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Plan Name | WILSONART SAVINGS & INVESTMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | WILSONART LLC |
Employer identification number (EIN): | 371699313 |
NAIC Classification: | 326100 |
Additional information about WILSONART LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2012-10-26 |
Company Identification Number: | 0801675261 |
Legal Registered Office Address: |
13413 GALLERIA CIR STE 200 AUSTIN United States of America (USA) 78738 |
More information about WILSONART LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | WAYNE IRMITER | |||
001 | 2016-01-01 | WAYNE IRMITER | |||
001 | 2015-01-01 | LLOYD GEORGE | |||
001 | 2014-01-01 | LLOYD GEORGE | |||
001 | 2013-01-01 | LLOYD GEORGE |
Measure | Date | Value |
---|---|---|
2022: WILSONART SAVINGS & INVESTMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 2,960 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2,442 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 447 |
Total of all active and inactive participants | 2022-01-01 | 2,908 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 28 |
Total participants | 2022-01-01 | 2,936 |
Number of participants with account balances | 2022-01-01 | 2,913 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 307 |
2021: WILSONART SAVINGS & INVESTMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 2,726 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2,240 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 667 |
Total of all active and inactive participants | 2021-01-01 | 2,913 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 27 |
Total participants | 2021-01-01 | 2,940 |
Number of participants with account balances | 2021-01-01 | 2,940 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 193 |
2020: WILSONART SAVINGS & INVESTMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2,766 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,226 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 464 |
Total of all active and inactive participants | 2020-01-01 | 2,698 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 13 |
Total participants | 2020-01-01 | 2,711 |
Number of participants with account balances | 2020-01-01 | 2,703 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 139 |
2019: WILSONART SAVINGS & INVESTMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 2,730 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2,344 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 378 |
Total of all active and inactive participants | 2019-01-01 | 2,735 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 14 |
Total participants | 2019-01-01 | 2,749 |
Number of participants with account balances | 2019-01-01 | 2,661 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 138 |
2018: WILSONART SAVINGS & INVESTMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2,567 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,288 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 422 |
Total of all active and inactive participants | 2018-01-01 | 2,718 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 10 |
Total participants | 2018-01-01 | 2,728 |
Number of participants with account balances | 2018-01-01 | 2,728 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 137 |
2017: WILSONART SAVINGS & INVESTMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2,062 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,216 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 327 |
Total of all active and inactive participants | 2017-01-01 | 2,546 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 12 |
Total participants | 2017-01-01 | 2,558 |
Number of participants with account balances | 2017-01-01 | 2,558 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 121 |
2016: WILSONART SAVINGS & INVESTMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,944 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,894 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 164 |
Total of all active and inactive participants | 2016-01-01 | 2,060 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 2,062 |
Number of participants with account balances | 2016-01-01 | 2,060 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 73 |
2015: WILSONART SAVINGS & INVESTMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,867 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,786 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 136 |
Total of all active and inactive participants | 2015-01-01 | 1,924 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 1,928 |
Number of participants with account balances | 2015-01-01 | 1,929 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 43 |
2014: WILSONART SAVINGS & INVESTMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,963 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,732 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 124 |
Total of all active and inactive participants | 2014-01-01 | 1,859 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 1,862 |
Number of participants with account balances | 2014-01-01 | 1,843 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 18 |
2013: WILSONART SAVINGS & INVESTMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,943 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,894 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 37 |
Total of all active and inactive participants | 2013-01-01 | 1,931 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 1,939 |
Number of participants with account balances | 2013-01-01 | 1,953 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : WILSONART SAVINGS & INVESTMENT PLAN 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $-25,965,292 |
Total of all expenses incurred | 2022-12-31 | $30,979,456 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $30,671,667 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $10,943 |
Value of total corrective distributions | 2022-12-31 | $4,825 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $25,812,506 |
Value of total assets at end of year | 2022-12-31 | $269,482,759 |
Value of total assets at beginning of year | 2022-12-31 | $326,427,507 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $292,021 |
Total interest from all sources | 2022-12-31 | $429,351 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,382,621 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,382,621 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $12,819,561 |
Participant contributions at end of year | 2022-12-31 | $11,041,630 |
Participant contributions at beginning of year | 2022-12-31 | $11,308,866 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,633,456 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $8,593 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $292,021 |
Total non interest bearing cash at end of year | 2022-12-31 | $52,606 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $52,605 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-56,944,748 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $269,482,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $326,427,507 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $131,229,525 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $287,758,915 |
Interest on participant loans | 2022-12-31 | $427,790 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $126,695,534 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $26,959,805 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $454,871 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $347,316 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $347,316 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,561 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-41,132,737 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-13,457,033 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $11,359,489 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $30,671,667 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HOLTHOUSE CARLIN & VAN TRIGT, LLP |
Accountancy firm EIN | 2022-12-31 | 944345526 |
2021 : WILSONART SAVINGS & INVESTMENT PLAN 2021 401k financial data | ||
Total transfer of assets to this plan | 2021-12-31 | $2,280,931 |
Total income from all sources (including contributions) | 2021-12-31 | $59,047,497 |
Total of all expenses incurred | 2021-12-31 | $32,771,928 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $32,536,304 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $77,103 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $21,448,410 |
Value of total assets at end of year | 2021-12-31 | $326,427,507 |
Value of total assets at beginning of year | 2021-12-31 | $297,871,007 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $158,521 |
Total interest from all sources | 2021-12-31 | $462,469 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,795,159 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,795,159 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $11,267,645 |
Participant contributions at end of year | 2021-12-31 | $11,308,866 |
Participant contributions at beginning of year | 2021-12-31 | $12,192,314 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $371,788 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $47,309 |
Administrative expenses (other) incurred | 2021-12-31 | $158,521 |
Total non interest bearing cash at end of year | 2021-12-31 | $52,605 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $52,603 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $26,275,569 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $326,427,507 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $297,871,007 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $287,758,915 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $255,622,575 |
Interest on participant loans | 2021-12-31 | $462,469 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $26,959,805 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $29,757,067 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $347,316 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $199,139 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $199,139 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $31,916,453 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $425,006 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $9,808,977 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $32,536,304 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HOLTHOUSE CARLIN & VAN TRIGT, LLP |
Accountancy firm EIN | 2021-12-31 | 944345526 |
2020 : WILSONART SAVINGS & INVESTMENT PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $59,590,659 |
Total of all expenses incurred | 2020-12-31 | $37,862,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $37,533,177 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $170,088 |
Value of total corrective distributions | 2020-12-31 | $2,347 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $21,396,981 |
Value of total assets at end of year | 2020-12-31 | $297,871,007 |
Value of total assets at beginning of year | 2020-12-31 | $276,143,179 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $157,219 |
Total interest from all sources | 2020-12-31 | $584,305 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,928,323 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $3,928,323 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $10,676,168 |
Participant contributions at end of year | 2020-12-31 | $12,192,314 |
Participant contributions at beginning of year | 2020-12-31 | $13,237,099 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $4,954 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,442,790 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $47,309 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $11,625 |
Administrative expenses (other) incurred | 2020-12-31 | $157,219 |
Total non interest bearing cash at end of year | 2020-12-31 | $52,603 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $52,603 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $21,727,828 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $297,871,007 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $276,143,179 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $255,622,575 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $236,525,646 |
Interest on participant loans | 2020-12-31 | $584,145 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $29,757,067 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $26,171,525 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $199,139 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $135,134 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $135,134 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $160 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $33,152,065 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $528,985 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $9,278,023 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $4,593 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $37,533,177 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HOLTHOUSE CARLIN & VAN TRIGT, LLP |
Accountancy firm EIN | 2020-12-31 | 954345526 |
2019 : WILSONART SAVINGS & INVESTMENT PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $68,206,164 |
Total of all expenses incurred | 2019-12-31 | $20,329,760 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $20,149,961 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $9,521 |
Value of total corrective distributions | 2019-12-31 | $85 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $22,128,720 |
Value of total assets at end of year | 2019-12-31 | $276,143,179 |
Value of total assets at beginning of year | 2019-12-31 | $228,266,775 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $170,193 |
Total interest from all sources | 2019-12-31 | $566,751 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,488,187 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $4,488,187 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $11,281,927 |
Participant contributions at end of year | 2019-12-31 | $13,237,099 |
Participant contributions at beginning of year | 2019-12-31 | $12,405,955 |
Participant contributions at end of year | 2019-12-31 | $4,954 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,008,985 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $11,625 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $7,094 |
Administrative expenses (other) incurred | 2019-12-31 | $170,193 |
Total non interest bearing cash at end of year | 2019-12-31 | $52,603 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $11,114 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $47,876,404 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $276,143,179 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $228,266,775 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $236,525,646 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $189,320,571 |
Interest on participant loans | 2019-12-31 | $564,771 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $26,171,525 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $26,135,420 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $135,134 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $386,621 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $386,621 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,980 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $40,469,002 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $553,504 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $9,837,808 |
Employer contributions (assets) at end of year | 2019-12-31 | $4,593 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $20,149,961 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HOLTHOUSE CARLIN & VAN TRIGT, LLP |
Accountancy firm EIN | 2019-12-31 | 954345526 |
2018 : WILSONART SAVINGS & INVESTMENT PLAN 2018 401k financial data | ||
Total transfer of assets to this plan | 2018-12-31 | $1,079,733 |
Total income from all sources (including contributions) | 2018-12-31 | $10,296,719 |
Total of all expenses incurred | 2018-12-31 | $19,964,961 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $19,677,566 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $116,560 |
Value of total corrective distributions | 2018-12-31 | $2,263 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $22,133,088 |
Value of total assets at end of year | 2018-12-31 | $228,266,775 |
Value of total assets at beginning of year | 2018-12-31 | $236,855,284 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $168,572 |
Total interest from all sources | 2018-12-31 | $459,891 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $4,206,014 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $4,206,014 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $11,137,661 |
Participant contributions at end of year | 2018-12-31 | $12,405,955 |
Participant contributions at beginning of year | 2018-12-31 | $11,933,731 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $8,722 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,023,330 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $7,094 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $6,062 |
Administrative expenses (other) incurred | 2018-12-31 | $168,572 |
Total non interest bearing cash at end of year | 2018-12-31 | $11,114 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-9,668,242 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $228,266,775 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $236,855,284 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $189,320,571 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $203,439,590 |
Interest on participant loans | 2018-12-31 | $458,941 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $26,135,420 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $21,272,576 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $386,621 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $180,117 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $180,117 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $950 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-16,900,339 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $398,065 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $9,972,097 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $14,486 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $19,677,566 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HOLTHOUSE CARLIN & VAN TRIGT, LLP |
Accountancy firm EIN | 2018-12-31 | 954345526 |
2017 : WILSONART SAVINGS & INVESTMENT PLAN 2017 401k financial data | ||
Total transfer of assets to this plan | 2017-12-31 | $9,594,891 |
Total income from all sources (including contributions) | 2017-12-31 | $52,355,636 |
Total of all expenses incurred | 2017-12-31 | $12,764,584 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $12,452,732 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $142,672 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $20,669,598 |
Value of total assets at end of year | 2017-12-31 | $236,855,284 |
Value of total assets at beginning of year | 2017-12-31 | $187,669,341 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $169,180 |
Total interest from all sources | 2017-12-31 | $394,223 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,562,016 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $3,562,016 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $10,550,601 |
Participant contributions at end of year | 2017-12-31 | $11,933,731 |
Participant contributions at beginning of year | 2017-12-31 | $10,570,142 |
Participant contributions at end of year | 2017-12-31 | $8,722 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $576,004 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $6,062 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $4,882 |
Administrative expenses (other) incurred | 2017-12-31 | $169,180 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $39,591,052 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $236,855,284 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $187,669,341 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $203,439,590 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $158,039,077 |
Interest on participant loans | 2017-12-31 | $394,155 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $21,272,576 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $18,988,185 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $180,117 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $67,055 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $67,055 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $68 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $27,445,170 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $284,629 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $9,542,993 |
Employer contributions (assets) at end of year | 2017-12-31 | $14,486 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $12,452,732 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2017-12-31 | 954345526 |
2016 : WILSONART SAVINGS & INVESTMENT PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $30,897,941 |
Total of all expenses incurred | 2016-12-31 | $11,967,634 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $11,691,628 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $145,483 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $18,210,963 |
Value of total assets at end of year | 2016-12-31 | $187,669,341 |
Value of total assets at beginning of year | 2016-12-31 | $168,739,034 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $130,523 |
Total interest from all sources | 2016-12-31 | $327,686 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $3,122,267 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $9,118,676 |
Participant contributions at end of year | 2016-12-31 | $10,570,142 |
Participant contributions at beginning of year | 2016-12-31 | $9,852,050 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,074,168 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $4,882 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $3,091 |
Administrative expenses (other) incurred | 2016-12-31 | $130,523 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $18,930,307 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $187,669,341 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $168,739,034 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $158,039,077 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $139,890,723 |
Interest on participant loans | 2016-12-31 | $327,686 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $18,988,185 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $18,945,826 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $67,055 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $47,344 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $47,344 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $9,237,025 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $8,018,119 |
Income. Dividends from common stock | 2016-12-31 | $3,122,267 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $11,691,628 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2016-12-31 | 954345526 |
2015 : WILSONART SAVINGS & INVESTMENT PLAN 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $17,557,179 |
Total of all expenses incurred | 2015-12-31 | $17,849,848 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $17,716,712 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $34,656 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $17,983,080 |
Value of total assets at end of year | 2015-12-31 | $168,739,034 |
Value of total assets at beginning of year | 2015-12-31 | $169,031,703 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $98,480 |
Total interest from all sources | 2015-12-31 | $298,961 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,001,397 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $3,001,397 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $8,625,221 |
Participant contributions at end of year | 2015-12-31 | $9,852,050 |
Participant contributions at beginning of year | 2015-12-31 | $9,185,957 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,693,128 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $3,091 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $6,120 |
Administrative expenses (other) incurred | 2015-12-31 | $98,480 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-292,669 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $168,739,034 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $169,031,703 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $139,890,723 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $141,051,296 |
Interest on participant loans | 2015-12-31 | $298,955 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $18,945,826 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $18,765,740 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $47,344 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $22,590 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $22,590 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,726,259 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $7,664,731 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $17,716,712 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2015-12-31 | 954345526 |
2014 : WILSONART SAVINGS & INVESTMENT PLAN 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $27,756,816 |
Total of all expenses incurred | 2014-12-31 | $23,674,126 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $23,512,545 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $111,138 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $17,596,217 |
Value of total assets at end of year | 2014-12-31 | $169,031,703 |
Value of total assets at beginning of year | 2014-12-31 | $164,949,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $50,443 |
Total interest from all sources | 2014-12-31 | $290,092 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,983,272 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,983,272 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $8,451,398 |
Participant contributions at end of year | 2014-12-31 | $9,185,957 |
Participant contributions at beginning of year | 2014-12-31 | $9,381,761 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,477,838 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $6,120 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $3,257 |
Administrative expenses (other) incurred | 2014-12-31 | $50,443 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $4,082,690 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $169,031,703 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $164,949,013 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $141,051,296 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $135,878,090 |
Interest on participant loans | 2014-12-31 | $290,091 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $18,765,740 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $19,683,925 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $22,590 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,980 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,980 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $6,887,235 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $7,666,981 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $23,512,545 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2014-12-31 | 954345526 |
2013 : WILSONART SAVINGS & INVESTMENT PLAN 2013 401k financial data | ||
Total transfer of assets to this plan | 2013-12-31 | $130,032,142 |
Total income from all sources (including contributions) | 2013-12-31 | $50,585,747 |
Total of all expenses incurred | 2013-12-31 | $15,668,876 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $15,586,939 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $27,346 |
Value of total corrective distributions | 2013-12-31 | $12,799 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $30,951,745 |
Value of total assets at end of year | 2013-12-31 | $164,949,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $41,792 |
Total interest from all sources | 2013-12-31 | $290,732 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,631,855 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,631,855 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $8,093,409 |
Participant contributions at end of year | 2013-12-31 | $9,381,761 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $15,395,840 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $3,257 |
Administrative expenses (other) incurred | 2013-12-31 | $41,792 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $34,916,871 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $164,949,013 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $135,878,090 |
Interest on participant loans | 2013-12-31 | $290,581 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $19,683,925 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,980 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $151 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $16,711,413 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $2 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $7,462,496 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $15,586,939 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2013-12-31 | 954345526 |
2022: WILSONART SAVINGS & INVESTMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Mulitple employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: WILSONART SAVINGS & INVESTMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Mulitple employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WILSONART SAVINGS & INVESTMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Mulitple employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WILSONART SAVINGS & INVESTMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WILSONART SAVINGS & INVESTMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WILSONART SAVINGS & INVESTMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WILSONART SAVINGS & INVESTMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WILSONART SAVINGS & INVESTMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WILSONART SAVINGS & INVESTMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WILSONART SAVINGS & INVESTMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | First time form 5500 has been submitted | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |