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SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 401k Plan overview

Plan NameSUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN
Plan identification number 001

SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN Benefits

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

401k Sponsoring company profile

SUB-ZERO, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUB-ZERO, INC.
Employer identification number (EIN):390742970
NAIC Classification:335200

Additional information about SUB-ZERO, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1996-12-31
Company Identification Number: 601759203
Legal Registered Office Address: 1315 14TH AVE

LONGVIEW
United States of America (USA)
98632

More information about SUB-ZERO, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOEL OHRMUNDT
0012017-01-01JOEL OHRMUNDT
0012016-01-01ANTOINETTE STOIKES
0012015-01-01ANTOINETTE STOIKES
0012014-01-01ANTOINETTE STOIKES
0012013-01-01ANTOINETTE STOIKES
0012012-01-01TONI STOIKES
0012011-01-01ANTOINETTE STOIKES ANTOINETTE STOIKES2012-10-02
0012010-01-01ANTOINETTE STOIKES ANTOINETTE STOIKES2011-08-16
0012009-01-01ANTOINETTE STOIKES ANTOINETTE STOIKES2010-07-30

Plan Statistics for SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN

401k plan membership statisitcs for SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN

Measure Date Value
2022: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,624
Total number of active participants reported on line 7a of the Form 55002022-01-011,339
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01338
Total of all active and inactive participants2022-01-011,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-011,686
Number of participants with account balances2022-01-011,656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01105
2021: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,538
Total number of active participants reported on line 7a of the Form 55002021-01-011,225
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01362
Total of all active and inactive participants2021-01-011,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-011,592
Number of participants with account balances2021-01-011,576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0193
2020: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,490
Total number of active participants reported on line 7a of the Form 55002020-01-011,155
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01348
Total of all active and inactive participants2020-01-011,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-011,508
Number of participants with account balances2020-01-011,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0192
2019: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,380
Total number of active participants reported on line 7a of the Form 55002019-01-011,210
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01275
Total of all active and inactive participants2019-01-011,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,490
Number of participants with account balances2019-01-011,446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0168
2018: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,286
Total number of active participants reported on line 7a of the Form 55002018-01-011,125
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01251
Total of all active and inactive participants2018-01-011,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,380
Number of participants with account balances2018-01-011,366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0144
2017: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,211
Total number of active participants reported on line 7a of the Form 55002017-01-011,027
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01236
Total of all active and inactive participants2017-01-011,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,266
Number of participants with account balances2017-01-011,240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0151
2016: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,141
Total number of active participants reported on line 7a of the Form 55002016-01-01951
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01222
Total of all active and inactive participants2016-01-011,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,175
Number of participants with account balances2016-01-011,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0136
2015: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,063
Total number of active participants reported on line 7a of the Form 55002015-01-01893
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01204
Total of all active and inactive participants2015-01-011,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,099
Number of participants with account balances2015-01-011,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0134
2014: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,021
Total number of active participants reported on line 7a of the Form 55002014-01-01812
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01208
Total of all active and inactive participants2014-01-011,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,022
Number of participants with account balances2014-01-011,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0145
2013: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01961
Total number of active participants reported on line 7a of the Form 55002013-01-01789
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01193
Total of all active and inactive participants2013-01-01982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01984
Number of participants with account balances2013-01-01980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0147
2012: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01899
Total number of active participants reported on line 7a of the Form 55002012-01-01784
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01138
Total of all active and inactive participants2012-01-01922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01924
Number of participants with account balances2012-01-01921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01867
Total number of active participants reported on line 7a of the Form 55002011-01-01731
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01132
Total of all active and inactive participants2011-01-01863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01865
Number of participants with account balances2011-01-01863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,393
Total number of active participants reported on line 7a of the Form 55002010-01-01727
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01140
Total of all active and inactive participants2010-01-01867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01867
Number of participants with account balances2010-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,080
Total number of active participants reported on line 7a of the Form 55002009-01-01815
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01296
Total of all active and inactive participants2009-01-011,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,113
Number of participants with account balances2009-01-01922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0183

Financial Data on SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN

Measure Date Value
2022 : SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$543,708
Total transfer of assets from this plan2022-12-31$4,005
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-32,904,256
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$23,733,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,639,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$21,605,281
Value of total assets at end of year2022-12-31$282,863,330
Value of total assets at beginning of year2022-12-31$338,961,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$93,767
Total interest from all sources2022-12-31$130,483
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,430,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,430,827
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$11,767,835
Participant contributions at end of year2022-12-31$2,690,228
Participant contributions at beginning of year2022-12-31$3,072,653
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$883,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-56,637,863
Value of net assets at end of year (total assets less liabilities)2022-12-31$282,863,330
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$338,961,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$65,358
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$133,309,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$286,537,510
Interest on participant loans2022-12-31$130,483
Value of interest in common/collective trusts at end of year2022-12-31$113,117,774
Value of interest in common/collective trusts at beginning of year2022-12-31$13,346,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$25,576,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$25,009,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-49,169,179
Net investment gain/loss from pooled separate accounts2022-12-31$601,228
Net investment gain or loss from common/collective trusts2022-12-31$-8,502,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,953,767
Employer contributions (assets) at end of year2022-12-31$8,169,505
Employer contributions (assets) at beginning of year2022-12-31$10,995,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$23,639,840
Contract administrator fees2022-12-31$28,409
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,113,078
Total transfer of assets from this plan2021-12-31$42,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$64,106,295
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$24,585,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$24,491,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$23,629,812
Value of total assets at end of year2021-12-31$338,961,490
Value of total assets at beginning of year2021-12-31$298,370,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$93,950
Total interest from all sources2021-12-31$150,244
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,999,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,999,656
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,596,295
Participant contributions at end of year2021-12-31$3,072,653
Participant contributions at beginning of year2021-12-31$2,744,365
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,262,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$39,520,865
Value of net assets at end of year (total assets less liabilities)2021-12-31$338,961,490
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$298,370,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$66,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$286,537,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$248,499,052
Interest on participant loans2021-12-31$150,244
Value of interest in common/collective trusts at end of year2021-12-31$13,346,236
Value of interest in common/collective trusts at beginning of year2021-12-31$13,155,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$25,009,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$23,251,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$34,504,389
Net investment gain/loss from pooled separate accounts2021-12-31$545,891
Net investment gain or loss from common/collective trusts2021-12-31$1,276,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,770,883
Employer contributions (assets) at end of year2021-12-31$10,995,692
Employer contributions (assets) at beginning of year2021-12-31$10,720,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$24,491,480
Contract administrator fees2021-12-31$27,591
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$457,975
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$69,666,538
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$15,441,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,358,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$30,277,626
Value of total assets at end of year2020-12-31$298,370,518
Value of total assets at beginning of year2020-12-31$243,687,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$82,524
Total interest from all sources2020-12-31$144,429
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,357,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,357,623
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,988,237
Participant contributions at end of year2020-12-31$2,744,365
Participant contributions at beginning of year2020-12-31$2,148,771
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,824,332
Other income not declared elsewhere2020-12-31$516,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$54,225,342
Value of net assets at end of year (total assets less liabilities)2020-12-31$298,370,518
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$243,687,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$57,059
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$248,499,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$136,193,122
Interest on participant loans2020-12-31$144,429
Value of interest in common/collective trusts at end of year2020-12-31$13,155,533
Value of interest in common/collective trusts at beginning of year2020-12-31$75,934,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$23,251,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,222,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$22,661,098
Net investment gain or loss from common/collective trusts2020-12-31$12,709,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$11,465,057
Employer contributions (assets) at end of year2020-12-31$10,720,115
Employer contributions (assets) at beginning of year2020-12-31$10,188,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,358,672
Contract administrator fees2020-12-31$25,465
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$482,494
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$63,032,904
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$13,859,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,667,812
Value of total corrective distributions2019-12-31$811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,125,530
Value of total assets at end of year2019-12-31$243,687,201
Value of total assets at beginning of year2019-12-31$194,031,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$191,026
Total interest from all sources2019-12-31$134,200
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,405,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,405,115
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,101,470
Participant contributions at end of year2019-12-31$2,148,771
Participant contributions at beginning of year2019-12-31$2,126,286
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$865,905
Other income not declared elsewhere2019-12-31$436,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$49,173,255
Value of net assets at end of year (total assets less liabilities)2019-12-31$243,687,201
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$194,031,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$88,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$136,193,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$116,121,924
Interest on participant loans2019-12-31$134,200
Value of interest in common/collective trusts at end of year2019-12-31$75,934,741
Value of interest in common/collective trusts at beginning of year2019-12-31$48,933,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,222,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,409,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,677,981
Net investment gain or loss from common/collective trusts2019-12-31$12,253,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,158,155
Employer contributions (assets) at end of year2019-12-31$10,188,238
Employer contributions (assets) at beginning of year2019-12-31$9,440,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,667,812
Contract administrator fees2019-12-31$102,234
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$43,823
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$6,965,141
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,570,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,427,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,035,022
Value of total assets at end of year2018-12-31$194,031,452
Value of total assets at beginning of year2018-12-31$195,592,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$142,468
Total interest from all sources2018-12-31$132,806
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,782,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,782,611
Administrative expenses professional fees incurred2018-12-31$9,499
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,428,828
Participant contributions at end of year2018-12-31$2,126,286
Participant contributions at beginning of year2018-12-31$2,174,395
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$319,441
Other income not declared elsewhere2018-12-31$324,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,605,182
Value of net assets at end of year (total assets less liabilities)2018-12-31$194,031,452
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$195,592,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$111,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$116,121,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$121,173,889
Income. Interest from loans (other than to participants)2018-12-31$132,806
Value of interest in common/collective trusts at end of year2018-12-31$48,933,648
Value of interest in common/collective trusts at beginning of year2018-12-31$47,029,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,409,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$16,594,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,996,090
Net investment gain or loss from common/collective trusts2018-12-31$-4,313,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,286,753
Employer contributions (assets) at end of year2018-12-31$9,440,497
Employer contributions (assets) at beginning of year2018-12-31$8,619,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,427,855
Contract administrator fees2018-12-31$21,392
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY
Accountancy firm EIN2018-12-31390859910
2017 : SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$67,854
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$45,569,573
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,786,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,656,132
Value of total corrective distributions2017-12-31$1,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,214,313
Value of total assets at end of year2017-12-31$195,592,811
Value of total assets at beginning of year2017-12-31$159,741,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$128,816
Total interest from all sources2017-12-31$109,729
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,516,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,516,237
Administrative expenses professional fees incurred2017-12-31$11,073
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,226,687
Participant contributions at end of year2017-12-31$2,174,395
Participant contributions at beginning of year2017-12-31$2,055,995
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,623,746
Other income not declared elsewhere2017-12-31$300,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$35,782,960
Value of net assets at end of year (total assets less liabilities)2017-12-31$195,592,811
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$159,741,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$42,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$121,173,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$133,072,922
Interest on participant loans2017-12-31$109,729
Value of interest in common/collective trusts at end of year2017-12-31$47,029,984
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,594,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$16,790,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$18,360,009
Net investment gain or loss from common/collective trusts2017-12-31$7,068,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,363,880
Employer contributions (assets) at end of year2017-12-31$8,619,941
Employer contributions (assets) at beginning of year2017-12-31$7,822,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,656,132
Contract administrator fees2017-12-31$74,993
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY
Accountancy firm EIN2017-12-31390859910
2016 : SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$173,835
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$26,197,492
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,786,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,654,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,097,762
Value of total assets at end of year2016-12-31$159,741,997
Value of total assets at beginning of year2016-12-31$141,157,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$132,133
Total interest from all sources2016-12-31$105,752
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,721,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,721,214
Administrative expenses professional fees incurred2016-12-31$11,524
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,439,873
Participant contributions at end of year2016-12-31$2,055,995
Participant contributions at beginning of year2016-12-31$2,004,061
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,117,572
Other income not declared elsewhere2016-12-31$311,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$18,410,869
Value of net assets at end of year (total assets less liabilities)2016-12-31$159,741,997
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$141,157,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$36,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$133,072,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$118,797,932
Interest on participant loans2016-12-31$105,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$16,790,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,140,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,961,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,540,317
Employer contributions (assets) at end of year2016-12-31$7,822,196
Employer contributions (assets) at beginning of year2016-12-31$7,214,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,654,490
Contract administrator fees2016-12-31$83,859
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY
Accountancy firm EIN2016-12-31390859910
2015 : SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$408,108
Total transfer of assets from this plan2015-12-31$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$12,648,423
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,175,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,080,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,237,618
Value of total assets at end of year2015-12-31$141,157,293
Value of total assets at beginning of year2015-12-31$134,276,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$95,221
Total interest from all sources2015-12-31$98,800
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,846,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,846,816
Administrative expenses professional fees incurred2015-12-31$8,084
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,849,340
Participant contributions at end of year2015-12-31$2,004,061
Participant contributions at beginning of year2015-12-31$1,651,833
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$475,804
Other income not declared elsewhere2015-12-31$258,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$6,472,518
Value of net assets at end of year (total assets less liabilities)2015-12-31$141,157,293
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$134,276,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$29,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$118,797,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$114,038,616
Interest on participant loans2015-12-31$98,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,140,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,932,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,793,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,912,474
Employer contributions (assets) at end of year2015-12-31$7,214,688
Employer contributions (assets) at beginning of year2015-12-31$6,653,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,080,684
Contract administrator fees2015-12-31$57,887
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY
Accountancy firm EIN2015-12-31390859910
2014 : SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$87,855
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$20,174,975
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,344,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,256,169
Value of total corrective distributions2014-12-31$1,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,703,148
Value of total assets at end of year2014-12-31$134,276,667
Value of total assets at beginning of year2014-12-31$123,358,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$87,527
Total interest from all sources2014-12-31$88,579
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,991,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,991,750
Administrative expenses professional fees incurred2014-12-31$10,277
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,117,653
Participant contributions at end of year2014-12-31$1,651,833
Participant contributions at beginning of year2014-12-31$1,654,416
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$362,561
Other income not declared elsewhere2014-12-31$232,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,829,996
Value of net assets at end of year (total assets less liabilities)2014-12-31$134,276,667
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$123,358,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$37,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$114,038,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$103,852,303
Interest on participant loans2014-12-31$88,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,932,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,686,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,159,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,222,934
Employer contributions (assets) at end of year2014-12-31$6,653,858
Employer contributions (assets) at beginning of year2014-12-31$6,165,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,256,169
Contract administrator fees2014-12-31$39,350
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY
Accountancy firm EIN2014-12-31390859910
2013 : SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$208,862
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$31,190,913
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,035,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,961,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,893,024
Value of total assets at end of year2013-12-31$123,358,816
Value of total assets at beginning of year2013-12-31$97,994,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$74,208
Total interest from all sources2013-12-31$77,387
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,495,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,495,348
Administrative expenses professional fees incurred2013-12-31$48,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,817,262
Participant contributions at end of year2013-12-31$1,654,416
Participant contributions at beginning of year2013-12-31$1,477,363
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$362,217
Other income not declared elsewhere2013-12-31$226,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$25,155,443
Value of net assets at end of year (total assets less liabilities)2013-12-31$123,358,816
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$97,994,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$103,852,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$78,917,578
Interest on participant loans2013-12-31$77,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,686,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,675,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$17,498,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,713,545
Employer contributions (assets) at end of year2013-12-31$6,165,344
Employer contributions (assets) at beginning of year2013-12-31$5,924,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,961,262
Contract administrator fees2013-12-31$26,208
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY
Accountancy firm EIN2013-12-31390859910
2012 : SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$155,535
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$21,733,025
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,331,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,259,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,067,316
Value of total assets at end of year2012-12-31$97,994,511
Value of total assets at beginning of year2012-12-31$80,437,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$72,080
Total interest from all sources2012-12-31$80,419
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,330,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,330,624
Administrative expenses professional fees incurred2012-12-31$52,633
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,403,381
Participant contributions at end of year2012-12-31$1,477,363
Participant contributions at beginning of year2012-12-31$1,477,102
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$198,050
Other income not declared elsewhere2012-12-31$294,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$17,401,099
Value of net assets at end of year (total assets less liabilities)2012-12-31$97,994,511
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$80,437,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$78,917,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$63,438,414
Interest on participant loans2012-12-31$80,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,675,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,684,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,960,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,465,885
Employer contributions (assets) at end of year2012-12-31$5,924,038
Employer contributions (assets) at beginning of year2012-12-31$3,837,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,259,846
Contract administrator fees2012-12-31$19,447
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI, LLC
Accountancy firm EIN2012-12-31390758449
2011 : SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$113,168
Total transfer of assets from this plan2011-12-31$1,863
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$5,034,052
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,715,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,662,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,204,852
Value of total assets at end of year2011-12-31$80,437,877
Value of total assets at beginning of year2011-12-31$79,008,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$52,685
Total interest from all sources2011-12-31$78,061
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,045,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,045,731
Administrative expenses professional fees incurred2011-12-31$44,645
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,803,331
Participant contributions at end of year2011-12-31$1,477,102
Participant contributions at beginning of year2011-12-31$1,300,523
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$126,623
Other income not declared elsewhere2011-12-31$308,330
Total non interest bearing cash at beginning of year2011-12-31$75,678,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,318,530
Value of net assets at end of year (total assets less liabilities)2011-12-31$80,437,877
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$79,008,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$65
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$63,438,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,378
Interest on participant loans2011-12-31$78,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,684,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,602,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,274,898
Employer contributions (assets) at end of year2011-12-31$3,837,516
Employer contributions (assets) at beginning of year2011-12-31$2,024,708
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,662,837
Contract administrator fees2011-12-31$7,975
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI, LLP
Accountancy firm EIN2011-12-31390758449
2010 : SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$105,125
Total transfer of assets from this plan2010-12-31$272
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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$15,782,618
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,449,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,435,482
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,066,847
Value of total assets at end of year2010-12-31$79,008,042
Value of total assets at beginning of year2010-12-31$69,570,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,359
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$72,986
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$197,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$197,001
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$3,493,884
Participant contributions at end of year2010-12-31$1,300,523
Participant contributions at beginning of year2010-12-31$1,020,004
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$94,123
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$143,296
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$14,248
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$75,678,433
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$9,332,777
Value of net assets at end of year (total assets less liabilities)2010-12-31$79,008,042
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$69,570,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,671,625
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$36,797,823
Interest on participant loans2010-12-31$72,986
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$11,028,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,620,345
Net investment gain/loss from pooled separate accounts2010-12-31$6,648,667
Net investment gain or loss from common/collective trusts2010-12-31$162,524
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,429,667
Employer contributions (assets) at end of year2010-12-31$2,024,708
Employer contributions (assets) at beginning of year2010-12-31$958,818
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,435,482
Contract administrator fees2010-12-31$14,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI, LLP
Accountancy firm EIN2010-12-31390758449
2009 : SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN

2022: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28079
Policy instance 1
Insurance contract or identification numberGA28079
Number of Individuals Covered1656
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28079
Policy instance 1
Insurance contract or identification numberGA28079
Number of Individuals Covered1576
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28079
Policy instance 1
Insurance contract or identification numberGA28079
Number of Individuals Covered1500
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28079
Policy instance 1
Insurance contract or identification numberGA28079
Number of Individuals Covered1446
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28079
Policy instance 1
Insurance contract or identification numberGA28079
Number of Individuals Covered1366
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28079
Policy instance 1
Insurance contract or identification numberGA28079
Number of Individuals Covered1240
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28079
Policy instance 1
Insurance contract or identification numberGA28079
Number of Individuals Covered1082
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28079
Policy instance 1
Insurance contract or identification numberGA28079
Number of Individuals Covered1017
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28079
Policy instance 1
Insurance contract or identification numberGA28079
Number of Individuals Covered980
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28079
Policy instance 1
Insurance contract or identification numberGA28079
Number of Individuals Covered921
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28079
Policy instance 1
Insurance contract or identification numberGA28079
Number of Individuals Covered863
Insurance policy start date2011-01-03
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number442631
Policy instance 1
Insurance contract or identification number442631
Number of Individuals Covered867
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $33,712
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees33712
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameRANDALL J ROETHEL CLU CHFC

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