unrealized appreciation/depreciation of assets2018-12-31$9,235,271
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,803,576
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,398,865
Expenses. Interest paid2018-12-31$361,804
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$361,804
Total income from all sources (including contributions)2018-12-31$11,871,212
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,107,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,745,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,635,941
Value of total assets at end of year2018-12-31$99,657,818
Value of total assets at beginning of year2018-12-31$93,489,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$37,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$6,763,944
Value of net assets at end of year (total assets less liabilities)2018-12-31$92,854,242
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$86,090,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,268
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$10,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$99,608,758
Assets. Invements in employer securities at beginning of year2018-12-31$93,477,863
Contributions received in cash from employer2018-12-31$2,635,941
Employer contributions (assets) at end of year2018-12-31$40,792
Employer contributions (assets) at beginning of year2018-12-31$453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,745,464
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$6,766,011
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$7,398,865
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MID-AMERICA TAX & AUDIT, INC.
Accountancy firm EIN2018-12-31261093736
2017 : WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$5,510,185
Total unrealized appreciation/depreciation of assets2017-12-31$5,510,185
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,398,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,031,718
Expenses. Interest paid2017-12-31$392,749
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$392,749
Total income from all sources (including contributions)2017-12-31$8,344,125
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,824,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,431,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,833,940
Value of total assets at end of year2017-12-31$93,489,163
Value of total assets at beginning of year2017-12-31$90,602,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$2,375,157
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,519,425
Value of net assets at end of year (total assets less liabilities)2017-12-31$86,090,298
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$82,570,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$65,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$65,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$93,477,863
Assets. Invements in employer securities at beginning of year2017-12-31$90,342,836
Contributions received in cash from employer2017-12-31$2,833,940
Employer contributions (assets) at end of year2017-12-31$453
Employer contributions (assets) at beginning of year2017-12-31$194,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,431,951
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$7,398,865
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$8,031,718
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MID-AMERICA TAX & AUDIT, INC.
Accountancy firm EIN2017-12-31261093736
2016 : WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$9,193,715
Total unrealized appreciation/depreciation of assets2016-12-31$9,193,715
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,031,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,680,398
Total income from all sources (including contributions)2016-12-31$13,137,896
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,240,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,240,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,944,181
Value of total assets at end of year2016-12-31$90,602,591
Value of total assets at beginning of year2016-12-31$81,354,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$424,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,897,237
Value of net assets at end of year (total assets less liabilities)2016-12-31$82,570,873
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$72,673,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$65,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$22,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$22,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$90,342,836
Assets. Invements in employer securities at beginning of year2016-12-31$81,149,121
Contributions received in cash from employer2016-12-31$3,944,181
Employer contributions (assets) at end of year2016-12-31$194,535
Employer contributions (assets) at beginning of year2016-12-31$182,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,815,801
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$15,827
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$8,031,718
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$8,664,571
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MID-AMERICA TAX & AUDIT, INC.
Accountancy firm EIN2016-12-31261093736
2015 : WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$8,347,447
Total unrealized appreciation/depreciation of assets2015-12-31$8,347,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,680,398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,297,424
Expenses. Interest paid2015-12-31$454,644
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$454,644
Total income from all sources (including contributions)2015-12-31$11,764,721
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,790,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,334,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,417,274
Value of total assets at end of year2015-12-31$81,354,034
Value of total assets at beginning of year2015-12-31$72,996,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$764
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$8,974,644
Value of net assets at end of year (total assets less liabilities)2015-12-31$72,673,636
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$63,698,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$22,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$81,149,121
Assets. Invements in employer securities at beginning of year2015-12-31$72,801,675
Contributions received in cash from employer2015-12-31$3,417,274
Employer contributions (assets) at end of year2015-12-31$182,408
Employer contributions (assets) at beginning of year2015-12-31$188,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,334,669
Liabilities. Value of benefit claims payable at end of year2015-12-31$15,827
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$8,664,571
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$9,297,424
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MID-AMERICA TAX & AUDIT, INC.
Accountancy firm EIN2015-12-31261093736
2014 : WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$8,330,446
Total unrealized appreciation/depreciation of assets2014-12-31$8,330,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,297,424
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,440,228
Total income from all sources (including contributions)2014-12-31$11,829,478
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,435,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,435,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,499,032
Value of total assets at end of year2014-12-31$72,996,416
Value of total assets at beginning of year2014-12-31$65,745,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$637
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$509,951
Administrative expenses (other) incurred2014-12-31$637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,393,725
Value of net assets at end of year (total assets less liabilities)2014-12-31$63,698,992
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,305,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$72,801,675
Assets. Invements in employer securities at beginning of year2014-12-31$64,471,228
Contributions received in cash from employer2014-12-31$3,499,032
Employer contributions (assets) at end of year2014-12-31$188,066
Employer contributions (assets) at beginning of year2014-12-31$1,267,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,435,116
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$9,297,424
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$9,930,277
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MID-AMERICA AUDIT AND TAX, INC.
Accountancy firm EIN2014-12-31261093736
2013 : WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$11,660,736
Total unrealized appreciation/depreciation of assets2013-12-31$11,660,736
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,440,228
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,088,928
Expenses. Interest paid2013-12-31$485,591
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$485,591
Total income from all sources (including contributions)2013-12-31$13,904,010
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,587,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,101,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,243,274
Value of total assets at end of year2013-12-31$65,745,495
Value of total assets at beginning of year2013-12-31$54,077,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$342
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$509,951
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$516,537
Administrative expenses (other) incurred2013-12-31$342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,316,385
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,305,267
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$42,988,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$23,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$23,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$64,471,229
Assets. Invements in employer securities at beginning of year2013-12-31$52,810,493
Contributions received in cash from employer2013-12-31$2,243,274
Employer contributions (assets) at end of year2013-12-31$1,267,479
Employer contributions (assets) at beginning of year2013-12-31$1,243,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,101,692
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$9,930,277
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$10,572,391
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MID-AMERICA TAX & AUDIT, INC.
Accountancy firm EIN2013-12-31261093736
2012 : WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$8,230,329
Total unrealized appreciation/depreciation of assets2012-12-31$8,230,329
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,088,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,744,968
Expenses. Interest paid2012-12-31$516,537
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$516,537
Total income from all sources (including contributions)2012-12-31$10,573,507
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,661,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,144,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,343,178
Value of total assets at end of year2012-12-31$54,077,810
Value of total assets at beginning of year2012-12-31$45,821,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$424
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$516,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$548,984
Administrative expenses (other) incurred2012-12-31$424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,911,867
Value of net assets at end of year (total assets less liabilities)2012-12-31$42,988,882
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,077,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$23,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$36,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$36,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$52,810,493
Assets. Invements in employer securities at beginning of year2012-12-31$44,580,164
Contributions received in cash from employer2012-12-31$2,343,178
Employer contributions (assets) at end of year2012-12-31$1,243,595
Employer contributions (assets) at beginning of year2012-12-31$1,205,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,144,679
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$10,572,391
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$11,195,984
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MID-AMERICA TAX & AUDIT, INC.
Accountancy firm EIN2012-12-31261093736
2011 : WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$10,670,904
Total unrealized appreciation/depreciation of assets2011-12-31$10,670,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,744,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,407,267
Expenses. Interest paid2011-12-31$548,984
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$548,984
Total income from all sources (including contributions)2011-12-31$12,641,064
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,322,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$773,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,970,160
Value of total assets at end of year2011-12-31$45,821,983
Value of total assets at beginning of year2011-12-31$35,165,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$432
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$548,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$578,430
Administrative expenses (other) incurred2011-12-31$432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$11,318,442
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,077,015
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,758,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$36,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$17,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$17,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$44,580,164
Assets. Invements in employer securities at beginning of year2011-12-31$33,909,259
Contributions received in cash from employer2011-12-31$1,970,160
Employer contributions (assets) at end of year2011-12-31$1,205,092
Employer contributions (assets) at beginning of year2011-12-31$1,238,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$773,206
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$11,195,984
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$11,828,837
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MID-AMERICA TAX & AUDIT, INC.
Accountancy firm EIN2011-12-31261093736
2010 : WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$9,939,865
Total unrealized appreciation/depreciation of assets2010-12-31$9,939,865
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,407,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,071,067
Expenses. Interest paid2010-12-31$578,430
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$578,430
Total income from all sources (including contributions)2010-12-31$11,327,511
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$888,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$310,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,387,616
Value of total assets at end of year2010-12-31$35,165,840
Value of total assets at beginning of year2010-12-31$25,391,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$355
Total interest from all sources2010-12-31$30
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$578,430
Administrative expenses (other) incurred2010-12-31$355
Liabilities. Value of operating payables at beginning of year2010-12-31$1,242,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,438,516
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,758,573
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,320,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$17,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$154,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$154,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$30
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$33,909,259
Assets. Invements in employer securities at beginning of year2010-12-31$23,969,394
Contributions received in cash from employer2010-12-31$1,387,616
Employer contributions (assets) at end of year2010-12-31$1,238,752
Employer contributions (assets) at beginning of year2010-12-31$1,267,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$310,210
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$11,828,837
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$11,828,837
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MID-AMERICA TAX & AUDIT, INC.
Accountancy firm EIN2010-12-31261093736

Form 5500 Responses for WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WOOD-MIZER HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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