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Plan Name | THELEN, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | A. SCOTT KOSTUS | |||
001 | 2016-01-01 | A. SCOTT KOSTUS | |||
001 | 2015-01-01 | A. SCOTT KOSTUS | |||
001 | 2014-01-01 | A. SCOTT KOSTUS | |||
001 | 2013-01-01 | A. SCOTT KOSTUS | |||
001 | 2012-01-01 | A. SCOTT KOSTUS | A. SCOTT KOSTUS | 2013-08-29 | |
001 | 2011-01-01 | A. SCOTT KOSTUS | |||
001 | 2010-01-01 | A. SCOTT KOSTUS | |||
001 | 2009-01-01 | A. SCOTT KOSTUS | |||
001 | 2009-01-01 | A. SCOTT KOSTUS | |||
001 | 2009-01-01 | THELENINC01 | |||
001 | 2009-01-01 | A. SCOTT KOSTUS | |||
001 | 2009-01-01 | A. SCOTT KOSTUS |
Measure | Date | Value |
---|---|---|
2022: THELEN, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 38 |
Total of all active and inactive participants | 2022-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 144 |
Number of participants with account balances | 2022-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
2021: THELEN, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 124 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 34 |
Total of all active and inactive participants | 2021-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 159 |
Number of participants with account balances | 2021-01-01 | 138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 21 |
2020: THELEN, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 172 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 145 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 17 |
Total of all active and inactive participants | 2020-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 162 |
Number of participants with account balances | 2020-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 20 |
2019: THELEN, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 141 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 13 |
Total of all active and inactive participants | 2019-01-01 | 154 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 154 |
Number of participants with account balances | 2019-01-01 | 139 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 13 |
2018: THELEN, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 18 |
Total of all active and inactive participants | 2018-01-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 171 |
Number of participants with account balances | 2018-01-01 | 150 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 22 |
2017: THELEN, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 182 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 167 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 19 |
Total of all active and inactive participants | 2017-01-01 | 187 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 187 |
Number of participants with account balances | 2017-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THELEN, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 176 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 152 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 28 |
Total of all active and inactive participants | 2016-01-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 181 |
Number of participants with account balances | 2016-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 4 |
2015: THELEN, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 139 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 22 |
Total of all active and inactive participants | 2015-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 162 |
Number of participants with account balances | 2015-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 5 |
2014: THELEN, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 119 |
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 | 20 |
Total of all active and inactive participants | 2014-01-01 | 139 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 139 |
Number of participants with account balances | 2014-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: THELEN, INC. 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 | 116 |
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 | 19 |
Total of all active and inactive participants | 2013-01-01 | 135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 135 |
Number of participants with account balances | 2013-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THELEN, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 21 |
Total of all active and inactive participants | 2012-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 123 |
Number of participants with account balances | 2012-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: THELEN, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 18 |
Total of all active and inactive participants | 2011-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 118 |
Number of participants with account balances | 2011-01-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: THELEN, INC. 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 127 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 17 |
Total of all active and inactive participants | 2010-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 144 |
Number of participants with account balances | 2010-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
2009: THELEN, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 109 |
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 | 22 |
Total of all active and inactive participants | 2009-01-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 131 |
Number of participants with account balances | 2009-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2022 : THELEN, INC. 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,165,715 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $7,708,307 |
Value of total assets at beginning of year | 2022-12-31 | $10,090,460 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,817 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $290,112 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $375,714 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,064,481 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $9,539,715 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $643,826 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $6,206 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $147,033 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,161,898 |
Contract administrator fees | 2022-12-31 | $3,817 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | JANZ AND KNIGHT,PLC |
Accountancy firm EIN | 2022-12-31 | 381458667 |
2021 : THELEN, INC. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $391,373 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $10,090,460 |
Value of total assets at beginning of year | 2021-12-31 | $8,491,451 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,220 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $873,671 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $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 year | 2021-12-31 | $26,081 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $27,056 |
Other income not declared elsewhere | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $9,539,715 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,024,759 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $550,745 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $2,150 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $143,009 |
Income. Dividends from common stock | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $390,153 |
Contract administrator fees | 2021-12-31 | $1,220 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | JANZ AND KNIGHT, CPA |
Accountancy firm EIN | 2021-12-31 | 381458667 |
2020 : THELEN, INC. 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,087,562 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,082,576 |
Value of total corrective distributions | 2020-12-31 | $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 year | 2020-12-31 | $8,491,451 |
Value of total assets at beginning of year | 2020-12-31 | $8,046,483 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,751 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $336,271 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $340,236 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,024,759 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,557,930 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $466,692 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $5,569 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $120,453 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,082,576 |
Contract administrator fees | 2020-12-31 | $2,751 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | JANZ AND KNIGHT, CPA |
Accountancy firm EIN | 2020-12-31 | 381458667 |
2019 : THELEN, INC. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $733,383 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $8,046,483 |
Value of total assets at beginning of year | 2019-12-31 | $6,726,030 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,098 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $351,761 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $2,098 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,557,930 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,164,994 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $488,553 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $7,609 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $119,949 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $731,285 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | JANZ AND KNIGHT, CPA |
Accountancy firm EIN | 2019-12-31 | 381458667 |
2018 : THELEN, INC. 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $183,663 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $6,726,030 |
Value of total assets at beginning of year | 2018-12-31 | $6,936,890 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,343 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $586,836 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,164,994 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,583,813 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $561,036 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $7,099 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $122,468 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $182,320 |
Contract administrator fees | 2018-12-31 | $1,343 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | JANZ AND KNIGHT, CPA |
Accountancy firm EIN | 2018-12-31 | 381458667 |
2017 : THELEN, INC. 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,051,755 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,034,713 |
Value of total corrective distributions | 2017-12-31 | $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 year | 2017-12-31 | $6,936,890 |
Value of total assets at beginning of year | 2017-12-31 | $6,513,745 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $455 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $364,164 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,583,813 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,186,475 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $353,077 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $3,492 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $75,605 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,034,713 |
Contract administrator fees | 2017-12-31 | $455 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | JANZ AND KNIGHT, CPA |
Accountancy firm EIN | 2017-12-31 | 381458667 |
2016 : THELEN, INC. 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $226,332 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $212,359 |
Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $6,513,745 |
Value of total assets at beginning of year | 2016-12-31 | $5,753,414 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $400 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $328,066 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $271,186 |
Administrative expenses (other) incurred | 2016-12-31 | $400 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,186,475 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,439,398 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $327,270 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $2,799 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $72,920 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $212,359 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | JANZ AND KNIGHT, PLC |
Accountancy firm EIN | 2016-12-31 | 381458667 |
2015 : THELEN, INC. 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $716,312 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $699,877 |
Value of total corrective distributions | 2015-12-31 | $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 year | 2015-12-31 | $5,753,414 |
Value of total assets at beginning of year | 2015-12-31 | $6,154,336 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,320 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $434,587 |
Administrative expenses professional fees incurred | 2015-12-31 | $1,320 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,439,398 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,852,576 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $314,016 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $2,331 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $75,496 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $699,877 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | JANZ AND KNIGHT, PLC |
Accountancy firm EIN | 2015-12-31 | 381458667 |
2014 : THELEN, INC. 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 | $720,063 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $350,353 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $341,940 |
Value of total corrective distributions | 2014-12-31 | $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 year | 2014-12-31 | $6,154,336 |
Value of total assets at beginning of year | 2014-12-31 | $5,784,626 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $360 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $445,862 |
Administrative expenses professional fees incurred | 2014-12-31 | $360 |
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 | $279,626 |
Other income not declared elsewhere | 2014-12-31 | $4 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | 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 | $5,852,576 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,484,363 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $301,760 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $880 |
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 | $84,475 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $341,940 |
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 | JANZ AND KNIGHT, CPA |
Accountancy firm EIN | 2014-12-31 | 381458667 |
2013 : THELEN, INC. 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 | $1,660,275 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,009,215 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,008,164 |
Value of total corrective distributions | 2013-12-31 | $651 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $303,851 |
Value of total assets at end of year | 2013-12-31 | $5,784,626 |
Value of total assets at beginning of year | 2013-12-31 | $5,133,566 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $400 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $329,189 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | 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 | $5,484,363 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,816,220 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $300,263 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $710 |
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 | $73,233 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,008,164 |
Contract administrator fees | 2013-12-31 | $400 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
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 | JANZ AND KNIGHT, CPA |
Accountancy firm EIN | 2013-12-31 | 381458667 |
2012 : THELEN, INC. 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $93,317 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $5,133,566 |
Value of total assets at beginning of year | 2012-12-31 | $4,317,654 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $200 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $139,826 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $200 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,816,220 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,038,645 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $317,346 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $938 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $67,363 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $93,117 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | JANZ & KNIGHT CPA |
Accountancy firm EIN | 2012-12-31 | 381458667 |
2011 : THELEN, INC. 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $174,191 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $4,317,654 |
Value of total assets at beginning of year | 2011-12-31 | $4,452,907 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $360 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $84,267 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $360 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,038,645 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,192,640 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $279,009 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $407 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $60,089 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $173,831 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | JANZ & KNIGHT, CPA |
Accountancy firm EIN | 2011-12-31 | 381458667 |
2010 : THELEN, INC. 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $448,291 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $446,775 |
Value of total corrective distributions | 2010-12-31 | $991 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $278,840 |
Value of total assets at end of year | 2010-12-31 | $4,452,907 |
Value of total assets at beginning of year | 2010-12-31 | $4,115,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $525 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $49,633 |
Administrative expenses professional fees incurred | 2010-12-31 | $525 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $208,327 |
Participant contributions at beginning of year | 2010-12-31 | $5,164 |
Participant contributions at beginning of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,192,640 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,741,104 |
Interest on participant loans | 2010-12-31 | $144 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $260,267 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $664 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $70,513 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $13,486 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $446,775 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | JANZ & KNIGHT, CPA |
Accountancy firm EIN | 2010-12-31 | 381458667 |
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 securities | 2009-12-31 | $0 |
2022: THELEN, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THELEN, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THELEN, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THELEN, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THELEN, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THELEN, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THELEN, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THELEN, INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THELEN, INC. 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: THELEN, INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
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 |
2012: THELEN, INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THELEN, INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: THELEN, INC. 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THELEN, INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
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 |