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WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 401k Plan overview

Plan NameWAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN
Plan identification number 001

WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:WAUPACA FOUNDRY, INC.
Employer identification number (EIN):390880924
NAIC Classification:331500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KIRK KALLIO
0012016-01-01JOEY LEONARD
0012015-01-01JOEY LEONARD
0012014-01-01JOEY D. LEONARD
0012013-01-01JOEY LEONARD
0012012-01-01JOEY D. LEONARD JOEY D. LEONARD2013-10-09
0012011-01-01JOEY LEONARD
0012009-01-01JUERGEN ZIRNSTEIN

Plan Statistics for WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN

401k plan membership statisitcs for WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN

Measure Date Value
2022: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,669
Total number of active participants reported on line 7a of the Form 55002022-01-013,317
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01867
Total of all active and inactive participants2022-01-014,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0126
Total participants2022-01-014,210
Number of participants with account balances2022-01-014,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01301
2021: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,925
Total number of active participants reported on line 7a of the Form 55002021-01-013,952
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01602
Total of all active and inactive participants2021-01-014,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0125
Total participants2021-01-014,579
Number of participants with account balances2021-01-014,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01201
2020: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,104
Total number of active participants reported on line 7a of the Form 55002020-01-014,003
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01717
Total of all active and inactive participants2020-01-014,720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0129
Total participants2020-01-014,749
Number of participants with account balances2020-01-014,579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01157
2019: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,010
Total number of active participants reported on line 7a of the Form 55002019-01-014,436
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01658
Total of all active and inactive participants2019-01-015,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0130
Total participants2019-01-015,124
Number of participants with account balances2019-01-014,983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0171
2018: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,663
Total number of active participants reported on line 7a of the Form 55002018-01-014,427
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01555
Total of all active and inactive participants2018-01-014,982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0128
Total participants2018-01-015,010
Number of participants with account balances2018-01-014,843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0178
2017: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,308
Total number of active participants reported on line 7a of the Form 55002017-01-014,119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01518
Total of all active and inactive participants2017-01-014,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0126
Total participants2017-01-014,663
Number of participants with account balances2017-01-014,512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0166
2016: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,378
Total number of active participants reported on line 7a of the Form 55002016-01-013,827
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01458
Total of all active and inactive participants2016-01-014,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0123
Total participants2016-01-014,308
Number of participants with account balances2016-01-014,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0179
2015: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,316
Total number of active participants reported on line 7a of the Form 55002015-01-014,007
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01342
Total of all active and inactive participants2015-01-014,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0128
Total participants2015-01-014,377
Number of participants with account balances2015-01-014,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01108
2014: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,022
Total number of active participants reported on line 7a of the Form 55002014-01-013,967
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01319
Total of all active and inactive participants2014-01-014,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0130
Total participants2014-01-014,316
Number of participants with account balances2014-01-013,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01130
2013: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,187
Total number of active participants reported on line 7a of the Form 55002013-01-013,726
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01177
Total of all active and inactive participants2013-01-013,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118
Total participants2013-01-013,921
Number of participants with account balances2013-01-013,125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0135
2012: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,929
Total number of active participants reported on line 7a of the Form 55002012-01-013,984
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01146
Total of all active and inactive participants2012-01-014,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0118
Total participants2012-01-014,148
Number of participants with account balances2012-01-012,789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,983
Total number of active participants reported on line 7a of the Form 55002011-01-013,595
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01268
Total of all active and inactive participants2011-01-013,863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0113
Total participants2011-01-013,876
Number of participants with account balances2011-01-012,783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2009: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,499
Total number of active participants reported on line 7a of the Form 55002009-01-012,705
Number of retired or separated participants receiving benefits2009-01-0126
Number of other retired or separated participants entitled to future benefits2009-01-01197
Total of all active and inactive participants2009-01-012,928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-012,938
Number of participants with account balances2009-01-012,851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01301

Financial Data on WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN

Measure Date Value
2022 : WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-4,938,107
Total unrealized appreciation/depreciation of assets2022-12-31$-4,938,107
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$819,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$772,802
Total income from all sources (including contributions)2022-12-31$-39,482,175
Total loss/gain on sale of assets2022-12-31$-1,227,506
Total of all expenses incurred2022-12-31$65,348,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$64,787,226
Expenses. Certain deemed distributions of participant loans2022-12-31$976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$38,559,644
Value of total assets at end of year2022-12-31$506,297,750
Value of total assets at beginning of year2022-12-31$611,081,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$560,256
Total interest from all sources2022-12-31$1,747,876
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,083,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,083,171
Administrative expenses professional fees incurred2022-12-31$32,300
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$23,722,857
Participant contributions at end of year2022-12-31$6,413,393
Participant contributions at beginning of year2022-12-31$6,146,072
Participant contributions at end of year2022-12-31$179,331
Participant contributions at beginning of year2022-12-31$33,012
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$532,312
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,491
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$392,817
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$274,351
Other income not declared elsewhere2022-12-31$155,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-104,830,633
Value of net assets at end of year (total assets less liabilities)2022-12-31$505,477,763
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$610,308,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$425,812,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$522,480,146
Interest on participant loans2022-12-31$304,261
Income. Interest from US Government securities2022-12-31$408,230
Income. Interest from corporate debt instruments2022-12-31$1,021,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,465,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$10,270,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$10,270,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$14,014
Asset value of US Government securities at end of year2022-12-31$24,977,096
Asset value of US Government securities at beginning of year2022-12-31$27,113,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-81,862,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$14,304,475
Employer contributions (assets) at end of year2022-12-31$14,304,475
Employer contributions (assets) at beginning of year2022-12-31$15,452,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$64,784,735
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$26,752,736
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$29,311,283
Contract administrator fees2022-12-31$526,053
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$6,971,381
Aggregate carrying amount (costs) on sale of assets2022-12-31$8,198,887
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$819,987
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$772,802
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,652,854
Total unrealized appreciation/depreciation of assets2021-12-31$-1,652,854
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$772,802
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$897,898
Total income from all sources (including contributions)2021-12-31$101,042,501
Total loss/gain on sale of assets2021-12-31$-479,942
Total of all expenses incurred2021-12-31$63,108,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$62,482,452
Expenses. Certain deemed distributions of participant loans2021-12-31$2,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$37,729,867
Value of total assets at end of year2021-12-31$611,081,198
Value of total assets at beginning of year2021-12-31$573,272,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$623,384
Total interest from all sources2021-12-31$1,824,273
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,791,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,791,847
Administrative expenses professional fees incurred2021-12-31$2,091
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$22,090,060
Participant contributions at end of year2021-12-31$6,146,072
Participant contributions at beginning of year2021-12-31$6,619,520
Participant contributions at end of year2021-12-31$33,012
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$578,756
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$922
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$274,351
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$317,637
Other income not declared elsewhere2021-12-31$60,530
Administrative expenses (other) incurred2021-12-31$242,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$37,933,989
Value of net assets at end of year (total assets less liabilities)2021-12-31$610,308,396
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$572,374,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$522,480,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$484,505,663
Interest on participant loans2021-12-31$350,293
Income. Interest from US Government securities2021-12-31$521,113
Income. Interest from corporate debt instruments2021-12-31$952,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$10,270,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$10,767,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$10,767,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$635
Asset value of US Government securities at end of year2021-12-31$27,113,513
Asset value of US Government securities at beginning of year2021-12-31$27,280,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$56,768,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$15,061,051
Employer contributions (assets) at end of year2021-12-31$15,452,359
Employer contributions (assets) at beginning of year2021-12-31$13,168,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$62,481,530
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$29,311,283
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$30,612,337
Contract administrator fees2021-12-31$378,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$12,762,744
Aggregate carrying amount (costs) on sale of assets2021-12-31$13,242,686
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$772,802
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$897,898
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2021-12-31410746749
2020 : WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,914,448
Total unrealized appreciation/depreciation of assets2020-12-31$1,914,448
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$897,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$628,776
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$104,720,517
Total loss/gain on sale of assets2020-12-31$667,872
Total of all expenses incurred2020-12-31$108,324,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$106,860,436
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$865,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$30,300,454
Value of total assets at end of year2020-12-31$573,272,305
Value of total assets at beginning of year2020-12-31$576,607,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$598,464
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$1,946,729
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,044,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,044,535
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$17,590,065
Participant contributions at end of year2020-12-31$6,619,520
Participant contributions at beginning of year2020-12-31$8,315,546
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$47,209
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$317,637
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$323,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$121,628
Administrative expenses (other) incurred2020-12-31$598,464
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-3,604,324
Value of net assets at end of year (total assets less liabilities)2020-12-31$572,374,407
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$575,978,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$484,505,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$480,351,296
Interest on participant loans2020-12-31$423,822
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$539,070
Income. Interest from corporate debt instruments2020-12-31$963,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$10,767,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$19,511,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$19,511,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$20,071
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$27,280,412
Asset value of US Government securities at beginning of year2020-12-31$26,605,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$61,724,851
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$12,663,180
Employer contributions (assets) at end of year2020-12-31$13,168,994
Employer contributions (assets) at beginning of year2020-12-31$15,519,155
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$106,860,436
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$30,612,337
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$25,980,609
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,665,801
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,997,929
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$897,898
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$628,776
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,078,347
Total unrealized appreciation/depreciation of assets2019-12-31$2,078,347
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$628,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,079,655
Total income from all sources (including contributions)2019-12-31$129,054,751
Total loss/gain on sale of assets2019-12-31$204,172
Total of all expenses incurred2019-12-31$44,783,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$43,372,621
Value of total corrective distributions2019-12-31$536,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$31,163,305
Value of total assets at end of year2019-12-31$576,607,507
Value of total assets at beginning of year2019-12-31$492,786,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$874,304
Total interest from all sources2019-12-31$1,999,038
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,905,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,905,566
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$18,660,974
Participant contributions at end of year2019-12-31$8,315,546
Participant contributions at beginning of year2019-12-31$6,973,131
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$34,390
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$363,622
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$323,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$359,136
Other income not declared elsewhere2019-12-31$195,881
Administrative expenses (other) incurred2019-12-31$874,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$84,271,738
Value of net assets at end of year (total assets less liabilities)2019-12-31$575,978,731
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$491,706,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$480,351,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$402,635,667
Interest on participant loans2019-12-31$422,261
Income. Interest from US Government securities2019-12-31$577,965
Income. Interest from corporate debt instruments2019-12-31$908,439
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$19,511,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$16,464,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$16,464,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$90,373
Asset value of US Government securities at end of year2019-12-31$26,605,550
Asset value of US Government securities at beginning of year2019-12-31$25,664,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$84,508,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$12,138,709
Employer contributions (assets) at end of year2019-12-31$15,519,155
Employer contributions (assets) at beginning of year2019-12-31$16,552,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,372,621
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$25,980,609
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$24,103,198
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$14,929,343
Aggregate carrying amount (costs) on sale of assets2019-12-31$14,725,171
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$628,776
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$1,079,655
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-856,555
Total unrealized appreciation/depreciation of assets2018-12-31$-856,555
Total transfer of assets to this plan2018-12-31$6,934,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,079,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$386,968
Total income from all sources (including contributions)2018-12-31$7,112,377
Total loss/gain on sale of assets2018-12-31$-273,814
Total of all expenses incurred2018-12-31$40,916,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$39,622,628
Expenses. Certain deemed distributions of participant loans2018-12-31$488,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$33,353,238
Value of total assets at end of year2018-12-31$492,786,648
Value of total assets at beginning of year2018-12-31$518,964,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$806,178
Total interest from all sources2018-12-31$1,923,291
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,775,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,775,399
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$16,560,244
Participant contributions at end of year2018-12-31$6,973,131
Participant contributions at beginning of year2018-12-31$5,571,470
Assets. Other investments not covered elsewhere at end of year2018-12-31$34,390
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$44,850
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$153,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$359,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$390,870
Other income not declared elsewhere2018-12-31$108,632
Administrative expenses (other) incurred2018-12-31$806,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-33,804,544
Value of net assets at end of year (total assets less liabilities)2018-12-31$491,706,993
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$518,577,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$402,635,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$429,821,983
Interest on participant loans2018-12-31$306,630
Income. Interest from US Government securities2018-12-31$624,107
Income. Interest from corporate debt instruments2018-12-31$915,204
Value of interest in common/collective trusts at end of year2018-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$16,464,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$18,345,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$18,345,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$77,350
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$79
Asset value of US Government securities at end of year2018-12-31$25,664,489
Asset value of US Government securities at beginning of year2018-12-31$22,868,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-34,917,993
Net investment gain or loss from common/collective trusts2018-12-31$179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$16,639,904
Employer contributions (assets) at end of year2018-12-31$16,552,490
Employer contributions (assets) at beginning of year2018-12-31$16,099,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$39,622,549
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$24,103,198
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$25,821,299
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$13,645,352
Aggregate carrying amount (costs) on sale of assets2018-12-31$13,919,166
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$1,079,655
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$386,968
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,206
Total unrealized appreciation/depreciation of assets2017-12-31$1,206
Total transfer of assets to this plan2017-12-31$13,188,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$386,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$690,406
Total income from all sources (including contributions)2017-12-31$95,927,907
Total loss/gain on sale of assets2017-12-31$265,932
Total of all expenses incurred2017-12-31$38,141,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$36,985,458
Expenses. Certain deemed distributions of participant loans2017-12-31$290,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$30,182,060
Value of total assets at end of year2017-12-31$518,964,045
Value of total assets at beginning of year2017-12-31$448,292,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$865,629
Total interest from all sources2017-12-31$1,821,228
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,662,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,566,332
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$13,772,502
Participant contributions at end of year2017-12-31$5,571,470
Participant contributions at beginning of year2017-12-31$5,057,171
Assets. Other investments not covered elsewhere at end of year2017-12-31$44,850
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$61,081
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$309,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$390,870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$369,015
Other income not declared elsewhere2017-12-31$124,680
Administrative expenses (other) incurred2017-12-31$865,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$57,786,803
Value of net assets at end of year (total assets less liabilities)2017-12-31$518,577,077
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$447,601,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$429,821,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$349,798,827
Interest on participant loans2017-12-31$247,763
Income. Interest from US Government securities2017-12-31$577,820
Income. Interest from corporate debt instruments2017-12-31$961,517
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$18,345,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$12,724,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$12,724,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$34,128
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$196
Asset value of US Government securities at end of year2017-12-31$22,868,370
Asset value of US Government securities at beginning of year2017-12-31$18,145,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$56,870,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$16,099,728
Employer contributions (assets) at end of year2017-12-31$16,099,728
Employer contributions (assets) at beginning of year2017-12-31$15,045,989
Income. Dividends from common stock2017-12-31$95,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$36,985,262
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$25,821,299
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$23,985,439
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$23,104,735
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$38,854,989
Aggregate carrying amount (costs) on sale of assets2017-12-31$38,589,057
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$386,968
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$690,406
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHENCK S.C.
Accountancy firm EIN2017-12-31391173131
2016 : WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,377,943
Total unrealized appreciation/depreciation of assets2016-12-31$3,377,943
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$690,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$655,368
Total income from all sources (including contributions)2016-12-31$58,761,542
Total loss/gain on sale of assets2016-12-31$333,466
Total of all expenses incurred2016-12-31$23,526,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$22,614,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$26,478,945
Value of total assets at end of year2016-12-31$448,292,397
Value of total assets at beginning of year2016-12-31$413,022,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$911,345
Total interest from all sources2016-12-31$1,627,988
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,306,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,041,494
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$11,201,809
Participant contributions at end of year2016-12-31$5,057,171
Participant contributions at beginning of year2016-12-31$5,018,573
Assets. Other investments not covered elsewhere at end of year2016-12-31$61,081
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$59,396
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$231,146
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$369,015
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$366,970
Other income not declared elsewhere2016-12-31$117,848
Administrative expenses (other) incurred2016-12-31$911,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$35,235,203
Value of net assets at end of year (total assets less liabilities)2016-12-31$447,601,991
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$412,366,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$349,798,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$308,521,072
Interest on participant loans2016-12-31$217,352
Income. Interest from US Government securities2016-12-31$492,038
Income. Interest from corporate debt instruments2016-12-31$907,182
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$13,232,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$12,724,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,758,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,758,523
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11,416
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$408
Asset value of US Government securities at end of year2016-12-31$18,145,142
Asset value of US Government securities at beginning of year2016-12-31$17,365,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$19,328,929
Net investment gain or loss from common/collective trusts2016-12-31$1,189,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$15,045,990
Employer contributions (assets) at end of year2016-12-31$15,045,989
Employer contributions (assets) at beginning of year2016-12-31$14,893,509
Income. Dividends from common stock2016-12-31$265,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$22,614,586
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$23,985,439
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$21,306,948
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$23,104,735
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$19,499,439
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$19,167,613
Aggregate carrying amount (costs) on sale of assets2016-12-31$18,834,147
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$690,406
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$655,368
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHENCK S.C.
Accountancy firm EIN2016-12-31391173131
2015 : WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,780,705
Total unrealized appreciation/depreciation of assets2015-12-31$-1,780,705
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$655,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$499,198
Total income from all sources (including contributions)2015-12-31$22,219,146
Total loss/gain on sale of assets2015-12-31$-445,399
Total of all expenses incurred2015-12-31$30,984,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$29,826,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$24,988,095
Value of total assets at end of year2015-12-31$413,022,156
Value of total assets at beginning of year2015-12-31$421,631,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,157,341
Total interest from all sources2015-12-31$1,597,103
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,458,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,192,629
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,907,937
Participant contributions at end of year2015-12-31$5,018,573
Participant contributions at beginning of year2015-12-31$4,764,587
Participant contributions at beginning of year2015-12-31$214,262
Assets. Other investments not covered elsewhere at end of year2015-12-31$59,396
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$57,636
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$186,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$366,970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$426,595
Other income not declared elsewhere2015-12-31$123,013
Administrative expenses (other) incurred2015-12-31$1,157,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,765,143
Value of net assets at end of year (total assets less liabilities)2015-12-31$412,366,788
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$421,131,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$308,521,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$313,661,268
Interest on participant loans2015-12-31$214,027
Income. Interest from US Government securities2015-12-31$484,579
Income. Interest from corporate debt instruments2015-12-31$895,776
Value of interest in common/collective trusts at end of year2015-12-31$13,232,631
Value of interest in common/collective trusts at beginning of year2015-12-31$12,866,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,758,523
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12,770,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12,770,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,721
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$496
Asset value of US Government securities at end of year2015-12-31$17,365,095
Asset value of US Government securities at beginning of year2015-12-31$19,996,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,738,271
Net investment gain or loss from common/collective trusts2015-12-31$16,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,893,510
Employer contributions (assets) at end of year2015-12-31$14,893,509
Employer contributions (assets) at beginning of year2015-12-31$14,455,512
Income. Dividends from common stock2015-12-31$266,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$29,826,452
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$21,306,948
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$20,359,970
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$19,499,439
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$22,058,019
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$23,193,825
Aggregate carrying amount (costs) on sale of assets2015-12-31$23,639,224
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$655,368
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$499,198
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHENCK S.C.
Accountancy firm EIN2015-12-31391173131
2014 : WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,004,743
Total unrealized appreciation/depreciation of assets2014-12-31$1,004,743
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$499,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$502,513
Total income from all sources (including contributions)2014-12-31$45,763,994
Total loss/gain on sale of assets2014-12-31$217,697
Total of all expenses incurred2014-12-31$25,382,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$24,453,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$23,518,101
Value of total assets at end of year2014-12-31$421,631,129
Value of total assets at beginning of year2014-12-31$401,252,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$928,780
Total interest from all sources2014-12-31$1,581,679
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,232,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,023,161
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,884,582
Participant contributions at end of year2014-12-31$4,764,587
Participant contributions at beginning of year2014-12-31$3,686,585
Participant contributions at end of year2014-12-31$214,262
Assets. Other investments not covered elsewhere at end of year2014-12-31$57,636
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$55,844
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$178,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$426,595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$340,463
Other income not declared elsewhere2014-12-31$134,231
Administrative expenses (other) incurred2014-12-31$928,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$20,381,863
Value of net assets at end of year (total assets less liabilities)2014-12-31$421,131,931
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$400,750,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$313,661,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$300,046,006
Interest on participant loans2014-12-31$183,090
Income. Interest from US Government securities2014-12-31$520,721
Income. Interest from corporate debt instruments2014-12-31$877,469
Value of interest in common/collective trusts at end of year2014-12-31$12,866,166
Value of interest in common/collective trusts at beginning of year2014-12-31$13,717,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12,770,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,796,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,796,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$399
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$746
Asset value of US Government securities at end of year2014-12-31$19,996,148
Asset value of US Government securities at beginning of year2014-12-31$16,258,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$13,725,558
Net investment gain or loss from common/collective trusts2014-12-31$-650,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$14,455,513
Employer contributions (assets) at end of year2014-12-31$14,455,512
Employer contributions (assets) at beginning of year2014-12-31$16,733,881
Income. Dividends from common stock2014-12-31$209,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$24,452,605
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$20,359,970
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$16,085,121
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$22,058,019
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$20,533,162
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$19,613,480
Aggregate carrying amount (costs) on sale of assets2014-12-31$19,395,783
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$499,198
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$502,513
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SCHENCK S.C.
Accountancy firm EIN2014-12-31391173131
2013 : WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,478,350
Total unrealized appreciation/depreciation of assets2013-12-31$4,478,350
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$502,513
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$30,327
Total income from all sources (including contributions)2013-12-31$86,626,644
Total loss/gain on sale of assets2013-12-31$834,383
Total of all expenses incurred2013-12-31$21,262,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,529,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$23,893,930
Value of total assets at end of year2013-12-31$401,252,581
Value of total assets at beginning of year2013-12-31$335,416,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$732,583
Total interest from all sources2013-12-31$1,401,230
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,828,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,629,320
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,073,784
Participant contributions at end of year2013-12-31$3,686,585
Participant contributions at beginning of year2013-12-31$3,448,335
Assets. Other investments not covered elsewhere at end of year2013-12-31$55,844
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$69,928
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$86,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$340,463
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$314,375
Other income not declared elsewhere2013-12-31$168,347
Administrative expenses (other) incurred2013-12-31$732,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$65,364,304
Value of net assets at end of year (total assets less liabilities)2013-12-31$400,750,068
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$335,385,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$300,046,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$241,387,325
Interest on participant loans2013-12-31$152,324
Income. Interest from US Government securities2013-12-31$487,684
Income. Interest from corporate debt instruments2013-12-31$756,225
Value of interest in common/collective trusts at end of year2013-12-31$13,717,059
Value of interest in common/collective trusts at beginning of year2013-12-31$11,306,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,796,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$15,579,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$15,579,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,997
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$917
Asset value of US Government securities at end of year2013-12-31$16,258,073
Asset value of US Government securities at beginning of year2013-12-31$16,113,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$49,362,144
Net investment gain or loss from common/collective trusts2013-12-31$1,660,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$16,733,882
Employer contributions (assets) at end of year2013-12-31$16,733,881
Employer contributions (assets) at beginning of year2013-12-31$15,941,891
Income. Dividends from common stock2013-12-31$198,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,528,840
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$16,085,121
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$15,163,047
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$20,533,162
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$16,090,862
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$18,140,375
Aggregate carrying amount (costs) on sale of assets2013-12-31$17,305,992
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$502,513
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$30,327
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SCHENCK S.C.
Accountancy firm EIN2013-12-31391173131
2012 : WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,177,608
Total unrealized appreciation/depreciation of assets2012-12-31$2,177,608
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$30,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$489,934
Total income from all sources (including contributions)2012-12-31$59,544,679
Total loss/gain on sale of assets2012-12-31$488,301
Total of all expenses incurred2012-12-31$12,950,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,254,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,939,632
Value of total assets at end of year2012-12-31$335,416,091
Value of total assets at beginning of year2012-12-31$289,281,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$696,554
Total interest from all sources2012-12-31$1,499,517
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,458,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,256,491
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,984,539
Participant contributions at end of year2012-12-31$3,448,335
Participant contributions at beginning of year2012-12-31$2,909,598
Assets. Other investments not covered elsewhere at end of year2012-12-31$69,928
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$83,551
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,202
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$314,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$378,212
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$123,202
Administrative expenses (other) incurred2012-12-31$696,554
Total non interest bearing cash at beginning of year2012-12-31$185,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$46,594,099
Value of net assets at end of year (total assets less liabilities)2012-12-31$335,385,764
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$288,791,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$241,387,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$206,151,472
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$208,432
Income. Interest from US Government securities2012-12-31$481,865
Income. Interest from corporate debt instruments2012-12-31$806,348
Value of interest in common/collective trusts at end of year2012-12-31$11,306,823
Value of interest in common/collective trusts at beginning of year2012-12-31$8,852,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$15,579,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$13,945,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$13,945,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$16,113,656
Asset value of US Government securities at beginning of year2012-12-31$14,219,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$26,053,444
Net investment gain or loss from common/collective trusts2012-12-31$1,804,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$15,941,891
Employer contributions (assets) at end of year2012-12-31$15,941,891
Employer contributions (assets) at beginning of year2012-12-31$14,370,684
Income. Dividends from common stock2012-12-31$201,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,254,026
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$15,163,047
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$15,086,195
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$16,090,862
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$13,099,648
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$13,697,470
Aggregate carrying amount (costs) on sale of assets2012-12-31$13,209,169
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$30,327
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$489,934
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHENCK S.C.
Accountancy firm EIN2012-12-31391173131
2011 : WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-412,315
Total unrealized appreciation/depreciation of assets2011-12-31$-412,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$489,934
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$19,225,621
Total loss/gain on sale of assets2011-12-31$120,478
Total of all expenses incurred2011-12-31$16,240,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,745,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,346,692
Value of total assets at end of year2011-12-31$289,281,599
Value of total assets at beginning of year2011-12-31$285,806,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$494,863
Total interest from all sources2011-12-31$1,415,232
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,708,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,577,187
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,902,349
Participant contributions at end of year2011-12-31$2,909,598
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$83,551
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$93,066
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$73,660
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$378,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$385,992
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$3,008,403
Other income not declared elsewhere2011-12-31$95,855
Administrative expenses (other) incurred2011-12-31$494,863
Total non interest bearing cash at end of year2011-12-31$185,159
Total non interest bearing cash at beginning of year2011-12-31$2,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,985,463
Value of net assets at end of year (total assets less liabilities)2011-12-31$288,791,665
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$285,806,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$206,151,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$143,395,109
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$58,421,427
Income. Interest from loans (other than to participants)2011-12-31$32,693
Interest earned on other investments2011-12-31$7,521
Income. Interest from US Government securities2011-12-31$491,217
Income. Interest from corporate debt instruments2011-12-31$881,623
Value of interest in common/collective trusts at end of year2011-12-31$8,852,010
Value of interest in common/collective trusts at beginning of year2011-12-31$9,893,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$13,945,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,478,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,478,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,246,809
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,476
Asset value of US Government securities at end of year2011-12-31$14,219,764
Asset value of US Government securities at beginning of year2011-12-31$12,015,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,023,211
Net investment gain/loss from pooled separate accounts2011-12-31$1,015,329
Net investment gain or loss from common/collective trusts2011-12-31$-1,041,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$14,370,683
Employer contributions (assets) at end of year2011-12-31$14,370,684
Employer contributions (assets) at beginning of year2011-12-31$19,265,533
Income. Dividends from common stock2011-12-31$131,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,743,819
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$15,086,195
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$16,073,690
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$13,099,648
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$14,526,681
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$15,607,490
Aggregate carrying amount (costs) on sale of assets2011-12-31$15,487,012
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$489,934
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHENCK S.C.
Accountancy firm EIN2011-12-31391173131
2010 : WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,279,181
Total unrealized appreciation/depreciation of assets2010-12-31$4,279,181
Total transfer of assets to this plan2010-12-31$80,580,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,419
Total income from all sources (including contributions)2010-12-31$43,261,504
Total loss/gain on sale of assets2010-12-31$477,173
Total of all expenses incurred2010-12-31$13,860,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,342,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$19,268,898
Value of total assets at end of year2010-12-31$285,806,202
Value of total assets at beginning of year2010-12-31$175,832,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$518,169
Total interest from all sources2010-12-31$2,641,660
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,967,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,819,966
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$93,066
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$445,795
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$385,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$779,432
Assets. Loans (other than to participants) at end of year2010-12-31$3,008,403
Other income not declared elsewhere2010-12-31$27,941
Administrative expenses (other) incurred2010-12-31$518,169
Total non interest bearing cash at end of year2010-12-31$2,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$29,401,229
Value of net assets at end of year (total assets less liabilities)2010-12-31$285,806,202
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$175,824,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$143,395,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$70,672,191
Value of interest in pooled separate accounts at end of year2010-12-31$58,421,427
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$1,263,216
Income. Interest from corporate debt instruments2010-12-31$1,368,844
Value of interest in common/collective trusts at end of year2010-12-31$9,893,084
Value of interest in common/collective trusts at beginning of year2010-12-31$8,484,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,478,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,938,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,938,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,246,809
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,800
Asset value of US Government securities at end of year2010-12-31$12,015,597
Asset value of US Government securities at beginning of year2010-12-31$39,659,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,990,782
Net investment gain or loss from common/collective trusts2010-12-31$1,608,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$19,268,898
Employer contributions (assets) at end of year2010-12-31$19,265,533
Employer contributions (assets) at beginning of year2010-12-31$7,270,390
Income. Dividends from common stock2010-12-31$147,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,340,306
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$16,073,690
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$27,614,174
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$14,526,681
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$11,967,304
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$7,419
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$112,615,043
Aggregate carrying amount (costs) on sale of assets2010-12-31$112,137,870
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SCHENCK, S.C.
Accountancy firm EIN2010-12-31391173131
2009 : WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN

2022: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WAUPACA FOUNDRY, INC.CONSOLIDATED RETIRE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8482
Policy instance 1
Insurance contract or identification number8482
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8482
Policy instance 1
Insurance contract or identification number8482
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker organization code?3
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8482
Policy instance 1
Insurance contract or identification number8482
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8482
Policy instance 1
Insurance contract or identification number8482
Number of Individuals Covered7
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $42
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,276
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $42
Insurance broker organization code?3
Insurance broker nameJAMES OSBORNE
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8482
Policy instance 1
Insurance contract or identification number8482
Number of Individuals Covered7
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $42
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $42
Insurance broker organization code?3
Insurance broker nameJAMES OSBORNE
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8482
Policy instance 1
Insurance contract or identification number8482
Number of Individuals Covered7
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $42
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $42
Insurance broker organization code?3
Insurance broker nameJAMES OSBORNE
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8482
Policy instance 1
Insurance contract or identification number8482
Number of Individuals Covered7
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $42
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $42
Insurance broker organization code?3
Insurance broker nameJAMES OSBORNE
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8482
Policy instance 1
Insurance contract or identification number8482
Number of Individuals Covered10
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $52
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,602
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $52
Insurance broker organization code?3
Insurance broker nameJAMES OSBORNE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number414916
Policy instance 2
Insurance contract or identification number414916
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8482
Policy instance 1
Insurance contract or identification number8482
Number of Individuals Covered10
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $99
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,908
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number414916
Policy instance 2
Insurance contract or identification number414916
Number of Individuals Covered3391
Insurance policy start date2010-12-31
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8482
Policy instance 1
Insurance contract or identification number8482
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $47
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,596
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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