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AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 401k Plan overview

Plan NameAMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN
Plan identification number 003

AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

AMEREQUIP CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:AMEREQUIP CORPORATION
Employer identification number (EIN):363271934
NAIC Classification:333100

Additional information about AMEREQUIP CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2022931

More information about AMEREQUIP CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01GARY BROCHTRUP GARY BROCHTRUP2018-07-25
0032016-01-01GARY BROCHTRUP GARY BROCHTRUP2017-09-29
0032015-01-01GARY BROCHTRUP
0032014-01-01APRIL WAGNER2015-07-15
0032013-01-01APRIL WAGNER2014-07-17
0032012-01-01APRIL WAGNER2013-06-25
0032011-01-01APRIL WAGNER2012-06-19
0032010-01-01APRIL WAGNER2011-08-24
0032009-01-01APRIL WAGNER APRIL WAGNER2011-07-25
0032009-01-01APRIL WAGNER APRIL WAGNER2011-07-21
0032009-01-01JOAN PREISLER

Plan Statistics for AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN

Measure Date Value
2022: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01253
Total number of active participants reported on line 7a of the Form 55002022-01-01258
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01277
Number of participants with account balances2022-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01215
Total number of active participants reported on line 7a of the Form 55002021-01-01228
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01245
Number of participants with account balances2021-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01251
Total number of active participants reported on line 7a of the Form 55002020-01-01203
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01215
Number of participants with account balances2020-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01290
Total number of active participants reported on line 7a of the Form 55002019-01-01233
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01251
Number of participants with account balances2019-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01229
Total number of active participants reported on line 7a of the Form 55002018-01-01259
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01277
Number of participants with account balances2018-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01186
Total number of active participants reported on line 7a of the Form 55002017-01-01212
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01220
Number of participants with account balances2017-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01180
Total number of active participants reported on line 7a of the Form 55002016-01-01178
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01183
Number of participants with account balances2016-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01142
Total number of active participants reported on line 7a of the Form 55002015-01-01170
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01172
Number of participants with account balances2015-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2009: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01139
Total number of active participants reported on line 7a of the Form 55002009-01-0184
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0186
Number of participants with account balances2009-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN

Measure Date Value
2022 : AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-31$67,583
Total income from all sources (including contributions)2022-12-31$7,578
Total of all expenses incurred2022-12-31$167,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$156,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$236,118
Value of total assets at end of year2022-12-31$1,279,961
Value of total assets at beginning of year2022-12-31$1,507,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,764
Total interest from all sources2022-12-31$335
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$18,499
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$235,997
Participant contributions at end of year2022-12-31$3,267
Participant contributions at beginning of year2022-12-31$9,508
Administrative expenses (other) incurred2022-12-31$828
Total non interest bearing cash at end of year2022-12-31$5,413
Total non interest bearing cash at beginning of year2022-12-31$4,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-159,488
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,279,961
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,507,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$9,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,093,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,336,124
Interest on participant loans2022-12-31$335
Value of interest in common/collective trusts at end of year2022-12-31$177,563
Value of interest in common/collective trusts at beginning of year2022-12-31$156,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-250,034
Net investment gain or loss from common/collective trusts2022-12-31$2,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$156,302
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 : AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$150,544
Total income from all sources (including contributions)2021-12-31$362,834
Total of all expenses incurred2021-12-31$234,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$216,568
Expenses. Certain deemed distributions of participant loans2021-12-31$8,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$197,724
Value of total assets at end of year2021-12-31$1,507,032
Value of total assets at beginning of year2021-12-31$1,227,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,227
Total interest from all sources2021-12-31$1,027
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$19,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$19,658
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$122,783
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$194,025
Participant contributions at end of year2021-12-31$9,508
Participant contributions at beginning of year2021-12-31$24,796
Participant contributions at beginning of year2021-12-31$8,373
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,552
Administrative expenses (other) incurred2021-12-31$1,050
Total non interest bearing cash at end of year2021-12-31$4,656
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$128,658
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,507,032
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,227,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$8,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,336,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$490,270
Interest on participant loans2021-12-31$1,027
Value of interest in common/collective trusts at end of year2021-12-31$156,744
Value of interest in common/collective trusts at beginning of year2021-12-31$561,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$142,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$142,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$144,755
Net investment gain or loss from common/collective trusts2021-12-31$-330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$216,568
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 : AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$311,141
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$92,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$91,596
Expenses. Certain deemed distributions of participant loans2020-12-31$69
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$182,039
Value of total assets at end of year2020-12-31$1,227,830
Value of total assets at beginning of year2020-12-31$1,009,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$880
Total interest from all sources2020-12-31$1,172
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$22,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$22,710
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$101,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$182,039
Participant contributions at end of year2020-12-31$24,796
Participant contributions at beginning of year2020-12-31$10,985
Participant contributions at end of year2020-12-31$8,373
Participant contributions at beginning of year2020-12-31$5,776
Administrative expenses (other) incurred2020-12-31$880
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$218,596
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,227,830
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,009,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$490,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$402,323
Interest on participant loans2020-12-31$1,005
Value of interest in common/collective trusts at end of year2020-12-31$561,741
Value of interest in common/collective trusts at beginning of year2020-12-31$494,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$142,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$95,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$95,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$41,424
Net investment gain or loss from common/collective trusts2020-12-31$63,796
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$91,596
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI
Accountancy firm EIN2020-12-31390758449
2019 : AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$330,849
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$50,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$48,682
Expenses. Certain deemed distributions of participant loans2019-12-31$1,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$171,987
Value of total assets at end of year2019-12-31$1,009,234
Value of total assets at beginning of year2019-12-31$728,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$710
Total interest from all sources2019-12-31$1,803
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$27,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$27,504
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$157,712
Participant contributions at end of year2019-12-31$10,985
Participant contributions at beginning of year2019-12-31$15,675
Participant contributions at end of year2019-12-31$5,776
Participant contributions at beginning of year2019-12-31$6,027
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,275
Administrative expenses (other) incurred2019-12-31$710
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$280,304
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,009,234
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$728,930
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$402,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$264,506
Interest on participant loans2019-12-31$630
Value of interest in common/collective trusts at end of year2019-12-31$494,598
Value of interest in common/collective trusts at beginning of year2019-12-31$394,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$95,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$48,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$48,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$42,276
Net investment gain or loss from common/collective trusts2019-12-31$87,279
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$48,682
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI
Accountancy firm EIN2019-12-31390758449
2018 : AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$132,251
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$22,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$22,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$179,383
Value of total assets at end of year2018-12-31$728,930
Value of total assets at beginning of year2018-12-31$619,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$380
Total interest from all sources2018-12-31$1,427
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$23,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$23,399
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$62,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$148,527
Participant contributions at end of year2018-12-31$15,675
Participant contributions at beginning of year2018-12-31$15,749
Participant contributions at end of year2018-12-31$6,027
Participant contributions at beginning of year2018-12-31$4,832
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,856
Administrative expenses (other) incurred2018-12-31$380
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$109,417
Value of net assets at end of year (total assets less liabilities)2018-12-31$728,930
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$619,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$264,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$197,661
Interest on participant loans2018-12-31$1,034
Value of interest in common/collective trusts at end of year2018-12-31$394,694
Value of interest in common/collective trusts at beginning of year2018-12-31$379,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$48,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$21,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$21,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-42,552
Net investment gain or loss from common/collective trusts2018-12-31$-29,406
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
Employer contributions (assets) at beginning of year2018-12-31$170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$22,454
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI
Accountancy firm EIN2018-12-31390758449
2017 : AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$216,183
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$142,809
Value of total assets at end of year2017-12-31$619,513
Value of total assets at beginning of year2017-12-31$408,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$360
Total interest from all sources2017-12-31$607
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$12,195
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$41,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$118,849
Participant contributions at end of year2017-12-31$15,749
Participant contributions at beginning of year2017-12-31$10,336
Participant contributions at end of year2017-12-31$4,832
Participant contributions at beginning of year2017-12-31$4,221
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$23,960
Other income not declared elsewhere2017-12-31$856
Administrative expenses (other) incurred2017-12-31$360
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$211,015
Value of net assets at end of year (total assets less liabilities)2017-12-31$619,513
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$408,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$197,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$106,777
Interest on participant loans2017-12-31$570
Value of interest in common/collective trusts at end of year2017-12-31$379,411
Value of interest in common/collective trusts at beginning of year2017-12-31$273,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$21,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$13,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$13,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,676
Net investment gain or loss from common/collective trusts2017-12-31$49,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$170
Employer contributions (assets) at beginning of year2017-12-31$170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,808
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI
Accountancy firm EIN2017-12-31390758449
2016 : AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$145,231
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$151,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$150,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$109,291
Value of total assets at end of year2016-12-31$408,498
Value of total assets at beginning of year2016-12-31$414,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$650
Total interest from all sources2016-12-31$165
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,829
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$42,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$82,596
Participant contributions at end of year2016-12-31$10,336
Participant contributions at beginning of year2016-12-31$1,895
Participant contributions at end of year2016-12-31$4,221
Participant contributions at beginning of year2016-12-31$1,871
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,695
Administrative expenses (other) incurred2016-12-31$650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-6,374
Value of net assets at end of year (total assets less liabilities)2016-12-31$408,498
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$414,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$106,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$167,647
Interest on participant loans2016-12-31$165
Value of interest in common/collective trusts at end of year2016-12-31$273,492
Value of interest in common/collective trusts at beginning of year2016-12-31$243,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$13,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,997
Net investment gain or loss from common/collective trusts2016-12-31$23,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$170
Employer contributions (assets) at beginning of year2016-12-31$170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$150,955
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI
Accountancy firm EIN2016-12-31390758449
2015 : AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$54,525
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$62,580
Value of total assets at end of year2015-12-31$414,872
Value of total assets at beginning of year2015-12-31$362,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$200
Total interest from all sources2015-12-31$142
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$20,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$20,472
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$37,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$62,298
Participant contributions at end of year2015-12-31$1,895
Participant contributions at beginning of year2015-12-31$3,778
Participant contributions at end of year2015-12-31$1,871
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$112
Other income not declared elsewhere2015-12-31$10
Administrative expenses (other) incurred2015-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$52,381
Value of net assets at end of year (total assets less liabilities)2015-12-31$414,872
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$362,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$167,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$148,255
Interest on participant loans2015-12-31$142
Value of interest in common/collective trusts at end of year2015-12-31$243,289
Value of interest in common/collective trusts at beginning of year2015-12-31$201,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-27,314
Net investment gain or loss from common/collective trusts2015-12-31$-1,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$170
Employer contributions (assets) at end of year2015-12-31$170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,944
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI
Accountancy firm EIN2015-12-31390758449
2009 : AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN

2022: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2009: AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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