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THE O & W, INC. 401K RETIREMENT PLAN 401k Plan overview

Plan NameTHE O & W, INC. 401K RETIREMENT PLAN
Plan identification number 003

THE O & W, INC. 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

O & W, INC. has sponsored the creation of one or more 401k plans.

Company Name:O & W, INC.
Employer identification number (EIN):381540106
NAIC Classification:424800

Additional information about O & W, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2012-03-02
Company Identification Number: C3458646
Legal Registered Office Address: 4111 Windy Walk Ct.

Bakersfield
United States of America (USA)
93311

More information about O & W, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE O & W, INC. 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032018-01-01
0032017-01-01DOUGLAS W WANTY DOUGLAS W WANTY2018-10-12
0032016-01-01DOUGLAS W WANTY DOUGLAS W WANTY2017-09-29
0032015-01-012016-10-14
0032015-01-01DOUGLAS WANTY DOUGLAS WANTY2016-10-17
0032014-01-01DOUGLAS W WANTY DOUGLAS W WANTY2015-10-07
0032013-01-01DOUGLAS W WANTY DOUGLAS W WANTY2014-09-15
0032012-01-01DOUGLAS W WANTY DOUGLAS W WANTY2013-10-15
0032011-01-01DOUGLAS WANTY2012-09-28
0032010-01-01DOUGLAS WANTY2011-05-16

Plan Statistics for THE O & W, INC. 401K RETIREMENT PLAN

401k plan membership statisitcs for THE O & W, INC. 401K RETIREMENT PLAN

Measure Date Value
2022: THE O & W, INC. 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01183
Total number of active participants reported on line 7a of the Form 55002022-01-01146
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01170
Number of participants with account balances2022-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE O & W, INC. 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01186
Total number of active participants reported on line 7a of the Form 55002021-01-01142
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01180
Number of participants with account balances2021-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE O & W, INC. 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01217
Total number of active participants reported on line 7a of the Form 55002020-01-01179
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01192
Number of participants with account balances2020-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE O & W, INC. 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01222
Total number of active participants reported on line 7a of the Form 55002019-01-01188
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01208
Number of participants with account balances2019-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: THE O & W, INC. 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01246
Total number of active participants reported on line 7a of the Form 55002018-01-01187
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01213
Number of participants with account balances2018-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE O & W, INC. 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01210
Total number of active participants reported on line 7a of the Form 55002017-01-01207
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01220
Number of participants with account balances2017-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE O & W, INC. 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01221
Total number of active participants reported on line 7a of the Form 55002016-01-01187
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01199
Number of participants with account balances2016-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE O & W, INC. 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01212
Total number of active participants reported on line 7a of the Form 55002015-01-01197
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01209
Number of participants with account balances2015-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE O & W, INC. 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01215
Total number of active participants reported on line 7a of the Form 55002014-01-01191
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01206
Number of participants with account balances2014-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE O & W, INC. 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01119
Total number of active participants reported on line 7a of the Form 55002013-01-01197
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01203
Number of participants with account balances2013-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE O & W, INC. 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01121
Total number of active participants reported on line 7a of the Form 55002012-01-01110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01116
Number of participants with account balances2012-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on THE O & W, INC. 401K RETIREMENT PLAN

Measure Date Value
2022 : THE O & W, INC. 401K RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,746,509
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,558,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,494,097
Value of total corrective distributions2022-12-31$3,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$926,125
Value of total assets at end of year2022-12-31$13,353,767
Value of total assets at beginning of year2022-12-31$21,658,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,886
Total interest from all sources2022-12-31$15,459
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$132,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$132,428
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$641,718
Participant contributions at end of year2022-12-31$316,325
Participant contributions at beginning of year2022-12-31$293,231
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$18,632
Other income not declared elsewhere2022-12-31$31,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,305,151
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,353,767
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,658,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$22,496
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,651,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,839,738
Interest on participant loans2022-12-31$15,459
Value of interest in common/collective trusts at end of year2022-12-31$2,385,617
Value of interest in common/collective trusts at beginning of year2022-12-31$4,525,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,473,615
Net investment gain or loss from common/collective trusts2022-12-31$-378,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$265,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,494,097
Contract administrator fees2022-12-31$38,390
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Qualified
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : THE O & W, INC. 401K RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,499,555
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,719,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,654,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,268,847
Value of total assets at end of year2021-12-31$21,658,918
Value of total assets at beginning of year2021-12-31$20,879,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,469
Total interest from all sources2021-12-31$15,219
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$130,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$130,580
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$752,197
Participant contributions at end of year2021-12-31$293,231
Participant contributions at beginning of year2021-12-31$284,987
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$222,760
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$3
Other income not declared elsewhere2021-12-31$34,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$779,734
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,658,918
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,879,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$10,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,839,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,675,477
Interest on participant loans2021-12-31$15,219
Value of interest in common/collective trusts at end of year2021-12-31$4,525,949
Value of interest in common/collective trusts at beginning of year2021-12-31$4,918,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,528,364
Net investment gain or loss from common/collective trusts2021-12-31$521,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$293,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,654,349
Contract administrator fees2021-12-31$55,148
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2021-12-31320503264
2020 : THE O & W, INC. 401K RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,445,404
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$815,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$734,104
Expenses. Certain deemed distributions of participant loans2020-12-31$6,355
Value of total corrective distributions2020-12-31$6,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,381,727
Value of total assets at end of year2020-12-31$20,879,184
Value of total assets at beginning of year2020-12-31$13,249,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68,252
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$13,378
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$107,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$107,938
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$730,808
Participant contributions at end of year2020-12-31$284,987
Participant contributions at beginning of year2020-12-31$218,033
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,375,486
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$51,380
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$7,630,046
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,879,184
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,249,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$5,624
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,675,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,592,792
Interest on participant loans2020-12-31$13,378
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$4,918,720
Value of interest in common/collective trusts at beginning of year2020-12-31$2,438,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,048,026
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$894,335
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$275,433
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$734,104
Contract administrator fees2020-12-31$11,248
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : THE O & W, INC. 401K RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,626,177
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,977,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,916,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$844,120
Value of total assets at end of year2019-12-31$13,249,138
Value of total assets at beginning of year2019-12-31$11,600,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,766
Total interest from all sources2019-12-31$12,252
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$109,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$109,518
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$667,192
Participant contributions at end of year2019-12-31$218,033
Participant contributions at beginning of year2019-12-31$218,757
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,444
Other income not declared elsewhere2019-12-31$2
Administrative expenses (other) incurred2019-12-31$61,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,648,350
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,249,138
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,600,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,592,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,725,756
Interest on participant loans2019-12-31$12,252
Value of interest in common/collective trusts at end of year2019-12-31$2,438,313
Value of interest in common/collective trusts at beginning of year2019-12-31$1,656,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,324,372
Net investment gain or loss from common/collective trusts2019-12-31$335,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$166,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,916,061
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE MORAN
Accountancy firm EIN2019-12-31381357951
2018 : THE O & W, INC. 401K RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-80,422
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$915,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$861,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$820,448
Value of total assets at end of year2018-12-31$11,600,788
Value of total assets at beginning of year2018-12-31$12,596,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,264
Total interest from all sources2018-12-31$11,046
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$120,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$120,111
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$653,949
Participant contributions at end of year2018-12-31$218,757
Participant contributions at beginning of year2018-12-31$194,055
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$149
Other income not declared elsewhere2018-12-31$548
Administrative expenses (other) incurred2018-12-31$54,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-995,789
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,600,788
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,596,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,725,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,252,708
Interest on participant loans2018-12-31$11,046
Value of interest in common/collective trusts at end of year2018-12-31$1,656,275
Value of interest in common/collective trusts at beginning of year2018-12-31$2,149,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,000,632
Net investment gain or loss from common/collective trusts2018-12-31$-31,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$166,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$861,103
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORGAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : THE O & W, INC. 401K RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,153,683
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$667,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$594,222
Value of total corrective distributions2017-12-31$6,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$855,775
Value of total assets at end of year2017-12-31$12,596,577
Value of total assets at beginning of year2017-12-31$10,110,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$66,789
Total interest from all sources2017-12-31$9,239
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$88,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$88,403
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$612,884
Participant contributions at end of year2017-12-31$194,055
Participant contributions at beginning of year2017-12-31$232,759
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$102,558
Other income not declared elsewhere2017-12-31$133
Administrative expenses (other) incurred2017-12-31$66,789
Total non interest bearing cash at beginning of year2017-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,486,521
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,596,577
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,110,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,252,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,402,147
Interest on participant loans2017-12-31$9,239
Value of interest in common/collective trusts at end of year2017-12-31$2,149,814
Value of interest in common/collective trusts at beginning of year2017-12-31$1,475,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,026,345
Net investment gain or loss from common/collective trusts2017-12-31$173,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$140,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$594,222
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : THE O & W, INC. 401K RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,355,012
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$271,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$203,384
Value of total corrective distributions2016-12-31$15,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$711,704
Value of total assets at end of year2016-12-31$10,110,056
Value of total assets at beginning of year2016-12-31$9,026,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$52,343
Total interest from all sources2016-12-31$9,812
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$78,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$78,934
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$562,122
Participant contributions at end of year2016-12-31$232,759
Participant contributions at beginning of year2016-12-31$269,643
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$508
Administrative expenses (other) incurred2016-12-31$52,343
Total non interest bearing cash at end of year2016-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,083,495
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,110,056
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,026,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,402,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,788,942
Interest on participant loans2016-12-31$9,812
Value of interest in common/collective trusts at end of year2016-12-31$1,475,120
Value of interest in common/collective trusts at beginning of year2016-12-31$967,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$480,378
Net investment gain or loss from common/collective trusts2016-12-31$74,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$149,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$203,384
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : THE O & W, INC. 401K RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$776,027
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$515,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$457,315
Value of total corrective distributions2015-12-31$8,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$776,950
Value of total assets at end of year2015-12-31$9,026,561
Value of total assets at beginning of year2015-12-31$8,766,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$49,818
Total interest from all sources2015-12-31$11,570
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$79,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$79,265
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$556,039
Participant contributions at end of year2015-12-31$269,643
Participant contributions at beginning of year2015-12-31$227,576
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$76,477
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$49,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$260,031
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,026,561
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,766,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,788,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,497,034
Interest on participant loans2015-12-31$11,570
Value of interest in common/collective trusts at end of year2015-12-31$967,976
Value of interest in common/collective trusts at beginning of year2015-12-31$1,041,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-105,134
Net investment gain or loss from common/collective trusts2015-12-31$13,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$144,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$457,315
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : THE O & W, INC. 401K RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$950,268
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$417,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$367,552
Value of total corrective distributions2014-12-31$6,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$638,413
Value of total assets at end of year2014-12-31$8,766,530
Value of total assets at beginning of year2014-12-31$8,233,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$43,064
Total interest from all sources2014-12-31$9,994
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$503,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$503,323
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$494,261
Participant contributions at end of year2014-12-31$227,576
Participant contributions at beginning of year2014-12-31$177,539
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$8,834
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,047
Other income not declared elsewhere2014-12-31$1,037
Administrative expenses (other) incurred2014-12-31$43,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$532,813
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,766,530
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,233,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,497,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,218,560
Interest on participant loans2014-12-31$9,994
Value of interest in common/collective trusts at end of year2014-12-31$1,041,920
Value of interest in common/collective trusts at beginning of year2014-12-31$827,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-265,778
Net investment gain or loss from common/collective trusts2014-12-31$63,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$125,105
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$367,552
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : THE O & W, INC. 401K RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,085,989
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$49,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$659,480
Value of total assets at end of year2013-12-31$8,233,717
Value of total assets at beginning of year2013-12-31$6,197,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,435
Total interest from all sources2013-12-31$7,004
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$241,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$241,143
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$412,388
Participant contributions at end of year2013-12-31$177,539
Participant contributions at beginning of year2013-12-31$139,506
Participant contributions at end of year2013-12-31$8,834
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$143,740
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$34,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,036,426
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,233,717
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,197,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,218,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,127,153
Interest on participant loans2013-12-31$7,004
Value of interest in common/collective trusts at end of year2013-12-31$827,081
Value of interest in common/collective trusts at beginning of year2013-12-31$930,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,073,121
Net investment gain or loss from common/collective trusts2013-12-31$105,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$103,352
Employer contributions (assets) at end of year2013-12-31$1,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,128
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : THE O & W, INC. 401K RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,145,035
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$439,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$413,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$463,340
Value of total assets at end of year2012-12-31$6,197,291
Value of total assets at beginning of year2012-12-31$5,491,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,717
Total interest from all sources2012-12-31$5,792
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$106,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$106,571
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$363,893
Participant contributions at end of year2012-12-31$139,506
Participant contributions at beginning of year2012-12-31$109,937
Administrative expenses (other) incurred2012-12-31$25,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$705,804
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,197,291
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,491,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,127,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,184,478
Interest on participant loans2012-12-31$5,792
Value of interest in common/collective trusts at end of year2012-12-31$930,632
Value of interest in common/collective trusts at beginning of year2012-12-31$1,197,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$521,037
Net investment gain or loss from common/collective trusts2012-12-31$48,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$99,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$413,514
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951

Form 5500 Responses for THE O & W, INC. 401K RETIREMENT PLAN

2022: THE O & W, INC. 401K RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE O & W, INC. 401K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE O & W, INC. 401K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE O & W, INC. 401K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE O & W, INC. 401K RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE O & W, INC. 401K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE O & W, INC. 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE O & W, INC. 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE O & W, INC. 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE O & W, INC. 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE O & W, INC. 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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