401k Plan data: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES plan

EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 401k Plan overview

Plan Name	EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES
Plan identification number	002

EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan. Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

APPLETON GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name: APPLETON GROUP LLC

Employer identification number (EIN): 364178995

NAIC Classification: 335310

Additional information about APPLETON GROUP LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2791168

More information about APPLETON GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-10-01 LARRY BRUNNER LARRY BRUNNER 2015-07-14
002 2012-10-01 KEITH FOECKING KEITH FOECKING 2014-07-10
002 2011-10-01 KEITH FOECKING
002 2010-10-01 KEITH FOECKING KEITH FOECKING 2012-07-16
002 2009-10-01 KEITH FOECKING KEITH FOECKING 2011-07-15
002 2009-10-01 KEITH FOECKING KEITH FOECKING 2011-07-15
002 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-10-01	LARRY BRUNNER	LARRY BRUNNER	2015-07-14
002	2012-10-01	KEITH FOECKING	KEITH FOECKING	2014-07-10
002	2011-10-01	KEITH FOECKING
002	2010-10-01	KEITH FOECKING	KEITH FOECKING	2012-07-16
002	2009-10-01	KEITH FOECKING	KEITH FOECKING	2011-07-15
002	2009-10-01	KEITH FOECKING	KEITH FOECKING	2011-07-15
002	2008-10-01

Plan Statistics for EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES

401k plan membership statisitcs for EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES

Measure Date Value
2013: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-10-01 788
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 0
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-10-01 792
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 240
Number of retired or separated participants receiving benefits 2012-10-01 90
Number of other retired or separated participants entitled to future benefits 2012-10-01 453
Total of all active and inactive participants 2012-10-01 783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 5
Total participants 2012-10-01 788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 12
2011: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-10-01 770
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 252
Number of retired or separated participants receiving benefits 2011-10-01 80
Number of other retired or separated participants entitled to future benefits 2011-10-01 454
Total of all active and inactive participants 2011-10-01 786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 6
Total participants 2011-10-01 792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 12
2010: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2010 401k membership
Total participants, beginning-of-year 2010-10-01 769
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 241
Number of retired or separated participants receiving benefits 2010-10-01 73
Number of other retired or separated participants entitled to future benefits 2010-10-01 452
Total of all active and inactive participants 2010-10-01 766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 4
Total participants 2010-10-01 770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 12
2009: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-10-01 756
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 351
Number of retired or separated participants receiving benefits 2009-10-01 65
Number of other retired or separated participants entitled to future benefits 2009-10-01 352
Total of all active and inactive participants 2009-10-01 768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 1
Total participants 2009-10-01 769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 13

Measure	Date	Value
2013: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-10-01	788
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	0
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-10-01	792
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	240
Number of retired or separated participants receiving benefits	2012-10-01	90
Number of other retired or separated participants entitled to future benefits	2012-10-01	453
Total of all active and inactive participants	2012-10-01	783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	5
Total participants	2012-10-01	788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	12
2011: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-10-01	770
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	252
Number of retired or separated participants receiving benefits	2011-10-01	80
Number of other retired or separated participants entitled to future benefits	2011-10-01	454
Total of all active and inactive participants	2011-10-01	786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	6
Total participants	2011-10-01	792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	12
2010: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2010 401k membership
Total participants, beginning-of-year	2010-10-01	769
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	241
Number of retired or separated participants receiving benefits	2010-10-01	73
Number of other retired or separated participants entitled to future benefits	2010-10-01	452
Total of all active and inactive participants	2010-10-01	766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	4
Total participants	2010-10-01	770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	12
2009: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-10-01	756
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	351
Number of retired or separated participants receiving benefits	2009-10-01	65
Number of other retired or separated participants entitled to future benefits	2009-10-01	352
Total of all active and inactive participants	2009-10-01	768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	1
Total participants	2009-10-01	769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	13

Financial Data on EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES

Measure	Date	Value
2014 : EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-09-30	$-435,280
Total unrealized appreciation/depreciation of assets	2014-09-30	$-435,280
Total transfer of assets from this plan	2014-09-30	$7,506,353
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$222
Total income from all sources (including contributions)	2014-09-30	$805,333
Total loss/gain on sale of assets	2014-09-30	$0
Total of all expenses incurred	2014-09-30	$109,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$109,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$0
Value of total assets at end of year	2014-09-30	$0
Value of total assets at beginning of year	2014-09-30	$6,811,129
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$0
Total interest from all sources	2014-09-30	$112,083
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-09-30	$222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$695,446
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$6,810,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Interest earned on other investments	2014-09-30	$112,083
Value of interest in common/collective trusts at beginning of year	2014-09-30	$5,891,129
Net investment gain or loss from common/collective trusts	2014-09-30	$1,128,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Employer contributions (assets) at beginning of year	2014-09-30	$920,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$109,887
Did the plan have assets held for investment	2014-09-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	GRANT THORNTON LLP
Accountancy firm EIN	2014-09-30	366055558
2013 : EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-09-30	$47,600
Total unrealized appreciation/depreciation of assets	2013-09-30	$47,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$222
Total income from all sources (including contributions)	2013-09-30	$1,478,801
Total of all expenses incurred	2013-09-30	$120,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$120,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$920,000
Value of total assets at end of year	2013-09-30	$6,811,129
Value of total assets at beginning of year	2013-09-30	$5,452,393
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$28
Total interest from all sources	2013-09-30	$24,224
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$83,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$50,000,000
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-09-30	$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-09-30	$222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-09-30	$222
Administrative expenses (other) incurred	2013-09-30	$28
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$1,358,736
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$6,810,907
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$5,452,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Value of interest in master investment trust accounts at end of year	2013-09-30	$5,891,129
Value of interest in master investment trust accounts at beginning of year	2013-09-30	$5,206,392
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-09-30	$24,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$920,000
Employer contributions (assets) at end of year	2013-09-30	$920,000
Employer contributions (assets) at beginning of year	2013-09-30	$246,000
Income. Dividends from common stock	2013-09-30	$83,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$120,037
Did the plan have assets held for investment	2013-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	KPMG LLC
Accountancy firm EIN	2013-09-30	135565207
2012 : EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-09-30	$607,474
Total unrealized appreciation/depreciation of assets	2012-09-30	$607,474
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$222
Total income from all sources (including contributions)	2012-09-30	$978,114
Total of all expenses incurred	2012-09-30	$92,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$92,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$246,000
Value of total assets at end of year	2012-09-30	$5,452,393
Value of total assets at beginning of year	2012-09-30	$4,566,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$134
Total interest from all sources	2012-09-30	$30,161
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$55,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$50,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-09-30	$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-09-30	$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-09-30	$222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-09-30	$222
Administrative expenses (other) incurred	2012-09-30	$134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$885,507
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$5,452,171
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$4,566,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Value of interest in master investment trust accounts at end of year	2012-09-30	$5,206,392
Value of interest in master investment trust accounts at beginning of year	2012-09-30	$4,104,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-09-30	$30,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$246,000
Employer contributions (assets) at end of year	2012-09-30	$246,000
Employer contributions (assets) at beginning of year	2012-09-30	$462,215
Income. Dividends from common stock	2012-09-30	$55,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$92,473
Did the plan have assets held for investment	2012-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-30	Disclaimer
Accountancy firm name	2012-09-30	KPMG LLC
Accountancy firm EIN	2012-09-30	135565207
2011 : EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-09-30	$7,332
Total unrealized appreciation/depreciation of assets	2011-09-30	$7,332
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$222
Total income from all sources (including contributions)	2011-09-30	$702,968
Total loss/gain on sale of assets	2011-09-30	$0
Total of all expenses incurred	2011-09-30	$72,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$72,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$588,215
Value of total assets at end of year	2011-09-30	$4,566,886
Value of total assets at beginning of year	2011-09-30	$3,936,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$17
Total interest from all sources	2011-09-30	$35,364
Total dividends received (eg from common stock, registered investment company shares)	2011-09-30	$44,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$50,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Participant contributions at beginning of year	2011-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-09-30	$588,215
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-09-30	$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-09-30	$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-09-30	$222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-09-30	$222
Administrative expenses (other) incurred	2011-09-30	$17
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Value of net income/loss	2011-09-30	$630,073
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$4,566,664
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$3,936,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Value of interest in master investment trust accounts at end of year	2011-09-30	$4,104,670
Value of interest in master investment trust accounts at beginning of year	2011-09-30	$3,531,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-09-30	$35,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-09-30	No
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Employer contributions (assets) at end of year	2011-09-30	$462,215
Employer contributions (assets) at beginning of year	2011-09-30	$405,000
Income. Dividends from preferred stock	2011-09-30	$44,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$72,878
Did the plan have assets held for investment	2011-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-09-30	Disclaimer
Accountancy firm name	2011-09-30	KPMG LLC
Accountancy firm EIN	2011-09-30	135565207

Form 5500 Responses for EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES

2013: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	Yes
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	Yes
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: EGS ELECTRICAL GROUP, LLC PENSION PLAN FOR HOURLY EMPLOYEES 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	APPLETON GROUP LLC
Employer identification number (EIN):	364178995
NAIC Classification:	335310

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2791168