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THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 401k Plan overview

Plan NameTHE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN
Plan identification number 018

THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE VOLLRATH COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name:THE VOLLRATH COMPANY LLC
Employer identification number (EIN):391859733
NAIC Classification:333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0182022-01-01
0182021-01-01
0182020-01-01
0182019-01-01
0182018-01-01
0182017-01-01TINA KREIDLER TINA KREIDLER2018-10-15

Plan Statistics for THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN

401k plan membership statisitcs for THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN

Measure Date Value
2022: THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01166
Total number of active participants reported on line 7a of the Form 55002022-01-01101
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01130
Number of participants with account balances2022-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01134
Total number of active participants reported on line 7a of the Form 55002021-01-01129
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01166
Number of participants with account balances2021-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01165
Total number of active participants reported on line 7a of the Form 55002020-01-01134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01177
Number of participants with account balances2020-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01185
Total number of active participants reported on line 7a of the Form 55002019-01-01165
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01204
Number of participants with account balances2019-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01202
Total number of active participants reported on line 7a of the Form 55002018-01-01177
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01217
Number of participants with account balances2018-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01175
Total number of active participants reported on line 7a of the Form 55002017-01-01171
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01202
Number of participants with account balances2017-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011

Financial Data on THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN

Measure Date Value
2022 : THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$19,575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,745
Total income from all sources (including contributions)2022-12-31$-695,257
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,359,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,346,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$458,474
Value of total assets at end of year2022-12-31$6,752,100
Value of total assets at beginning of year2022-12-31$8,789,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,646
Total interest from all sources2022-12-31$5,384
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$139,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$139,001
Administrative expenses professional fees incurred2022-12-31$11,963
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$315,332
Participant contributions at end of year2022-12-31$102,608
Participant contributions at beginning of year2022-12-31$130,191
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$9,754
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$37,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$18,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$2,391
Liabilities. Value of operating payables at end of year2022-12-31$1,369
Liabilities. Value of operating payables at beginning of year2022-12-31$1,745
Total non interest bearing cash at end of year2022-12-31$56,797
Total non interest bearing cash at beginning of year2022-12-31$138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,055,008
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,732,525
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,787,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,683
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,522,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,463,596
Interest on participant loans2022-12-31$5,384
Value of interest in common/collective trusts at end of year2022-12-31$1,070,240
Value of interest in common/collective trusts at beginning of year2022-12-31$1,181,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,321,194
Net investment gain or loss from common/collective trusts2022-12-31$20,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$105,149
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$3,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,346,105
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$940,614
Total unrealized appreciation/depreciation of assets2021-12-31$940,614
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,740
Total income from all sources (including contributions)2021-12-31$1,593,292
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,822,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,808,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$423,765
Value of total assets at end of year2021-12-31$8,789,278
Value of total assets at beginning of year2021-12-31$9,018,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,782
Total interest from all sources2021-12-31$8,179
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$220,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$220,734
Administrative expenses professional fees incurred2021-12-31$13,782
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$314,505
Participant contributions at end of year2021-12-31$130,191
Participant contributions at beginning of year2021-12-31$154,503
Participant contributions at end of year2021-12-31$9,754
Participant contributions at beginning of year2021-12-31$11,893
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,037
Liabilities. Value of operating payables at end of year2021-12-31$1,745
Liabilities. Value of operating payables at beginning of year2021-12-31$1,740
Total non interest bearing cash at end of year2021-12-31$138
Total non interest bearing cash at beginning of year2021-12-31$8,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-229,447
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,787,533
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,016,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,463,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,529,479
Interest on participant loans2021-12-31$8,179
Value of interest in common/collective trusts at end of year2021-12-31$1,181,994
Value of interest in common/collective trusts at beginning of year2021-12-31$1,310,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$108,223
Employer contributions (assets) at end of year2021-12-31$3,605
Employer contributions (assets) at beginning of year2021-12-31$4,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,808,957
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,020,240
Total unrealized appreciation/depreciation of assets2020-12-31$1,020,240
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,738
Total income from all sources (including contributions)2020-12-31$1,564,256
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,453,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,431,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$431,905
Value of total assets at end of year2020-12-31$9,018,720
Value of total assets at beginning of year2020-12-31$8,908,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,735
Total interest from all sources2020-12-31$4,806
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$107,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$107,305
Administrative expenses professional fees incurred2020-12-31$22,735
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$324,131
Participant contributions at end of year2020-12-31$154,503
Participant contributions at beginning of year2020-12-31$101,077
Participant contributions at end of year2020-12-31$11,893
Participant contributions at beginning of year2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$1,740
Liabilities. Value of operating payables at beginning of year2020-12-31$1,738
Total non interest bearing cash at end of year2020-12-31$8,216
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$110,398
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,016,980
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,906,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,529,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,501,087
Interest on participant loans2020-12-31$4,806
Value of interest in common/collective trusts at end of year2020-12-31$1,310,572
Value of interest in common/collective trusts at beginning of year2020-12-31$1,306,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$107,774
Employer contributions (assets) at end of year2020-12-31$4,057
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,431,123
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,469,773
Total unrealized appreciation/depreciation of assets2019-12-31$1,469,773
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,591
Total income from all sources (including contributions)2019-12-31$2,150,032
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,229,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,206,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$531,143
Value of total assets at end of year2019-12-31$8,908,320
Value of total assets at beginning of year2019-12-31$7,987,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,359
Total interest from all sources2019-12-31$7,276
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$141,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$141,840
Administrative expenses professional fees incurred2019-12-31$23,359
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$400,435
Participant contributions at end of year2019-12-31$101,077
Participant contributions at beginning of year2019-12-31$154,386
Liabilities. Value of operating payables at end of year2019-12-31$1,738
Liabilities. Value of operating payables at beginning of year2019-12-31$1,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$920,313
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,906,582
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,986,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,501,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,650,450
Interest on participant loans2019-12-31$7,276
Value of interest in common/collective trusts at end of year2019-12-31$1,306,156
Value of interest in common/collective trusts at beginning of year2019-12-31$1,183,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$130,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,206,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-672,938
Total unrealized appreciation/depreciation of assets2018-12-31$-672,938
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,704
Total income from all sources (including contributions)2018-12-31$62,473
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$817,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$794,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$596,860
Value of total assets at end of year2018-12-31$7,987,860
Value of total assets at beginning of year2018-12-31$8,742,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,075
Total interest from all sources2018-12-31$7,472
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$131,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$131,079
Administrative expenses professional fees incurred2018-12-31$23,075
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$447,802
Participant contributions at end of year2018-12-31$154,386
Participant contributions at beginning of year2018-12-31$157,729
Liabilities. Value of operating payables at end of year2018-12-31$1,591
Liabilities. Value of operating payables at beginning of year2018-12-31$1,704
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-754,782
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,986,269
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,741,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,650,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,402,494
Interest on participant loans2018-12-31$7,472
Value of interest in common/collective trusts at end of year2018-12-31$1,183,024
Value of interest in common/collective trusts at beginning of year2018-12-31$1,182,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$149,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$794,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,061,263
Total unrealized appreciation/depreciation of assets2017-12-31$1,061,263
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,065
Total income from all sources (including contributions)2017-12-31$1,832,256
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$821,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$799,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$649,727
Value of total assets at end of year2017-12-31$8,742,755
Value of total assets at beginning of year2017-12-31$7,732,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,961
Total interest from all sources2017-12-31$6,144
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$115,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$115,122
Administrative expenses professional fees incurred2017-12-31$21,961
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$476,979
Participant contributions at end of year2017-12-31$157,729
Participant contributions at beginning of year2017-12-31$119,319
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,060
Liabilities. Value of operating payables at end of year2017-12-31$1,704
Liabilities. Value of operating payables at beginning of year2017-12-31$2,065
Total non interest bearing cash at end of year2017-12-31$126
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,010,833
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,741,051
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,730,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,402,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,170,149
Interest on participant loans2017-12-31$6,144
Value of interest in common/collective trusts at end of year2017-12-31$1,182,406
Value of interest in common/collective trusts at beginning of year2017-12-31$1,442,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$170,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$799,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHENCK SC
Accountancy firm EIN2017-12-31391173131

Form 5500 Responses for THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN

2022: THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE VOLLRATH COMPANY, L.L.C. KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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