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APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan NameAPPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number 001

APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

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

Company Name:APPLETON MARINE, INC.
Employer identification number (EIN):391539140
NAIC Classification:336990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DILLON LARSON
0012018-01-01
0012017-01-01DILLON LARSON
0012016-01-01ANDRE VAN BELKOM
0012015-01-01ANDRE VAN BELKOM
0012014-01-01ANDRE VAN BELKOM
0012013-01-01ANDRE VANBELKOM ANDRE VANBELKOM2015-03-13
0012012-01-01ANDRE VANBELKOM ANDRE VANBELKOM2013-07-11
0012011-01-01ANDRE VANBELKOM ANDRE VANBELKOM2012-07-18
0012010-01-01ANDRE VANBELKOM ANDRE VANBELKOM2011-07-21
0012009-02-01ANDRE VAN BELKOM ANDRE VAN BELKOM2010-10-08

Plan Statistics for APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2023: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-0141
Total number of active participants reported on line 7a of the Form 55002023-01-0134
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-013
Total of all active and inactive participants2023-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0137
Number of participants with account balances2023-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0144
Total number of active participants reported on line 7a of the Form 55002022-01-0138
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0142
Number of participants with account balances2022-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0144
Total number of active participants reported on line 7a of the Form 55002021-01-0141
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0144
Number of participants with account balances2021-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0142
Total number of active participants reported on line 7a of the Form 55002020-01-0141
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0142
Number of participants with account balances2020-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0141
Total number of active participants reported on line 7a of the Form 55002019-01-0137
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0139
Number of participants with account balances2019-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0144
Total number of active participants reported on line 7a of the Form 55002018-01-0136
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0139
Number of participants with account balances2018-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0146
Total number of active participants reported on line 7a of the Form 55002017-01-0141
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0143
Number of participants with account balances2017-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0145
Total number of active participants reported on line 7a of the Form 55002016-01-0141
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0142
Number of participants with account balances2016-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0147
Total number of active participants reported on line 7a of the Form 55002015-01-0141
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0145
Number of participants with account balances2015-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0143
Total number of active participants reported on line 7a of the Form 55002014-01-0144
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0146
Number of participants with account balances2014-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0142
Total number of active participants reported on line 7a of the Form 55002013-01-0137
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0143
Number of participants with account balances2013-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0144
Total number of active participants reported on line 7a of the Form 55002012-01-0137
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0140
Number of participants with account balances2012-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0142
Total number of active participants reported on line 7a of the Form 55002011-01-0137
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0141
Number of participants with account balances2011-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0138
Total number of active participants reported on line 7a of the Form 55002010-01-0139
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0141
Number of participants with account balances2010-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-02-0138
Total number of active participants reported on line 7a of the Form 55002009-02-0136
Number of retired or separated participants receiving benefits2009-02-011
Number of other retired or separated participants entitled to future benefits2009-02-011
Total of all active and inactive participants2009-02-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-0138
Number of participants with account balances2009-02-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-011

Financial Data on APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2023 : APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k financial data
Total income from all sources2023-12-31$2,144,620
Expenses. Total of all expenses incurred2023-12-31$881,874
Benefits paid (including direct rollovers)2023-12-31$881,844
Total plan assets at end of year2023-12-31$19,552,936
Total plan assets at beginning of year2023-12-31$18,290,190
Value of fidelity bond covering the plan2023-12-31$1,000,000
Other income received2023-12-31$1,600,604
Net income (gross income less expenses)2023-12-31$1,262,746
Net plan assets at end of year (total assets less liabilities)2023-12-31$19,552,936
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$18,290,190
Assets. Value of employer securities2023-12-31$6,433,522
Total contributions received or receivable from employer(s)2023-12-31$544,016
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$30
2022 : APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$3,406,467
Expenses. Total of all expenses incurred2022-12-31$1,342,173
Benefits paid (including direct rollovers)2022-12-31$1,342,173
Total plan assets at end of year2022-12-31$18,290,190
Total plan assets at beginning of year2022-12-31$16,225,896
Value of fidelity bond covering the plan2022-12-31$1,000,000
Other income received2022-12-31$2,882,911
Net income (gross income less expenses)2022-12-31$2,064,294
Net plan assets at end of year (total assets less liabilities)2022-12-31$18,290,190
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$16,225,896
Assets. Value of employer securities2022-12-31$7,655,597
Total contributions received or receivable from employer(s)2022-12-31$523,556
2021 : APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,257,290
Expenses. Total of all expenses incurred2021-12-31$171
Benefits paid (including direct rollovers)2021-12-31$169
Total plan assets at end of year2021-12-31$16,225,896
Total plan assets at beginning of year2021-12-31$13,968,777
Value of fidelity bond covering the plan2021-12-31$1,000,000
Other income received2021-12-31$1,710,683
Net income (gross income less expenses)2021-12-31$2,257,119
Net plan assets at end of year (total assets less liabilities)2021-12-31$16,225,896
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$13,968,777
Assets. Value of employer securities2021-12-31$7,100,511
Total contributions received or receivable from employer(s)2021-12-31$546,607
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$20,163
Total income from all sources2020-12-31$4,574,952
Expenses. Total of all expenses incurred2020-12-31$287,453
Benefits paid (including direct rollovers)2020-12-31$285,094
Total plan assets at end of year2020-12-31$13,968,777
Total plan assets at beginning of year2020-12-31$9,701,441
Value of fidelity bond covering the plan2020-12-31$1,000,000
Other income received2020-12-31$4,052,123
Net income (gross income less expenses)2020-12-31$4,287,499
Net plan assets at end of year (total assets less liabilities)2020-12-31$13,968,777
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$9,681,278
Assets. Value of employer securities2020-12-31$7,050,434
Total contributions received or receivable from employer(s)2020-12-31$522,829
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,359
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$20,163
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,420,403
Expenses. Total of all expenses incurred2019-12-31$984,616
Benefits paid (including direct rollovers)2019-12-31$984,604
Total plan assets at end of year2019-12-31$9,701,441
Total plan assets at beginning of year2019-12-31$8,245,491
Value of fidelity bond covering the plan2019-12-31$1,000,000
Other income received2019-12-31$1,936,360
Net income (gross income less expenses)2019-12-31$1,435,787
Net plan assets at end of year (total assets less liabilities)2019-12-31$9,681,278
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,245,491
Assets. Value of employer securities2019-12-31$6,564,429
Total contributions received or receivable from employer(s)2019-12-31$484,043
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$12
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$1,549,730
Expenses. Total of all expenses incurred2018-12-31$899,833
Benefits paid (including direct rollovers)2018-12-31$899,666
Total plan assets at end of year2018-12-31$8,284,227
Total plan assets at beginning of year2018-12-31$7,634,330
Value of fidelity bond covering the plan2018-12-31$1,000,000
Other income received2018-12-31$1,069,730
Net income (gross income less expenses)2018-12-31$649,897
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,284,227
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,634,330
Assets. Value of employer securities2018-12-31$6,564,429
Total contributions received or receivable from employer(s)2018-12-31$480,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$167
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,857,783
Expenses. Total of all expenses incurred2017-12-31$1,143,437
Benefits paid (including direct rollovers)2017-12-31$954,213
Total plan assets at end of year2017-12-31$7,634,330
Total plan assets at beginning of year2017-12-31$6,919,984
Value of fidelity bond covering the plan2017-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$188,487
Other income received2017-12-31$1,347,738
Net income (gross income less expenses)2017-12-31$714,346
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,634,330
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,919,984
Assets. Value of employer securities2017-12-31$5,430,769
Total contributions received or receivable from employer(s)2017-12-31$510,045
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$737
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$18,249
Total income from all sources2016-12-31$1,314,271
Expenses. Total of all expenses incurred2016-12-31$2,849,060
Benefits paid (including direct rollovers)2016-12-31$2,847,720
Total plan assets at end of year2016-12-31$6,919,984
Total plan assets at beginning of year2016-12-31$8,473,022
Value of fidelity bond covering the plan2016-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$1,340
Other income received2016-12-31$806,085
Net income (gross income less expenses)2016-12-31$-1,534,789
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,919,984
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,454,773
Assets. Value of employer securities2016-12-31$5,048,654
Total contributions received or receivable from employer(s)2016-12-31$508,186
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$18,249
Total income from all sources2015-12-31$1,825,836
Expenses. Total of all expenses incurred2015-12-31$1,646,029
Benefits paid (including direct rollovers)2015-12-31$1,645,590
Total plan assets at end of year2015-12-31$8,473,022
Total plan assets at beginning of year2015-12-31$8,274,966
Value of fidelity bond covering the plan2015-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$439
Other income received2015-12-31$1,344,338
Net income (gross income less expenses)2015-12-31$179,807
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,454,773
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,274,966
Assets. Value of employer securities2015-12-31$5,336,605
Total contributions received or receivable from employer(s)2015-12-31$481,498
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$2,103,285
Expenses. Total of all expenses incurred2014-12-31$2,046,158
Benefits paid (including direct rollovers)2014-12-31$2,039,896
Total plan assets at end of year2014-12-31$8,274,966
Total plan assets at beginning of year2014-12-31$8,217,839
Value of fidelity bond covering the plan2014-12-31$900,000
Expenses. Other expenses not covered elsewhere2014-12-31$5,884
Other income received2014-12-31$1,610,860
Net income (gross income less expenses)2014-12-31$57,127
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,274,966
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,217,839
Assets. Value of employer securities2014-12-31$6,888,208
Total contributions received or receivable from employer(s)2014-12-31$492,425
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$378
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,294,219
Expenses. Total of all expenses incurred2013-12-31$1,279,169
Benefits paid (including direct rollovers)2013-12-31$1,279,125
Total plan assets at end of year2013-12-31$8,241,809
Total plan assets at beginning of year2013-12-31$8,226,759
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$32
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$791,537
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$15,050
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,241,809
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,226,759
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Assets. Value of employer securities2013-12-31$6,374,935
Total contributions received or receivable from employer(s)2013-12-31$502,682
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$12
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$2,097,855
Expenses. Total of all expenses incurred2012-12-31$695,383
Benefits paid (including direct rollovers)2012-12-31$695,040
Total plan assets at end of year2012-12-31$8,226,759
Total plan assets at beginning of year2012-12-31$6,824,287
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$320
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$1,617,912
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$1,402,472
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,226,759
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,824,287
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Assets. Value of employer securities2012-12-31$6,540,796
Total contributions received or receivable from employer(s)2012-12-31$479,943
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$23
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$2,058,404
Expenses. Total of all expenses incurred2011-12-31$1,599,598
Benefits paid (including direct rollovers)2011-12-31$1,599,010
Total plan assets at end of year2011-12-31$6,824,287
Total plan assets at beginning of year2011-12-31$6,365,481
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$588
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,609,097
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$458,806
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,824,287
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,365,481
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$0
Assets. Value of employer securities2011-12-31$5,985,722
Total contributions received or receivable from employer(s)2011-12-31$449,307
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$1,557,527
Expenses. Total of all expenses incurred2010-12-31$1,348,879
Benefits paid (including direct rollovers)2010-12-31$1,348,407
Total plan assets at end of year2010-12-31$6,365,481
Total plan assets at beginning of year2010-12-31$6,156,833
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$472
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$1,159,324
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$208,648
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,365,481
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,156,833
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Assets. Value of employer securities2010-12-31$5,087,102
Total contributions received or receivable from employer(s)2010-12-31$398,203
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2023: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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
2010: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: APPLETON MARINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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