401k Plan data: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST plan

HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 401k Plan overview

Plan Name	HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST
Plan identification number	001

HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

HEHLI-VOLD CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: HEHLI-VOLD CORPORATION

Employer identification number (EIN): 391722906

NAIC Classification: 453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROD HENN 2023-01-23
001 2021-01-01 ROD HENN 2022-06-22
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT SALONEK
001 2016-01-01 ROBERT SALONEK
001 2015-01-01 ROBERT SALONEK 2016-07-18
001 2014-01-01 ROBERT SALONEK 2015-07-20
001 2013-01-01 ROBERT SALONEK 2014-07-14
001 2012-01-01 DAVID HEHLI 2013-03-05
001 2011-01-01 DR. DAVID L. HEHLI 2012-05-21
001 2010-01-01 DR. DAVID L. HEHLI 2011-06-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ROD HENN	2023-01-23
001	2021-01-01	ROD HENN	2022-06-22
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ROBERT SALONEK
001	2016-01-01	ROBERT SALONEK
001	2015-01-01	ROBERT SALONEK	2016-07-18
001	2014-01-01	ROBERT SALONEK	2015-07-20
001	2013-01-01	ROBERT SALONEK	2014-07-14
001	2012-01-01	DAVID HEHLI	2013-03-05
001	2011-01-01	DR. DAVID L. HEHLI	2012-05-21
001	2010-01-01	DR. DAVID L. HEHLI	2011-06-16

Plan Statistics for HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST

401k plan membership statisitcs for HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST

Measure Date Value
2020: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 79
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 12
Total of all active and inactive participants 2020-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 93
Number of participants with account balances 2020-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 83
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 95
Number of participants with account balances 2019-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 92
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 106
Number of participants with account balances 2018-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 97
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 109
Number of participants with account balances 2017-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 101
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 107
Number of participants with account balances 2016-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1

Measure	Date	Value
2020: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	79
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	12
Total of all active and inactive participants	2020-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	93
Number of participants with account balances	2020-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	83
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	95
Number of participants with account balances	2019-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	92
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	106
Number of participants with account balances	2018-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	97
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	109
Number of participants with account balances	2017-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	101
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	107
Number of participants with account balances	2016-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1

Financial Data on HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST

Measure	Date	Value
2020 : HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,315,961
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$365,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$360,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$298,104
Value of total assets at end of year	2020-12-31	$6,540,456
Value of total assets at beginning of year	2020-12-31	$5,589,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,223
Total interest from all sources	2020-12-31	$600
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$200,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$200,635
Administrative expenses professional fees incurred	2020-12-31	$4,123
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$253,843
Participant contributions at end of year	2020-12-31	$6,790
Participant contributions at beginning of year	2020-12-31	$8,529
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$11,554
Other income not declared elsewhere	2020-12-31	$9,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$950,818
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,540,456
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,589,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$100
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,500,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,581,109
Interest on participant loans	2020-12-31	$600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$807,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$32,707
Employer contributions (assets) at end of year	2020-12-31	$32,707
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$360,920
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MEUWISSEN, FLYGARE, KADRLIK, & ASSO
Accountancy firm EIN	2020-12-31	411670081
2019 : HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,279,871
Total income from all sources (including contributions)	2019-12-31	$1,279,871
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$212,384
Total of all expenses incurred	2019-12-31	$212,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$203,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$203,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$258,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$258,562
Value of total assets at end of year	2019-12-31	$5,589,638
Value of total assets at end of year	2019-12-31	$5,589,638
Value of total assets at beginning of year	2019-12-31	$4,522,151
Value of total assets at beginning of year	2019-12-31	$4,522,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,576
Total interest from all sources	2019-12-31	$282
Total interest from all sources	2019-12-31	$282
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$230,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$230,690
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$230,690
Administrative expenses professional fees incurred	2019-12-31	$8,501
Administrative expenses professional fees incurred	2019-12-31	$8,501
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$255,688
Contributions received from participants	2019-12-31	$255,688
Participant contributions at end of year	2019-12-31	$8,529
Participant contributions at end of year	2019-12-31	$8,529
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,874
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,073
Other income not declared elsewhere	2019-12-31	$7,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,067,487
Value of net income/loss	2019-12-31	$1,067,487
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,589,638
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,589,638
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,522,151
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,522,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$75
Investment advisory and management fees	2019-12-31	$75
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,581,109
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,581,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,521,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,521,078
Interest on participant loans	2019-12-31	$282
Interest on participant loans	2019-12-31	$282
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$783,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$783,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$203,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$203,808
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MEUWISSEN, FLYGARE, KADRLIK, & ASSO
Accountancy firm name	2019-12-31	MEUWISSEN, FLYGARE, KADRLIK, & ASSO
Accountancy firm EIN	2019-12-31	411670081
Accountancy firm EIN	2019-12-31	411670081
2018 : HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,508
Total income from all sources (including contributions)	2018-12-31	$33,560
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$175,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$168,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$274,283
Value of total assets at end of year	2018-12-31	$4,522,151
Value of total assets at beginning of year	2018-12-31	$4,665,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,815
Total interest from all sources	2018-12-31	$9
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$301,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$301,491
Administrative expenses professional fees incurred	2018-12-31	$6,777
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$251,812
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$452
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$21,398
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$1,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$8,042
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$1,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-141,949
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,522,151
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,664,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$38
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,521,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,630,088
Interest on participant loans	2018-12-31	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-550,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,073
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$35,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$168,694
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MEUWISSEN, FLYGARE, KADRLIK, & ASSO
Accountancy firm EIN	2018-12-31	411670081
2017 : HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,508
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$6,135
Total income from all sources (including contributions)	2017-12-31	$1,009,130
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$37,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$37,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$276,025
Value of total assets at end of year	2017-12-31	$4,665,608
Value of total assets at beginning of year	2017-12-31	$3,699,054
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$475
Total interest from all sources	2017-12-31	$44
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$210,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$210,369
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$240,957
Participant contributions at end of year	2017-12-31	$452
Participant contributions at beginning of year	2017-12-31	$1,140
Liabilities. Value of operating payables at end of year	2017-12-31	$1,508
Liabilities. Value of operating payables at beginning of year	2017-12-31	$6,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$971,181
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,664,100
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,692,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$475
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,630,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,697,914
Interest on participant loans	2017-12-31	$44
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$522,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$35,068
Employer contributions (assets) at end of year	2017-12-31	$35,068
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$37,474
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MEUWISSEN, FLYGARE, KADRLIK, & ASSO
Accountancy firm EIN	2017-12-31	411670081
2016 : HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$6,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$622,992
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$553,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$550,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$352,112
Value of total assets at end of year	2016-12-31	$3,699,054
Value of total assets at beginning of year	2016-12-31	$3,623,271
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,321
Total interest from all sources	2016-12-31	$1,005
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$141,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$141,787
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$256,211
Participant contributions at end of year	2016-12-31	$1,140
Participant contributions at beginning of year	2016-12-31	$24,293
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$95,901
Administrative expenses (other) incurred	2016-12-31	$1,771
Liabilities. Value of operating payables at end of year	2016-12-31	$6,135
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$69,648
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,692,919
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,623,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$1,550
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,697,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,598,978
Interest on participant loans	2016-12-31	$1,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$128,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$550,023
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MEUWISSEN, FLYGARE, KADRLIK, & ASSO
Accountancy firm EIN	2016-12-31	411670081

Form 5500 Responses for HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST

2020: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HEHLI-VOLD CORPORATION EMPLOYEES' INCENTIVE SAVINGS PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HEHLI-VOLD CORPORATION
Employer identification number (EIN):	391722906
NAIC Classification:	453990