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EDSTROM, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameEDSTROM, INC. PROFIT SHARING PLAN
Plan identification number 001

EDSTROM, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:EDSTROM, INC.
Employer identification number (EIN):391136067
NAIC Classification:332300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDSTROM, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01CINDY WISHAU CINDY WISHAU2016-07-14
0012014-01-01CINDY WISHAU
0012013-01-01CINDY WISHAU
0012012-01-01CINDY WISHAU
0012011-01-01CINDY WISHAU
0012009-01-01CINDY WISHAU

Plan Statistics for EDSTROM, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for EDSTROM, INC. PROFIT SHARING PLAN

Measure Date Value
2015: EDSTROM, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01248
Total number of active participants reported on line 7a of the Form 55002015-01-01194
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01249
Number of participants with account balances2015-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: EDSTROM, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01259
Total number of active participants reported on line 7a of the Form 55002014-01-01194
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01248
Number of participants with account balances2014-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: EDSTROM, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01258
Total number of active participants reported on line 7a of the Form 55002013-01-01211
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01259
Number of participants with account balances2013-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EDSTROM, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01280
Total number of active participants reported on line 7a of the Form 55002012-01-01211
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01258
Number of participants with account balances2012-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: EDSTROM, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01284
Total number of active participants reported on line 7a of the Form 55002011-01-01226
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01280
Number of participants with account balances2011-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: EDSTROM, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01258
Total number of active participants reported on line 7a of the Form 55002009-01-01192
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01253
Number of participants with account balances2009-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on EDSTROM, INC. PROFIT SHARING PLAN

Measure Date Value
2015 : EDSTROM, INC. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,708,749
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,949,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,940,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,741,077
Value of total assets at end of year2015-12-31$29,792,050
Value of total assets at beginning of year2015-12-31$32,032,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,029
Total interest from all sources2015-12-31$13,799
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,435,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,435,788
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,056,077
Participant contributions at end of year2015-12-31$298,543
Participant contributions at beginning of year2015-12-31$306,259
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,595
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$86
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other income not declared elsewhere2015-12-31$87
Administrative expenses (other) incurred2015-12-31$9,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,240,385
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,792,050
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,032,435
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$25,041,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,492,357
Interest on participant loans2015-12-31$13,799
Value of interest in common/collective trusts at end of year2015-12-31$3,769,320
Value of interest in common/collective trusts at beginning of year2015-12-31$3,753,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,552,872
Net investment gain or loss from common/collective trusts2015-12-31$70,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$682,405
Employer contributions (assets) at end of year2015-12-31$682,405
Employer contributions (assets) at beginning of year2015-12-31$479,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,940,019
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
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 name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : EDSTROM, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,592
Total income from all sources (including contributions)2014-12-31$4,148,478
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,398,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,389,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,595,437
Value of total assets at end of year2014-12-31$32,032,435
Value of total assets at beginning of year2014-12-31$30,285,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,481
Total interest from all sources2014-12-31$14,535
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,306,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,306,442
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,077,626
Participant contributions at end of year2014-12-31$306,259
Participant contributions at beginning of year2014-12-31$313,027
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$37,901
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,592
Other income not declared elsewhere2014-12-31$86
Administrative expenses (other) incurred2014-12-31$9,481
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$1,749,660
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,032,435
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,282,775
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$27,492,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,776,915
Interest on participant loans2014-12-31$14,535
Value of interest in common/collective trusts at end of year2014-12-31$3,753,909
Value of interest in common/collective trusts at beginning of year2014-12-31$3,830,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,161,917
Net investment gain or loss from common/collective trusts2014-12-31$70,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$479,910
Employer contributions (assets) at end of year2014-12-31$479,910
Employer contributions (assets) at beginning of year2014-12-31$364,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,389,337
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : EDSTROM, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,592
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,263
Total income from all sources (including contributions)2013-12-31$6,591,518
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,642,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,629,722
Value of total corrective distributions2013-12-31$2,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,452,951
Value of total assets at end of year2013-12-31$30,285,367
Value of total assets at beginning of year2013-12-31$25,350,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,744
Total interest from all sources2013-12-31$13,998
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$782,155
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$782,155
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,085,063
Participant contributions at end of year2013-12-31$313,027
Participant contributions at beginning of year2013-12-31$314,524
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$17,263
Other income not declared elsewhere2013-12-31$1,558
Administrative expenses (other) incurred2013-12-31$9,744
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$4,949,460
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,282,775
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,333,315
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$25,776,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,237,264
Interest on participant loans2013-12-31$13,998
Value of interest in common/collective trusts at end of year2013-12-31$3,830,524
Value of interest in common/collective trusts at beginning of year2013-12-31$4,357,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,272,029
Net investment gain or loss from common/collective trusts2013-12-31$68,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$364,901
Employer contributions (assets) at end of year2013-12-31$364,901
Employer contributions (assets) at beginning of year2013-12-31$441,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,629,722
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : EDSTROM, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,144,290
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,526,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,499,275
Value of total corrective distributions2012-12-31$17,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,629,368
Value of total assets at end of year2012-12-31$25,350,578
Value of total assets at beginning of year2012-12-31$22,715,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,897
Total interest from all sources2012-12-31$11,842
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$471,100
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$471,100
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,068,443
Participant contributions at end of year2012-12-31$314,524
Participant contributions at beginning of year2012-12-31$240,542
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$119,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$17,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$1
Administrative expenses (other) incurred2012-12-31$9,897
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$2,617,855
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,333,315
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,715,460
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$20,237,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,781,532
Interest on participant loans2012-12-31$11,842
Value of interest in common/collective trusts at end of year2012-12-31$4,357,230
Value of interest in common/collective trusts at beginning of year2012-12-31$4,081,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,934,702
Net investment gain or loss from common/collective trusts2012-12-31$97,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$441,560
Employer contributions (assets) at end of year2012-12-31$441,560
Employer contributions (assets) at beginning of year2012-12-31$611,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,499,275
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : EDSTROM, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,310
Total income from all sources (including contributions)2011-12-31$1,869,074
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,209,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,199,033
Value of total corrective distributions2011-12-31$44
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,736,261
Value of total assets at end of year2011-12-31$22,715,460
Value of total assets at beginning of year2011-12-31$22,067,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,361
Total interest from all sources2011-12-31$13,345
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$456,622
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$456,622
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,074,859
Participant contributions at end of year2011-12-31$240,542
Participant contributions at beginning of year2011-12-31$322,154
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$49,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$11,310
Other income not declared elsewhere2011-12-31$101,987
Administrative expenses (other) incurred2011-12-31$10,361
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$659,636
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,715,460
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,055,824
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$17,781,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,274,358
Interest on participant loans2011-12-31$13,345
Value of interest in common/collective trusts at end of year2011-12-31$4,081,782
Value of interest in common/collective trusts at beginning of year2011-12-31$3,697,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-553,008
Net investment gain or loss from common/collective trusts2011-12-31$113,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$611,604
Employer contributions (assets) at end of year2011-12-31$611,604
Employer contributions (assets) at beginning of year2011-12-31$772,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,199,033
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : EDSTROM, INC. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,310
Total income from all sources (including contributions)2010-12-31$3,925,267
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$930,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$910,889
Value of total corrective distributions2010-12-31$13,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,793,531
Value of total assets at end of year2010-12-31$22,067,134
Value of total assets at beginning of year2010-12-31$19,072,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,454
Total interest from all sources2010-12-31$16,384
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$347,722
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$347,722
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$825,943
Participant contributions at end of year2010-12-31$322,154
Participant contributions at beginning of year2010-12-31$319,025
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$194,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$11,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$11,310
Administrative expenses (other) incurred2010-12-31$6,454
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$2,994,312
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,055,824
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,061,512
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$17,274,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,943,690
Interest on participant loans2010-12-31$16,384
Value of interest in common/collective trusts at end of year2010-12-31$3,697,965
Value of interest in common/collective trusts at beginning of year2010-12-31$3,475,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,736,236
Net investment gain or loss from common/collective trusts2010-12-31$31,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$772,657
Employer contributions (assets) at end of year2010-12-31$772,657
Employer contributions (assets) at beginning of year2010-12-31$334,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$910,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449

Form 5500 Responses for EDSTROM, INC. PROFIT SHARING PLAN

2015: EDSTROM, INC. PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EDSTROM, INC. PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDSTROM, INC. PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDSTROM, INC. PROFIT SHARING 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDSTROM, INC. PROFIT SHARING 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EDSTROM, INC. PROFIT SHARING 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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