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| Plan Name | WIPFLI LLP 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | WIPFLI LLP |
| Employer identification number (EIN): | 390758449 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
Additional information about WIPFLI LLP
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 2008-09-11 |
| Company Identification Number: | 1805552 |
| Legal Registered Office Address: |
904 MASTER DRIVE - GALLOWAY United States of America (USA) 43119 |
More information about WIPFLI LLP
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-06-01 | MAUREEN PISTONE | |||
| 001 | 2022-06-01 | ||||
| 001 | 2022-06-01 | MAUREEN M. PISTONE | |||
| 001 | 2021-06-01 | ||||
| 001 | 2021-06-01 | THOMAS M. KRIEG | |||
| 001 | 2020-06-01 | ||||
| 001 | 2019-06-01 | ||||
| 001 | 2018-06-01 | ||||
| 001 | 2017-06-01 | THOMAS M KRIEG | |||
| 001 | 2016-06-01 | PAMELA R BRANSHAW | |||
| 001 | 2015-06-01 | PAMELA R BRANSHAW | |||
| 001 | 2014-06-01 | PAMELA R BRANSHAW | |||
| 001 | 2013-06-01 | PAMELA R BRANSHAW | PAMELA R BRANSHAW | 2015-03-11 | |
| 001 | 2012-06-01 | PAMELA R BRANSHAW | PAMELA R BRANSHAW | 2014-03-17 | |
| 001 | 2011-06-01 | PAMELA R BRANSHAW | PAMELA R BRANSHAW | 2013-03-14 | |
| 001 | 2009-06-01 | PAMELA R BRANSHAW | PAMELA R BRANSHAW | 2011-03-07 |
| Measure | Date | Value |
|---|---|---|
| 2022: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-06-01 | 3,354 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 2,377 |
| Number of retired or separated participants receiving benefits | 2022-06-01 | 35 |
| Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 1,022 |
| Total of all active and inactive participants | 2022-06-01 | 3,434 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-06-01 | 9 |
| Total participants | 2022-06-01 | 3,443 |
| Number of participants with account balances | 2022-06-01 | 3,429 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-06-01 | 101 |
| 2021: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-06-01 | 3,092 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 2,412 |
| Number of retired or separated participants receiving benefits | 2021-06-01 | 42 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 897 |
| Total of all active and inactive participants | 2021-06-01 | 3,351 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-06-01 | 3 |
| Total participants | 2021-06-01 | 3,354 |
| Number of participants with account balances | 2021-06-01 | 3,305 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-06-01 | 121 |
| 2020: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-06-01 | 2,986 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 2,286 |
| Number of retired or separated participants receiving benefits | 2020-06-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 793 |
| Total of all active and inactive participants | 2020-06-01 | 3,083 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-06-01 | 9 |
| Total participants | 2020-06-01 | 3,092 |
| Number of participants with account balances | 2020-06-01 | 2,874 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-06-01 | 100 |
| 2019: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-06-01 | 2,795 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 2,133 |
| Number of retired or separated participants receiving benefits | 2019-06-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 836 |
| Total of all active and inactive participants | 2019-06-01 | 2,971 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-06-01 | 9 |
| Total participants | 2019-06-01 | 2,980 |
| Number of participants with account balances | 2019-06-01 | 2,791 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-06-01 | 107 |
| 2018: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-06-01 | 2,536 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 2,116 |
| Number of retired or separated participants receiving benefits | 2018-06-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 670 |
| Total of all active and inactive participants | 2018-06-01 | 2,787 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-01 | 8 |
| Total participants | 2018-06-01 | 2,795 |
| Number of participants with account balances | 2018-06-01 | 2,496 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-06-01 | 98 |
| 2017: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-06-01 | 2,118 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 1,945 |
| Number of retired or separated participants receiving benefits | 2017-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-06-01 | 571 |
| Total of all active and inactive participants | 2017-06-01 | 2,516 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-06-01 | 8 |
| Total participants | 2017-06-01 | 2,524 |
| Number of participants with account balances | 2017-06-01 | 2,229 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-06-01 | 72 |
| 2016: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-06-01 | 1,925 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 1,600 |
| Number of retired or separated participants receiving benefits | 2016-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 502 |
| Total of all active and inactive participants | 2016-06-01 | 2,102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-06-01 | 3 |
| Total participants | 2016-06-01 | 2,105 |
| Number of participants with account balances | 2016-06-01 | 1,946 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-06-01 | 62 |
| 2015: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-06-01 | 1,801 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 1,466 |
| Number of retired or separated participants receiving benefits | 2015-06-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 449 |
| Total of all active and inactive participants | 2015-06-01 | 1,916 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-06-01 | 2 |
| Total participants | 2015-06-01 | 1,918 |
| Number of participants with account balances | 2015-06-01 | 1,718 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-06-01 | 59 |
| 2014: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-06-01 | 1,265 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 1,136 |
| Number of retired or separated participants receiving benefits | 2014-06-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 391 |
| Total of all active and inactive participants | 2014-06-01 | 1,536 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 1 |
| Total participants | 2014-06-01 | 1,537 |
| Number of participants with account balances | 2014-06-01 | 1,533 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-01 | 47 |
| 2013: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-06-01 | 1,277 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 969 |
| Number of retired or separated participants receiving benefits | 2013-06-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 285 |
| Total of all active and inactive participants | 2013-06-01 | 1,264 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-06-01 | 1 |
| Total participants | 2013-06-01 | 1,265 |
| Number of participants with account balances | 2013-06-01 | 1,265 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-06-01 | 34 |
| 2012: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-06-01 | 1,213 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 984 |
| Number of retired or separated participants receiving benefits | 2012-06-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 261 |
| Total of all active and inactive participants | 2012-06-01 | 1,256 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-06-01 | 2 |
| Total participants | 2012-06-01 | 1,258 |
| Number of participants with account balances | 2012-06-01 | 1,187 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-06-01 | 47 |
| 2011: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-06-01 | 1,144 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 964 |
| Number of retired or separated participants receiving benefits | 2011-06-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 235 |
| Total of all active and inactive participants | 2011-06-01 | 1,207 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-06-01 | 2 |
| Total participants | 2011-06-01 | 1,209 |
| Number of participants with account balances | 2011-06-01 | 1,153 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-06-01 | 37 |
| 2009: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-06-01 | 978 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 725 |
| Number of retired or separated participants receiving benefits | 2009-06-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 216 |
| Total of all active and inactive participants | 2009-06-01 | 944 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-01 | 0 |
| Total participants | 2009-06-01 | 944 |
| Number of participants with account balances | 2009-06-01 | 923 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-06-01 | 30 |
| Measure | Date | Value |
|---|---|---|
| 2023 : WIPFLI LLP 401(K) PROFIT SHARING PLAN 2023 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2023-06-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-01 | $0 |
| Total income from all sources (including contributions) | 2023-06-01 | $175,997,641 |
| Total loss/gain on sale of assets | 2023-06-01 | $0 |
| Total of all expenses incurred | 2023-06-01 | $58,300,764 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-01 | $58,062,704 |
| Value of total corrective distributions | 2023-06-01 | $317 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-01 | $61,169,441 |
| Value of total assets at end of year | 2023-06-01 | $751,806,856 |
| Value of total assets at beginning of year | 2023-06-01 | $634,109,979 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-01 | $237,743 |
| Total interest from all sources | 2023-06-01 | $151,967 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-01 | $8,238,084 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-01 | $8,238,084 |
| Was this plan covered by a fidelity bond | 2023-06-01 | Yes |
| Value of fidelity bond cover | 2023-06-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-06-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-01 | No |
| Contributions received from participants | 2023-06-01 | $24,486,804 |
| Participant contributions at end of year | 2023-06-01 | $2,550,597 |
| Participant contributions at beginning of year | 2023-06-01 | $2,130,409 |
| Assets. Other investments not covered elsewhere at end of year | 2023-06-01 | $24,179,232 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-06-01 | $19,293,864 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-06-01 | $13,016,784 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-06-01 | $7,031 |
| Other income not declared elsewhere | 2023-06-01 | $4,058,359 |
| Administrative expenses (other) incurred | 2023-06-01 | $237,743 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-01 | No |
| Value of net income/loss | 2023-06-01 | $117,696,877 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-01 | $751,806,856 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-01 | $634,109,979 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-01 | $514,503,835 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-01 | $439,105,825 |
| Interest on participant loans | 2023-06-01 | $151,967 |
| Value of interest in common/collective trusts at end of year | 2023-06-01 | $174,061,291 |
| Value of interest in common/collective trusts at beginning of year | 2023-06-01 | $137,831,105 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-06-01 | $14,940,570 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-01 | $78,636,237 |
| Net investment gain or loss from common/collective trusts | 2023-06-01 | $23,743,553 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-01 | No |
| Contributions received in cash from employer | 2023-06-01 | $23,665,853 |
| Employer contributions (assets) at end of year | 2023-06-01 | $21,571,331 |
| Employer contributions (assets) at beginning of year | 2023-06-01 | $20,623,691 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-01 | $58,055,673 |
| Did the plan have assets held for investment | 2023-06-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-01 | 1 |
| Accountancy firm name | 2023-06-01 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2023-06-01 | 331498605 |
| Total unrealized appreciation/depreciation of assets | 2023-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $0 |
| Total income from all sources (including contributions) | 2023-05-31 | $46,820,133 |
| Total loss/gain on sale of assets | 2023-05-31 | $0 |
| Total of all expenses incurred | 2023-05-31 | $33,806,465 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-05-31 | $33,578,338 |
| Value of total corrective distributions | 2023-05-31 | $1,340 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-05-31 | $52,859,969 |
| Value of total assets at end of year | 2023-05-31 | $634,109,979 |
| Value of total assets at beginning of year | 2023-05-31 | $621,096,311 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-05-31 | $226,787 |
| Total interest from all sources | 2023-05-31 | $94,387 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-05-31 | $8,751,208 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-05-31 | $8,751,208 |
| Was this plan covered by a fidelity bond | 2023-05-31 | Yes |
| Value of fidelity bond cover | 2023-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-05-31 | No |
| Contributions received from participants | 2023-05-31 | $22,886,039 |
| Participant contributions at end of year | 2023-05-31 | $2,130,409 |
| Participant contributions at beginning of year | 2023-05-31 | $2,045,208 |
| Assets. Other investments not covered elsewhere at end of year | 2023-05-31 | $19,293,864 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-05-31 | $18,121,887 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-05-31 | $7,353,663 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-05-31 | $123,946 |
| Other income not declared elsewhere | 2023-05-31 | $-208,913 |
| Administrative expenses (other) incurred | 2023-05-31 | $226,787 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Value of net income/loss | 2023-05-31 | $13,013,668 |
| Value of net assets at end of year (total assets less liabilities) | 2023-05-31 | $634,109,979 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-05-31 | $621,096,311 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-05-31 | $439,105,825 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-05-31 | $570,261,039 |
| Interest on participant loans | 2023-05-31 | $94,387 |
| Value of interest in common/collective trusts at end of year | 2023-05-31 | $137,831,105 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-05-31 | $15,125,085 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-05-31 | $11,548,495 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-05-31 | $11,548,495 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-05-31 | $-15,304,952 |
| Net investment gain or loss from common/collective trusts | 2023-05-31 | $628,434 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-05-31 | No |
| Contributions received in cash from employer | 2023-05-31 | $22,620,267 |
| Employer contributions (assets) at end of year | 2023-05-31 | $20,623,691 |
| Employer contributions (assets) at beginning of year | 2023-05-31 | $19,119,682 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-05-31 | $33,454,392 |
| Did the plan have assets held for investment | 2023-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-05-31 | Unqualified |
| Accountancy firm name | 2023-05-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2023-05-31 | 381357951 |
| 2022 : WIPFLI LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2022-06-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-01 | $0 |
| Total income from all sources (including contributions) | 2022-06-01 | $46,820,133 |
| Total loss/gain on sale of assets | 2022-06-01 | $0 |
| Total of all expenses incurred | 2022-06-01 | $33,806,465 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-01 | $33,578,338 |
| Value of total corrective distributions | 2022-06-01 | $1,340 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-01 | $52,859,969 |
| Value of total assets at end of year | 2022-06-01 | $634,109,979 |
| Value of total assets at beginning of year | 2022-06-01 | $621,096,311 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-01 | $226,787 |
| Total interest from all sources | 2022-06-01 | $94,387 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-01 | $8,751,208 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-01 | $8,751,208 |
| Was this plan covered by a fidelity bond | 2022-06-01 | Yes |
| Value of fidelity bond cover | 2022-06-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-01 | No |
| Contributions received from participants | 2022-06-01 | $22,886,039 |
| Participant contributions at end of year | 2022-06-01 | $2,130,409 |
| Participant contributions at beginning of year | 2022-06-01 | $2,045,208 |
| Assets. Other investments not covered elsewhere at end of year | 2022-06-01 | $19,293,864 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-06-01 | $18,121,887 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-01 | $7,353,663 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-06-01 | $123,946 |
| Other income not declared elsewhere | 2022-06-01 | $-208,913 |
| Administrative expenses (other) incurred | 2022-06-01 | $226,787 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-01 | No |
| Value of net income/loss | 2022-06-01 | $13,013,668 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-01 | $634,109,979 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-01 | $621,096,311 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-01 | $439,105,825 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-01 | $570,261,039 |
| Interest on participant loans | 2022-06-01 | $94,387 |
| Value of interest in common/collective trusts at end of year | 2022-06-01 | $137,831,105 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-01 | $15,125,085 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-01 | $-15,304,952 |
| Net investment gain or loss from common/collective trusts | 2022-06-01 | $628,434 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-01 | No |
| Contributions received in cash from employer | 2022-06-01 | $22,620,267 |
| Employer contributions (assets) at end of year | 2022-06-01 | $20,623,691 |
| Employer contributions (assets) at beginning of year | 2022-06-01 | $19,119,682 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-01 | $33,454,392 |
| Did the plan have assets held for investment | 2022-06-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-01 | 1 |
| Accountancy firm name | 2022-06-01 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2022-06-01 | 381357951 |
| Total unrealized appreciation/depreciation of assets | 2022-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $0 |
| Total income from all sources (including contributions) | 2022-05-31 | $20,944,352 |
| Total loss/gain on sale of assets | 2022-05-31 | $0 |
| Total of all expenses incurred | 2022-05-31 | $42,433,782 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-31 | $42,232,053 |
| Expenses. Certain deemed distributions of participant loans | 2022-05-31 | $16,520 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-31 | $59,086,043 |
| Value of total assets at end of year | 2022-05-31 | $621,096,311 |
| Value of total assets at beginning of year | 2022-05-31 | $642,585,741 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-31 | $185,209 |
| Total interest from all sources | 2022-05-31 | $247,298 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-05-31 | $14,635,809 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-05-31 | $14,635,809 |
| Was this plan covered by a fidelity bond | 2022-05-31 | Yes |
| Value of fidelity bond cover | 2022-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-05-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-05-31 | No |
| Contributions received from participants | 2022-05-31 | $20,747,754 |
| Participant contributions at end of year | 2022-05-31 | $2,045,208 |
| Participant contributions at beginning of year | 2022-05-31 | $1,958,631 |
| Participant contributions at end of year | 2022-05-31 | $0 |
| Participant contributions at beginning of year | 2022-05-31 | $1,067,272 |
| Assets. Other investments not covered elsewhere at end of year | 2022-05-31 | $18,121,887 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-05-31 | $20,170,580 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-05-31 | $17,893,056 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-05-31 | $4,166 |
| Other income not declared elsewhere | 2022-05-31 | $1,142,562 |
| Administrative expenses (other) incurred | 2022-05-31 | $185,209 |
| Total non interest bearing cash at end of year | 2022-05-31 | $0 |
| Total non interest bearing cash at beginning of year | 2022-05-31 | $21,260 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Value of net income/loss | 2022-05-31 | $-21,489,430 |
| Value of net assets at end of year (total assets less liabilities) | 2022-05-31 | $621,096,311 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-05-31 | $642,585,741 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-05-31 | $570,261,039 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-05-31 | $590,468,076 |
| Interest on participant loans | 2022-05-31 | $247,298 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-05-31 | $11,548,495 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-05-31 | $12,307,003 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-05-31 | $12,307,003 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-05-31 | $-54,167,360 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-05-31 | No |
| Contributions received in cash from employer | 2022-05-31 | $20,445,233 |
| Employer contributions (assets) at end of year | 2022-05-31 | $19,119,682 |
| Employer contributions (assets) at beginning of year | 2022-05-31 | $16,592,919 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-31 | $42,227,887 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-05-31 | Yes |
| Did the plan have assets held for investment | 2022-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-05-31 | Unqualified |
| Accountancy firm name | 2022-05-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2022-05-31 | 381357951 |
| Unrealized appreciation/depreciation of real estate assets | 2022-01-01 | $0 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-323,599 |
| Total loss/gain on sale of assets | 2022-01-01 | $-1,365,910 |
| Total of all expenses incurred | 2022-01-01 | $586,209 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $575,355 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $799,683 |
| Value of total assets at end of year | 2022-01-01 | $6,203,241 |
| Value of total assets at beginning of year | 2022-01-01 | $7,113,049 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $10,854 |
| Total interest from all sources | 2022-01-01 | $4,027 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $238,601 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $238,601 |
| Administrative expenses professional fees incurred | 2022-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $642,741 |
| Participant contributions at end of year | 2022-01-01 | $72,784 |
| Participant contributions at beginning of year | 2022-01-01 | $78,646 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $12,707 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $208 |
| Total non interest bearing cash at end of year | 2022-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-909,808 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $6,203,241 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $7,113,049 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $10,854 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $6,130,457 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $7,034,195 |
| Interest on participant loans | 2022-01-01 | $4,026 |
| Interest earned on other investments | 2022-01-01 | $1 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Assets. Invements in employer securities at end of year | 2022-01-01 | $0 |
| Assets. Invements in employer securities at beginning of year | 2022-01-01 | $0 |
| Contributions received in cash from employer | 2022-01-01 | $144,235 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $0 |
| Income. Dividends from preferred stock | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $575,355 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Aggregate proceeds on sale of assets | 2022-01-01 | $-1,365,910 |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 2 |
| Accountancy firm name | 2022-01-01 | WIPFLI LLP |
| Accountancy firm EIN | 2022-01-01 | 390758449 |
| 2021 : WIPFLI LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2021-05-31 | $0 |
| Total transfer of assets to this plan | 2021-05-31 | $11,675,154 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $0 |
| Total income from all sources (including contributions) | 2021-05-31 | $203,016,249 |
| Total loss/gain on sale of assets | 2021-05-31 | $0 |
| Total of all expenses incurred | 2021-05-31 | $35,850,367 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-05-31 | $35,603,874 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-05-31 | $37,631,357 |
| Value of total assets at end of year | 2021-05-31 | $642,585,741 |
| Value of total assets at beginning of year | 2021-05-31 | $463,744,705 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-05-31 | $246,493 |
| Total interest from all sources | 2021-05-31 | $90,284 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-05-31 | $14,457,523 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-05-31 | $14,457,523 |
| Administrative expenses professional fees incurred | 2021-05-31 | $246,493 |
| Was this plan covered by a fidelity bond | 2021-05-31 | Yes |
| Value of fidelity bond cover | 2021-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-05-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-05-31 | No |
| Contributions received from participants | 2021-05-31 | $17,533,057 |
| Participant contributions at end of year | 2021-05-31 | $1,958,631 |
| Participant contributions at beginning of year | 2021-05-31 | $2,128,919 |
| Participant contributions at end of year | 2021-05-31 | $1,067,272 |
| Assets. Other investments not covered elsewhere at end of year | 2021-05-31 | $20,170,580 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-05-31 | $13,951,844 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-05-31 | $3,505,381 |
| Other income not declared elsewhere | 2021-05-31 | $4,963,890 |
| Total non interest bearing cash at end of year | 2021-05-31 | $21,260 |
| Total non interest bearing cash at beginning of year | 2021-05-31 | $534,056 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
| Value of net income/loss | 2021-05-31 | $167,165,882 |
| Value of net assets at end of year (total assets less liabilities) | 2021-05-31 | $642,585,741 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-05-31 | $463,744,705 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-05-31 | $590,468,076 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-05-31 | $418,096,388 |
| Interest on participant loans | 2021-05-31 | $90,284 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-05-31 | $12,307,003 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-05-31 | $15,166,982 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-05-31 | $15,166,982 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-05-31 | $145,873,195 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-05-31 | No |
| Contributions received in cash from employer | 2021-05-31 | $16,592,919 |
| Employer contributions (assets) at end of year | 2021-05-31 | $16,592,919 |
| Employer contributions (assets) at beginning of year | 2021-05-31 | $13,866,516 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-05-31 | $35,603,874 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-05-31 | Yes |
| Did the plan have assets held for investment | 2021-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-05-31 | Disclaimer |
| Accountancy firm name | 2021-05-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2021-05-31 | 381357951 |
| 2020 : WIPFLI LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2020-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $0 |
| Total income from all sources (including contributions) | 2020-05-31 | $65,624,089 |
| Total loss/gain on sale of assets | 2020-05-31 | $0 |
| Total of all expenses incurred | 2020-05-31 | $20,637,096 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-05-31 | $20,418,350 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-05-31 | $51,147,519 |
| Value of total assets at end of year | 2020-05-31 | $463,744,705 |
| Value of total assets at beginning of year | 2020-05-31 | $418,757,712 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-05-31 | $218,746 |
| Total interest from all sources | 2020-05-31 | $108,211 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-05-31 | $14,735,741 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-05-31 | $14,735,741 |
| Administrative expenses professional fees incurred | 2020-05-31 | $218,746 |
| Was this plan covered by a fidelity bond | 2020-05-31 | Yes |
| Value of fidelity bond cover | 2020-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-05-31 | No |
| Contributions received from participants | 2020-05-31 | $15,735,681 |
| Participant contributions at end of year | 2020-05-31 | $2,128,919 |
| Participant contributions at beginning of year | 2020-05-31 | $2,166,350 |
| Assets. Other investments not covered elsewhere at end of year | 2020-05-31 | $13,951,844 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-05-31 | $11,636,123 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-05-31 | $21,545,323 |
| Other income not declared elsewhere | 2020-05-31 | $116,187 |
| Total non interest bearing cash at end of year | 2020-05-31 | $534,056 |
| Total non interest bearing cash at beginning of year | 2020-05-31 | $487,344 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
| Value of net income/loss | 2020-05-31 | $44,986,993 |
| Value of net assets at end of year (total assets less liabilities) | 2020-05-31 | $463,744,705 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-05-31 | $418,757,712 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-05-31 | $418,096,388 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-05-31 | $380,039,895 |
| Income. Interest from loans (other than to participants) | 2020-05-31 | $108,211 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-05-31 | $15,166,982 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-05-31 | $9,172,515 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-05-31 | $9,172,515 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-05-31 | $-483,569 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-05-31 | No |
| Contributions received in cash from employer | 2020-05-31 | $13,866,515 |
| Employer contributions (assets) at end of year | 2020-05-31 | $13,866,516 |
| Employer contributions (assets) at beginning of year | 2020-05-31 | $15,255,485 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-05-31 | $20,418,350 |
| Did the plan have assets held for investment | 2020-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-05-31 | Disclaimer |
| Accountancy firm name | 2020-05-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2020-05-31 | 381357951 |
| 2019 : WIPFLI LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2019-05-31 | $0 |
| Total transfer of assets to this plan | 2019-05-31 | $11,346,974 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $231,577 |
| Total income from all sources (including contributions) | 2019-05-31 | $30,935,738 |
| Total loss/gain on sale of assets | 2019-05-31 | $0 |
| Total of all expenses incurred | 2019-05-31 | $17,759,380 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-05-31 | $17,538,068 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-05-31 | $36,145,741 |
| Value of total assets at end of year | 2019-05-31 | $418,757,712 |
| Value of total assets at beginning of year | 2019-05-31 | $394,465,957 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-05-31 | $221,312 |
| Total interest from all sources | 2019-05-31 | $105,093 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-05-31 | $15,283,632 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-05-31 | $15,283,632 |
| Administrative expenses professional fees incurred | 2019-05-31 | $221,312 |
| Was this plan covered by a fidelity bond | 2019-05-31 | Yes |
| Value of fidelity bond cover | 2019-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-05-31 | No |
| Contributions received from participants | 2019-05-31 | $14,570,757 |
| Participant contributions at end of year | 2019-05-31 | $2,166,350 |
| Participant contributions at beginning of year | 2019-05-31 | $1,916,478 |
| Assets. Other investments not covered elsewhere at end of year | 2019-05-31 | $11,636,123 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-05-31 | $7,609,546 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-05-31 | $6,319,830 |
| Other income not declared elsewhere | 2019-05-31 | $-248,147 |
| Total non interest bearing cash at end of year | 2019-05-31 | $487,344 |
| Total non interest bearing cash at beginning of year | 2019-05-31 | $115,187 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
| Value of net income/loss | 2019-05-31 | $13,176,358 |
| Value of net assets at end of year (total assets less liabilities) | 2019-05-31 | $418,757,712 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-05-31 | $394,234,380 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-05-31 | $380,039,895 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-05-31 | $362,883,675 |
| Interest on participant loans | 2019-05-31 | $105,093 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-05-31 | $9,172,515 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-05-31 | $8,828,645 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-05-31 | $8,828,645 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-05-31 | $-20,350,581 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-05-31 | No |
| Contributions received in cash from employer | 2019-05-31 | $15,255,154 |
| Employer contributions (assets) at end of year | 2019-05-31 | $15,255,485 |
| Employer contributions (assets) at beginning of year | 2019-05-31 | $13,112,426 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-05-31 | $17,538,068 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-05-31 | $231,577 |
| Did the plan have assets held for investment | 2019-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-05-31 | Disclaimer |
| Accountancy firm name | 2019-05-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2019-05-31 | 381357951 |
| 2018 : WIPFLI LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2018-05-31 | $0 |
| Total transfer of assets to this plan | 2018-05-31 | $1,714,834 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $231,577 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $0 |
| Total income from all sources (including contributions) | 2018-05-31 | $68,080,554 |
| Total loss/gain on sale of assets | 2018-05-31 | $0 |
| Total of all expenses incurred | 2018-05-31 | $7,330,809 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-05-31 | $7,158,484 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-05-31 | $32,108,377 |
| Value of total assets at end of year | 2018-05-31 | $394,465,957 |
| Value of total assets at beginning of year | 2018-05-31 | $331,769,801 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-05-31 | $172,325 |
| Total interest from all sources | 2018-05-31 | $126,568 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-05-31 | $10,746,214 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-05-31 | $10,746,214 |
| Administrative expenses professional fees incurred | 2018-05-31 | $172,325 |
| Was this plan covered by a fidelity bond | 2018-05-31 | Yes |
| Value of fidelity bond cover | 2018-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-05-31 | No |
| Contributions received from participants | 2018-05-31 | $12,082,280 |
| Participant contributions at end of year | 2018-05-31 | $1,916,478 |
| Participant contributions at beginning of year | 2018-05-31 | $1,768,275 |
| Assets. Other investments not covered elsewhere at end of year | 2018-05-31 | $7,609,546 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-05-31 | $6,273,135 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-05-31 | $6,910,762 |
| Other income not declared elsewhere | 2018-05-31 | $491,366 |
| Total non interest bearing cash at end of year | 2018-05-31 | $115,187 |
| Total non interest bearing cash at beginning of year | 2018-05-31 | $183,491 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
| Value of net income/loss | 2018-05-31 | $60,749,745 |
| Value of net assets at end of year (total assets less liabilities) | 2018-05-31 | $394,234,380 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-05-31 | $331,769,801 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-05-31 | $362,883,675 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-05-31 | $304,565,538 |
| Interest on participant loans | 2018-05-31 | $73,479 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-05-31 | $8,828,645 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-05-31 | $7,688,845 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-05-31 | $7,688,845 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-05-31 | $53,089 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-05-31 | $24,608,029 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-05-31 | No |
| Contributions received in cash from employer | 2018-05-31 | $13,115,335 |
| Employer contributions (assets) at end of year | 2018-05-31 | $13,112,426 |
| Employer contributions (assets) at beginning of year | 2018-05-31 | $11,290,517 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-05-31 | $7,158,484 |
| Liabilities. Value of benefit claims payable at end of year | 2018-05-31 | $231,577 |
| Did the plan have assets held for investment | 2018-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-05-31 | Disclaimer |
| Accountancy firm name | 2018-05-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2018-05-31 | 381357951 |
| 2017 : WIPFLI LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2017-05-31 | $0 |
| Total transfer of assets to this plan | 2017-05-31 | $7,614,516 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $0 |
| Total income from all sources (including contributions) | 2017-05-31 | $63,506,638 |
| Total loss/gain on sale of assets | 2017-05-31 | $0 |
| Total of all expenses incurred | 2017-05-31 | $12,440,237 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-05-31 | $12,388,131 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-05-31 | $25,402,664 |
| Value of total assets at end of year | 2017-05-31 | $331,769,801 |
| Value of total assets at beginning of year | 2017-05-31 | $273,088,884 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-05-31 | $52,106 |
| Total interest from all sources | 2017-05-31 | $55,289 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-05-31 | $9,603,021 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-05-31 | $9,603,021 |
| Administrative expenses professional fees incurred | 2017-05-31 | $52,106 |
| Was this plan covered by a fidelity bond | 2017-05-31 | Yes |
| Value of fidelity bond cover | 2017-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-05-31 | No |
| Contributions received from participants | 2017-05-31 | $10,124,341 |
| Participant contributions at end of year | 2017-05-31 | $1,768,275 |
| Participant contributions at beginning of year | 2017-05-31 | $1,201,624 |
| Assets. Other investments not covered elsewhere at end of year | 2017-05-31 | $6,273,135 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-05-31 | $5,037,953 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-05-31 | $3,892,925 |
| Other income not declared elsewhere | 2017-05-31 | $573,968 |
| Total non interest bearing cash at end of year | 2017-05-31 | $183,491 |
| Total non interest bearing cash at beginning of year | 2017-05-31 | $365,681 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
| Value of net income/loss | 2017-05-31 | $51,066,401 |
| Value of net assets at end of year (total assets less liabilities) | 2017-05-31 | $331,769,801 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-05-31 | $273,088,884 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-05-31 | $304,565,538 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-05-31 | $249,910,936 |
| Income. Interest from loans (other than to participants) | 2017-05-31 | $55,289 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-05-31 | $7,688,845 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-05-31 | $7,228,885 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-05-31 | $7,228,885 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-05-31 | $27,871,696 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-05-31 | No |
| Contributions received in cash from employer | 2017-05-31 | $11,385,398 |
| Employer contributions (assets) at end of year | 2017-05-31 | $11,290,517 |
| Employer contributions (assets) at beginning of year | 2017-05-31 | $9,343,805 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-05-31 | $12,388,131 |
| Did the plan have assets held for investment | 2017-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-05-31 | Disclaimer |
| Accountancy firm name | 2017-05-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2017-05-31 | 381357951 |
| 2016 : WIPFLI LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2016-05-31 | $0 |
| Total transfer of assets to this plan | 2016-05-31 | $29,563,565 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $59,945 |
| Total income from all sources (including contributions) | 2016-05-31 | $11,460,697 |
| Total loss/gain on sale of assets | 2016-05-31 | $0 |
| Total of all expenses incurred | 2016-05-31 | $16,374,529 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-05-31 | $16,179,451 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-05-31 | $20,151,832 |
| Value of total assets at end of year | 2016-05-31 | $273,088,884 |
| Value of total assets at beginning of year | 2016-05-31 | $248,499,096 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-05-31 | $195,078 |
| Total interest from all sources | 2016-05-31 | $42,516 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-05-31 | $9,797,686 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-05-31 | $9,797,686 |
| Administrative expenses professional fees incurred | 2016-05-31 | $195,078 |
| Was this plan covered by a fidelity bond | 2016-05-31 | Yes |
| Value of fidelity bond cover | 2016-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-05-31 | No |
| Contributions received from participants | 2016-05-31 | $8,342,300 |
| Participant contributions at end of year | 2016-05-31 | $1,201,624 |
| Participant contributions at beginning of year | 2016-05-31 | $1,233,627 |
| Assets. Other investments not covered elsewhere at end of year | 2016-05-31 | $5,037,953 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-05-31 | $4,765,459 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-05-31 | $2,465,727 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-05-31 | $160 |
| Other income not declared elsewhere | 2016-05-31 | $-455,337 |
| Liabilities. Value of operating payables at beginning of year | 2016-05-31 | $328 |
| Total non interest bearing cash at end of year | 2016-05-31 | $365,681 |
| Total non interest bearing cash at beginning of year | 2016-05-31 | $440,822 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
| Value of net income/loss | 2016-05-31 | $-4,913,832 |
| Value of net assets at end of year (total assets less liabilities) | 2016-05-31 | $273,088,884 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-05-31 | $248,439,151 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-05-31 | $249,910,936 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-05-31 | $226,840,036 |
| Interest on participant loans | 2016-05-31 | $42,516 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-05-31 | $7,228,885 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-05-31 | $7,027,413 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-05-31 | $7,027,413 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-05-31 | $-18,076,000 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-05-31 | No |
| Contributions received in cash from employer | 2016-05-31 | $9,343,805 |
| Employer contributions (assets) at end of year | 2016-05-31 | $9,343,805 |
| Employer contributions (assets) at beginning of year | 2016-05-31 | $8,191,739 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-05-31 | $16,179,451 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-05-31 | $59,457 |
| Did the plan have assets held for investment | 2016-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-05-31 | Disclaimer |
| Accountancy firm name | 2016-05-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2016-05-31 | 381357951 |
| 2015 : WIPFLI LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2015-05-31 | $0 |
| Total transfer of assets to this plan | 2015-05-31 | $12,773,290 |
| Total transfer of assets from this plan | 2015-05-31 | $1,292,592 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $59,945 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $251,018 |
| Total income from all sources (including contributions) | 2015-05-31 | $27,889,596 |
| Total loss/gain on sale of assets | 2015-05-31 | $0 |
| Total of all expenses incurred | 2015-05-31 | $10,082,949 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-31 | $9,900,740 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-31 | $16,409,846 |
| Value of total assets at end of year | 2015-05-31 | $248,499,096 |
| Value of total assets at beginning of year | 2015-05-31 | $219,402,824 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-31 | $182,209 |
| Total interest from all sources | 2015-05-31 | $39,921 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-05-31 | $7,127,542 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-05-31 | $7,127,542 |
| Administrative expenses professional fees incurred | 2015-05-31 | $182,209 |
| Was this plan covered by a fidelity bond | 2015-05-31 | Yes |
| Value of fidelity bond cover | 2015-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-05-31 | No |
| Contributions received from participants | 2015-05-31 | $7,415,172 |
| Participant contributions at end of year | 2015-05-31 | $1,233,627 |
| Participant contributions at beginning of year | 2015-05-31 | $1,171,132 |
| Assets. Other investments not covered elsewhere at end of year | 2015-05-31 | $4,765,459 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-05-31 | $6,491,996 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-05-31 | $802,935 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-05-31 | $160 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-05-31 | $723 |
| Other income not declared elsewhere | 2015-05-31 | $155,600 |
| Liabilities. Value of operating payables at end of year | 2015-05-31 | $328 |
| Liabilities. Value of operating payables at beginning of year | 2015-05-31 | $500 |
| Total non interest bearing cash at end of year | 2015-05-31 | $440,822 |
| Total non interest bearing cash at beginning of year | 2015-05-31 | $228,326 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Value of net income/loss | 2015-05-31 | $17,806,647 |
| Value of net assets at end of year (total assets less liabilities) | 2015-05-31 | $248,439,151 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-05-31 | $219,151,806 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-05-31 | $226,840,036 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-05-31 | $195,845,836 |
| Interest on participant loans | 2015-05-31 | $38,628 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-05-31 | $7,027,413 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-05-31 | $8,176,647 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-05-31 | $8,176,647 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-05-31 | $1,293 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-05-31 | $4,156,687 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-05-31 | No |
| Contributions received in cash from employer | 2015-05-31 | $8,191,739 |
| Employer contributions (assets) at end of year | 2015-05-31 | $8,191,739 |
| Employer contributions (assets) at beginning of year | 2015-05-31 | $7,488,887 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-31 | $9,900,740 |
| Liabilities. Value of benefit claims payable at end of year | 2015-05-31 | $59,457 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-05-31 | $249,795 |
| Did the plan have assets held for investment | 2015-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-05-31 | Disclaimer |
| Accountancy firm name | 2015-05-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2015-05-31 | 381357951 |
| 2014 : WIPFLI LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2014-05-31 | $0 |
| Total transfer of assets to this plan | 2014-05-31 | $564,825 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $251,018 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $382,769 |
| Total income from all sources (including contributions) | 2014-05-31 | $40,534,486 |
| Total loss/gain on sale of assets | 2014-05-31 | $0 |
| Total of all expenses incurred | 2014-05-31 | $9,253,799 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $9,078,446 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $15,096,195 |
| Value of total assets at end of year | 2014-05-31 | $219,402,824 |
| Value of total assets at beginning of year | 2014-05-31 | $187,689,063 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $175,353 |
| Total interest from all sources | 2014-05-31 | $41,280 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-05-31 | $4,664,362 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-05-31 | $4,664,362 |
| Administrative expenses professional fees incurred | 2014-05-31 | $165,432 |
| Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
| Value of fidelity bond cover | 2014-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
| Contributions received from participants | 2014-05-31 | $6,317,298 |
| Participant contributions at end of year | 2014-05-31 | $1,171,132 |
| Participant contributions at beginning of year | 2014-05-31 | $1,208,737 |
| Participant contributions at beginning of year | 2014-05-31 | $26,100 |
| Assets. Other investments not covered elsewhere at end of year | 2014-05-31 | $6,491,996 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-05-31 | $6,769,722 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-05-31 | $1,290,010 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-05-31 | $723 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-05-31 | $165 |
| Other income not declared elsewhere | 2014-05-31 | $424,181 |
| Administrative expenses (other) incurred | 2014-05-31 | $7,246 |
| Liabilities. Value of operating payables at end of year | 2014-05-31 | $500 |
| Liabilities. Value of operating payables at beginning of year | 2014-05-31 | $1,418 |
| Total non interest bearing cash at end of year | 2014-05-31 | $228,326 |
| Total non interest bearing cash at beginning of year | 2014-05-31 | $716,589 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Value of net income/loss | 2014-05-31 | $31,280,687 |
| Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $219,151,806 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $187,306,294 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
| Investment advisory and management fees | 2014-05-31 | $2,675 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-05-31 | $195,845,836 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-05-31 | $163,078,318 |
| Interest on participant loans | 2014-05-31 | $38,966 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-05-31 | $8,176,647 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-05-31 | $8,869,087 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-05-31 | $8,869,087 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-05-31 | $2,314 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-05-31 | $20,308,468 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
| Contributions received in cash from employer | 2014-05-31 | $7,488,887 |
| Employer contributions (assets) at end of year | 2014-05-31 | $7,488,887 |
| Employer contributions (assets) at beginning of year | 2014-05-31 | $7,020,510 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-31 | $9,078,446 |
| Liabilities. Value of benefit claims payable at end of year | 2014-05-31 | $249,795 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-05-31 | $381,186 |
| Did the plan have assets held for investment | 2014-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Disclaimer |
| Accountancy firm name | 2014-05-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2014-05-31 | 381357951 |
| 2013 : WIPFLI LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2013-05-31 | $0 |
| Total transfer of assets to this plan | 2013-05-31 | $3,180,634 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $382,769 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $77,387 |
| Total income from all sources (including contributions) | 2013-05-31 | $43,322,408 |
| Total loss/gain on sale of assets | 2013-05-31 | $0 |
| Total of all expenses incurred | 2013-05-31 | $8,123,939 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $7,847,885 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $14,366,012 |
| Value of total assets at end of year | 2013-05-31 | $187,689,063 |
| Value of total assets at beginning of year | 2013-05-31 | $149,004,578 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $276,054 |
| Total interest from all sources | 2013-05-31 | $46,227 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-05-31 | $4,574,902 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-05-31 | $4,574,902 |
| Administrative expenses professional fees incurred | 2013-05-31 | $170,506 |
| Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
| Value of fidelity bond cover | 2013-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
| Contributions received from participants | 2013-05-31 | $6,156,344 |
| Participant contributions at end of year | 2013-05-31 | $1,208,737 |
| Participant contributions at beginning of year | 2013-05-31 | $952,434 |
| Participant contributions at end of year | 2013-05-31 | $26,100 |
| Assets. Other investments not covered elsewhere at end of year | 2013-05-31 | $6,769,722 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-05-31 | $3,556,115 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-05-31 | $1,190,441 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-05-31 | $165 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-05-31 | $226 |
| Other income not declared elsewhere | 2013-05-31 | $148,885 |
| Administrative expenses (other) incurred | 2013-05-31 | $3,464 |
| Liabilities. Value of operating payables at end of year | 2013-05-31 | $1,418 |
| Liabilities. Value of operating payables at beginning of year | 2013-05-31 | $75 |
| Total non interest bearing cash at end of year | 2013-05-31 | $716,589 |
| Total non interest bearing cash at beginning of year | 2013-05-31 | $435,633 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Value of net income/loss | 2013-05-31 | $35,198,469 |
| Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $187,306,294 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $148,927,191 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
| Investment advisory and management fees | 2013-05-31 | $102,084 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-05-31 | $163,078,318 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-05-31 | $127,836,489 |
| Interest on participant loans | 2013-05-31 | $36,804 |
| Value of interest in common/collective trusts at beginning of year | 2013-05-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-05-31 | $8,869,087 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-05-31 | $9,564,550 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-05-31 | $9,564,550 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-31 | $9,423 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-05-31 | $24,186,382 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
| Contributions received in cash from employer | 2013-05-31 | $7,019,227 |
| Employer contributions (assets) at end of year | 2013-05-31 | $7,020,510 |
| Employer contributions (assets) at beginning of year | 2013-05-31 | $6,659,357 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $7,847,885 |
| Liabilities. Value of benefit claims payable at end of year | 2013-05-31 | $381,186 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-05-31 | $77,086 |
| Did the plan have assets held for investment | 2013-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Disclaimer |
| Accountancy firm name | 2013-05-31 | PLANTE MORAN LLC |
| Accountancy firm EIN | 2013-05-31 | 381357951 |
| 2012 : WIPFLI LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $77,387 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $4,395 |
| Total income from all sources (including contributions) | 2012-05-31 | $3,742,735 |
| Total loss/gain on sale of assets | 2012-05-31 | $0 |
| Total of all expenses incurred | 2012-05-31 | $5,806,406 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $5,556,131 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $13,045,992 |
| Value of total assets at end of year | 2012-05-31 | $149,004,578 |
| Value of total assets at beginning of year | 2012-05-31 | $150,995,257 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $250,275 |
| Total interest from all sources | 2012-05-31 | $34,671 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-05-31 | $3,397,837 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-05-31 | $3,397,837 |
| Administrative expenses professional fees incurred | 2012-05-31 | $81,115 |
| Was this plan covered by a fidelity bond | 2012-05-31 | Yes |
| Value of fidelity bond cover | 2012-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
| Contributions received from participants | 2012-05-31 | $5,627,465 |
| Participant contributions at end of year | 2012-05-31 | $952,434 |
| Participant contributions at beginning of year | 2012-05-31 | $844,095 |
| Assets. Other investments not covered elsewhere at end of year | 2012-05-31 | $3,556,115 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-05-31 | $4,068,048 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-05-31 | $759,170 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-05-31 | $226 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-05-31 | $2,920 |
| Other income not declared elsewhere | 2012-05-31 | $63,568 |
| Administrative expenses (other) incurred | 2012-05-31 | $2,414 |
| Liabilities. Value of operating payables at end of year | 2012-05-31 | $75 |
| Liabilities. Value of operating payables at beginning of year | 2012-05-31 | $175 |
| Total non interest bearing cash at end of year | 2012-05-31 | $435,633 |
| Total non interest bearing cash at beginning of year | 2012-05-31 | $355,826 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Value of net income/loss | 2012-05-31 | $-2,063,671 |
| Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $148,927,191 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $150,990,862 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
| Investment advisory and management fees | 2012-05-31 | $166,746 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-05-31 | $127,836,489 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-31 | $129,247,499 |
| Interest on participant loans | 2012-05-31 | $33,698 |
| Value of interest in common/collective trusts at end of year | 2012-05-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2012-05-31 | $10,301,675 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-05-31 | $9,564,550 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-05-31 | $973 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-05-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-05-31 | $10,188 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-05-31 | $-12,911,102 |
| Net investment gain or loss from common/collective trusts | 2012-05-31 | $111,769 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
| Contributions received in cash from employer | 2012-05-31 | $6,659,357 |
| Employer contributions (assets) at end of year | 2012-05-31 | $6,659,357 |
| Employer contributions (assets) at beginning of year | 2012-05-31 | $6,167,926 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $5,556,131 |
| Liabilities. Value of benefit claims payable at end of year | 2012-05-31 | $77,086 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-05-31 | $1,300 |
| Did the plan have assets held for investment | 2012-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Disclaimer |
| Accountancy firm name | 2012-05-31 | PLANTE MORAN, LLC |
| Accountancy firm EIN | 2012-05-31 | 381357951 |
| 2011 : WIPFLI LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-05-31 | $0 |
| Total transfer of assets to this plan | 2011-05-31 | $15,529,691 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $4,395 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $13,541 |
| Total income from all sources (including contributions) | 2011-05-31 | $38,092,743 |
| Total loss/gain on sale of assets | 2011-05-31 | $0 |
| Total of all expenses incurred | 2011-05-31 | $9,535,993 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $9,265,865 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $11,355,992 |
| Value of total assets at end of year | 2011-05-31 | $150,995,257 |
| Value of total assets at beginning of year | 2011-05-31 | $106,917,962 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $270,128 |
| Total interest from all sources | 2011-05-31 | $62,439 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-05-31 | $3,066,623 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-05-31 | $3,066,623 |
| Assets. Real estate other than employer real property at beginning of year | 2011-05-31 | $0 |
| Administrative expenses professional fees incurred | 2011-05-31 | $86,231 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-05-31 | $0 |
| Was this plan covered by a fidelity bond | 2011-05-31 | Yes |
| Value of fidelity bond cover | 2011-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
| Contributions received from participants | 2011-05-31 | $4,985,860 |
| Participant contributions at end of year | 2011-05-31 | $844,095 |
| Participant contributions at beginning of year | 2011-05-31 | $498,406 |
| Participant contributions at beginning of year | 2011-05-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2011-05-31 | $4,068,048 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-05-31 | $1,994,620 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-05-31 | $201,696 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-05-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2011-05-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-05-31 | $2,920 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-05-31 | $9,241 |
| Other income not declared elsewhere | 2011-05-31 | $348,859 |
| Administrative expenses (other) incurred | 2011-05-31 | $4,246 |
| Liabilities. Value of operating payables at end of year | 2011-05-31 | $175 |
| Liabilities. Value of operating payables at beginning of year | 2011-05-31 | $0 |
| Total non interest bearing cash at end of year | 2011-05-31 | $355,826 |
| Total non interest bearing cash at beginning of year | 2011-05-31 | $579,479 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Value of net income/loss | 2011-05-31 | $28,556,750 |
| Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $150,990,862 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $106,904,421 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
| Assets. partnership/joint venture interests at beginning of year | 2011-05-31 | $0 |
| Investment advisory and management fees | 2011-05-31 | $179,651 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-31 | $129,247,499 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-31 | $91,738,544 |
| Interest on participant loans | 2011-05-31 | $33,070 |
| Value of interest in master investment trust accounts at beginning of year | 2011-05-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2011-05-31 | $10,301,675 |
| Value of interest in common/collective trusts at beginning of year | 2011-05-31 | $7,065,096 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-05-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-05-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-05-31 | $29,369 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-05-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-05-31 | $10,188 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-05-31 | $0 |
| Asset value of US Government securities at beginning of year | 2011-05-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-05-31 | $22,866,885 |
| Net investment gain or loss from common/collective trusts | 2011-05-31 | $391,945 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
| Assets. Invements in employer securities at beginning of year | 2011-05-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2011-05-31 | $0 |
| Contributions received in cash from employer | 2011-05-31 | $6,168,436 |
| Employer contributions (assets) at end of year | 2011-05-31 | $6,167,926 |
| Employer contributions (assets) at beginning of year | 2011-05-31 | $5,041,817 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $9,265,865 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-05-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-05-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-05-31 | $0 |
| Liabilities. Value of benefit claims payable at end of year | 2011-05-31 | $1,300 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-05-31 | $4,300 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-05-31 | $0 |
| Did the plan have assets held for investment | 2011-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2011-05-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Disclaimer |
| Accountancy firm name | 2011-05-31 | PLANTE & MORAN, LLC |
| Accountancy firm EIN | 2011-05-31 | 381357951 |
| 2010 : WIPFLI LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-05-31 | $0 |
| 2022: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Submission has been amended | No |
| 2022-06-01 | This submission is the final filing | No |
| 2022-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-06-01 | Plan is a collectively bargained plan | No |
| 2022-06-01 | Plan funding arrangement – Trust | Yes |
| 2022-06-01 | Plan benefit arrangement - Trust | Yes |
| 2021: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Submission has been amended | No |
| 2021-06-01 | This submission is the final filing | No |
| 2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-06-01 | Plan is a collectively bargained plan | No |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Submission has been amended | No |
| 2020-06-01 | This submission is the final filing | No |
| 2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-06-01 | Plan is a collectively bargained plan | No |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Submission has been amended | No |
| 2019-06-01 | This submission is the final filing | No |
| 2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-06-01 | Plan is a collectively bargained plan | No |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Submission has been amended | No |
| 2018-06-01 | This submission is the final filing | No |
| 2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-06-01 | Plan is a collectively bargained plan | No |
| 2018-06-01 | Plan funding arrangement – Trust | Yes |
| 2018-06-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Submission has been amended | No |
| 2017-06-01 | This submission is the final filing | No |
| 2017-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-06-01 | Plan is a collectively bargained plan | No |
| 2017-06-01 | Plan funding arrangement – Trust | Yes |
| 2017-06-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Submission has been amended | No |
| 2016-06-01 | This submission is the final filing | No |
| 2016-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-06-01 | Plan is a collectively bargained plan | No |
| 2016-06-01 | Plan funding arrangement – Trust | Yes |
| 2016-06-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Submission has been amended | No |
| 2015-06-01 | This submission is the final filing | No |
| 2015-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-06-01 | Plan is a collectively bargained plan | No |
| 2015-06-01 | Plan funding arrangement – Trust | Yes |
| 2015-06-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Submission has been amended | No |
| 2014-06-01 | This submission is the final filing | No |
| 2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-06-01 | Plan is a collectively bargained plan | No |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Submission has been amended | No |
| 2013-06-01 | This submission is the final filing | No |
| 2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-06-01 | Plan is a collectively bargained plan | No |
| 2013-06-01 | Plan funding arrangement – Trust | Yes |
| 2013-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Submission has been amended | No |
| 2012-06-01 | This submission is the final filing | No |
| 2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-06-01 | Plan is a collectively bargained plan | No |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Submission has been amended | No |
| 2011-06-01 | This submission is the final filing | No |
| 2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-06-01 | Plan is a collectively bargained plan | No |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WIPFLI LLP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | Submission has been amended | No |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-06-01 | Plan is a collectively bargained plan | No |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |