401k Plan data: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST plan

CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 401k Plan overview

Plan Name	CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST
Plan identification number	001

CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CULVER TOOL & ENGINEERING, LLC has sponsored the creation of one or more 401k plans.

Company Name: CULVER TOOL & ENGINEERING, LLC

Employer identification number (EIN): 351753639

NAIC Classification: 332700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARK MORRIS 2018-02-16
001 2016-01-01 WADE BERGER 2017-02-08
001 2015-01-01 WADE BERGER 2016-07-08
001 2014-01-01 WADE BERGER 2015-02-25
001 2013-01-01 WADE BERGER 2014-07-17
001 2012-01-01 WADE BERGER 2013-05-20
001 2011-01-01 WADE BERGER 2012-03-12 WADE BERGER 2012-03-12
001 2010-01-01 DAVID V. WINROTTE 2011-08-09 DAVID V. WINROTTE 2011-08-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARK MORRIS	2018-02-16
001	2016-01-01	WADE BERGER	2017-02-08
001	2015-01-01	WADE BERGER	2016-07-08
001	2014-01-01	WADE BERGER	2015-02-25
001	2013-01-01	WADE BERGER	2014-07-17
001	2012-01-01	WADE BERGER	2013-05-20
001	2011-01-01	WADE BERGER	2012-03-12	WADE BERGER	2012-03-12
001	2010-01-01	DAVID V. WINROTTE	2011-08-09	DAVID V. WINROTTE	2011-08-09

Plan Statistics for CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST

401k plan membership statisitcs for CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST

Measure Date Value
2022: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 214
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 34
Total of all active and inactive participants 2022-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 255
Number of participants with account balances 2022-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 16
2021: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 194
Number of retired or separated participants receiving benefits 2021-01-01 16
Number of other retired or separated participants entitled to future benefits 2021-01-01 28
Total of all active and inactive participants 2021-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 238
Number of participants with account balances 2021-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 27
2020: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 189
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 15
Total of all active and inactive participants 2020-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 207
Number of participants with account balances 2020-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 16
2019: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 175
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 193
Number of participants with account balances 2019-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2018: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 144
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 153
Number of participants with account balances 2018-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6

Measure	Date	Value
2022: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	214
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	34
Total of all active and inactive participants	2022-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	255
Number of participants with account balances	2022-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	16
2021: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	194
Number of retired or separated participants receiving benefits	2021-01-01	16
Number of other retired or separated participants entitled to future benefits	2021-01-01	28
Total of all active and inactive participants	2021-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	238
Number of participants with account balances	2021-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	27
2020: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	189
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	15
Total of all active and inactive participants	2020-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	207
Number of participants with account balances	2020-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	16
2019: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	175
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	193
Number of participants with account balances	2019-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2018: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	144
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	153
Number of participants with account balances	2018-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6

Financial Data on CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST

Measure	Date	Value
2022 : CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-1,037,556
Total unrealized appreciation/depreciation of assets	2022-12-31	$-1,037,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$259,251
Total loss/gain on sale of assets	2022-12-31	$-134,813
Total of all expenses incurred	2022-12-31	$481,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$408,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,291,355
Value of total assets at end of year	2022-12-31	$5,668,458
Value of total assets at beginning of year	2022-12-31	$5,890,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$73,088
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$655,914
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$332,887
Administrative expenses (other) incurred	2022-12-31	$73,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-222,292
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,668,458
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,890,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,523,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,558,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$144,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$332,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$140,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$302,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$408,455
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$903,449
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$1,038,262
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	INSIGHT ACCOUNTING GROUP PC
Accountancy firm EIN	2022-12-31	203708395
2021 : CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$73,844
Total unrealized appreciation/depreciation of assets	2021-12-31	$73,844
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,586,780
Total loss/gain on sale of assets	2021-12-31	$53,212
Total of all expenses incurred	2021-12-31	$524,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$470,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$884,134
Value of total assets at end of year	2021-12-31	$5,890,750
Value of total assets at beginning of year	2021-12-31	$4,828,453
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$54,162
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$592,572
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$22,308
Administrative expenses (other) incurred	2021-12-31	$54,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,062,297
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,890,750
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,828,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,558,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,774,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$332,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$54,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$575,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$269,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$470,321
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$974,997
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$921,785
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CORNERSTONE CPA GROUP LLP
Accountancy firm EIN	2021-12-31	471854716
2020 : CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$636,150
Total unrealized appreciation/depreciation of assets	2020-12-31	$636,150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,686,667
Total loss/gain on sale of assets	2020-12-31	$-4,840
Total of all expenses incurred	2020-12-31	$262,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$201,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$931,323
Value of total assets at end of year	2020-12-31	$4,828,453
Value of total assets at beginning of year	2020-12-31	$3,404,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$60,594
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$528,005
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$159,785
Administrative expenses (other) incurred	2020-12-31	$60,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,424,084
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,828,453
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,404,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,774,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,373,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$54,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$30,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$124,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$243,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$201,989
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$637,856
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$642,696
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CORNERSTONE CPA GROUP LLP
Accountancy firm EIN	2020-12-31	471854716
2019 : CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$98,247
Total unrealized appreciation/depreciation of assets	2019-12-31	$98,247
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,519,453
Total loss/gain on sale of assets	2019-12-31	$247,255
Total of all expenses incurred	2019-12-31	$224,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$199,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$953,589
Value of total assets at end of year	2019-12-31	$3,404,369
Value of total assets at beginning of year	2019-12-31	$2,109,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$24,927
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$441,470
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$308,430
Administrative expenses (other) incurred	2019-12-31	$24,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,295,232
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,404,369
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,109,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,373,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,079,460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$30,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$29,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$220,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$203,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$199,294
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$3,353,804
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$3,106,549
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CORNERSTONE CPA GROUP LLP
Accountancy firm EIN	2019-12-31	471854716
2018 : CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-337,448
Total unrealized appreciation/depreciation of assets	2018-12-31	$-337,448
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$350,619
Total loss/gain on sale of assets	2018-12-31	$-1,853
Total of all expenses incurred	2018-12-31	$79,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$64,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$510,999
Value of total assets at end of year	2018-12-31	$2,109,137
Value of total assets at beginning of year	2018-12-31	$1,837,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$14,977
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$349,799
Administrative expenses (other) incurred	2018-12-31	$14,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$271,354
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,109,137
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,837,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,079,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,819,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$29,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$17,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$178,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$161,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$64,288
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$337,640
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$339,493
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CORNERSTONE CPA GROUP LLP
Accountancy firm EIN	2018-12-31	471854716

Form 5500 Responses for CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST

2022: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CULVER TOOL & ENGINEERING, LLC 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334072-01

Policy instance

Insurance contract or identification number	334072-01
Number of Individuals Covered	255
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334072-01

Policy instance

Insurance contract or identification number	334072-01
Number of Individuals Covered	238
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334072-01

Policy instance

Insurance contract or identification number	334072-01
Number of Individuals Covered	207
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334072-01

Policy instance

Insurance contract or identification number	334072-01
Number of Individuals Covered	193
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CULVER TOOL & ENGINEERING, LLC
Employer identification number (EIN):	351753639
NAIC Classification:	332700