401k Plan data: OAKWOOD METAL FABRICATING CO. 401(K) PLAN plan

OAKWOOD METAL FABRICATING CO. 401(K) PLAN 401k Plan overview

Plan Name	OAKWOOD METAL FABRICATING CO. 401(K) PLAN
Plan identification number	002

OAKWOOD METAL FABRICATING CO. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

THE OAKWOOD GROUP has sponsored the creation of one or more 401k plans.

Company Name: THE OAKWOOD GROUP

Employer identification number (EIN): 381557680

NAIC Classification: 332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAKWOOD METAL FABRICATING CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 TOM PERKINS 2020-09-28
002 2018-01-01 TOM PERKINS 2019-09-25
002 2017-01-01
002 2016-01-01 TOM PERKINS 2017-10-06
002 2015-01-01 TOM PERKINS 2016-09-07
002 2014-01-01 TOM PERKINS
002 2013-01-01 TOM PERKINS
002 2012-01-01 TOM PERKINS 2013-06-27
002 2011-01-01 TOM PERKINS 2012-07-30
002 2010-01-01 TOM PERKINS 2011-09-28
002 2009-01-01 TOM PERKINS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01	TOM PERKINS	2020-09-28
002	2018-01-01	TOM PERKINS	2019-09-25
002	2017-01-01
002	2016-01-01	TOM PERKINS	2017-10-06
002	2015-01-01	TOM PERKINS	2016-09-07
002	2014-01-01	TOM PERKINS
002	2013-01-01	TOM PERKINS
002	2012-01-01	TOM PERKINS	2013-06-27
002	2011-01-01	TOM PERKINS	2012-07-30
002	2010-01-01	TOM PERKINS	2011-09-28
002	2009-01-01	TOM PERKINS

Plan Statistics for OAKWOOD METAL FABRICATING CO. 401(K) PLAN

401k plan membership statisitcs for OAKWOOD METAL FABRICATING CO. 401(K) PLAN

Measure Date Value
2014: OAKWOOD METAL FABRICATING CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 133
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 18
Total of all active and inactive participants 2014-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 151
Number of participants with account balances 2014-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: OAKWOOD METAL FABRICATING CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 128
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 12
Total of all active and inactive participants 2013-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 140
Number of participants with account balances 2013-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2009: OAKWOOD METAL FABRICATING CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 82
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 96
Number of participants with account balances 2009-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: OAKWOOD METAL FABRICATING CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	133
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	18
Total of all active and inactive participants	2014-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	151
Number of participants with account balances	2014-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: OAKWOOD METAL FABRICATING CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	128
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	12
Total of all active and inactive participants	2013-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	140
Number of participants with account balances	2013-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2009: OAKWOOD METAL FABRICATING CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	82
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	96
Number of participants with account balances	2009-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OAKWOOD METAL FABRICATING CO. 401(K) PLAN

Measure	Date	Value
2014 : OAKWOOD METAL FABRICATING CO. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$897,873
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$267,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$256,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$517,632
Value of total assets at end of year	2014-12-31	$6,853,562
Value of total assets at beginning of year	2014-12-31	$6,223,621
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$11,604
Total interest from all sources	2014-12-31	$3,909
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$452,978
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	$452,978
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
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$396,738
Participant contributions at end of year	2014-12-31	$181,342
Participant contributions at beginning of year	2014-12-31	$156,617
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$120,894
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	$629,941
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,853,562
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,223,621
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	$6,672,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,067,004
Interest on participant loans	2014-12-31	$3,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-76,646
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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$256,328
Contract administrator fees	2014-12-31	$11,604
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	PLANTE & MORAN, PLLC
Accountancy firm EIN	2014-12-31	381357951
2013 : OAKWOOD METAL FABRICATING CO. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$1,315,679
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$283,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$275,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$374,379
Value of total assets at end of year	2013-12-31	$6,223,621
Value of total assets at beginning of year	2013-12-31	$5,191,858
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8,575
Total interest from all sources	2013-12-31	$8,759
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$250,686
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	$250,686
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	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$357,080
Participant contributions at end of year	2013-12-31	$156,617
Participant contributions at beginning of year	2013-12-31	$137,683
Participant contributions at beginning of year	2013-12-31	$6,039
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$17,299
Other income not declared elsewhere	2013-12-31	$11,000
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
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$1,031,763
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,223,621
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,191,858
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	$6,067,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,048,136
Interest on participant loans	2013-12-31	$8,697
Interest earned on other investments	2013-12-31	$62
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$670,855
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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$275,341
Contract administrator fees	2013-12-31	$8,575
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	PLANTE & MORAN, PLLC
Accountancy firm EIN	2013-12-31	381357951

Form 5500 Responses for OAKWOOD METAL FABRICATING CO. 401(K) PLAN

2014: OAKWOOD METAL FABRICATING CO. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OAKWOOD METAL FABRICATING CO. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2009: OAKWOOD METAL FABRICATING CO. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE OAKWOOD GROUP
Employer identification number (EIN):	381557680
NAIC Classification:	332110