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WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN
Plan identification number 003

WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WAHL CLIPPER CORP has sponsored the creation of one or more 401k plans.

Company Name:WAHL CLIPPER CORP
Employer identification number (EIN):361922730
NAIC Classification:335900

Additional information about WAHL CLIPPER CORP

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 60736C

More information about WAHL CLIPPER CORP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01KRISTI COMPTON
0032016-01-01
0032015-01-01DONNA L ROSENTHAL
0032014-01-01DONNA L ROSENTHAL
0032013-01-01DONNA L. ROSENTHAL
0032012-01-01DONNA L. ROSENTHAL
0032011-01-01DONNA ROSENTHAL
0032009-01-01DONNA ROSENTHAL

Plan Statistics for WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,538
Total number of active participants reported on line 7a of the Form 55002022-01-011,129
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,129
Total participants2022-01-011,129
Number of participants with account balances2022-01-011,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0138
2021: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,322
Total number of active participants reported on line 7a of the Form 55002021-01-011,309
Number of retired or separated participants receiving benefits2021-01-011,229
Total of all active and inactive participants2021-01-012,538
Total participants2021-01-012,538
Number of participants with account balances2021-01-011,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,219
Total number of active participants reported on line 7a of the Form 55002020-01-011,186
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-01110
Total of all active and inactive participants2020-01-011,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-011,322
Number of participants with account balances2020-01-011,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,183
Total number of active participants reported on line 7a of the Form 55002019-01-011,118
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01101
Total of all active and inactive participants2019-01-011,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,219
Number of participants with account balances2019-01-011,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,110
Total number of active participants reported on line 7a of the Form 55002018-01-011,067
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01115
Total of all active and inactive participants2018-01-011,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,184
Number of participants with account balances2018-01-011,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0131
2017: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01937
Total number of active participants reported on line 7a of the Form 55002017-01-011,043
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-011,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,110
Number of participants with account balances2017-01-01966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01910
Total number of active participants reported on line 7a of the Form 55002016-01-01921
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01955
Number of participants with account balances2016-01-01955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01924
Total number of active participants reported on line 7a of the Form 55002015-01-01847
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01910
Number of participants with account balances2015-01-01910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01830
Total number of active participants reported on line 7a of the Form 55002014-01-01856
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0168
Total of all active and inactive participants2014-01-01924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01924
Number of participants with account balances2014-01-01894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0143
2013: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01931
Total number of active participants reported on line 7a of the Form 55002013-01-01931
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0151
Total of all active and inactive participants2013-01-01982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01982
Number of participants with account balances2013-01-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01852
Total number of active participants reported on line 7a of the Form 55002012-01-01882
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01931
Number of participants with account balances2012-01-01828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01750
Total number of active participants reported on line 7a of the Form 55002011-01-01794
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01840
Number of participants with account balances2011-01-01797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2009: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01656
Total number of active participants reported on line 7a of the Form 55002009-01-01702
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01712
Total participants2009-01-01712
Number of participants with account balances2009-01-01652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-9,627,518
Total loss/gain on sale of assets2022-12-31$-797,137
Total of all expenses incurred2022-12-31$17,860,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,543,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,469,072
Value of total assets at end of year2022-12-31$116,777,103
Value of total assets at beginning of year2022-12-31$144,264,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$316,691
Total interest from all sources2022-12-31$378,782
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,918,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,918,548
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
Contributions received from participants2022-12-31$4,683,630
Participant contributions at end of year2022-12-31$1,701,247
Participant contributions at beginning of year2022-12-31$238,805
Participant contributions at end of year2022-12-31$68,259
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$502,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-27,487,769
Value of net assets at end of year (total assets less liabilities)2022-12-31$116,777,103
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$144,264,872
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
Investment advisory and management fees2022-12-31$316,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$75,776,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$111,860,774
Income. Interest from loans (other than to participants)2022-12-31$41,040
Value of interest in common/collective trusts at end of year2022-12-31$6,090,933
Value of interest in common/collective trusts at beginning of year2022-12-31$7,550,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$32,492,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,962,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,962,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$337,742
Asset value of US Government securities at beginning of year2022-12-31$14,258,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,686,773
Net investment gain or loss from common/collective trusts2022-12-31$89,990
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,282,848
Employer contributions (assets) at end of year2022-12-31$647,796
Employer contributions (assets) at beginning of year2022-12-31$3,175,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,543,560
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$1,218,801
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
Aggregate proceeds on sale of assets2022-12-31$27,360,349
Aggregate carrying amount (costs) on sale of assets2022-12-31$28,157,486
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$26,733,470
Total loss/gain on sale of assets2021-12-31$606,200
Total of all expenses incurred2021-12-31$13,571,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,141,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,211,695
Value of total assets at end of year2021-12-31$144,264,872
Value of total assets at beginning of year2021-12-31$131,102,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$430,181
Total interest from all sources2021-12-31$530,174
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,715,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,715,742
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
Contributions received from participants2021-12-31$4,698,086
Participant contributions at end of year2021-12-31$238,805
Participant contributions at beginning of year2021-12-31$324,727
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$622,165
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$13,161,982
Value of net assets at end of year (total assets less liabilities)2021-12-31$144,264,872
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$131,102,890
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
Investment advisory and management fees2021-12-31$430,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$111,860,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$97,422,633
Income. Interest from loans (other than to participants)2021-12-31$10,058
Value of interest in common/collective trusts at end of year2021-12-31$7,550,279
Value of interest in common/collective trusts at beginning of year2021-12-31$8,076,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,962,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$10,135,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$10,135,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$520,116
Asset value of US Government securities at end of year2021-12-31$14,258,434
Asset value of US Government securities at beginning of year2021-12-31$14,614,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,669,659
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
Contributions received in cash from employer2021-12-31$5,891,444
Employer contributions (assets) at end of year2021-12-31$3,175,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,141,307
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$1,218,801
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$528,626
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
Aggregate proceeds on sale of assets2021-12-31$46,062,907
Aggregate carrying amount (costs) on sale of assets2021-12-31$45,456,707
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$22,945,603
Total loss/gain on sale of assets2020-12-31$658,189
Total of all expenses incurred2020-12-31$11,552,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,154,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,726,188
Value of total assets at end of year2020-12-31$131,102,890
Value of total assets at beginning of year2020-12-31$119,709,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$397,713
Total interest from all sources2020-12-31$773,032
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,081,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,081,031
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
Contributions received from participants2020-12-31$4,304,976
Participant contributions at end of year2020-12-31$324,727
Participant contributions at beginning of year2020-12-31$294,349
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,664
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$11,393,028
Value of net assets at end of year (total assets less liabilities)2020-12-31$131,102,890
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$119,709,862
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
Investment advisory and management fees2020-12-31$397,713
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$97,422,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$84,343,701
Interest on participant loans2020-12-31$12,740
Value of interest in common/collective trusts at end of year2020-12-31$8,076,202
Value of interest in common/collective trusts at beginning of year2020-12-31$7,034,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$10,135,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$10,590,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$10,590,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$760,292
Asset value of US Government securities at end of year2020-12-31$14,614,869
Asset value of US Government securities at beginning of year2020-12-31$13,749,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,707,163
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
Contributions received in cash from employer2020-12-31$5,396,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,154,862
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$528,626
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$3,696,720
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
Aggregate proceeds on sale of assets2020-12-31$44,253,307
Aggregate carrying amount (costs) on sale of assets2020-12-31$43,595,118
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$26,228,838
Total income from all sources (including contributions)2019-12-31$26,228,838
Total loss/gain on sale of assets2019-12-31$79,910
Total loss/gain on sale of assets2019-12-31$79,910
Total of all expenses incurred2019-12-31$10,196,860
Total of all expenses incurred2019-12-31$10,196,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,774,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,774,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,677,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,677,726
Value of total assets at end of year2019-12-31$119,709,862
Value of total assets at end of year2019-12-31$119,709,862
Value of total assets at beginning of year2019-12-31$103,677,884
Value of total assets at beginning of year2019-12-31$103,677,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$422,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$422,745
Total interest from all sources2019-12-31$873,030
Total interest from all sources2019-12-31$873,030
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,686,188
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,686,188
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,686,188
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,686,188
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$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,196,939
Contributions received from participants2019-12-31$4,196,939
Participant contributions at end of year2019-12-31$294,349
Participant contributions at end of year2019-12-31$294,349
Participant contributions at beginning of year2019-12-31$381,535
Participant contributions at beginning of year2019-12-31$381,535
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$11,366
Participant contributions at beginning of year2019-12-31$11,366
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$143,183
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$143,183
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$16,031,978
Value of net income/loss2019-12-31$16,031,978
Value of net assets at end of year (total assets less liabilities)2019-12-31$119,709,862
Value of net assets at end of year (total assets less liabilities)2019-12-31$119,709,862
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$103,677,884
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$103,677,884
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
Investment advisory and management fees2019-12-31$422,745
Investment advisory and management fees2019-12-31$422,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,343,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,343,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$66,523,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$66,523,788
Interest on participant loans2019-12-31$13,911
Interest on participant loans2019-12-31$13,911
Value of interest in common/collective trusts at end of year2019-12-31$7,034,944
Value of interest in common/collective trusts at end of year2019-12-31$7,034,944
Value of interest in common/collective trusts at beginning of year2019-12-31$8,870,499
Value of interest in common/collective trusts at beginning of year2019-12-31$8,870,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,590,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,590,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,011,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,011,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,011,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,011,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$859,119
Asset value of US Government securities at end of year2019-12-31$13,749,347
Asset value of US Government securities at end of year2019-12-31$13,749,347
Asset value of US Government securities at beginning of year2019-12-31$9,659,033
Asset value of US Government securities at beginning of year2019-12-31$9,659,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,911,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,911,984
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
Contributions received in cash from employer2019-12-31$5,337,604
Contributions received in cash from employer2019-12-31$5,337,604
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,774,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,774,115
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$3,696,720
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$3,696,720
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$10,220,030
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$10,220,030
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
Aggregate proceeds on sale of assets2019-12-31$16,761,632
Aggregate proceeds on sale of assets2019-12-31$16,761,632
Aggregate carrying amount (costs) on sale of assets2019-12-31$16,681,722
Aggregate carrying amount (costs) on sale of assets2019-12-31$16,681,722
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$5,232,577
Total loss/gain on sale of assets2018-12-31$1,290,545
Total of all expenses incurred2018-12-31$6,667,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,303,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,208,867
Value of total assets at end of year2018-12-31$103,677,884
Value of total assets at beginning of year2018-12-31$105,113,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$364,467
Total interest from all sources2018-12-31$639,286
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,900,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,900,152
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,014,030
Participant contributions at end of year2018-12-31$381,535
Participant contributions at beginning of year2018-12-31$346,838
Participant contributions at end of year2018-12-31$11,366
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$178,547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,435,254
Value of net assets at end of year (total assets less liabilities)2018-12-31$103,677,884
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$105,113,138
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
Investment advisory and management fees2018-12-31$364,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$66,523,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$71,586,237
Interest on participant loans2018-12-31$14,584
Value of interest in common/collective trusts at end of year2018-12-31$8,870,499
Value of interest in common/collective trusts at beginning of year2018-12-31$12,048,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,011,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,879,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,879,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$624,702
Asset value of US Government securities at end of year2018-12-31$9,659,033
Asset value of US Government securities at beginning of year2018-12-31$5,731,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,806,273
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,016,290
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,303,364
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$10,220,030
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$10,520,182
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
Aggregate proceeds on sale of assets2018-12-31$11,759,079
Aggregate carrying amount (costs) on sale of assets2018-12-31$10,468,534
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$18,672,274
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,613,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,274,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,033,264
Value of total assets at end of year2017-12-31$105,113,138
Value of total assets at beginning of year2017-12-31$96,053,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$338,459
Total interest from all sources2017-12-31$625,914
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,014,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,014,464
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$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,363,504
Participant contributions at end of year2017-12-31$346,838
Participant contributions at beginning of year2017-12-31$311,775
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$199,263
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-239,337
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$9,059,191
Value of net assets at end of year (total assets less liabilities)2017-12-31$105,113,138
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$96,053,947
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 in registered invesment companies (eg mutual funds) at end of year2017-12-31$71,586,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$63,298,340
Interest on participant loans2017-12-31$10,763
Value of interest in common/collective trusts at end of year2017-12-31$12,048,200
Value of interest in common/collective trusts at beginning of year2017-12-31$11,468,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,879,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,801,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,801,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$615,151
Asset value of US Government securities at end of year2017-12-31$5,731,750
Asset value of US Government securities at beginning of year2017-12-31$2,710,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,237,969
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
Contributions received in cash from employer2017-12-31$4,470,497
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,274,624
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$10,520,182
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$15,462,668
Contract administrator fees2017-12-31$338,459
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$13,814,333
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,745,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,438,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,520,313
Value of total assets at end of year2016-12-31$96,053,947
Value of total assets at beginning of year2016-12-31$87,985,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$307,030
Total interest from all sources2016-12-31$693,493
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,042,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,042,040
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
Contributions received from participants2016-12-31$3,058,468
Participant contributions at end of year2016-12-31$311,775
Participant contributions at beginning of year2016-12-31$270,660
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$272,450
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-349,374
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$8,068,385
Value of net assets at end of year (total assets less liabilities)2016-12-31$96,053,947
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$87,985,562
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 in registered invesment companies (eg mutual funds) at end of year2016-12-31$63,298,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$56,667,811
Interest on participant loans2016-12-31$9,428
Interest earned on other investments2016-12-31$20,801
Value of interest in common/collective trusts at end of year2016-12-31$11,468,757
Value of interest in common/collective trusts at beginning of year2016-12-31$7,861,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,801,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,696,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,696,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$663,264
Asset value of US Government securities at end of year2016-12-31$2,710,927
Asset value of US Government securities at beginning of year2016-12-31$2,834,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,707,861
Net investment gain or loss from common/collective trusts2016-12-31$200,000
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
Contributions received in cash from employer2016-12-31$4,189,395
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,438,918
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$15,462,668
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$17,655,532
Contract administrator fees2016-12-31$307,030
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,784,605
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,470,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,166,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,123,337
Value of total assets at end of year2015-12-31$87,985,562
Value of total assets at beginning of year2015-12-31$86,671,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$304,490
Total interest from all sources2015-12-31$743,170
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,896,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,896,783
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
Contributions received from participants2015-12-31$3,047,853
Participant contributions at end of year2015-12-31$270,660
Participant contributions at beginning of year2015-12-31$291,860
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$23,790
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-296,985
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$1,313,902
Value of net assets at end of year (total assets less liabilities)2015-12-31$87,985,562
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$86,671,660
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 in registered invesment companies (eg mutual funds) at end of year2015-12-31$56,667,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$56,214,546
Interest on participant loans2015-12-31$9,111
Interest earned on other investments2015-12-31$141,846
Value of interest in common/collective trusts at end of year2015-12-31$7,861,328
Value of interest in common/collective trusts at beginning of year2015-12-31$9,190,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,696,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,217,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,217,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$592,213
Asset value of US Government securities at end of year2015-12-31$2,834,210
Asset value of US Government securities at beginning of year2015-12-31$2,595,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,681,700
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
Contributions received in cash from employer2015-12-31$4,051,694
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,166,213
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$17,655,532
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$17,162,110
Contract administrator fees2015-12-31$304,490
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$10,654,007
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,710,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,395,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,552,935
Value of total assets at end of year2014-12-31$86,671,660
Value of total assets at beginning of year2014-12-31$81,727,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$314,415
Total interest from all sources2014-12-31$224,804
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,134,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,134,368
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,818,247
Participant contributions at end of year2014-12-31$291,860
Participant contributions at beginning of year2014-12-31$320,630
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$41,598
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$32,715
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$86,439
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$4,943,683
Value of net assets at end of year (total assets less liabilities)2014-12-31$86,671,660
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$81,727,977
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 in registered invesment companies (eg mutual funds) at end of year2014-12-31$56,214,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$54,073,607
Interest on participant loans2014-12-31$9,362
Interest earned on other investments2014-12-31$168,737
Income. Interest from US Government securities2014-12-31$14,745
Income. Interest from corporate debt instruments2014-12-31$-258,913
Value of interest in common/collective trusts at end of year2014-12-31$9,190,724
Value of interest in common/collective trusts at beginning of year2014-12-31$9,648,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,217,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,588,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,588,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$290,873
Asset value of US Government securities at end of year2014-12-31$2,595,245
Asset value of US Government securities at beginning of year2014-12-31$484,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,741,900
Net investment gain or loss from common/collective trusts2014-12-31$0
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
Contributions received in cash from employer2014-12-31$3,701,973
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$2,022,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,395,909
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$17,162,110
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$12,461,891
Contract administrator fees2014-12-31$314,415
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$16,320,371
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,852,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,615,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,206,217
Value of total assets at end of year2013-12-31$81,727,977
Value of total assets at beginning of year2013-12-31$69,259,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$237,269
Total interest from all sources2013-12-31$232,643
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,707,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,707,140
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,608,282
Participant contributions at end of year2013-12-31$320,630
Participant contributions at beginning of year2013-12-31$359,120
Participant contributions at end of year2013-12-31$41,598
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$135,685
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$86,439
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$62,713
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$12,467,979
Value of net assets at end of year (total assets less liabilities)2013-12-31$81,727,977
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$69,259,998
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 in registered invesment companies (eg mutual funds) at end of year2013-12-31$54,073,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$45,756,840
Interest on participant loans2013-12-31$10,355
Interest earned on other investments2013-12-31$345,081
Income. Interest from US Government securities2013-12-31$-10,167
Income. Interest from corporate debt instruments2013-12-31$-393,356
Value of interest in common/collective trusts at end of year2013-12-31$9,648,195
Value of interest in common/collective trusts at beginning of year2013-12-31$8,860,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,588,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,456,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,456,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$280,730
Asset value of US Government securities at end of year2013-12-31$484,712
Asset value of US Government securities at beginning of year2013-12-31$58,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,166,066
Net investment gain or loss from common/collective trusts2013-12-31$8,305
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
Contributions received in cash from employer2013-12-31$3,462,250
Employer contributions (assets) at end of year2013-12-31$2,022,468
Employer contributions (assets) at beginning of year2013-12-31$1,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,615,123
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$12,461,891
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$8,806,690
Contract administrator fees2013-12-31$237,269
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,225,875
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,934,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,699,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,822,430
Value of total assets at end of year2012-12-31$69,259,998
Value of total assets at beginning of year2012-12-31$60,968,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$234,844
Total interest from all sources2012-12-31$899,385
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,092,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,092,631
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,487,623
Participant contributions at end of year2012-12-31$359,120
Participant contributions at beginning of year2012-12-31$232,948
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$123,799
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$62,713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$69,498
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$8,291,672
Value of net assets at end of year (total assets less liabilities)2012-12-31$69,259,998
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$60,968,326
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 in registered invesment companies (eg mutual funds) at end of year2012-12-31$45,756,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$39,874,001
Interest on participant loans2012-12-31$8,209
Interest earned on other investments2012-12-31$6,785
Income. Interest from US Government securities2012-12-31$8,249
Income. Interest from corporate debt instruments2012-12-31$800,634
Value of interest in common/collective trusts at end of year2012-12-31$8,860,127
Value of interest in common/collective trusts at beginning of year2012-12-31$6,867,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,456,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,000,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,000,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$75,508
Asset value of US Government securities at end of year2012-12-31$58,358
Asset value of US Government securities at beginning of year2012-12-31$1,018,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,371,073
Net investment gain or loss from common/collective trusts2012-12-31$40,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Contributions received in cash from employer2012-12-31$3,211,008
Employer contributions (assets) at end of year2012-12-31$1,900,000
Employer contributions (assets) at beginning of year2012-12-31$1,800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,699,359
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$8,806,690
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$8,105,217
Contract administrator fees2012-12-31$234,844
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$12,886,957
Total unrealized appreciation/depreciation of assets2011-12-31$12,886,957
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,449,666
Total loss/gain on sale of assets2011-12-31$-12,861,299
Total of all expenses incurred2011-12-31$2,725,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,503,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,318,411
Value of total assets at end of year2011-12-31$60,968,326
Value of total assets at beginning of year2011-12-31$58,244,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$221,942
Total interest from all sources2011-12-31$370,801
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,350,544
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
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,201,337
Participant contributions at end of year2011-12-31$232,948
Participant contributions at beginning of year2011-12-31$186,628
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$149,423
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$69,498
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$90,373
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$2,723,891
Value of net assets at end of year (total assets less liabilities)2011-12-31$60,968,326
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$58,244,435
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
Investment advisory and management fees2011-12-31$221,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$39,874,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$39,196,946
Interest on participant loans2011-12-31$7,036
Interest earned on other investments2011-12-31$3,374
Income. Interest from US Government securities2011-12-31$52,184
Income. Interest from corporate debt instruments2011-12-31$290,056
Value of interest in common/collective trusts at end of year2011-12-31$6,867,703
Value of interest in common/collective trusts at beginning of year2011-12-31$5,614,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,000,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$18,151
Asset value of US Government securities at end of year2011-12-31$1,018,368
Asset value of US Government securities at beginning of year2011-12-31$2,770,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,900,260
Net investment gain or loss from common/collective trusts2011-12-31$284,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Contributions received in cash from employer2011-12-31$2,967,651
Employer contributions (assets) at end of year2011-12-31$1,800,000
Employer contributions (assets) at beginning of year2011-12-31$1,700,000
Income. Dividends from common stock2011-12-31$1,350,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,503,833
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$8,105,217
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$8,686,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Aggregate proceeds on sale of assets2011-12-31$7,678,056
Aggregate carrying amount (costs) on sale of assets2011-12-31$20,539,355
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,929,518
Total unrealized appreciation/depreciation of assets2010-12-31$3,929,518
Total income from all sources (including contributions)2010-12-31$9,963,571
Total loss/gain on sale of assets2010-12-31$-157,942
Total of all expenses incurred2010-12-31$3,586,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,404,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,039,978
Value of total assets at end of year2010-12-31$58,244,435
Value of total assets at beginning of year2010-12-31$51,867,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$182,085
Total interest from all sources2010-12-31$1,114,814
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$536,756
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
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,272,823
Participant contributions at end of year2010-12-31$186,628
Participant contributions at beginning of year2010-12-31$208,373
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$90,373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$136,218
Other income not declared elsewhere2010-12-31$1,376
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$6,377,146
Value of net assets at end of year (total assets less liabilities)2010-12-31$58,244,435
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$51,867,288
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
Investment advisory and management fees2010-12-31$182,085
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$39,196,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$27,065,231
Interest on participant loans2010-12-31$8,300
Interest earned on other investments2010-12-31$23,807
Income. Interest from US Government securities2010-12-31$202,879
Income. Interest from corporate debt instruments2010-12-31$879,828
Value of interest in common/collective trusts at end of year2010-12-31$5,614,235
Value of interest in common/collective trusts at beginning of year2010-12-31$5,334,269
Asset value of US Government securities at end of year2010-12-31$2,770,119
Asset value of US Government securities at beginning of year2010-12-31$9,578,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-604,460
Net investment gain or loss from common/collective trusts2010-12-31$103,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$2,767,155
Employer contributions (assets) at end of year2010-12-31$1,700,000
Employer contributions (assets) at beginning of year2010-12-31$1,600,000
Income. Dividends from common stock2010-12-31$536,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,404,340
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$8,686,134
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$7,945,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
Aggregate proceeds on sale of assets2010-12-31$9,545,387
Aggregate carrying amount (costs) on sale of assets2010-12-31$9,703,329
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449

Form 5500 Responses for WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN

2022: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WAHL CLIPPER CORP 401(K) PROFIT SHARING 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: WAHL CLIPPER CORP 401(K) PROFIT SHARING 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: WAHL CLIPPER CORP 401(K) PROFIT SHARING 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: WAHL CLIPPER CORP 401(K) PROFIT SHARING 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: WAHL CLIPPER CORP 401(K) PROFIT SHARING 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: WAHL CLIPPER CORP 401(K) PROFIT SHARING 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: WAHL CLIPPER CORP 401(K) PROFIT SHARING 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
2009: WAHL CLIPPER CORP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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