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FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameFOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

FOX VALLEY FIRE AND SAFETY COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:FOX VALLEY FIRE AND SAFETY COMPANY, INC.
Employer identification number (EIN):362638828
NAIC Classification:561600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01KEN VOLKENING2021-10-15 KEN VOLKENING2021-10-15
0022020-01-01ROBERT MANSFIELD2022-02-01 ROBERT MANSFIELD2022-02-01
0022020-01-01
0022019-01-01ROBERT MANSFIELD2020-10-14 ROBERT MANSFIELD2020-10-14
0022019-01-01ROBERT MANSFIELD2021-01-13 ROBERT MANSFIELD2021-01-13
0022018-01-01ROBERT MANSFIELD2019-10-14 ROBERT MANSFIELD2019-10-14
0022018-01-01ROBERT MANSFIELD2020-05-26 ROBERT MANSFIELD2020-05-26
0022017-07-01
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01ALAN WHALE
0022012-07-01ALAN WHALE
0022011-07-01ALAN WHALE
0022009-07-01ALAN WHALE

Plan Statistics for FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01334
Total number of active participants reported on line 7a of the Form 55002022-01-01262
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01305
Number of participants with account balances2022-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01355
Total number of active participants reported on line 7a of the Form 55002021-01-01282
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01317
Number of participants with account balances2021-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01327
Total number of active participants reported on line 7a of the Form 55002020-01-01284
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01329
Number of participants with account balances2020-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01280
Total number of active participants reported on line 7a of the Form 55002019-01-01223
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01260
Number of participants with account balances2019-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01259
Total number of active participants reported on line 7a of the Form 55002018-01-01219
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0143
Total of all active and inactive participants2018-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01264
Number of participants with account balances2018-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01250
Total number of active participants reported on line 7a of the Form 55002017-07-01208
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0137
Total of all active and inactive participants2017-07-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01247
Number of participants with account balances2017-07-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01248
Total number of active participants reported on line 7a of the Form 55002016-07-01201
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0133
Total of all active and inactive participants2016-07-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-01236
Number of participants with account balances2016-07-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-014
2015: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01233
Total number of active participants reported on line 7a of the Form 55002015-07-01193
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0133
Total of all active and inactive participants2015-07-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01226
Number of participants with account balances2015-07-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-014
2014: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01228
Total number of active participants reported on line 7a of the Form 55002014-07-01184
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0137
Total of all active and inactive participants2014-07-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01221
Number of participants with account balances2014-07-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-017
2013: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01210
Total number of active participants reported on line 7a of the Form 55002013-07-01182
Number of retired or separated participants receiving benefits2013-07-0136
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01218
Number of participants with account balances2013-07-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
2012: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01195
Total number of active participants reported on line 7a of the Form 55002012-07-01169
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0128
Total of all active and inactive participants2012-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01198
Number of participants with account balances2012-07-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-012
2011: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01180
Total number of active participants reported on line 7a of the Form 55002011-07-01152
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0126
Total of all active and inactive participants2011-07-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01179
Number of participants with account balances2011-07-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2009: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01181
Total number of active participants reported on line 7a of the Form 55002009-07-01159
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0126
Total of all active and inactive participants2009-07-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01186
Number of participants with account balances2009-07-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-016

Financial Data on FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$3,679,075
Total unrealized appreciation/depreciation of assets2022-12-31$3,679,075
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$3,684,174
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$744,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$744,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,099
Value of total assets at end of year2022-12-31$22,720,796
Value of total assets at beginning of year2022-12-31$19,780,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,400,000
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
Total non interest bearing cash at end of year2022-12-31$32,893
Total non interest bearing cash at beginning of year2022-12-31$34,011
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$2,939,962
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,720,796
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,780,834
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$22,687,903
Assets. Invements in employer securities at beginning of year2022-12-31$19,746,823
Contributions received in cash from employer2022-12-31$5,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$744,212
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,865,133
Total unrealized appreciation/depreciation of assets2021-12-31$2,865,133
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,307
Total income from all sources (including contributions)2021-12-31$3,713,336
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$848,203
Value of total assets at end of year2021-12-31$19,780,834
Value of total assets at beginning of year2021-12-31$16,082,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,400,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,307
Total non interest bearing cash at end of year2021-12-31$34,011
Total non interest bearing cash at beginning of year2021-12-31$34,011
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$3,699,580
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,780,834
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,081,254
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$19,746,823
Assets. Invements in employer securities at beginning of year2021-12-31$16,048,550
Contributions received in cash from employer2021-12-31$848,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,756
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$471,348
Total unrealized appreciation/depreciation of assets2020-12-31$471,348
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,853
Total income from all sources (including contributions)2020-12-31$471,348
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$397,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$397,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$16,082,561
Value of total assets at beginning of year2020-12-31$16,008,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,400,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,853
Other income not declared elsewhere2020-12-31$546
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$34,011
Total non interest bearing cash at beginning of year2020-12-31$34,011
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$73,665
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,080,708
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,007,043
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$16,048,550
Assets. Invements in employer securities at beginning of year2020-12-31$15,974,885
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$397,683
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,819,666
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,819,666
Total unrealized appreciation/depreciation of assets2019-12-31$4,819,666
Total unrealized appreciation/depreciation of assets2019-12-31$4,819,666
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,208
Total income from all sources (including contributions)2019-12-31$4,819,666
Total income from all sources (including contributions)2019-12-31$4,819,666
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$231,248
Total of all expenses incurred2019-12-31$231,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$231,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$231,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$14,267,054
Value of total assets at end of year2019-12-31$14,267,054
Value of total assets at beginning of year2019-12-31$9,678,644
Value of total assets at beginning of year2019-12-31$9,678,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,426,500
Value of fidelity bond cover2019-12-31$1,426,500
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
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$0
Contributions received from participants2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,208
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$34,011
Total non interest bearing cash at end of year2019-12-31$34,011
Total non interest bearing cash at beginning of year2019-12-31$34,011
Total non interest bearing cash at beginning of year2019-12-31$34,011
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$4,588,418
Value of net income/loss2019-12-31$4,588,418
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,264,854
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,264,854
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,676,436
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,676,436
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$14,233,043
Assets. Invements in employer securities at end of year2019-12-31$14,233,043
Assets. Invements in employer securities at beginning of year2019-12-31$9,644,633
Assets. Invements in employer securities at beginning of year2019-12-31$9,644,633
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$231,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$231,248
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
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 name2019-12-31WIPFLI LLP
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
Accountancy firm EIN2019-12-31390758449
2018 : FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$2,098,717
Total unrealized appreciation/depreciation of assets2018-12-31$2,098,717
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,227
Total income from all sources (including contributions)2018-12-31$2,098,717
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$10,247,006
Value of total assets at beginning of year2018-12-31$8,148,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,400,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,227
Other income not declared elsewhere2018-12-31$-3
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$36,243
Total non interest bearing cash at beginning of year2018-12-31$36,243
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$2,098,717
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,244,779
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,146,062
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$10,210,763
Assets. Invements in employer securities at beginning of year2018-12-31$8,112,046
Contributions received in cash from employer2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$274,320
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,392,020
Total unrealized appreciation/depreciation of assets2017-12-31$1,392,020
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,227
Total income from all sources (including contributions)2017-12-31$1,392,020
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$8,148,289
Value of total assets at beginning of year2017-12-31$6,756,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,227
Administrative expenses (other) incurred2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$36,243
Total non interest bearing cash at beginning of year2017-12-31$36,243
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$1,392,020
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,146,062
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,754,042
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$8,112,046
Assets. Invements in employer securities at beginning of year2017-12-31$6,720,026
Contributions received in cash from employer2017-12-31$0
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$1,900,833
Total unrealized appreciation/depreciation of assets2017-06-30$1,900,833
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$2,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,453
Total income from all sources (including contributions)2017-06-30$1,907,541
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$285,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$285,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$0
Value of total assets at end of year2017-06-30$6,756,269
Value of total assets at beginning of year2017-06-30$5,133,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$5
Total interest from all sources2017-06-30$6,708
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,400,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$2,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$1,453
Administrative expenses (other) incurred2017-06-30$5
Total non interest bearing cash at end of year2017-06-30$36,243
Total non interest bearing cash at beginning of year2017-06-30$36,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,622,216
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,754,042
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,131,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$6,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Assets. Invements in employer securities at end of year2017-06-30$6,720,026
Assets. Invements in employer securities at beginning of year2017-06-30$5,097,031
Contributions received in cash from employer2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$285,320
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30WIPFLI LLP
Accountancy firm EIN2017-06-30390758449
2016 : FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$192,798
Total unrealized appreciation/depreciation of assets2016-06-30$192,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$547
Total income from all sources (including contributions)2016-06-30$198,473
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$278,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$278,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$5,133,279
Value of total assets at beginning of year2016-06-30$5,212,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$5,675
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,400,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$1,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$547
Administrative expenses (other) incurred2016-06-30$0
Total non interest bearing cash at end of year2016-06-30$36,248
Total non interest bearing cash at beginning of year2016-06-30$36,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-80,082
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,131,826
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,211,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$5,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Assets. Invements in employer securities at end of year2016-06-30$5,097,031
Assets. Invements in employer securities at beginning of year2016-06-30$5,176,139
Contributions received in cash from employer2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$278,555
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30WIPFLI LLP
Accountancy firm EIN2016-06-30390758449
2015 : FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$291,206
Total unrealized appreciation/depreciation of assets2015-06-30$291,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$155
Total income from all sources (including contributions)2015-06-30$297,891
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$405,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$405,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$5,212,455
Value of total assets at beginning of year2015-06-30$5,319,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$6,685
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$900,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$155
Administrative expenses (other) incurred2015-06-30$0
Total non interest bearing cash at end of year2015-06-30$36,316
Total non interest bearing cash at beginning of year2015-06-30$36,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-107,650
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,211,908
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,319,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$6,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Assets. Invements in employer securities at end of year2015-06-30$5,176,139
Assets. Invements in employer securities at beginning of year2015-06-30$5,283,397
Contributions received in cash from employer2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$405,541
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30WIPFLI LLP
Accountancy firm EIN2015-06-30390758449
2014 : FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$169,589
Total unrealized appreciation/depreciation of assets2014-06-30$169,589
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$358
Total income from all sources (including contributions)2014-06-30$175,047
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$264,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$264,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$5,319,713
Value of total assets at beginning of year2014-06-30$5,409,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$5,458
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$900,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$358
Administrative expenses (other) incurred2014-06-30$0
Total non interest bearing cash at end of year2014-06-30$36,316
Total non interest bearing cash at beginning of year2014-06-30$36,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-89,799
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,319,558
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,409,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$5,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Assets. Invements in employer securities at end of year2014-06-30$5,283,397
Assets. Invements in employer securities at beginning of year2014-06-30$5,373,041
Contributions received in cash from employer2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$264,846
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30WIPFLI LLP
Accountancy firm EIN2014-06-30390758449
2013 : FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$172,226
Total unrealized appreciation/depreciation of assets2013-06-30$172,226
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$178,536
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$313,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$313,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$0
Value of total assets at end of year2013-06-30$5,409,715
Value of total assets at beginning of year2013-06-30$5,544,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$5
Total interest from all sources2013-06-30$6,310
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$600,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$358
Administrative expenses (other) incurred2013-06-30$5
Total non interest bearing cash at end of year2013-06-30$36,674
Total non interest bearing cash at beginning of year2013-06-30$36,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-134,731
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,409,357
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,544,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$6,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Assets. Invements in employer securities at end of year2013-06-30$5,373,041
Assets. Invements in employer securities at beginning of year2013-06-30$5,507,409
Contributions received in cash from employer2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$313,262
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30WIPFLI LLP
Accountancy firm EIN2013-06-30390758449
2012 : FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$166,300
Total unrealized appreciation/depreciation of assets2012-06-30$166,300
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$176,266
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$312,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$312,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$0
Value of total assets at end of year2012-06-30$5,544,088
Value of total assets at beginning of year2012-06-30$5,680,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$9,966
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Administrative expenses (other) incurred2012-06-30$0
Total non interest bearing cash at end of year2012-06-30$36,679
Total non interest bearing cash at beginning of year2012-06-30$36,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-136,091
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,544,088
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,680,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$9,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Assets. Invements in employer securities at end of year2012-06-30$5,507,409
Assets. Invements in employer securities at beginning of year2012-06-30$5,643,500
Contributions received in cash from employer2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$312,357
Contract administrator fees2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30WIPFLI LLP
Accountancy firm EIN2012-06-30390758449
2011 : FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$59,151
Total unrealized appreciation/depreciation of assets2011-06-30$59,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$15,609
Expenses. Interest paid2011-06-30$154
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$154
Total income from all sources (including contributions)2011-06-30$112,821
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$188,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$187,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$49,000
Value of total assets at end of year2011-06-30$5,680,179
Value of total assets at beginning of year2011-06-30$5,770,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$4,670
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$36,679
Total non interest bearing cash at beginning of year2011-06-30$3,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-75,190
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,680,179
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,755,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$4,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$5,643,500
Assets. Invements in employer securities at beginning of year2011-06-30$5,767,536
Contributions received in cash from employer2011-06-30$49,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$187,857
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$15,609
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30WIPFLI LLP
Accountancy firm EIN2011-06-30390758449

Form 5500 Responses for FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN

2022: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: FOX VALLEY FIRE AND SAFETY CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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