BADGER PLUG COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN
Measure | Date | Value |
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2023 : BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-09-30 | $0 |
Total income from all sources (including contributions) | 2023-09-30 | $5,820,624 |
Total loss/gain on sale of assets | 2023-09-30 | $0 |
Total of all expenses incurred | 2023-09-30 | $4,476,456 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-09-30 | $4,422,254 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-09-30 | $1,798,829 |
Value of total assets at end of year | 2023-09-30 | $28,757,702 |
Value of total assets at beginning of year | 2023-09-30 | $27,413,534 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-09-30 | $54,202 |
Total interest from all sources | 2023-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-09-30 | $843,742 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-09-30 | $843,742 |
Administrative expenses professional fees incurred | 2023-09-30 | $54,202 |
Was this plan covered by a fidelity bond | 2023-09-30 | Yes |
Value of fidelity bond cover | 2023-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-09-30 | No |
Contributions received from participants | 2023-09-30 | $1,014,052 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-09-30 | $3,494 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-09-30 | $0 |
Other income not declared elsewhere | 2023-09-30 | $2,913 |
Total non interest bearing cash at end of year | 2023-09-30 | $1,189 |
Total non interest bearing cash at beginning of year | 2023-09-30 | $452 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-09-30 | No |
Value of net income/loss | 2023-09-30 | $1,344,168 |
Value of net assets at end of year (total assets less liabilities) | 2023-09-30 | $28,757,702 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-09-30 | $27,413,534 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-09-30 | $23,364,543 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-09-30 | $21,921,635 |
Value of interest in common/collective trusts at end of year | 2023-09-30 | $4,610,687 |
Value of interest in common/collective trusts at beginning of year | 2023-09-30 | $4,717,844 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-09-30 | $3,085,271 |
Net investment gain or loss from common/collective trusts | 2023-09-30 | $89,869 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-09-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2023-09-30 | No |
Contributions received in cash from employer | 2023-09-30 | $781,283 |
Employer contributions (assets) at end of year | 2023-09-30 | $781,283 |
Employer contributions (assets) at beginning of year | 2023-09-30 | $773,603 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-09-30 | $4,422,254 |
Did the plan have assets held for investment | 2023-09-30 | 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 | 2023-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2023-09-30 | Unqualified |
Accountancy firm name | 2023-09-30 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2023-09-30 | 366055558 |
2022 : BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
Total income from all sources (including contributions) | 2022-09-30 | $-2,857,925 |
Total loss/gain on sale of assets | 2022-09-30 | $0 |
Total of all expenses incurred | 2022-09-30 | $1,243,944 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $1,187,899 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $1,726,531 |
Value of total assets at end of year | 2022-09-30 | $27,413,534 |
Value of total assets at beginning of year | 2022-09-30 | $31,515,403 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $56,045 |
Total interest from all sources | 2022-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-09-30 | $782,973 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-09-30 | $782,973 |
Administrative expenses professional fees incurred | 2022-09-30 | $56,045 |
Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
Value of fidelity bond cover | 2022-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
Contributions received from participants | 2022-09-30 | $950,103 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-09-30 | $0 |
Other income not declared elsewhere | 2022-09-30 | $67 |
Total non interest bearing cash at end of year | 2022-09-30 | $452 |
Total non interest bearing cash at beginning of year | 2022-09-30 | $931 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Value of net income/loss | 2022-09-30 | $-4,101,869 |
Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $27,413,534 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $31,515,403 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-09-30 | $21,921,635 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-09-30 | $25,986,275 |
Value of interest in common/collective trusts at end of year | 2022-09-30 | $4,717,844 |
Value of interest in common/collective trusts at beginning of year | 2022-09-30 | $4,761,602 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-09-30 | $-5,398,561 |
Net investment gain or loss from common/collective trusts | 2022-09-30 | $31,065 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
Contributions received in cash from employer | 2022-09-30 | $776,428 |
Employer contributions (assets) at end of year | 2022-09-30 | $773,603 |
Employer contributions (assets) at beginning of year | 2022-09-30 | $766,595 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $1,187,899 |
Did the plan have assets held for investment | 2022-09-30 | 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 | 2022-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Unqualified |
Accountancy firm name | 2022-09-30 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2022-09-30 | 366055558 |
2021 : BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
Total income from all sources (including contributions) | 2021-09-30 | $6,885,034 |
Total loss/gain on sale of assets | 2021-09-30 | $0 |
Total of all expenses incurred | 2021-09-30 | $724,338 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $675,093 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $1,696,912 |
Value of total assets at end of year | 2021-09-30 | $31,515,403 |
Value of total assets at beginning of year | 2021-09-30 | $25,354,707 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $49,245 |
Total interest from all sources | 2021-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-09-30 | $368,727 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-09-30 | $368,727 |
Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
Value of fidelity bond cover | 2021-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
Contributions received from participants | 2021-09-30 | $920,996 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-09-30 | $9,321 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-09-30 | $9,158 |
Other income not declared elsewhere | 2021-09-30 | $710 |
Total non interest bearing cash at end of year | 2021-09-30 | $931 |
Total non interest bearing cash at beginning of year | 2021-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Value of net income/loss | 2021-09-30 | $6,160,696 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $31,515,403 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $25,354,707 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-09-30 | $25,986,275 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-09-30 | $20,936,252 |
Value of interest in common/collective trusts at end of year | 2021-09-30 | $4,761,602 |
Value of interest in common/collective trusts at beginning of year | 2021-09-30 | $3,722,866 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-09-30 | $4,784,294 |
Net investment gain or loss from common/collective trusts | 2021-09-30 | $34,391 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
Contributions received in cash from employer | 2021-09-30 | $766,595 |
Employer contributions (assets) at end of year | 2021-09-30 | $766,595 |
Employer contributions (assets) at beginning of year | 2021-09-30 | $686,431 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $675,093 |
Contract administrator fees | 2021-09-30 | $49,245 |
Did the plan have assets held for investment | 2021-09-30 | 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 | 2021-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Disclaimer |
Accountancy firm name | 2021-09-30 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2021-09-30 | 366055558 |
2020 : BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $0 |
Total income from all sources (including contributions) | 2020-09-30 | $3,467,749 |
Total loss/gain on sale of assets | 2020-09-30 | $0 |
Total of all expenses incurred | 2020-09-30 | $429,054 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $383,710 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $1,496,612 |
Value of total assets at end of year | 2020-09-30 | $25,354,707 |
Value of total assets at beginning of year | 2020-09-30 | $22,316,012 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $45,344 |
Total interest from all sources | 2020-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-09-30 | $389,452 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-09-30 | $389,452 |
Administrative expenses professional fees incurred | 2020-09-30 | $45,344 |
Was this plan covered by a fidelity bond | 2020-09-30 | Yes |
Value of fidelity bond cover | 2020-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
Contributions received from participants | 2020-09-30 | $810,181 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-09-30 | $9,158 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-09-30 | $11,884 |
Other income not declared elsewhere | 2020-09-30 | $1 |
Total non interest bearing cash at end of year | 2020-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2020-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Value of net income/loss | 2020-09-30 | $3,038,695 |
Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $25,354,707 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $22,316,012 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-09-30 | $20,936,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-09-30 | $18,351,061 |
Value of interest in common/collective trusts at end of year | 2020-09-30 | $3,722,866 |
Value of interest in common/collective trusts at beginning of year | 2020-09-30 | $3,278,262 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-09-30 | $1,526,731 |
Net investment gain or loss from common/collective trusts | 2020-09-30 | $54,953 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
Contributions received in cash from employer | 2020-09-30 | $686,431 |
Employer contributions (assets) at end of year | 2020-09-30 | $686,431 |
Employer contributions (assets) at beginning of year | 2020-09-30 | $674,805 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-09-30 | $383,710 |
Did the plan have assets held for investment | 2020-09-30 | 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 | 2020-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Disclaimer |
Accountancy firm name | 2020-09-30 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2020-09-30 | 366055558 |
2019 : BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $0 |
Total income from all sources (including contributions) | 2019-09-30 | $1,530,429 |
Total loss/gain on sale of assets | 2019-09-30 | $0 |
Total of all expenses incurred | 2019-09-30 | $488,012 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $442,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $1,331,243 |
Value of total assets at end of year | 2019-09-30 | $22,316,012 |
Value of total assets at beginning of year | 2019-09-30 | $21,273,595 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $45,676 |
Total interest from all sources | 2019-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-09-30 | $344,289 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-09-30 | $344,289 |
Administrative expenses professional fees incurred | 2019-09-30 | $45,676 |
Was this plan covered by a fidelity bond | 2019-09-30 | Yes |
Value of fidelity bond cover | 2019-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
Contributions received from participants | 2019-09-30 | $644,915 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-09-30 | $10,064 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-09-30 | $11,884 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-09-30 | $9,271 |
Other income not declared elsewhere | 2019-09-30 | $119 |
Total non interest bearing cash at end of year | 2019-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2019-09-30 | $149 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Value of net income/loss | 2019-09-30 | $1,042,417 |
Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $22,316,012 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $21,273,595 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-09-30 | $18,351,061 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-09-30 | $17,560,406 |
Value of interest in common/collective trusts at end of year | 2019-09-30 | $3,278,262 |
Value of interest in common/collective trusts at beginning of year | 2019-09-30 | $3,066,432 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-09-30 | $-202,446 |
Net investment gain or loss from common/collective trusts | 2019-09-30 | $57,224 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
Contributions received in cash from employer | 2019-09-30 | $676,264 |
Employer contributions (assets) at end of year | 2019-09-30 | $674,805 |
Employer contributions (assets) at beginning of year | 2019-09-30 | $637,337 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-30 | $442,336 |
Did the plan have assets held for investment | 2019-09-30 | 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 | 2019-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Disclaimer |
Accountancy firm name | 2019-09-30 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2019-09-30 | 366055558 |
2018 : BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $0 |
Total income from all sources (including contributions) | 2018-09-30 | $2,677,746 |
Total loss/gain on sale of assets | 2018-09-30 | $0 |
Total of all expenses incurred | 2018-09-30 | $2,473,495 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $2,421,437 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-09-30 | $1,243,941 |
Value of total assets at end of year | 2018-09-30 | $21,273,595 |
Value of total assets at beginning of year | 2018-09-30 | $21,069,344 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $52,058 |
Total interest from all sources | 2018-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-09-30 | $275,314 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-09-30 | $275,314 |
Administrative expenses professional fees incurred | 2018-09-30 | $52,058 |
Was this plan covered by a fidelity bond | 2018-09-30 | Yes |
Value of fidelity bond cover | 2018-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-09-30 | No |
Contributions received from participants | 2018-09-30 | $606,604 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-09-30 | $9,271 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-09-30 | $8,711 |
Other income not declared elsewhere | 2018-09-30 | $21 |
Total non interest bearing cash at end of year | 2018-09-30 | $149 |
Total non interest bearing cash at beginning of year | 2018-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Value of net income/loss | 2018-09-30 | $204,251 |
Value of net assets at end of year (total assets less liabilities) | 2018-09-30 | $21,273,595 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-09-30 | $21,069,344 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-09-30 | $17,560,406 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-09-30 | $17,149,383 |
Value of interest in common/collective trusts at end of year | 2018-09-30 | $3,066,432 |
Value of interest in common/collective trusts at beginning of year | 2018-09-30 | $3,284,536 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-09-30 | $1,106,886 |
Net investment gain or loss from common/collective trusts | 2018-09-30 | $51,584 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-09-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-09-30 | No |
Contributions received in cash from employer | 2018-09-30 | $637,337 |
Employer contributions (assets) at end of year | 2018-09-30 | $637,337 |
Employer contributions (assets) at beginning of year | 2018-09-30 | $626,714 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-09-30 | $2,421,437 |
Did the plan have assets held for investment | 2018-09-30 | 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 | 2018-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-09-30 | Disclaimer |
Accountancy firm name | 2018-09-30 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2018-09-30 | 396055558 |
2017 : BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $0 |
Total income from all sources (including contributions) | 2017-09-30 | $3,658,588 |
Total loss/gain on sale of assets | 2017-09-30 | $0 |
Total of all expenses incurred | 2017-09-30 | $964,459 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $913,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $1,199,765 |
Value of total assets at end of year | 2017-09-30 | $21,069,344 |
Value of total assets at beginning of year | 2017-09-30 | $18,375,215 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $51,072 |
Total interest from all sources | 2017-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $266,455 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-09-30 | $266,455 |
Administrative expenses professional fees incurred | 2017-09-30 | $51,072 |
Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
Value of fidelity bond cover | 2017-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
Contributions received from participants | 2017-09-30 | $573,051 |
Participant contributions at end of year | 2017-09-30 | $0 |
Participant contributions at beginning of year | 2017-09-30 | $3,700 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-09-30 | $8,711 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-09-30 | $7,600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Value of net income/loss | 2017-09-30 | $2,694,129 |
Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $21,069,344 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $18,375,215 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-09-30 | $17,149,383 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-09-30 | $13,999,322 |
Value of interest in common/collective trusts at end of year | 2017-09-30 | $3,284,536 |
Value of interest in common/collective trusts at beginning of year | 2017-09-30 | $3,755,124 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-09-30 | $2,128,396 |
Net investment gain or loss from common/collective trusts | 2017-09-30 | $63,972 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
Contributions received in cash from employer | 2017-09-30 | $626,714 |
Employer contributions (assets) at end of year | 2017-09-30 | $626,714 |
Employer contributions (assets) at beginning of year | 2017-09-30 | $609,469 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $913,387 |
Did the plan have assets held for investment | 2017-09-30 | 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 | 2017-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Disclaimer |
Accountancy firm name | 2017-09-30 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2017-09-30 | 396055558 |
2016 : BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $0 |
Total income from all sources (including contributions) | 2016-09-30 | $2,502,496 |
Total loss/gain on sale of assets | 2016-09-30 | $0 |
Total of all expenses incurred | 2016-09-30 | $796,873 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $750,493 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $1,145,462 |
Value of total assets at end of year | 2016-09-30 | $18,375,215 |
Value of total assets at beginning of year | 2016-09-30 | $16,669,592 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $46,380 |
Total interest from all sources | 2016-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $239,129 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-09-30 | $239,129 |
Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
Value of fidelity bond cover | 2016-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Contributions received from participants | 2016-09-30 | $535,472 |
Participant contributions at end of year | 2016-09-30 | $3,700 |
Participant contributions at beginning of year | 2016-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-09-30 | $7,600 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-09-30 | $9,553 |
Administrative expenses (other) incurred | 2016-09-30 | $46,380 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Value of net income/loss | 2016-09-30 | $1,705,623 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $18,375,215 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $16,669,592 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-09-30 | $13,999,322 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-09-30 | $12,685,286 |
Value of interest in common/collective trusts at end of year | 2016-09-30 | $3,755,124 |
Value of interest in common/collective trusts at beginning of year | 2016-09-30 | $3,387,039 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-09-30 | $1,084,812 |
Net investment gain or loss from common/collective trusts | 2016-09-30 | $33,093 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Contributions received in cash from employer | 2016-09-30 | $609,990 |
Employer contributions (assets) at end of year | 2016-09-30 | $609,469 |
Employer contributions (assets) at beginning of year | 2016-09-30 | $587,714 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $750,493 |
Did the plan have assets held for investment | 2016-09-30 | 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 | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Disclaimer |
Accountancy firm name | 2016-09-30 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2016-09-30 | 396055558 |
2015 : BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
Total income from all sources (including contributions) | 2015-09-30 | $746,663 |
Total loss/gain on sale of assets | 2015-09-30 | $0 |
Total of all expenses incurred | 2015-09-30 | $319,974 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $268,106 |
Value of total corrective distributions | 2015-09-30 | $171 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $1,074,342 |
Value of total assets at end of year | 2015-09-30 | $16,669,592 |
Value of total assets at beginning of year | 2015-09-30 | $16,242,903 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $51,697 |
Total interest from all sources | 2015-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $272,875 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-09-30 | $272,875 |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2015-09-30 | $460 |
Contributions received from participants | 2015-09-30 | $486,628 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-09-30 | $9,553 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-09-30 | $7,112 |
Other income not declared elsewhere | 2015-09-30 | $762 |
Administrative expenses (other) incurred | 2015-09-30 | $51,697 |
Total non interest bearing cash at end of year | 2015-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2015-09-30 | $3,523 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $426,689 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $16,669,592 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $16,242,903 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $12,685,286 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $12,451,353 |
Value of interest in common/collective trusts at end of year | 2015-09-30 | $3,387,039 |
Value of interest in common/collective trusts at beginning of year | 2015-09-30 | $3,246,272 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-09-30 | $-663,651 |
Net investment gain or loss from common/collective trusts | 2015-09-30 | $62,335 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Contributions received in cash from employer | 2015-09-30 | $587,714 |
Employer contributions (assets) at end of year | 2015-09-30 | $587,714 |
Employer contributions (assets) at beginning of year | 2015-09-30 | $534,643 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $268,106 |
Did the plan have assets held for investment | 2015-09-30 | 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 | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Disclaimer |
Accountancy firm name | 2015-09-30 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2015-09-30 | 396055558 |
2014 : BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Total income from all sources (including contributions) | 2014-09-30 | $2,069,120 |
Total loss/gain on sale of assets | 2014-09-30 | $0 |
Total of all expenses incurred | 2014-09-30 | $422,662 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $369,526 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $937,706 |
Value of total assets at end of year | 2014-09-30 | $16,242,903 |
Value of total assets at beginning of year | 2014-09-30 | $14,596,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $53,136 |
Total interest from all sources | 2014-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $179,515 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-09-30 | $179,515 |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Contributions received from participants | 2014-09-30 | $386,611 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-09-30 | $16,452 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-09-30 | $7,112 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-09-30 | $6,832 |
Administrative expenses (other) incurred | 2014-09-30 | $53,136 |
Total non interest bearing cash at end of year | 2014-09-30 | $3,523 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $1,646,458 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $16,242,903 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $14,596,445 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $12,451,353 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $11,001,259 |
Value of interest in common/collective trusts at end of year | 2014-09-30 | $3,246,272 |
Value of interest in common/collective trusts at beginning of year | 2014-09-30 | $3,075,697 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-09-30 | $894,037 |
Net investment gain or loss from common/collective trusts | 2014-09-30 | $57,862 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Contributions received in cash from employer | 2014-09-30 | $534,643 |
Employer contributions (assets) at end of year | 2014-09-30 | $534,643 |
Employer contributions (assets) at beginning of year | 2014-09-30 | $512,657 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $369,526 |
Did the plan have assets held for investment | 2014-09-30 | 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 | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Disclaimer |
Accountancy firm name | 2014-09-30 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2014-09-30 | 396055558 |
2013 : BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total income from all sources (including contributions) | 2013-09-30 | $2,523,335 |
Total loss/gain on sale of assets | 2013-09-30 | $0 |
Total of all expenses incurred | 2013-09-30 | $864,724 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $840,635 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $866,945 |
Value of total assets at end of year | 2013-09-30 | $14,596,445 |
Value of total assets at beginning of year | 2013-09-30 | $12,937,834 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $24,089 |
Total interest from all sources | 2013-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $210,492 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-09-30 | $210,492 |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Contributions received from participants | 2013-09-30 | $354,288 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-09-30 | $6,832 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-09-30 | $2,770 |
Administrative expenses (other) incurred | 2013-09-30 | $24,089 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $1,658,611 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $14,596,445 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $12,937,834 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $11,001,259 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $3,802,497 |
Value of interest in common/collective trusts at end of year | 2013-09-30 | $3,075,697 |
Value of interest in common/collective trusts at beginning of year | 2013-09-30 | $8,627,489 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-09-30 | $1,432,565 |
Net investment gain or loss from common/collective trusts | 2013-09-30 | $13,333 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Contributions received in cash from employer | 2013-09-30 | $512,657 |
Employer contributions (assets) at end of year | 2013-09-30 | $512,657 |
Employer contributions (assets) at beginning of year | 2013-09-30 | $505,078 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $840,635 |
Did the plan have assets held for investment | 2013-09-30 | 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 | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Disclaimer |
Accountancy firm name | 2013-09-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2013-09-30 | 396055558 |
2012 : BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
Total income from all sources (including contributions) | 2012-09-30 | $2,994,970 |
Total loss/gain on sale of assets | 2012-09-30 | $0 |
Total of all expenses incurred | 2012-09-30 | $476,427 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $435,863 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $871,038 |
Value of total assets at end of year | 2012-09-30 | $12,937,834 |
Value of total assets at beginning of year | 2012-09-30 | $10,419,291 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $40,564 |
Total interest from all sources | 2012-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $31,637 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-09-30 | $31,637 |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Contributions received from participants | 2012-09-30 | $363,801 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-09-30 | $2,159 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-09-30 | $2,770 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-09-30 | $1,764 |
Administrative expenses (other) incurred | 2012-09-30 | $40,564 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $2,518,543 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $12,937,834 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $10,419,291 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-09-30 | $3,802,497 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-30 | $2,845,078 |
Value of interest in common/collective trusts at end of year | 2012-09-30 | $8,627,489 |
Value of interest in common/collective trusts at beginning of year | 2012-09-30 | $7,076,801 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-09-30 | $725,643 |
Net investment gain or loss from common/collective trusts | 2012-09-30 | $1,366,652 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Contributions received in cash from employer | 2012-09-30 | $505,078 |
Employer contributions (assets) at end of year | 2012-09-30 | $505,078 |
Employer contributions (assets) at beginning of year | 2012-09-30 | $495,648 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $435,863 |
Did the plan have assets held for investment | 2012-09-30 | 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 | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Disclaimer |
Accountancy firm name | 2012-09-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2012-09-30 | 396055558 |
2011 : BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total income from all sources (including contributions) | 2011-09-30 | $647,932 |
Total loss/gain on sale of assets | 2011-09-30 | $0 |
Total of all expenses incurred | 2011-09-30 | $239,561 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $200,383 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $859,765 |
Value of total assets at end of year | 2011-09-30 | $10,419,291 |
Value of total assets at beginning of year | 2011-09-30 | $10,010,920 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $39,178 |
Total interest from all sources | 2011-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $19,549 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-09-30 | $19,549 |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
Contributions received from participants | 2011-09-30 | $360,502 |
Participant contributions at beginning of year | 2011-09-30 | $3,361 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-09-30 | $3,615 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-09-30 | $1,764 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-09-30 | $2,414 |
Administrative expenses (other) incurred | 2011-09-30 | $39,178 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Value of net income/loss | 2011-09-30 | $408,371 |
Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $10,419,291 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $10,010,920 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-09-30 | $2,845,078 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-09-30 | $2,723,819 |
Value of interest in common/collective trusts at end of year | 2011-09-30 | $7,076,801 |
Value of interest in common/collective trusts at beginning of year | 2011-09-30 | $6,822,575 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-09-30 | $-157,289 |
Net investment gain or loss from common/collective trusts | 2011-09-30 | $-74,093 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
Contributions received in cash from employer | 2011-09-30 | $495,648 |
Employer contributions (assets) at end of year | 2011-09-30 | $495,648 |
Employer contributions (assets) at beginning of year | 2011-09-30 | $458,751 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $200,383 |
Did the plan have assets held for investment | 2011-09-30 | 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 | 2011-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Disclaimer |
Accountancy firm name | 2011-09-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2011-09-30 | 396055558 |
2010 : BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |