?>
Logo

APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameAPOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN
Plan identification number 005

APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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).
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:APOGEE ENTERPRISES, INC.
Employer identification number (EIN):410919654
NAIC Classification:327210

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01TRACY THOMPSON TRACY THOMPSON2019-07-16
0052017-01-01TRACY THOMPSON TRACY THOMPSON2018-07-16
0052016-01-01TRACY THOMPSON TRACY THOMPSON2017-07-19
0052015-01-01TRACY THOMPSON TRACY THOMPSON2016-07-11
0052014-01-01TRACY THOMPSON TRACY THOMPSON2015-07-14
0052013-01-01TRACY THOMPSON TRACY THOMPSON2014-07-07
0052012-01-01TRACY THOMPSON TRACY THOMPSON2013-07-16
0052011-01-01TINA RICE TRACY THOMPSON2012-07-25
0052009-01-01TRACY THOMPSON TINA RICE2010-10-14
0052009-01-01TRACY THOMPSON

Plan Statistics for APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,520
Total number of active participants reported on line 7a of the Form 55002022-01-013,894
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,179
Total of all active and inactive participants2022-01-015,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0126
Total participants2022-01-015,099
Number of participants with account balances2022-01-015,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01451
2021: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,026
Total number of active participants reported on line 7a of the Form 55002021-01-014,055
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,254
Total of all active and inactive participants2021-01-015,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0128
Total participants2021-01-015,337
Number of participants with account balances2021-01-015,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01492
2020: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,580
Total number of active participants reported on line 7a of the Form 55002020-01-014,795
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-011,018
Total of all active and inactive participants2020-01-015,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0124
Total participants2020-01-015,838
Number of participants with account balances2020-01-015,721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01503
2019: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,853
Total number of active participants reported on line 7a of the Form 55002019-01-015,443
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01909
Total of all active and inactive participants2019-01-016,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0123
Total participants2019-01-016,376
Number of participants with account balances2019-01-016,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01841
2018: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,459
Total number of active participants reported on line 7a of the Form 55002018-01-015,573
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011,008
Total of all active and inactive participants2018-01-016,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0119
Total participants2018-01-016,601
Number of participants with account balances2018-01-016,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01788
2017: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,936
Total number of active participants reported on line 7a of the Form 55002017-01-014,079
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01759
Total of all active and inactive participants2017-01-014,838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-014,846
Number of participants with account balances2017-01-014,770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01509
2016: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,314
Total number of active participants reported on line 7a of the Form 55002016-01-013,966
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01664
Total of all active and inactive participants2016-01-014,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-014,638
Number of participants with account balances2016-01-014,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01294
2015: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,048
Total number of active participants reported on line 7a of the Form 55002015-01-013,598
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01666
Total of all active and inactive participants2015-01-014,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-014,273
Number of participants with account balances2015-01-014,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01366
2014: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,773
Total number of active participants reported on line 7a of the Form 55002014-01-013,436
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01622
Total of all active and inactive participants2014-01-014,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-014,065
Number of participants with account balances2014-01-013,883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01201
2013: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,851
Total number of active participants reported on line 7a of the Form 55002013-01-013,075
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01660
Total of all active and inactive participants2013-01-013,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-013,740
Number of participants with account balances2013-01-013,659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01115
2012: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,910
Total number of active participants reported on line 7a of the Form 55002012-01-013,084
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01646
Total of all active and inactive participants2012-01-013,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-013,734
Number of participants with account balances2012-01-013,659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01112
2011: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,959
Total number of active participants reported on line 7a of the Form 55002011-01-013,153
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01805
Total of all active and inactive participants2011-01-013,959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0116
Total participants2011-01-013,975
Number of participants with account balances2011-01-013,790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01100
2009: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,420
Total number of active participants reported on line 7a of the Form 55002009-01-014,438
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01964
Total of all active and inactive participants2009-01-015,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0119
Total participants2009-01-015,422
Number of participants with account balances2009-01-015,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01573

Financial Data on APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-972,382
Total unrealized appreciation/depreciation of assets2022-12-31$-972,382
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,202
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$39,858
Total income from all sources (including contributions)2022-12-31$-46,603,325
Total loss/gain on sale of assets2022-12-31$-290,636
Total of all expenses incurred2022-12-31$50,827,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$50,116,618
Expenses. Certain deemed distributions of participant loans2022-12-31$12,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$29,099,881
Value of total assets at end of year2022-12-31$407,415,278
Value of total assets at beginning of year2022-12-31$504,883,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$698,404
Total interest from all sources2022-12-31$551,395
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,440,037
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$1,144,783
Administrative expenses professional fees incurred2022-12-31$709
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$19,068,896
Participant contributions at end of year2022-12-31$11,106,184
Participant contributions at beginning of year2022-12-31$12,150,896
Participant contributions at end of year2022-12-31$-184
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,906,619
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,804,622
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,181,476
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$412
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$57
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$39,858
Other income not declared elsewhere2022-12-31$4,572,926
Administrative expenses (other) incurred2022-12-31$84,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-97,430,803
Value of net assets at end of year (total assets less liabilities)2022-12-31$407,413,076
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$504,843,879
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$103,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$65,830,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$92,370,348
Value of interest in pooled separate accounts at end of year2022-12-31$14,330,586
Value of interest in pooled separate accounts at beginning of year2022-12-31$17,678,851
Interest on participant loans2022-12-31$551,395
Value of interest in common/collective trusts at end of year2022-12-31$295,427,158
Value of interest in common/collective trusts at beginning of year2022-12-31$364,876,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,216,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$-911,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,208,501
Net investment gain/loss from pooled separate accounts2022-12-31$-2,468,266
Net investment gain or loss from common/collective trusts2022-12-31$-59,327,779
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
Assets. Invements in employer securities at end of year2022-12-31$14,433,263
Assets. Invements in employer securities at beginning of year2022-12-31$16,641,395
Contributions received in cash from employer2022-12-31$7,849,509
Employer contributions (assets) at end of year2022-12-31$164,921
Employer contributions (assets) at beginning of year2022-12-31$272,638
Income. Dividends from common stock2022-12-31$295,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$50,116,206
Contract administrator fees2022-12-31$509,364
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,853,141
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,143,777
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$5,419,238
Total unrealized appreciation/depreciation of assets2021-12-31$5,419,238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$39,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$96,401,833
Total loss/gain on sale of assets2021-12-31$583,154
Total of all expenses incurred2021-12-31$57,516,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$56,679,344
Expenses. Certain deemed distributions of participant loans2021-12-31$19,489
Value of total corrective distributions2021-12-31$50,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$30,814,325
Value of total assets at end of year2021-12-31$504,883,737
Value of total assets at beginning of year2021-12-31$465,958,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$767,641
Total interest from all sources2021-12-31$688,205
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,397,831
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$1,110,300
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$19,572,951
Participant contributions at end of year2021-12-31$12,150,896
Participant contributions at beginning of year2021-12-31$14,583,377
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,804,622
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,303,831
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,104,296
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$39,858
Other income not declared elsewhere2021-12-31$2,304,899
Administrative expenses (other) incurred2021-12-31$84,215
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$38,884,929
Value of net assets at end of year (total assets less liabilities)2021-12-31$504,843,879
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$465,958,950
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
Investment advisory and management fees2021-12-31$119,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$92,370,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$88,868,435
Value of interest in pooled separate accounts at end of year2021-12-31$17,678,851
Value of interest in pooled separate accounts at beginning of year2021-12-31$15,519,606
Interest on participant loans2021-12-31$688,205
Value of interest in common/collective trusts at end of year2021-12-31$364,876,768
Value of interest in common/collective trusts at beginning of year2021-12-31$334,068,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$-911,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$-2,649,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,463,798
Net investment gain/loss from pooled separate accounts2021-12-31$3,843,206
Net investment gain or loss from common/collective trusts2021-12-31$46,887,177
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
Assets. Invements in employer securities at end of year2021-12-31$16,641,395
Assets. Invements in employer securities at beginning of year2021-12-31$12,261,500
Contributions received in cash from employer2021-12-31$8,137,078
Employer contributions (assets) at end of year2021-12-31$272,638
Income. Dividends from common stock2021-12-31$287,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$56,679,344
Contract administrator fees2021-12-31$564,308
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$2,976,178
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,393,024
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$649,253
Total unrealized appreciation/depreciation of assets2020-12-31$649,253
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$30,794
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$79,747,249
Total loss/gain on sale of assets2020-12-31$-858,486
Total of all expenses incurred2020-12-31$49,018,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$48,263,323
Expenses. Certain deemed distributions of participant loans2020-12-31$2,253
Value of total corrective distributions2020-12-31$638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$24,663,765
Value of total assets at end of year2020-12-31$465,958,950
Value of total assets at beginning of year2020-12-31$435,260,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$752,003
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$833,107
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,348,110
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$1,047,445
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$18,843,778
Participant contributions at end of year2020-12-31$14,583,377
Participant contributions at beginning of year2020-12-31$14,829,603
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,303,831
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$204,706
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,967,968
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,673
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$30,794
Other income not declared elsewhere2020-12-31$-790,879
Administrative expenses (other) incurred2020-12-31$83,549
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$30,729,032
Value of net assets at end of year (total assets less liabilities)2020-12-31$465,958,950
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$435,229,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$94,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$88,868,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$77,089,922
Value of interest in pooled separate accounts at end of year2020-12-31$15,519,606
Value of interest in pooled separate accounts at beginning of year2020-12-31$18,517,423
Interest on participant loans2020-12-31$833,107
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$334,068,013
Value of interest in common/collective trusts at beginning of year2020-12-31$312,740,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$-2,649,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$-1,089,781
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,864,937
Net investment gain/loss from pooled separate accounts2020-12-31$1,350,594
Net investment gain or loss from common/collective trusts2020-12-31$40,686,848
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$12,261,500
Assets. Invements in employer securities at beginning of year2020-12-31$12,869,951
Contributions received in cash from employer2020-12-31$3,852,019
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$98,507
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$300,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$48,263,323
Contract administrator fees2020-12-31$574,101
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,933,227
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,791,713
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$680,884
Total unrealized appreciation/depreciation of assets2019-12-31$680,884
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,794
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$59
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$100,934,508
Total loss/gain on sale of assets2019-12-31$506,144
Total of all expenses incurred2019-12-31$29,571,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$28,737,783
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$30,291,221
Value of total assets at end of year2019-12-31$435,260,712
Value of total assets at beginning of year2019-12-31$363,867,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$834,157
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$793,980
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,528,442
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$1,252,288
Administrative expenses professional fees incurred2019-12-31$9,641
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$19,685,781
Participant contributions at end of year2019-12-31$14,829,603
Participant contributions at beginning of year2019-12-31$13,560,731
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$-85
Assets. Other investments not covered elsewhere at end of year2019-12-31$204,706
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$104,274
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,952,983
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$30,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$59
Other income not declared elsewhere2019-12-31$-1,666,435
Administrative expenses (other) incurred2019-12-31$90,450
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$71,362,568
Value of net assets at end of year (total assets less liabilities)2019-12-31$435,229,918
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$363,867,350
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$59,436
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$77,089,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$62,629,647
Value of interest in pooled separate accounts at end of year2019-12-31$18,517,423
Value of interest in pooled separate accounts at beginning of year2019-12-31$16,315,430
Interest on participant loans2019-12-31$793,980
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$312,740,381
Value of interest in common/collective trusts at beginning of year2019-12-31$258,297,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$-1,089,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$644,917
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,596,897
Net investment gain/loss from pooled separate accounts2019-12-31$3,959,806
Net investment gain or loss from common/collective trusts2019-12-31$53,243,569
Net gain/loss from 103.12 investment entities2019-12-31$0
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
Assets. Invements in employer securities at end of year2019-12-31$12,869,951
Assets. Invements in employer securities at beginning of year2019-12-31$12,058,303
Contributions received in cash from employer2019-12-31$8,652,457
Employer contributions (assets) at end of year2019-12-31$98,507
Employer contributions (assets) at beginning of year2019-12-31$256,883
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$276,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$28,737,783
Contract administrator fees2019-12-31$674,630
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,323,425
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,817,281
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
2018 : APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-6,194,659
Total unrealized appreciation/depreciation of assets2018-12-31$-6,194,659
Total transfer of assets to this plan2018-12-31$32,483,835
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$59
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,741
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,601,573
Total loss/gain on sale of assets2018-12-31$-122,222
Total of all expenses incurred2018-12-31$26,142,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$25,304,694
Expenses. Certain deemed distributions of participant loans2018-12-31$6,225
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$28,750,969
Value of total assets at end of year2018-12-31$363,867,409
Value of total assets at beginning of year2018-12-31$355,928,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$831,094
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$608,935
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,459,309
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$1,206,109
Administrative expenses professional fees incurred2018-12-31$15,080
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$17,841,350
Participant contributions at end of year2018-12-31$13,560,731
Participant contributions at beginning of year2018-12-31$10,546,816
Participant contributions at end of year2018-12-31$-85
Participant contributions at beginning of year2018-12-31$307
Assets. Other investments not covered elsewhere at end of year2018-12-31$104,274
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,880,343
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,713
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$59
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,741
Other income not declared elsewhere2018-12-31$860,430
Administrative expenses (other) incurred2018-12-31$83,885
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-24,540,440
Value of net assets at end of year (total assets less liabilities)2018-12-31$363,867,350
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$355,923,955
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$90,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$62,629,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$69,012,412
Value of interest in pooled separate accounts at end of year2018-12-31$16,315,430
Value of interest in pooled separate accounts at beginning of year2018-12-31$17,359,969
Interest on participant loans2018-12-31$608,935
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$258,297,309
Value of interest in common/collective trusts at beginning of year2018-12-31$240,269,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$644,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$-248,167
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,351,296
Net investment gain/loss from pooled separate accounts2018-12-31$-2,140,026
Net investment gain or loss from common/collective trusts2018-12-31$-13,269,867
Net gain/loss from 103.12 investment entities2018-12-31$0
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$12,058,303
Assets. Invements in employer securities at beginning of year2018-12-31$18,897,505
Contributions received in cash from employer2018-12-31$8,029,276
Employer contributions (assets) at end of year2018-12-31$256,883
Employer contributions (assets) at beginning of year2018-12-31$90,694
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$253,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$25,302,981
Contract administrator fees2018-12-31$641,285
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,612,417
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,734,639
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-3,126,678
Total unrealized appreciation/depreciation of assets2017-12-31$-3,126,678
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,580
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$63,020,215
Total loss/gain on sale of assets2017-12-31$-119,253
Total of all expenses incurred2017-12-31$21,642,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,908,561
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$23,179,262
Value of total assets at end of year2017-12-31$355,928,696
Value of total assets at beginning of year2017-12-31$314,548,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$733,873
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$462,607
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,218,451
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$979,391
Administrative expenses professional fees incurred2017-12-31$1,577
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$14,705,383
Participant contributions at end of year2017-12-31$10,546,816
Participant contributions at beginning of year2017-12-31$9,850,817
Participant contributions at end of year2017-12-31$307
Participant contributions at beginning of year2017-12-31$-699
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,745,066
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$431
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,580
Other income not declared elsewhere2017-12-31$224,674
Administrative expenses (other) incurred2017-12-31$81,942
Liabilities. Value of operating payables 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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$41,377,781
Value of net assets at end of year (total assets less liabilities)2017-12-31$355,923,955
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$314,546,174
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$90,136
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$69,012,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$55,534,141
Value of interest in pooled separate accounts at end of year2017-12-31$17,359,969
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,259,739
Interest on participant loans2017-12-31$462,607
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$240,269,160
Value of interest in common/collective trusts at beginning of year2017-12-31$209,832,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$-248,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$-439,042
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,055,037
Net investment gain/loss from pooled separate accounts2017-12-31$2,399,523
Net investment gain or loss from common/collective trusts2017-12-31$29,726,592
Net gain/loss from 103.12 investment entities2017-12-31$0
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$18,897,505
Assets. Invements in employer securities at beginning of year2017-12-31$23,456,704
Contributions received in cash from employer2017-12-31$6,728,813
Employer contributions (assets) at end of year2017-12-31$90,694
Employer contributions (assets) at beginning of year2017-12-31$54,974
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$239,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$20,908,130
Contract administrator fees2017-12-31$560,218
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$3,193,833
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,313,086
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,409,260
Total unrealized appreciation/depreciation of assets2016-12-31$4,409,260
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,992
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$44,487,958
Total loss/gain on sale of assets2016-12-31$42,817
Total of all expenses incurred2016-12-31$16,742,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,018,451
Expenses. Certain deemed distributions of participant loans2016-12-31$2,723
Value of total corrective distributions2016-12-31$4,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,334,896
Value of total assets at end of year2016-12-31$314,548,754
Value of total assets at beginning of year2016-12-31$286,818,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$716,105
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$416,791
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$965,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$745,526
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$13,016,133
Participant contributions at end of year2016-12-31$9,850,817
Participant contributions at beginning of year2016-12-31$9,527,565
Participant contributions at end of year2016-12-31$-699
Participant contributions at beginning of year2016-12-31$5,077
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,327,737
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$7,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$448,453
Administrative expenses (other) incurred2016-12-31$83,265
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$27,745,954
Value of net assets at end of year (total assets less liabilities)2016-12-31$314,546,174
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$286,800,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$91,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$55,534,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$54,644,784
Value of interest in pooled separate accounts at end of year2016-12-31$16,259,739
Value of interest in pooled separate accounts at beginning of year2016-12-31$13,113,331
Interest on participant loans2016-12-31$416,791
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$209,832,120
Value of interest in common/collective trusts at beginning of year2016-12-31$191,104,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$-439,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$-773,457
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$647,358
Net investment gain/loss from pooled separate accounts2016-12-31$2,858,041
Net investment gain or loss from common/collective trusts2016-12-31$14,364,502
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$23,456,704
Assets. Invements in employer securities at beginning of year2016-12-31$19,089,829
Contributions received in cash from employer2016-12-31$5,991,026
Employer contributions (assets) at end of year2016-12-31$54,974
Employer contributions (assets) at beginning of year2016-12-31$99,192
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$220,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$16,018,451
Contract administrator fees2016-12-31$541,248
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$17,992
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,016,268
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,973,451
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$258,032
Total unrealized appreciation/depreciation of assets2015-12-31$258,032
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$117,010
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$16,315,519
Total loss/gain on sale of assets2015-12-31$585,694
Total of all expenses incurred2015-12-31$19,225,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,503,293
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,417,688
Value of total assets at end of year2015-12-31$286,818,212
Value of total assets at beginning of year2015-12-31$289,827,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$722,475
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$408,605
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$910,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$709,527
Administrative expenses professional fees incurred2015-12-31$22,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$11,754,514
Participant contributions at end of year2015-12-31$9,527,565
Participant contributions at beginning of year2015-12-31$9,802,797
Participant contributions at end of year2015-12-31$5,077
Participant contributions at beginning of year2015-12-31$-313
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,050,686
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$25
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$7,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$640,188
Administrative expenses (other) incurred2015-12-31$82,482
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-2,910,249
Value of net assets at end of year (total assets less liabilities)2015-12-31$286,800,220
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$289,710,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$109,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$54,644,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$54,236,441
Value of interest in pooled separate accounts at end of year2015-12-31$13,113,331
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,583,802
Interest on participant loans2015-12-31$408,605
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$191,104,491
Value of interest in common/collective trusts at beginning of year2015-12-31$193,391,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$-773,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$-1,407,987
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,047,031
Net investment gain/loss from pooled separate accounts2015-12-31$-288,684
Net investment gain or loss from common/collective trusts2015-12-31$-1,569,452
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$19,089,829
Assets. Invements in employer securities at beginning of year2015-12-31$20,143,257
Contributions received in cash from employer2015-12-31$5,612,488
Employer contributions (assets) at end of year2015-12-31$99,192
Employer contributions (assets) at beginning of year2015-12-31$65,165
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$200,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,503,268
Contract administrator fees2015-12-31$508,513
Liabilities. Value of benefit claims payable at end of year2015-12-31$17,992
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$117,010
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$3,679,987
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,094,293
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,118,310
Total unrealized appreciation/depreciation of assets2014-12-31$3,118,310
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$117,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$33,749
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$30,989,046
Total loss/gain on sale of assets2014-12-31$-102,085
Total of all expenses incurred2014-12-31$20,645,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,222,625
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,928,646
Value of total assets at end of year2014-12-31$289,827,479
Value of total assets at beginning of year2014-12-31$279,400,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$422,739
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$420,811
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,141,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$942,210
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$9,863,794
Participant contributions at end of year2014-12-31$9,802,797
Participant contributions at beginning of year2014-12-31$9,782,778
Participant contributions at end of year2014-12-31$-313
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,388,292
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$12,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-490,472
Administrative expenses (other) incurred2014-12-31$82,065
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$10,343,682
Value of net assets at end of year (total assets less liabilities)2014-12-31$289,710,469
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$279,366,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$90,271
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$54,236,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$82,289,009
Value of interest in pooled separate accounts at end of year2014-12-31$13,583,802
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$420,811
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$193,391,670
Value of interest in common/collective trusts at beginning of year2014-12-31$169,293,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$-1,407,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$-918,158
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,945,624
Net investment gain/loss from pooled separate accounts2014-12-31$220,555
Net investment gain or loss from common/collective trusts2014-12-31$8,806,654
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$20,143,257
Assets. Invements in employer securities at beginning of year2014-12-31$18,870,329
Contributions received in cash from employer2014-12-31$4,676,560
Employer contributions (assets) at end of year2014-12-31$65,165
Employer contributions (assets) at beginning of year2014-12-31$83,538
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$198,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,221,286
Contract administrator fees2014-12-31$250,403
Liabilities. Value of benefit claims payable at end of year2014-12-31$117,010
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$33,749
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,345,653
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,447,738
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,968,712
Total unrealized appreciation/depreciation of assets2013-12-31$5,968,712
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$33,749
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$788,000
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$61,178,338
Total loss/gain on sale of assets2013-12-31$637,984
Total of all expenses incurred2013-12-31$20,870,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,333,227
Expenses. Certain deemed distributions of participant loans2013-12-31$1,139
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,288,205
Value of total assets at end of year2013-12-31$279,400,536
Value of total assets at beginning of year2013-12-31$239,846,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$536,148
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$424,405
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,075,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$873,426
Administrative expenses professional fees incurred2013-12-31$12,086
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$8,791,528
Participant contributions at end of year2013-12-31$9,782,778
Participant contributions at beginning of year2013-12-31$10,194,086
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,182,159
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$362
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$1,714,933
Administrative expenses (other) incurred2013-12-31$79,392
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$40,307,824
Value of net assets at end of year (total assets less liabilities)2013-12-31$279,366,787
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$239,058,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$134,771
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$82,289,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$66,583,576
Interest on participant loans2013-12-31$424,405
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$169,293,040
Value of interest in common/collective trusts at beginning of year2013-12-31$151,403,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$-918,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$-2,592,940
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$18,077,055
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$18,991,244
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$18,870,329
Assets. Invements in employer securities at beginning of year2013-12-31$14,218,584
Contributions received in cash from employer2013-12-31$4,314,518
Employer contributions (assets) at end of year2013-12-31$83,538
Employer contributions (assets) at beginning of year2013-12-31$40,493
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$202,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,332,865
Contract administrator fees2013-12-31$309,899
Liabilities. Value of benefit claims payable at end of year2013-12-31$33,749
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$788,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$5,969,714
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,331,730
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$6,808,856
Total unrealized appreciation/depreciation of assets2012-12-31$6,808,856
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$788,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$58,000
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$45,754,343
Total loss/gain on sale of assets2012-12-31$393,568
Total of all expenses incurred2012-12-31$17,568,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$17,408,601
Expenses. Certain deemed distributions of participant loans2012-12-31$39,794
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,591,921
Value of total assets at end of year2012-12-31$239,846,963
Value of total assets at beginning of year2012-12-31$210,930,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$119,949
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$423,184
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,237,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,019,440
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$8,133,995
Participant contributions at end of year2012-12-31$10,194,086
Participant contributions at beginning of year2012-12-31$9,445,631
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$617,825
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$1,007,208
Administrative expenses (other) incurred2012-12-31$119,949
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$211,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$28,185,999
Value of net assets at end of year (total assets less liabilities)2012-12-31$239,058,963
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$210,872,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$66,583,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$131,256,132
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$40,265,880
Interest on participant loans2012-12-31$421,849
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$151,403,164
Value of interest in common/collective trusts at beginning of year2012-12-31$21,843,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$71,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$71,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$-2,592,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,959,537
Net investment gain/loss from pooled separate accounts2012-12-31$424,276
Net investment gain or loss from common/collective trusts2012-12-31$7,908,299
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$14,218,584
Assets. Invements in employer securities at beginning of year2012-12-31$7,799,659
Contributions received in cash from employer2012-12-31$3,840,101
Employer contributions (assets) at end of year2012-12-31$40,493
Employer contributions (assets) at beginning of year2012-12-31$38,264
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$218,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$17,408,601
Contract administrator fees2012-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Liabilities. Value of benefit claims payable at end of year2012-12-31$788,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$58,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$3,939,789
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,546,221
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2012-12-31133891517
2011 : APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-700,067
Total unrealized appreciation/depreciation of assets2011-12-31$-700,067
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$58,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$73,900
Total income from all sources (including contributions)2011-12-31$7,918,651
Total loss/gain on sale of assets2011-12-31$105,483
Total of all expenses incurred2011-12-31$16,844,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,745,557
Expenses. Certain deemed distributions of participant loans2011-12-31$14,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,920,072
Value of total assets at end of year2011-12-31$210,930,964
Value of total assets at beginning of year2011-12-31$219,872,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$84,589
Total interest from all sources2011-12-31$424,436
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,400,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,201,198
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,473,045
Participant contributions at end of year2011-12-31$9,445,631
Participant contributions at beginning of year2011-12-31$9,183,086
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$119,224
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$84,589
Total non interest bearing cash at end of year2011-12-31$211,008
Total non interest bearing cash at beginning of year2011-12-31$161,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,925,707
Value of net assets at end of year (total assets less liabilities)2011-12-31$210,872,964
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$219,798,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$131,256,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$140,940,808
Value of interest in pooled separate accounts at end of year2011-12-31$40,265,880
Value of interest in pooled separate accounts at beginning of year2011-12-31$33,186,795
Interest on participant loans2011-12-31$424,320
Value of interest in common/collective trusts at end of year2011-12-31$21,843,042
Value of interest in common/collective trusts at beginning of year2011-12-31$23,313,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$71,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$181,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$181,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,775,363
Net investment gain/loss from pooled separate accounts2011-12-31$1,515,500
Net investment gain or loss from common/collective trusts2011-12-31$27,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$7,799,659
Assets. Invements in employer securities at beginning of year2011-12-31$8,419,389
Contributions received in cash from employer2011-12-31$3,327,803
Employer contributions (assets) at end of year2011-12-31$38,264
Employer contributions (assets) at beginning of year2011-12-31$4,486,978
Income. Dividends from common stock2011-12-31$199,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,745,557
Liabilities. Value of benefit claims payable at end of year2011-12-31$58,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$73,900
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$869,943
Aggregate carrying amount (costs) on sale of assets2011-12-31$764,460
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-436,698
Total unrealized appreciation/depreciation of assets2010-12-31$-436,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$73,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$223,000
Total income from all sources (including contributions)2010-12-31$41,034,384
Total loss/gain on sale of assets2010-12-31$173,265
Total of all expenses incurred2010-12-31$18,771,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$18,688,186
Expenses. Certain deemed distributions of participant loans2010-12-31$4,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,012,630
Value of total assets at end of year2010-12-31$219,872,571
Value of total assets at beginning of year2010-12-31$197,758,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$78,860
Total interest from all sources2010-12-31$489,309
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,510,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,305,425
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,635,606
Participant contributions at end of year2010-12-31$9,183,086
Participant contributions at beginning of year2010-12-31$8,200,698
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$87,165
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$238,278
Other income not declared elsewhere2010-12-31$2,576,943
Total non interest bearing cash at end of year2010-12-31$161,305
Total non interest bearing cash at beginning of year2010-12-31$1,230,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$22,262,953
Value of net assets at end of year (total assets less liabilities)2010-12-31$219,798,671
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$197,535,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$78,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$140,940,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$101,954,514
Value of interest in pooled separate accounts at end of year2010-12-31$33,186,795
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$454,767
Value of interest in common/collective trusts at end of year2010-12-31$23,313,034
Value of interest in common/collective trusts at beginning of year2010-12-31$73,479,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$181,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$150,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$150,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$34,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$16,592,443
Net investment gain/loss from pooled separate accounts2010-12-31$1,386,292
Net investment gain or loss from common/collective trusts2010-12-31$3,730,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$8,419,389
Assets. Invements in employer securities at beginning of year2010-12-31$8,870,890
Contributions received in cash from employer2010-12-31$6,138,746
Employer contributions (assets) at end of year2010-12-31$4,486,978
Employer contributions (assets) at beginning of year2010-12-31$3,785,010
Income. Dividends from common stock2010-12-31$204,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$18,688,186
Liabilities. Value of benefit claims payable at end of year2010-12-31$73,900
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$223,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$829,159
Aggregate carrying amount (costs) on sale of assets2010-12-31$655,894
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN

2022: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 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 planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number063040
Policy instance 2
Insurance contract or identification number063040
Number of Individuals Covered5099
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458321
Policy instance 1
Insurance contract or identification number458321
Number of Individuals Covered5099
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458321
Policy instance 1
Insurance contract or identification number458321
Number of Individuals Covered5337
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number063040
Policy instance 2
Insurance contract or identification number063040
Number of Individuals Covered5337
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458321
Policy instance 1
Insurance contract or identification number458321
Number of Individuals Covered5838
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number063040
Policy instance 2
Insurance contract or identification number063040
Number of Individuals Covered5838
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number063040
Policy instance 2
Insurance contract or identification number063040
Number of Individuals Covered6376
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458321
Policy instance 1
Insurance contract or identification number458321
Number of Individuals Covered6376
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number063040
Policy instance 2
Insurance contract or identification number063040
Number of Individuals Covered6601
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458321
Policy instance 1
Insurance contract or identification number458321
Number of Individuals Covered6601
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number063040
Policy instance 2
Insurance contract or identification number063040
Number of Individuals Covered4846
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458321
Policy instance 1
Insurance contract or identification number458321
Number of Individuals Covered4846
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $87,981
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees87981
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number063040
Policy instance 2
Insurance contract or identification number063040
Number of Individuals Covered4273
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458321
Policy instance 1
Insurance contract or identification number458321
Number of Individuals Covered4273
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $50,000
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees50000
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458321
Policy instance 1
Insurance contract or identification number458321
Number of Individuals Covered4065
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $50,000
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees50000
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number063040
Policy instance 2
Insurance contract or identification number063040
Number of Individuals Covered4065
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number063040
Policy instance 1
Insurance contract or identification number063040
Number of Individuals Covered3740
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60281
Policy instance 2
Insurance contract or identification number60281
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number063040
Policy instance 1
Insurance contract or identification number063040
Number of Individuals Covered3734
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60281
Policy instance 1
Insurance contract or identification number60281
Number of Individuals Covered3975
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60281
Policy instance 1
Insurance contract or identification number60281
Number of Individuals Covered3959
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3