401k Plan data: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN plan

P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 401k Plan overview

Plan Name	P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN
Plan identification number	002

P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

P-K TOOL & MANUFACTURING COMPANY has sponsored the creation of one or more 401k plans.

Company Name: P-K TOOL & MANUFACTURING COMPANY

Employer identification number (EIN): 362090426

NAIC Classification: 332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 RITA ZEITNER 2018-10-05
002 2016-01-01
002 2015-01-01 MARY LEE GEESBREGHT 2016-10-14
002 2013-01-01 MARY LEE GEESBREGHT 2014-10-15
002 2012-01-01 MARY LEE GEESBREGHT
002 2011-01-01 MARY LEE GEESBREGHT
002 2010-01-01 MARY LEE GEESBREGHT
002 2009-01-01 MARY LEE GEESBREGHT

Plan Statistics for P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN

401k plan membership statisitcs for P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN

Measure Date Value
2025: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-02 22
Total number of particpants at end of year 2025-10-02 20
Number of Participants With Account Balances 2025-10-02 20
2024: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-19 22
Total number of particpants at end of year 2024-09-19 22
Number of Participants With Account Balances 2024-09-19 21
2022: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-10-10 38
Total number of particpants at end of year 2022-10-10 27
Number of Participants With Account Balances 2022-10-10 26
2012: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 89
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 96
Number of participants with account balances 2012-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 93
Number of retired or separated participants receiving benefits 2011-01-01 10
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 105
Number of participants with account balances 2011-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 92
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 104
Number of participants with account balances 2010-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 4
2009: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 99
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 15
Total of all active and inactive participants 2009-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 116
Number of participants with account balances 2009-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2025: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-02	22
Total number of particpants at end of year	2025-10-02	20
Number of Participants With Account Balances	2025-10-02	20
2024: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-19	22
Total number of particpants at end of year	2024-09-19	22
Number of Participants With Account Balances	2024-09-19	21
2022: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-10-10	38
Total number of particpants at end of year	2022-10-10	27
Number of Participants With Account Balances	2022-10-10	26
2012: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	89
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	96
Number of participants with account balances	2012-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	93
Number of retired or separated participants receiving benefits	2011-01-01	10
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	105
Number of participants with account balances	2011-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	92
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	104
Number of participants with account balances	2010-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	4
2009: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	99
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	15
Total of all active and inactive participants	2009-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	116
Number of participants with account balances	2009-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN

Measure	Date	Value
2025 : P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-10-02	2747
Total liabilities as of the beginning of the plan year	2025-10-02	2747
Total expenses incurred by plan in this plan year	2025-10-02	4410
Net assets as of the end of the plan year	2025-10-02	300256
Total assets as of the beginning of the plan year	2025-10-02	280018
Value of plan covered by a fidelity bond	2025-10-02	500000
Other income to plan in this plan year	2025-10-02	24648
Plan net income in this plan year	2025-10-02	20238
Net assets as of the end of the plan year	2025-10-02	297509
Net assets as of the beginning of the plan year	2025-10-02	277271
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-02	1006
2024 : P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-09-19	2747
Total liabilities as of the beginning of the plan year	2024-09-19	2747
Total expenses incurred by plan in this plan year	2024-09-19	2026
Net assets as of the end of the plan year	2024-09-19	280018
Total assets as of the beginning of the plan year	2024-09-19	256605
Value of plan covered by a fidelity bond	2024-09-19	500000
Other income to plan in this plan year	2024-09-19	25439
Plan net income in this plan year	2024-09-19	23413
Net assets as of the end of the plan year	2024-09-19	277271
Net assets as of the beginning of the plan year	2024-09-19	253858
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-19	881
2022 : P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year	2022-10-10	2747
Total liabilities as of the beginning of the plan year	2022-10-10	2747
Total expenses incurred by plan in this plan year	2022-10-10	2856101
Net assets as of the end of the plan year	2022-10-10	504342
Total assets as of the beginning of the plan year	2022-10-10	3235114
Value of plan covered by a fidelity bond	2022-10-10	500000
Value of participant loans at end of plan year	2022-10-10	34649
Other income to plan in this plan year	2022-10-10	125329
Plan net income in this plan year	2022-10-10	-2730772
Net assets as of the end of the plan year	2022-10-10	501595
Net assets as of the beginning of the plan year	2022-10-10	3232367
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-10	6033
2012 : P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$844,612
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$736,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$732,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$359,189
Value of total assets at end of year	2012-12-31	$5,281,070
Value of total assets at beginning of year	2012-12-31	$5,173,204
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,275
Total interest from all sources	2012-12-31	$12,872
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$53,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$53,194
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$194,158
Participant contributions at end of year	2012-12-31	$88,699
Participant contributions at beginning of year	2012-12-31	$114,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$107,866
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,281,070
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,173,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$4,275
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,876,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,820,509
Interest on participant loans	2012-12-31	$6,436
Interest earned on other investments	2012-12-31	$6,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$179,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$173,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$419,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$165,031
Employer contributions (assets) at end of year	2012-12-31	$136,788
Employer contributions (assets) at beginning of year	2012-12-31	$65,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$732,471
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	SIKICH LLP
Accountancy firm EIN	2012-12-31	363168081
2011 : P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$115,868
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$797,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$790,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$265,045
Value of total assets at end of year	2011-12-31	$5,173,204
Value of total assets at beginning of year	2011-12-31	$5,855,020
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$7,117
Total interest from all sources	2011-12-31	$11,365
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$41,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$41,713
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$175,970
Participant contributions at end of year	2011-12-31	$114,079
Participant contributions at beginning of year	2011-12-31	$89,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-681,816
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,173,204
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,855,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$4,087
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,820,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,512,492
Interest on participant loans	2011-12-31	$4,740
Interest earned on other investments	2011-12-31	$6,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$173,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$167,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-202,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$89,075
Employer contributions (assets) at end of year	2011-12-31	$65,151
Employer contributions (assets) at beginning of year	2011-12-31	$85,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$790,567
Contract administrator fees	2011-12-31	$3,030
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	SIKICH LLP
Accountancy firm EIN	2011-12-31	363168081
2010 : P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$581,883
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$724,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$708,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$266,072
Value of total assets at end of year	2010-12-31	$5,855,020
Value of total assets at beginning of year	2010-12-31	$5,997,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$16,506
Total interest from all sources	2010-12-31	$13,436
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$41,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$41,071
Administrative expenses professional fees incurred	2010-12-31	$12,962
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$157,833
Participant contributions at end of year	2010-12-31	$89,816
Participant contributions at beginning of year	2010-12-31	$129,826
Participant contributions at beginning of year	2010-12-31	$92
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-142,743
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,855,020
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,997,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,512,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,625,937
Interest on participant loans	2010-12-31	$6,744
Interest earned on other investments	2010-12-31	$6,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$167,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$161,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$261,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$108,239
Employer contributions (assets) at end of year	2010-12-31	$85,000
Employer contributions (assets) at beginning of year	2010-12-31	$80,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$708,120
Contract administrator fees	2010-12-31	$3,544
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	SIKICH LLP
Accountancy firm EIN	2010-12-31	363168081
2009 : P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN

2012: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: P-K TOOL & MANUFACTURING COMPANY PROFIT SHARING / 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number	15-98453-71
Policy instance	1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number	15-98453-71
Policy instance	1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number	15-98453-71
Policy instance	1

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Company Name:	P-K TOOL & MANUFACTURING COMPANY
Employer identification number (EIN):	362090426
NAIC Classification:	332110

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	RITA ZEITNER	2018-10-05
002	2016-01-01
002	2015-01-01	MARY LEE GEESBREGHT	2016-10-14
002	2013-01-01	MARY LEE GEESBREGHT	2014-10-15
002	2012-01-01	MARY LEE GEESBREGHT
002	2011-01-01	MARY LEE GEESBREGHT
002	2010-01-01	MARY LEE GEESBREGHT
002	2009-01-01	MARY LEE GEESBREGHT