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THELEN, INC. 401(K) PLAN 401k Plan overview

Plan NameTHELEN, INC. 401(K) PLAN
Plan identification number 001

THELEN, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:THELEN, INC
Employer identification number (EIN):381737354
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about THELEN, INC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2007-01-29
Company Identification Number: 602690449
Legal Registered Office Address: 1515 NW BOLEN ST

LA CENTER
United States of America (USA)
98629

More information about THELEN, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THELEN, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01A. SCOTT KOSTUS
0012016-01-01A. SCOTT KOSTUS
0012015-01-01A. SCOTT KOSTUS
0012014-01-01A. SCOTT KOSTUS
0012013-01-01A. SCOTT KOSTUS
0012012-01-01A. SCOTT KOSTUS A. SCOTT KOSTUS2013-08-29
0012011-01-01A. SCOTT KOSTUS
0012010-01-01A. SCOTT KOSTUS
0012009-01-01A. SCOTT KOSTUS
0012009-01-01A. SCOTT KOSTUS
0012009-01-01THELENINC01
0012009-01-01A. SCOTT KOSTUS
0012009-01-01A. SCOTT KOSTUS

Plan Statistics for THELEN, INC. 401(K) PLAN

401k plan membership statisitcs for THELEN, INC. 401(K) PLAN

Measure Date Value
2022: THELEN, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01126
Total number of active participants reported on line 7a of the Form 55002022-01-01105
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01144
Number of participants with account balances2022-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: THELEN, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01166
Total number of active participants reported on line 7a of the Form 55002021-01-01124
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01159
Number of participants with account balances2021-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: THELEN, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01172
Total number of active participants reported on line 7a of the Form 55002020-01-01145
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01162
Number of participants with account balances2020-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: THELEN, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01175
Total number of active participants reported on line 7a of the Form 55002019-01-01141
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01154
Number of participants with account balances2019-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: THELEN, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01175
Total number of active participants reported on line 7a of the Form 55002018-01-01151
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01171
Number of participants with account balances2018-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: THELEN, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01182
Total number of active participants reported on line 7a of the Form 55002017-01-01167
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01187
Number of participants with account balances2017-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THELEN, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01176
Total number of active participants reported on line 7a of the Form 55002016-01-01152
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01181
Number of participants with account balances2016-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: THELEN, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01175
Total number of active participants reported on line 7a of the Form 55002015-01-01139
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01162
Number of participants with account balances2015-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: THELEN, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01133
Total number of active participants reported on line 7a of the Form 55002014-01-01119
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01139
Number of participants with account balances2014-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: THELEN, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01123
Total number of active participants reported on line 7a of the Form 55002013-01-01116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01135
Number of participants with account balances2013-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THELEN, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01112
Total number of active participants reported on line 7a of the Form 55002012-01-01102
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01123
Number of participants with account balances2012-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: THELEN, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01140
Total number of active participants reported on line 7a of the Form 55002011-01-01100
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01118
Number of participants with account balances2011-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: THELEN, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01123
Total number of active participants reported on line 7a of the Form 55002010-01-01127
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01144
Number of participants with account balances2010-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: THELEN, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01122
Total number of active participants reported on line 7a of the Form 55002009-01-01109
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01131
Number of participants with account balances2009-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on THELEN, INC. 401(K) PLAN

Measure Date Value
2022 : THELEN, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$26,081
Total income from all sources (including contributions)2022-12-31$-1,190,357
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,165,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,161,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$522,747
Value of total assets at end of year2022-12-31$7,708,307
Value of total assets at beginning of year2022-12-31$10,090,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,817
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$290,112
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$290,112
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$375,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$26,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,356,072
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,708,307
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,064,379
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,064,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,539,715
Value of interest in common/collective trusts at end of year2022-12-31$643,826
Value of interest in common/collective trusts at beginning of year2022-12-31$550,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,009,422
Net investment gain or loss from common/collective trusts2022-12-31$6,206
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$147,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,161,898
Contract administrator fees2022-12-31$3,817
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31JANZ AND KNIGHT,PLC
Accountancy firm EIN2022-12-31381458667
2021 : THELEN, INC. 401(K) 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$26,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$27,056
Total income from all sources (including contributions)2021-12-31$1,991,357
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$391,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$390,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$656,508
Value of total assets at end of year2021-12-31$10,090,460
Value of total assets at beginning of year2021-12-31$8,491,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,220
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$873,671
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$873,671
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$363,679
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$149,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$26,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$27,056
Other income not declared elsewhere2021-12-31$1,561
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$1,599,984
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,064,379
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,464,395
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,539,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,024,759
Value of interest in common/collective trusts at end of year2021-12-31$550,745
Value of interest in common/collective trusts at beginning of year2021-12-31$466,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$457,467
Net investment gain or loss from common/collective trusts2021-12-31$2,150
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$143,009
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$390,153
Contract administrator fees2021-12-31$1,220
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 name2021-12-31JANZ AND KNIGHT, CPA
Accountancy firm EIN2021-12-31381458667
2020 : THELEN, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$27,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,505,474
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,087,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,082,576
Value of total corrective distributions2020-12-31$2,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$460,689
Value of total assets at end of year2020-12-31$8,491,451
Value of total assets at beginning of year2020-12-31$8,046,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,751
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$336,271
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$336,271
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
Contributions received from participants2020-12-31$340,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$27,056
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
Value of net income/loss2020-12-31$417,912
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,464,395
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,046,483
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,024,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,557,930
Value of interest in common/collective trusts at end of year2020-12-31$466,692
Value of interest in common/collective trusts at beginning of year2020-12-31$488,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$702,945
Net investment gain or loss from common/collective trusts2020-12-31$5,569
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$120,453
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$1,082,576
Contract administrator fees2020-12-31$2,751
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31JANZ AND KNIGHT, CPA
Accountancy firm EIN2020-12-31381458667
2019 : THELEN, INC. 401(K) 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$2,053,836
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$733,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$731,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$445,795
Value of total assets at end of year2019-12-31$8,046,483
Value of total assets at beginning of year2019-12-31$6,726,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,098
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$351,761
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$351,761
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$325,846
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$1,320,453
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,046,483
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,726,030
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
Investment advisory and management fees2019-12-31$2,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,557,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,164,994
Value of interest in common/collective trusts at end of year2019-12-31$488,553
Value of interest in common/collective trusts at beginning of year2019-12-31$561,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,248,671
Net investment gain or loss from common/collective trusts2019-12-31$7,609
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$119,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$731,285
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 name2019-12-31JANZ AND KNIGHT, CPA
Accountancy firm EIN2019-12-31381458667
2018 : THELEN, INC. 401(K) 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$0
Total income from all sources (including contributions)2018-12-31$-27,197
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$183,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$182,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$547,392
Value of total assets at end of year2018-12-31$6,726,030
Value of total assets at beginning of year2018-12-31$6,936,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,343
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$586,836
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$586,836
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$325,915
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$99,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-210,860
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,726,030
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,936,890
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$6,164,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,583,813
Value of interest in common/collective trusts at end of year2018-12-31$561,036
Value of interest in common/collective trusts at beginning of year2018-12-31$353,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,168,524
Net investment gain or loss from common/collective trusts2018-12-31$7,099
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$122,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$182,320
Contract administrator fees2018-12-31$1,343
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 name2018-12-31JANZ AND KNIGHT, CPA
Accountancy firm EIN2018-12-31381458667
2017 : THELEN, INC. 401(K) 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$1,474,900
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,051,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,034,713
Value of total corrective distributions2017-12-31$16,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$404,517
Value of total assets at end of year2017-12-31$6,936,890
Value of total assets at beginning of year2017-12-31$6,513,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$455
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$364,164
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$364,164
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$271,741
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$57,171
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$423,145
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,936,890
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,513,745
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$6,583,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,186,475
Value of interest in common/collective trusts at end of year2017-12-31$353,077
Value of interest in common/collective trusts at beginning of year2017-12-31$327,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$702,727
Net investment gain or loss from common/collective trusts2017-12-31$3,492
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$75,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,034,713
Contract administrator fees2017-12-31$455
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 name2017-12-31JANZ AND KNIGHT, CPA
Accountancy firm EIN2017-12-31381458667
2016 : THELEN, INC. 401(K) 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$986,663
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$226,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$212,359
Value of total corrective distributions2016-12-31$13,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$344,106
Value of total assets at end of year2016-12-31$6,513,745
Value of total assets at beginning of year2016-12-31$5,753,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$400
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$328,066
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$328,066
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$271,186
Administrative expenses (other) incurred2016-12-31$400
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$760,331
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,513,745
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,753,414
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$6,186,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,439,398
Value of interest in common/collective trusts at end of year2016-12-31$327,270
Value of interest in common/collective trusts at beginning of year2016-12-31$314,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$311,692
Net investment gain or loss from common/collective trusts2016-12-31$2,799
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$72,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$212,359
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 name2016-12-31JANZ AND KNIGHT, PLC
Accountancy firm EIN2016-12-31381458667
2015 : THELEN, INC. 401(K) 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$315,390
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$716,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$699,877
Value of total corrective distributions2015-12-31$15,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$337,570
Value of total assets at end of year2015-12-31$5,753,414
Value of total assets at beginning of year2015-12-31$6,154,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,320
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$434,587
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$434,587
Administrative expenses professional fees incurred2015-12-31$1,320
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$260,368
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-400,922
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,753,414
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,154,336
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$5,439,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,852,576
Value of interest in common/collective trusts at end of year2015-12-31$314,016
Value of interest in common/collective trusts at beginning of year2015-12-31$301,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-459,098
Net investment gain or loss from common/collective trusts2015-12-31$2,331
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$75,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$699,877
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 name2015-12-31JANZ AND KNIGHT, PLC
Accountancy firm EIN2015-12-31381458667
2014 : THELEN, INC. 401(K) 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$720,063
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$350,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$341,940
Value of total corrective distributions2014-12-31$8,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$364,101
Value of total assets at end of year2014-12-31$6,154,336
Value of total assets at beginning of year2014-12-31$5,784,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$360
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$445,862
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$445,862
Administrative expenses professional fees incurred2014-12-31$360
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$279,626
Other income not declared elsewhere2014-12-31$4
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$369,710
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,154,336
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,784,626
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$5,852,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,484,363
Value of interest in common/collective trusts at end of year2014-12-31$301,760
Value of interest in common/collective trusts at beginning of year2014-12-31$300,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-90,784
Net investment gain or loss from common/collective trusts2014-12-31$880
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$84,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$341,940
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 name2014-12-31JANZ AND KNIGHT, CPA
Accountancy firm EIN2014-12-31381458667
2013 : THELEN, INC. 401(K) 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$1,660,275
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,009,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,008,164
Value of total corrective distributions2013-12-31$651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$303,851
Value of total assets at end of year2013-12-31$5,784,626
Value of total assets at beginning of year2013-12-31$5,133,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$400
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$329,189
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$329,189
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$230,618
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$651,060
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,784,626
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,133,566
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$5,484,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,816,220
Value of interest in common/collective trusts at end of year2013-12-31$300,263
Value of interest in common/collective trusts at beginning of year2013-12-31$317,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,026,525
Net investment gain or loss from common/collective trusts2013-12-31$710
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$73,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,008,164
Contract administrator fees2013-12-31$400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31JANZ AND KNIGHT, CPA
Accountancy firm EIN2013-12-31381458667
2012 : THELEN, INC. 401(K) 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$909,229
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$93,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$93,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$269,217
Value of total assets at end of year2012-12-31$5,133,566
Value of total assets at beginning of year2012-12-31$4,317,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$200
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$139,826
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$139,826
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$201,854
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$815,912
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,133,566
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,317,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$200
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,816,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,038,645
Value of interest in common/collective trusts at end of year2012-12-31$317,346
Value of interest in common/collective trusts at beginning of year2012-12-31$279,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$499,248
Net investment gain or loss from common/collective trusts2012-12-31$938
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$67,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$93,117
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31JANZ & KNIGHT CPA
Accountancy firm EIN2012-12-31381458667
2011 : THELEN, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$38,938
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$174,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$173,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$263,565
Value of total assets at end of year2011-12-31$4,317,654
Value of total assets at beginning of year2011-12-31$4,452,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$360
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$84,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$84,267
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$203,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-135,253
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,317,654
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,452,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$360
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,038,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,192,640
Value of interest in common/collective trusts at end of year2011-12-31$279,009
Value of interest in common/collective trusts at beginning of year2011-12-31$260,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-309,301
Net investment gain or loss from common/collective trusts2011-12-31$407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$60,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$173,831
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JANZ & KNIGHT, CPA
Accountancy firm EIN2011-12-31381458667
2010 : THELEN, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$786,171
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$448,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$446,775
Value of total corrective distributions2010-12-31$991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$278,840
Value of total assets at end of year2010-12-31$4,452,907
Value of total assets at beginning of year2010-12-31$4,115,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$525
Total interest from all sources2010-12-31$144
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$49,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$49,633
Administrative expenses professional fees incurred2010-12-31$525
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$208,327
Participant contributions at beginning of year2010-12-31$5,164
Participant contributions at beginning of year2010-12-31$62,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$337,880
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,452,907
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,115,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,192,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,741,104
Interest on participant loans2010-12-31$144
Value of interest in common/collective trusts at end of year2010-12-31$260,267
Value of interest in common/collective trusts at beginning of year2010-12-31$292,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$456,890
Net investment gain or loss from common/collective trusts2010-12-31$664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$70,513
Employer contributions (assets) at beginning of year2010-12-31$13,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$446,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JANZ & KNIGHT, CPA
Accountancy firm EIN2010-12-31381458667
2009 : THELEN, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THELEN, INC. 401(K) PLAN

2022: THELEN, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THELEN, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THELEN, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THELEN, INC. 401(K) 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: THELEN, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THELEN, INC. 401(K) 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: THELEN, INC. 401(K) 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: THELEN, INC. 401(K) 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: THELEN, INC. 401(K) 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: THELEN, INC. 401(K) 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: THELEN, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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
2011: THELEN, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THELEN, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THELEN, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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