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LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 401k Plan overview

Plan NameLAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN
Plan identification number 003

LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LAVELLE INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LAVELLE INDUSTRIES, INC.
Employer identification number (EIN):363566803
NAIC Classification:339900

Additional information about LAVELLE INDUSTRIES, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2133670

More information about LAVELLE INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01
0032018-01-01
0032017-01-01RHONDA L SULLIVAN
0032016-01-01DEBORAH SCHEFFLER
0032015-01-01DEBORAH SCHEFFLER
0032014-01-01DEBORAH SCHEFFLER
0032013-01-01DEBORAH SCHEFFLER
0032012-01-01DEBORAH SCHEFFLER
0032011-01-01DEBORAH SCHEFFLER DEBORAH SCHEFFLER2012-10-10
0032010-01-01DEBORAH SCHEFFLER DEBORAH SCHEFFLER2011-10-12
0032009-01-01DEBORAH SCHEFFLER DEBORAH SCHEFFLER2010-07-28

Plan Statistics for LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

401k plan membership statisitcs for LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

Measure Date Value
2019: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01208
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01203
Total number of active participants reported on line 7a of the Form 55002018-01-01200
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01228
Number of participants with account balances2018-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01200
Total number of active participants reported on line 7a of the Form 55002017-01-01186
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01206
Number of participants with account balances2017-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0128
2016: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01213
Total number of active participants reported on line 7a of the Form 55002016-01-01182
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01198
Number of participants with account balances2016-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01201
Total number of active participants reported on line 7a of the Form 55002015-01-01196
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01210
Number of participants with account balances2015-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01190
Total number of active participants reported on line 7a of the Form 55002014-01-01180
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01197
Number of participants with account balances2014-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01168
Total number of active participants reported on line 7a of the Form 55002013-01-01165
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01185
Number of participants with account balances2013-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01159
Total number of active participants reported on line 7a of the Form 55002012-01-01146
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01166
Number of participants with account balances2012-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01168
Total number of active participants reported on line 7a of the Form 55002011-01-01145
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01157
Number of participants with account balances2011-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01160
Total number of active participants reported on line 7a of the Form 55002010-01-01152
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01163
Number of participants with account balances2010-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01173
Total number of active participants reported on line 7a of the Form 55002009-01-01137
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01158
Number of participants with account balances2009-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

Measure Date Value
2019 : LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-01-01$0
Total unrealized appreciation/depreciation of assets2019-01-01$0
Total transfer of assets to this plan2019-01-01$0
Total transfer of assets from this plan2019-01-01$5,715,635
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-01$0
Total income from all sources (including contributions)2019-01-01$0
Total loss/gain on sale of assets2019-01-01$0
Total of all expenses incurred2019-01-01$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-01$0
Expenses. Certain deemed distributions of participant loans2019-01-01$0
Value of total corrective distributions2019-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-01$0
Value of total assets at end of year2019-01-01$0
Value of total assets at beginning of year2019-01-01$5,715,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-01$0
Total income from rents2019-01-01$0
Total interest from all sources2019-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2019-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2019-01-01$0
Administrative expenses professional fees incurred2019-01-01$0
Was this plan covered by a fidelity bond2019-01-01Yes
Value of fidelity bond cover2019-01-01$1,000,000
If this is an individual account plan, was there a blackout period2019-01-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-01$0
Were there any nonexempt tranactions with any party-in-interest2019-01-01No
Amount of non-exempt transactions with any party-in-interest2019-01-01$0
Contributions received from participants2019-01-01$0
Participant contributions at end of year2019-01-01$0
Participant contributions at beginning of year2019-01-01$276,612
Participant contributions at end of year2019-01-01$0
Participant contributions at beginning of year2019-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2019-01-01$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-01-01$642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-01-01$0
Other income not declared elsewhere2019-01-01$0
Administrative expenses (other) incurred2019-01-01$0
Liabilities. Value of operating payables at beginning of year2019-01-01$0
Total non interest bearing cash at end of year2019-01-01$0
Total non interest bearing cash at beginning of year2019-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-01No
Value of net income/loss2019-01-01$0
Value of net assets at end of year (total assets less liabilities)2019-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2019-01-01$5,715,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-01No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-01-01$0
Were any leases to which the plan was party in default or uncollectible2019-01-01No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-01-01$0
Investment advisory and management fees2019-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-01-01$4,922,442
Interest on participant loans2019-01-01$0
Income. Interest from loans (other than to participants)2019-01-01$0
Interest earned on other investments2019-01-01$0
Income. Interest from US Government securities2019-01-01$0
Income. Interest from corporate debt instruments2019-01-01$0
Value of interest in common/collective trusts at end of year2019-01-01$0
Value of interest in common/collective trusts at beginning of year2019-01-01$321,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-01-01$0
Net investment gain/loss from pooled separate accounts2019-01-01$0
Net investment gain or loss from common/collective trusts2019-01-01$0
Net gain/loss from 103.12 investment entities2019-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-01No
Was there a failure to transmit to the plan any participant contributions2019-01-01No
Has the plan failed to provide any benefit when due under the plan2019-01-01No
Contributions received in cash from employer2019-01-01$0
Employer contributions (assets) at end of year2019-01-01$0
Employer contributions (assets) at beginning of year2019-01-01$194,576
Income. Dividends from preferred stock2019-01-01$0
Income. Dividends from common stock2019-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-01$0
Contract administrator fees2019-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2019-01-01$0
Did the plan have assets held for investment2019-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-01Yes
Aggregate proceeds on sale of assets2019-01-01$0
Aggregate carrying amount (costs) on sale of assets2019-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-01-01$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-01-01Yes
Opinion of an independent qualified public accountant for this plan2019-01-01Disclaimer
Accountancy firm name2019-01-01WIPFLI, LLP
Accountancy firm EIN2019-01-01390758449
2018 : LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
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$32,555
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$4,391
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$332,174
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$226,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$203,439
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$664,769
Value of total assets at end of year2018-12-31$5,715,635
Value of total assets at beginning of year2018-12-31$5,646,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,678
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$12,495
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$85,486
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$85,486
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$273,658
Participant contributions at end of year2018-12-31$276,612
Participant contributions at beginning of year2018-12-31$198,680
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$100,902
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$642
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,391
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$106,057
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,715,635
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,642,133
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,922,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,938,047
Interest on participant loans2018-12-31$12,495
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$321,363
Value of interest in common/collective trusts at beginning of year2018-12-31$324,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-426,844
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-3,732
Net gain/loss from 103.12 investment entities2018-12-31$0
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
Contributions received in cash from employer2018-12-31$290,209
Employer contributions (assets) at end of year2018-12-31$194,576
Employer contributions (assets) at beginning of year2018-12-31$182,265
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$203,439
Contract administrator fees2018-12-31$22,678
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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, LLP
Accountancy firm EIN2018-12-31390758449
2017 : LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$19,543
Total transfer of assets from this plan2017-12-31$109,198
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,511
Total income from all sources (including contributions)2017-12-31$1,292,020
Total of all expenses incurred2017-12-31$396,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$370,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$518,716
Value of total assets at end of year2017-12-31$5,646,524
Value of total assets at beginning of year2017-12-31$4,839,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,450
Total interest from all sources2017-12-31$9,145
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$70,239
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$70,239
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$242,796
Participant contributions at end of year2017-12-31$198,680
Participant contributions at beginning of year2017-12-31$180,492
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,347
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,511
Administrative expenses (other) incurred2017-12-31$7,140
Total non interest bearing cash at beginning of year2017-12-31$150
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$895,056
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,642,133
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,836,732
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
Investment advisory and management fees2017-12-31$19,310
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,938,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,186,669
Interest on participant loans2017-12-31$9,145
Value of interest in common/collective trusts at end of year2017-12-31$324,856
Value of interest in common/collective trusts at beginning of year2017-12-31$284,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$688,838
Net investment gain or loss from common/collective trusts2017-12-31$5,082
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$267,573
Employer contributions (assets) at end of year2017-12-31$182,265
Employer contributions (assets) at beginning of year2017-12-31$184,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$370,514
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 LLP
Accountancy firm EIN2017-12-31390758449
2016 : LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$10,404
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,511
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,429
Total income from all sources (including contributions)2016-12-31$898,499
Total of all expenses incurred2016-12-31$914,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$888,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$499,965
Value of total assets at end of year2016-12-31$4,839,243
Value of total assets at beginning of year2016-12-31$4,866,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,415
Total interest from all sources2016-12-31$75,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$17,729
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$223,278
Participant contributions at end of year2016-12-31$180,492
Participant contributions at beginning of year2016-12-31$215,750
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,553
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,429
Administrative expenses (other) incurred2016-12-31$7,686
Total non interest bearing cash at end of year2016-12-31$150
Total non interest bearing cash at beginning of year2016-12-31$1,834
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-15,546
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,836,732
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,862,682
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$4,186,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,060,533
Interest on participant loans2016-12-31$11,410
Value of interest in common/collective trusts at end of year2016-12-31$284,733
Value of interest in common/collective trusts at beginning of year2016-12-31$411,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$64,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$314,864
Net investment gain or loss from common/collective trusts2016-12-31$7,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$271,187
Employer contributions (assets) at end of year2016-12-31$184,646
Employer contributions (assets) at beginning of year2016-12-31$174,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$888,630
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 LLP
Accountancy firm EIN2016-12-31390758449
2015 : LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$166,632
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,540
Total income from all sources (including contributions)2015-12-31$403,504
Total of all expenses incurred2015-12-31$411,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$374,150
Expenses. Certain deemed distributions of participant loans2015-12-31$16,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$514,742
Value of total assets at end of year2015-12-31$4,866,111
Value of total assets at beginning of year2015-12-31$5,039,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,714
Total interest from all sources2015-12-31$71,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$11,922
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$224,582
Participant contributions at end of year2015-12-31$215,750
Participant contributions at beginning of year2015-12-31$296,642
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$53,851
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,540
Administrative expenses (other) incurred2015-12-31$8,792
Total non interest bearing cash at end of year2015-12-31$1,834
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-8,331
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,862,682
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,037,645
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$4,060,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,215,609
Interest on participant loans2015-12-31$13,667
Value of interest in common/collective trusts at end of year2015-12-31$411,446
Value of interest in common/collective trusts at beginning of year2015-12-31$366,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$57,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-186,001
Net investment gain or loss from common/collective trusts2015-12-31$3,464
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$236,309
Employer contributions (assets) at end of year2015-12-31$174,408
Employer contributions (assets) at beginning of year2015-12-31$159,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$374,150
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 LLP
Accountancy firm EIN2015-12-31390758449
2014 : LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$18,320
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,050
Total income from all sources (including contributions)2014-12-31$647,940
Total of all expenses incurred2014-12-31$422,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$399,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$477,230
Value of total assets at end of year2014-12-31$5,036,226
Value of total assets at beginning of year2014-12-31$4,829,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,510
Total interest from all sources2014-12-31$13,764
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$73,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$73,466
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$224,262
Participant contributions at end of year2014-12-31$296,642
Participant contributions at beginning of year2014-12-31$236,683
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,278
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,050
Administrative expenses (other) incurred2014-12-31$12,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$225,691
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,034,686
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,827,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$10,144
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,215,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,097,212
Interest on participant loans2014-12-31$13,764
Value of interest in common/collective trusts at end of year2014-12-31$363,470
Value of interest in common/collective trusts at beginning of year2014-12-31$352,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$79,913
Net investment gain or loss from common/collective trusts2014-12-31$3,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$250,690
Employer contributions (assets) at end of year2014-12-31$159,987
Employer contributions (assets) at beginning of year2014-12-31$142,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$399,739
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$2,245
Total transfer of assets from this plan2013-12-31$44,733
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,583
Total income from all sources (including contributions)2013-12-31$1,180,134
Total of all expenses incurred2013-12-31$477,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$454,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$414,691
Value of total assets at end of year2013-12-31$4,829,365
Value of total assets at beginning of year2013-12-31$4,168,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,743
Total interest from all sources2013-12-31$10,229
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$50,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$50,486
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$196,847
Participant contributions at end of year2013-12-31$236,683
Participant contributions at beginning of year2013-12-31$145,027
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,393
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$884
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,583
Administrative expenses (other) incurred2013-12-31$9,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$702,643
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,827,315
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,167,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$5,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,097,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,523,545
Interest on participant loans2013-12-31$10,229
Value of interest in common/collective trusts at end of year2013-12-31$352,362
Value of interest in common/collective trusts at beginning of year2013-12-31$369,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$694,994
Net investment gain or loss from common/collective trusts2013-12-31$9,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$204,451
Employer contributions (assets) at end of year2013-12-31$142,224
Employer contributions (assets) at beginning of year2013-12-31$129,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$454,748
Contract administrator fees2013-12-31$7,990
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI, LLP
Accountancy firm EIN2013-12-31390758449
2012 : LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2012 401k financial data
Total transfer of assets from this plan2012-12-31$20,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,583
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,306
Total income from all sources (including contributions)2012-12-31$849,084
Total of all expenses incurred2012-12-31$176,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$150,594
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$382,983
Value of total assets at end of year2012-12-31$4,168,743
Value of total assets at beginning of year2012-12-31$3,517,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,588
Total interest from all sources2012-12-31$7,845
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$68,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$68,051
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$176,180
Participant contributions at end of year2012-12-31$145,027
Participant contributions at beginning of year2012-12-31$149,764
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,808
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,306
Administrative expenses (other) incurred2012-12-31$3,437
Total non interest bearing cash at beginning of year2012-12-31$6,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$672,902
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,167,160
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,514,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$22,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,523,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,894,383
Interest on participant loans2012-12-31$7,845
Value of interest in common/collective trusts at end of year2012-12-31$369,396
Value of interest in common/collective trusts at beginning of year2012-12-31$346,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$386,602
Net investment gain or loss from common/collective trusts2012-12-31$3,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$202,995
Employer contributions (assets) at end of year2012-12-31$129,219
Employer contributions (assets) at beginning of year2012-12-31$121,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$150,594
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI, LLP
Accountancy firm EIN2012-12-31390758449
2011 : LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,231
Total income from all sources (including contributions)2011-12-31$366,562
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$540,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$521,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$377,642
Value of total assets at end of year2011-12-31$3,517,770
Value of total assets at beginning of year2011-12-31$3,690,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,776
Total interest from all sources2011-12-31$7,857
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$60,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$60,962
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$177,394
Participant contributions at end of year2011-12-31$149,764
Participant contributions at beginning of year2011-12-31$146,023
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,591
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,231
Administrative expenses (other) incurred2011-12-31$7,834
Total non interest bearing cash at end of year2011-12-31$6,098
Total non interest bearing cash at beginning of year2011-12-31$5,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-173,515
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,514,464
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,687,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$10,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,894,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,983,893
Interest on participant loans2011-12-31$7,857
Value of interest in common/collective trusts at end of year2011-12-31$346,488
Value of interest in common/collective trusts at beginning of year2011-12-31$428,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-76,753
Net investment gain or loss from common/collective trusts2011-12-31$-3,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$195,657
Employer contributions (assets) at end of year2011-12-31$121,037
Employer contributions (assets) at beginning of year2011-12-31$124,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$521,301
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,231
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$778,568
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$172,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$161,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$433,952
Value of total assets at end of year2010-12-31$3,690,210
Value of total assets at beginning of year2010-12-31$3,082,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,870
Total interest from all sources2010-12-31$7,408
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$44,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$44,080
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$191,960
Participant contributions at end of year2010-12-31$146,023
Participant contributions at beginning of year2010-12-31$125,369
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$40,805
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,785
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,231
Administrative expenses (other) incurred2010-12-31$3,991
Total non interest bearing cash at end of year2010-12-31$5,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$605,879
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,687,979
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,082,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,983,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,412,405
Interest on participant loans2010-12-31$7,408
Value of interest in common/collective trusts at end of year2010-12-31$428,461
Value of interest in common/collective trusts at beginning of year2010-12-31$412,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$300,575
Net investment gain or loss from common/collective trusts2010-12-31$-7,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$201,187
Employer contributions (assets) at end of year2010-12-31$124,180
Employer contributions (assets) at beginning of year2010-12-31$131,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$161,819
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS 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 LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

2019: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS 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: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAVELLE INDUSTRIES, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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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