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Plan Name | PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PELLA CORPORATION |
Employer identification number (EIN): | 420497670 |
NAIC Classification: | 321900 |
Additional information about PELLA CORPORATION
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 1925-02-06 |
Company Identification Number: | 035275 |
Legal Registered Office Address: |
3106 INGERSOLL AVENUE DES MOINES United States of America (USA) 50312 |
More information about PELLA CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-12-01 | ||||
001 | 2020-12-01 | ||||
001 | 2020-12-01 | ||||
001 | 2019-12-01 | ||||
001 | 2018-12-01 | ||||
001 | 2017-12-01 | ||||
001 | 2016-12-01 | TRICIA L. VAN ZEE | |||
001 | 2015-12-01 | TRICIA L. VAN ZEE | |||
001 | 2014-12-01 | TRICIA L. VAN ZEE | |||
001 | 2013-12-01 | TRICIA L. VAN ZEE | |||
001 | 2012-12-01 | TRICIA L. VAN ZEE | |||
001 | 2011-12-01 | TRICIA L VAN ZEE | TRICIA L VAN ZEE | 2013-09-13 | |
001 | 2009-12-01 | TRICIA L VAN ZEE | TRICIA L VAN ZEE | 2011-09-12 | |
001 | 2008-12-01 | TRICIA L VAN ZEE | TRICIA L VAN ZEE | 2010-09-14 |
Measure | Date | Value |
---|---|---|
2021: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-12-01 | 10,276 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 8,219 |
Number of retired or separated participants receiving benefits | 2021-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-12-01 | 2,449 |
Total of all active and inactive participants | 2021-12-01 | 10,668 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-12-01 | 75 |
Total participants | 2021-12-01 | 10,743 |
Number of participants with account balances | 2021-12-01 | 10,557 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-12-01 | 685 |
2020: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-12-01 | 9,250 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 7,395 |
Number of retired or separated participants receiving benefits | 2020-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 2,820 |
Total of all active and inactive participants | 2020-12-01 | 10,215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-12-01 | 61 |
Total participants | 2020-12-01 | 10,276 |
Number of participants with account balances | 2020-12-01 | 10,110 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-12-01 | 570 |
2019: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-12-01 | 8,521 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 6,915 |
Number of retired or separated participants receiving benefits | 2019-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 2,287 |
Total of all active and inactive participants | 2019-12-01 | 9,202 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-12-01 | 48 |
Total participants | 2019-12-01 | 9,250 |
Number of participants with account balances | 2019-12-01 | 9,045 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-12-01 | 27 |
2018: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-12-01 | 7,765 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-12-01 | 6,617 |
Number of retired or separated participants receiving benefits | 2018-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-12-01 | 1,866 |
Total of all active and inactive participants | 2018-12-01 | 8,483 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-12-01 | 38 |
Total participants | 2018-12-01 | 8,521 |
Number of participants with account balances | 2018-12-01 | 8,333 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-12-01 | 126 |
2017: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-12-01 | 7,038 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-12-01 | 5,990 |
Number of retired or separated participants receiving benefits | 2017-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-12-01 | 1,742 |
Total of all active and inactive participants | 2017-12-01 | 7,732 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-12-01 | 33 |
Total participants | 2017-12-01 | 7,765 |
Number of participants with account balances | 2017-12-01 | 7,651 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-12-01 | 155 |
2016: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-12-01 | 6,903 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 5,458 |
Number of retired or separated participants receiving benefits | 2016-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-12-01 | 1,554 |
Total of all active and inactive participants | 2016-12-01 | 7,012 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-12-01 | 26 |
Total participants | 2016-12-01 | 7,038 |
Number of participants with account balances | 2016-12-01 | 6,969 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-12-01 | 124 |
2015: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-12-01 | 7,257 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 5,401 |
Number of retired or separated participants receiving benefits | 2015-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-12-01 | 1,483 |
Total of all active and inactive participants | 2015-12-01 | 6,884 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-12-01 | 19 |
Total participants | 2015-12-01 | 6,903 |
Number of participants with account balances | 2015-12-01 | 6,837 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-12-01 | 84 |
2014: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-12-01 | 6,367 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 5,105 |
Number of retired or separated participants receiving benefits | 2014-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-12-01 | 2,125 |
Total of all active and inactive participants | 2014-12-01 | 7,230 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-12-01 | 27 |
Total participants | 2014-12-01 | 7,257 |
Number of participants with account balances | 2014-12-01 | 7,229 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-12-01 | 58 |
2013: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-12-01 | 6,393 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 4,902 |
Number of retired or separated participants receiving benefits | 2013-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-12-01 | 1,465 |
Total of all active and inactive participants | 2013-12-01 | 6,367 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-12-01 | 0 |
Total participants | 2013-12-01 | 6,367 |
Number of participants with account balances | 2013-12-01 | 6,359 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-12-01 | 21 |
2012: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-12-01 | 6,635 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 4,751 |
Number of retired or separated participants receiving benefits | 2012-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-12-01 | 1,642 |
Total of all active and inactive participants | 2012-12-01 | 6,393 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-12-01 | 0 |
Total participants | 2012-12-01 | 6,393 |
Number of participants with account balances | 2012-12-01 | 6,390 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-12-01 | 30 |
2011: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-12-01 | 5,031 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 4,910 |
Number of retired or separated participants receiving benefits | 2011-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 1,725 |
Total of all active and inactive participants | 2011-12-01 | 6,635 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-12-01 | 0 |
Total participants | 2011-12-01 | 6,635 |
Number of participants with account balances | 2011-12-01 | 6,630 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-12-01 | 36 |
2009: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-12-01 | 8,163 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 6,664 |
Number of retired or separated participants receiving benefits | 2009-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 1,496 |
Total of all active and inactive participants | 2009-12-01 | 8,160 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-01 | 0 |
Total participants | 2009-12-01 | 8,160 |
Number of participants with account balances | 2009-12-01 | 8,093 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-01 | 80 |
2008: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-12-01 | 7,509 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-12-01 | 6,779 |
Number of retired or separated participants receiving benefits | 2008-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-12-01 | 1,384 |
Total of all active and inactive participants | 2008-12-01 | 8,163 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-12-01 | 0 |
Total participants | 2008-12-01 | 8,163 |
Number of participants with account balances | 2008-12-01 | 7,897 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-12-01 | 164 |
Measure | Date | Value |
---|---|---|
2022 : PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-11-30 | $0 |
Total transfer of assets to this plan | 2022-11-30 | $4,604 |
Total transfer of assets from this plan | 2022-11-30 | $2,145,288 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-11-30 | $132,318 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-11-30 | $126,601 |
Total income from all sources (including contributions) | 2022-11-30 | $-28,970,609 |
Total loss/gain on sale of assets | 2022-11-30 | $0 |
Total of all expenses incurred | 2022-11-30 | $109,585,973 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-11-30 | $108,958,215 |
Expenses. Certain deemed distributions of participant loans | 2022-11-30 | $36,656 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-11-30 | $74,811,383 |
Value of total assets at end of year | 2022-11-30 | $897,158,334 |
Value of total assets at beginning of year | 2022-11-30 | $1,037,849,883 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-11-30 | $591,102 |
Total interest from all sources | 2022-11-30 | $818,257 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-11-30 | No |
Was this plan covered by a fidelity bond | 2022-11-30 | Yes |
Value of fidelity bond cover | 2022-11-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-11-30 | No |
Contributions received from participants | 2022-11-30 | $48,027,827 |
Participant contributions at end of year | 2022-11-30 | $23,287,162 |
Participant contributions at beginning of year | 2022-11-30 | $23,697,312 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-11-30 | $3,768,352 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-11-30 | $132,318 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-11-30 | $126,601 |
Administrative expenses (other) incurred | 2022-11-30 | $589,672 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-11-30 | No |
Value of net income/loss | 2022-11-30 | $-138,556,582 |
Value of net assets at end of year (total assets less liabilities) | 2022-11-30 | $897,026,016 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-11-30 | $1,037,723,282 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-11-30 | No |
Investment advisory and management fees | 2022-11-30 | $1,430 |
Interest on participant loans | 2022-11-30 | $818,257 |
Value of interest in master investment trust accounts at end of year | 2022-11-30 | $850,855,968 |
Value of interest in master investment trust accounts at beginning of year | 2022-11-30 | $996,374,653 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-11-30 | No |
Contributions received in cash from employer | 2022-11-30 | $23,015,204 |
Employer contributions (assets) at end of year | 2022-11-30 | $23,015,204 |
Employer contributions (assets) at beginning of year | 2022-11-30 | $17,777,918 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-11-30 | $108,958,215 |
Did the plan have assets held for investment | 2022-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-11-30 | Unqualified |
Accountancy firm name | 2022-11-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2022-11-30 | 366055558 |
2021 : PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-11-30 | $0 |
Total transfer of assets to this plan | 2021-11-30 | $70,221 |
Total transfer of assets from this plan | 2021-11-30 | $2,848,336 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-11-30 | $126,601 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-11-30 | $119,806 |
Total income from all sources (including contributions) | 2021-11-30 | $186,106,421 |
Total loss/gain on sale of assets | 2021-11-30 | $0 |
Total of all expenses incurred | 2021-11-30 | $94,134,022 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-11-30 | $93,452,574 |
Expenses. Certain deemed distributions of participant loans | 2021-11-30 | $143,259 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-11-30 | $61,889,703 |
Value of total assets at end of year | 2021-11-30 | $1,037,849,883 |
Value of total assets at beginning of year | 2021-11-30 | $948,648,804 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-11-30 | $538,189 |
Total interest from all sources | 2021-11-30 | $705,661 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-11-30 | No |
Was this plan covered by a fidelity bond | 2021-11-30 | Yes |
Value of fidelity bond cover | 2021-11-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-11-30 | No |
Contributions received from participants | 2021-11-30 | $41,382,279 |
Participant contributions at end of year | 2021-11-30 | $23,697,312 |
Participant contributions at beginning of year | 2021-11-30 | $24,746,212 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-11-30 | $2,725,006 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-11-30 | $126,601 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-11-30 | $119,806 |
Administrative expenses (other) incurred | 2021-11-30 | $536,977 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-11-30 | No |
Value of net income/loss | 2021-11-30 | $91,972,399 |
Value of net assets at end of year (total assets less liabilities) | 2021-11-30 | $1,037,723,282 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-11-30 | $948,528,998 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-11-30 | No |
Investment advisory and management fees | 2021-11-30 | $1,212 |
Interest on participant loans | 2021-11-30 | $705,661 |
Value of interest in master investment trust accounts at end of year | 2021-11-30 | $996,374,653 |
Value of interest in master investment trust accounts at beginning of year | 2021-11-30 | $906,294,988 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-11-30 | No |
Contributions received in cash from employer | 2021-11-30 | $17,782,418 |
Employer contributions (assets) at end of year | 2021-11-30 | $17,777,918 |
Employer contributions (assets) at beginning of year | 2021-11-30 | $17,607,604 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-11-30 | $93,452,574 |
Did the plan have assets held for investment | 2021-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-11-30 | Disclaimer |
Accountancy firm name | 2021-11-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2021-11-30 | 366055558 |
2020 : PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-11-30 | $0 |
Total transfer of assets to this plan | 2020-11-30 | $166,111 |
Total transfer of assets from this plan | 2020-11-30 | $2,973,553 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-11-30 | $119,806 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-11-30 | $104,605 |
Total income from all sources (including contributions) | 2020-11-30 | $156,646,746 |
Total loss/gain on sale of assets | 2020-11-30 | $0 |
Total of all expenses incurred | 2020-11-30 | $109,250,162 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-11-30 | $108,690,104 |
Expenses. Certain deemed distributions of participant loans | 2020-11-30 | $66,922 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-11-30 | $52,725,076 |
Value of total assets at end of year | 2020-11-30 | $948,648,804 |
Value of total assets at beginning of year | 2020-11-30 | $904,044,461 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-11-30 | $493,136 |
Total interest from all sources | 2020-11-30 | $1,372,653 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-11-30 | No |
Was this plan covered by a fidelity bond | 2020-11-30 | Yes |
Value of fidelity bond cover | 2020-11-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-11-30 | No |
Contributions received from participants | 2020-11-30 | $33,644,832 |
Participant contributions at end of year | 2020-11-30 | $24,746,212 |
Participant contributions at beginning of year | 2020-11-30 | $25,818,560 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-11-30 | $1,472,400 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-11-30 | $25,849 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-11-30 | $119,806 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-11-30 | $104,605 |
Administrative expenses (other) incurred | 2020-11-30 | $491,971 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-11-30 | No |
Value of net income/loss | 2020-11-30 | $47,396,584 |
Value of net assets at end of year (total assets less liabilities) | 2020-11-30 | $948,528,998 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-11-30 | $903,939,856 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-11-30 | No |
Investment advisory and management fees | 2020-11-30 | $1,165 |
Interest on participant loans | 2020-11-30 | $1,372,653 |
Value of interest in master investment trust accounts at end of year | 2020-11-30 | $906,294,988 |
Value of interest in master investment trust accounts at beginning of year | 2020-11-30 | $847,509,265 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-11-30 | No |
Contributions received in cash from employer | 2020-11-30 | $17,607,844 |
Employer contributions (assets) at end of year | 2020-11-30 | $17,607,604 |
Employer contributions (assets) at beginning of year | 2020-11-30 | $30,690,787 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-11-30 | $108,690,104 |
Did the plan have assets held for investment | 2020-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-11-30 | Disclaimer |
Accountancy firm name | 2020-11-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2020-11-30 | 366055558 |
2019 : PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-11-30 | $0 |
Total transfer of assets from this plan | 2019-11-30 | $104,051 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-11-30 | $104,605 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-11-30 | $99,799 |
Total income from all sources (including contributions) | 2019-11-30 | $159,857,852 |
Total loss/gain on sale of assets | 2019-11-30 | $0 |
Total of all expenses incurred | 2019-11-30 | $64,855,759 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-11-30 | $64,347,106 |
Expenses. Certain deemed distributions of participant loans | 2019-11-30 | $3,144 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-11-30 | $63,789,832 |
Value of total assets at end of year | 2019-11-30 | $904,044,461 |
Value of total assets at beginning of year | 2019-11-30 | $809,141,613 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-11-30 | $505,509 |
Total interest from all sources | 2019-11-30 | $1,060,019 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-11-30 | No |
Was this plan covered by a fidelity bond | 2019-11-30 | Yes |
Value of fidelity bond cover | 2019-11-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-11-30 | No |
Contributions received from participants | 2019-11-30 | $31,502,532 |
Participant contributions at end of year | 2019-11-30 | $25,818,560 |
Participant contributions at beginning of year | 2019-11-30 | $24,997,695 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-11-30 | $1,701,782 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-11-30 | $25,849 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-11-30 | $19,406 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-11-30 | $104,605 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-11-30 | $99,799 |
Administrative expenses (other) incurred | 2019-11-30 | $504,345 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-11-30 | No |
Value of net income/loss | 2019-11-30 | $95,002,093 |
Value of net assets at end of year (total assets less liabilities) | 2019-11-30 | $903,939,856 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-11-30 | $809,041,814 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-11-30 | No |
Investment advisory and management fees | 2019-11-30 | $1,164 |
Interest on participant loans | 2019-11-30 | $1,060,019 |
Value of interest in master investment trust accounts at end of year | 2019-11-30 | $847,509,265 |
Value of interest in master investment trust accounts at beginning of year | 2019-11-30 | $756,822,742 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-11-30 | No |
Contributions received in cash from employer | 2019-11-30 | $30,585,518 |
Employer contributions (assets) at end of year | 2019-11-30 | $30,690,787 |
Employer contributions (assets) at beginning of year | 2019-11-30 | $27,301,770 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-11-30 | $64,347,106 |
Did the plan have assets held for investment | 2019-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-11-30 | Disclaimer |
Accountancy firm name | 2019-11-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2019-11-30 | 366055558 |
2018 : PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-11-30 | $0 |
Total transfer of assets from this plan | 2018-11-30 | $3,324,442 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-11-30 | $99,799 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-11-30 | $86,650 |
Total income from all sources (including contributions) | 2018-11-30 | $61,184,030 |
Total loss/gain on sale of assets | 2018-11-30 | $0 |
Total of all expenses incurred | 2018-11-30 | $57,868,193 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-11-30 | $57,381,975 |
Expenses. Certain deemed distributions of participant loans | 2018-11-30 | $8,736 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-11-30 | $55,552,892 |
Value of total assets at end of year | 2018-11-30 | $809,141,613 |
Value of total assets at beginning of year | 2018-11-30 | $809,137,069 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-11-30 | $477,482 |
Total interest from all sources | 2018-11-30 | $911,021 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-11-30 | No |
Was this plan covered by a fidelity bond | 2018-11-30 | Yes |
Value of fidelity bond cover | 2018-11-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-11-30 | No |
Contributions received from participants | 2018-11-30 | $26,376,025 |
Participant contributions at end of year | 2018-11-30 | $24,997,695 |
Participant contributions at beginning of year | 2018-11-30 | $25,221,915 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-11-30 | $1,868,263 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-11-30 | $19,406 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-11-30 | $37,100 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-11-30 | $99,799 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-11-30 | $86,650 |
Administrative expenses (other) incurred | 2018-11-30 | $476,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-11-30 | No |
Value of net income/loss | 2018-11-30 | $3,315,837 |
Value of net assets at end of year (total assets less liabilities) | 2018-11-30 | $809,041,814 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-11-30 | $809,050,419 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-11-30 | No |
Investment advisory and management fees | 2018-11-30 | $932 |
Interest on participant loans | 2018-11-30 | $911,021 |
Value of interest in master investment trust accounts at end of year | 2018-11-30 | $756,822,742 |
Value of interest in master investment trust accounts at beginning of year | 2018-11-30 | $588,883,845 |
Value of interest in common/collective trusts at end of year | 2018-11-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-11-30 | $168,962,901 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-11-30 | No |
Contributions received in cash from employer | 2018-11-30 | $27,308,604 |
Employer contributions (assets) at end of year | 2018-11-30 | $27,301,770 |
Employer contributions (assets) at beginning of year | 2018-11-30 | $26,031,308 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-11-30 | $57,381,975 |
Did the plan have assets held for investment | 2018-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-11-30 | Disclaimer |
Accountancy firm name | 2018-11-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2018-11-30 | 366055558 |
2017 : PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-11-30 | $0 |
Total transfer of assets to this plan | 2017-11-30 | $1,192,750 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-11-30 | $86,650 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-11-30 | $94,527 |
Total income from all sources (including contributions) | 2017-11-30 | $149,235,995 |
Total loss/gain on sale of assets | 2017-11-30 | $0 |
Total of all expenses incurred | 2017-11-30 | $58,727,389 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-11-30 | $58,304,487 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-11-30 | $48,457,289 |
Value of total assets at end of year | 2017-11-30 | $809,137,069 |
Value of total assets at beginning of year | 2017-11-30 | $717,443,590 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-11-30 | $422,902 |
Total interest from all sources | 2017-11-30 | $819,086 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-11-30 | No |
Was this plan covered by a fidelity bond | 2017-11-30 | Yes |
Value of fidelity bond cover | 2017-11-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-11-30 | No |
Contributions received from participants | 2017-11-30 | $21,303,174 |
Participant contributions at end of year | 2017-11-30 | $25,221,915 |
Participant contributions at beginning of year | 2017-11-30 | $25,208,422 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-11-30 | $1,120,420 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-11-30 | $37,100 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-11-30 | $37,049 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-11-30 | $86,650 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-11-30 | $94,527 |
Administrative expenses (other) incurred | 2017-11-30 | $422,902 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-11-30 | No |
Value of net income/loss | 2017-11-30 | $90,508,606 |
Value of net assets at end of year (total assets less liabilities) | 2017-11-30 | $809,050,419 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-11-30 | $717,349,063 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-11-30 | No |
Interest on participant loans | 2017-11-30 | $819,086 |
Value of interest in master investment trust accounts at end of year | 2017-11-30 | $588,883,845 |
Value of interest in master investment trust accounts at beginning of year | 2017-11-30 | $484,696,134 |
Value of interest in common/collective trusts at end of year | 2017-11-30 | $168,962,901 |
Value of interest in common/collective trusts at beginning of year | 2017-11-30 | $179,902,207 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-11-30 | No |
Contributions received in cash from employer | 2017-11-30 | $26,033,695 |
Employer contributions (assets) at end of year | 2017-11-30 | $26,031,308 |
Employer contributions (assets) at beginning of year | 2017-11-30 | $27,599,778 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-11-30 | $58,304,487 |
Did the plan have assets held for investment | 2017-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-11-30 | Disclaimer |
Accountancy firm name | 2017-11-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2017-11-30 | 366055558 |
2016 : PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-11-30 | $94,527 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-11-30 | $89,638 |
Total income from all sources (including contributions) | 2016-11-30 | $78,197,938 |
Total loss/gain on sale of assets | 2016-11-30 | $0 |
Total of all expenses incurred | 2016-11-30 | $40,120,042 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-11-30 | $39,639,716 |
Value of total corrective distributions | 2016-11-30 | $22,111 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-11-30 | $47,208,181 |
Value of total assets at end of year | 2016-11-30 | $717,443,590 |
Value of total assets at beginning of year | 2016-11-30 | $679,360,805 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-11-30 | $458,215 |
Total interest from all sources | 2016-11-30 | $767,732 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-11-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-11-30 | $0 |
Was this plan covered by a fidelity bond | 2016-11-30 | Yes |
Value of fidelity bond cover | 2016-11-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-11-30 | No |
Contributions received from participants | 2016-11-30 | $18,653,837 |
Participant contributions at end of year | 2016-11-30 | $25,208,422 |
Participant contributions at beginning of year | 2016-11-30 | $24,981,798 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-11-30 | $954,008 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-11-30 | $37,049 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-11-30 | $38,158 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-11-30 | $94,527 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-11-30 | $89,638 |
Other income not declared elsewhere | 2016-11-30 | $0 |
Administrative expenses (other) incurred | 2016-11-30 | $458,215 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-11-30 | No |
Value of net income/loss | 2016-11-30 | $38,077,896 |
Value of net assets at end of year (total assets less liabilities) | 2016-11-30 | $717,349,063 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-11-30 | $679,271,167 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-11-30 | No |
Interest on participant loans | 2016-11-30 | $767,732 |
Value of interest in master investment trust accounts at end of year | 2016-11-30 | $484,696,134 |
Value of interest in master investment trust accounts at beginning of year | 2016-11-30 | $478,987,840 |
Value of interest in common/collective trusts at end of year | 2016-11-30 | $179,902,207 |
Value of interest in common/collective trusts at beginning of year | 2016-11-30 | $152,474,902 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-11-30 | $0 |
Net investment gain or loss from common/collective trusts | 2016-11-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-11-30 | No |
Contributions received in cash from employer | 2016-11-30 | $27,600,336 |
Employer contributions (assets) at end of year | 2016-11-30 | $27,599,778 |
Employer contributions (assets) at beginning of year | 2016-11-30 | $22,878,107 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-11-30 | $39,639,716 |
Did the plan have assets held for investment | 2016-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-11-30 | Disclaimer |
Accountancy firm name | 2016-11-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2016-11-30 | 366055558 |
2015 : PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-11-30 | $89,638 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-11-30 | $1,013,732 |
Total income from all sources (including contributions) | 2015-11-30 | $44,324,385 |
Total loss/gain on sale of assets | 2015-11-30 | $0 |
Total of all expenses incurred | 2015-11-30 | $47,020,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-11-30 | $46,506,020 |
Value of total corrective distributions | 2015-11-30 | $64,373 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-11-30 | $39,559,629 |
Value of total assets at end of year | 2015-11-30 | $679,360,805 |
Value of total assets at beginning of year | 2015-11-30 | $682,980,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-11-30 | $449,832 |
Total interest from all sources | 2015-11-30 | $792,647 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-11-30 | No |
Was this plan covered by a fidelity bond | 2015-11-30 | Yes |
Value of fidelity bond cover | 2015-11-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-11-30 | No |
Contributions received from participants | 2015-11-30 | $15,893,983 |
Participant contributions at end of year | 2015-11-30 | $24,981,798 |
Participant contributions at beginning of year | 2015-11-30 | $25,609,156 |
Participant contributions at end of year | 2015-11-30 | $0 |
Participant contributions at beginning of year | 2015-11-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-11-30 | $783,285 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-11-30 | $38,158 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-11-30 | $326,280 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-11-30 | $89,638 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-11-30 | $346 |
Administrative expenses (other) incurred | 2015-11-30 | $449,832 |
Liabilities. Value of operating payables at end of year | 2015-11-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-11-30 | $1,013,386 |
Total non interest bearing cash at end of year | 2015-11-30 | $0 |
Total non interest bearing cash at beginning of year | 2015-11-30 | $945,206 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-11-30 | No |
Value of net income/loss | 2015-11-30 | $-2,695,840 |
Value of net assets at end of year (total assets less liabilities) | 2015-11-30 | $679,271,167 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-11-30 | $681,967,007 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-11-30 | No |
Interest on participant loans | 2015-11-30 | $792,647 |
Value of interest in master investment trust accounts at end of year | 2015-11-30 | $478,987,840 |
Value of interest in master investment trust accounts at beginning of year | 2015-11-30 | $478,178,761 |
Value of interest in common/collective trusts at end of year | 2015-11-30 | $152,474,902 |
Value of interest in common/collective trusts at beginning of year | 2015-11-30 | $159,797,346 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-11-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-11-30 | $1,437,765 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-11-30 | $1,437,765 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-11-30 | No |
Contributions received in cash from employer | 2015-11-30 | $22,882,361 |
Employer contributions (assets) at end of year | 2015-11-30 | $22,878,107 |
Employer contributions (assets) at beginning of year | 2015-11-30 | $16,686,225 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-11-30 | $46,506,020 |
Did the plan have assets held for investment | 2015-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-11-30 | Disclaimer |
Accountancy firm name | 2015-11-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2015-11-30 | 366055558 |
2014 : PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-11-30 | $1,013,732 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-11-30 | $866,425 |
Total income from all sources (including contributions) | 2014-11-30 | $81,865,787 |
Total loss/gain on sale of assets | 2014-11-30 | $0 |
Total of all expenses incurred | 2014-11-30 | $43,652,960 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-11-30 | $43,242,897 |
Expenses. Certain deemed distributions of participant loans | 2014-11-30 | $-24,193 |
Value of total corrective distributions | 2014-11-30 | $70,043 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-11-30 | $30,971,861 |
Value of total assets at end of year | 2014-11-30 | $682,980,739 |
Value of total assets at beginning of year | 2014-11-30 | $644,620,605 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-11-30 | $364,213 |
Total interest from all sources | 2014-11-30 | $828,807 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-11-30 | No |
Was this plan covered by a fidelity bond | 2014-11-30 | Yes |
Value of fidelity bond cover | 2014-11-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-11-30 | No |
Contributions received from participants | 2014-11-30 | $14,009,402 |
Participant contributions at end of year | 2014-11-30 | $25,609,156 |
Participant contributions at beginning of year | 2014-11-30 | $26,420,632 |
Participant contributions at end of year | 2014-11-30 | $0 |
Participant contributions at beginning of year | 2014-11-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-11-30 | $303,781 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-11-30 | $326,280 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-11-30 | $106,627 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-11-30 | $346 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-11-30 | $866,425 |
Liabilities. Value of operating payables at end of year | 2014-11-30 | $1,013,386 |
Liabilities. Value of operating payables at beginning of year | 2014-11-30 | $0 |
Total non interest bearing cash at end of year | 2014-11-30 | $945,206 |
Total non interest bearing cash at beginning of year | 2014-11-30 | $980,665 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-11-30 | No |
Value of net income/loss | 2014-11-30 | $38,212,827 |
Value of net assets at end of year (total assets less liabilities) | 2014-11-30 | $681,967,007 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-11-30 | $643,754,180 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-11-30 | No |
Investment advisory and management fees | 2014-11-30 | $560 |
Interest on participant loans | 2014-11-30 | $828,807 |
Value of interest in master investment trust accounts at end of year | 2014-11-30 | $478,178,761 |
Value of interest in master investment trust accounts at beginning of year | 2014-11-30 | $433,451,521 |
Value of interest in common/collective trusts at end of year | 2014-11-30 | $159,797,346 |
Value of interest in common/collective trusts at beginning of year | 2014-11-30 | $168,319,866 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-11-30 | $1,437,765 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-11-30 | $1,500,737 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-11-30 | $1,500,737 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-11-30 | No |
Contributions received in cash from employer | 2014-11-30 | $16,658,678 |
Employer contributions (assets) at end of year | 2014-11-30 | $16,686,225 |
Employer contributions (assets) at beginning of year | 2014-11-30 | $13,840,557 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-11-30 | $43,242,897 |
Contract administrator fees | 2014-11-30 | $363,653 |
Did the plan have assets held for investment | 2014-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-11-30 | Disclaimer |
Accountancy firm name | 2014-11-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2014-11-30 | 366055558 |
2013 : PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-30 | $866,425 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-30 | $1,150,093 |
Total income from all sources (including contributions) | 2013-11-30 | $108,500,021 |
Total loss/gain on sale of assets | 2013-11-30 | $0 |
Total of all expenses incurred | 2013-11-30 | $34,709,056 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-11-30 | $34,384,693 |
Value of total corrective distributions | 2013-11-30 | $180,254 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-11-30 | $25,621,905 |
Value of total assets at end of year | 2013-11-30 | $644,620,605 |
Value of total assets at beginning of year | 2013-11-30 | $571,113,308 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-11-30 | $144,109 |
Total interest from all sources | 2013-11-30 | $804,876 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-11-30 | No |
Was this plan covered by a fidelity bond | 2013-11-30 | Yes |
Value of fidelity bond cover | 2013-11-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-11-30 | No |
Contributions received from participants | 2013-11-30 | $11,462,103 |
Participant contributions at end of year | 2013-11-30 | $26,420,632 |
Participant contributions at beginning of year | 2013-11-30 | $26,357,079 |
Participant contributions at end of year | 2013-11-30 | $0 |
Participant contributions at beginning of year | 2013-11-30 | $578,269 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-11-30 | $451,218 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-11-30 | $106,627 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-11-30 | $866,425 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-11-30 | $1,150,093 |
Total non interest bearing cash at end of year | 2013-11-30 | $980,665 |
Total non interest bearing cash at beginning of year | 2013-11-30 | $648,153 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-11-30 | No |
Value of net income/loss | 2013-11-30 | $73,790,965 |
Value of net assets at end of year (total assets less liabilities) | 2013-11-30 | $643,754,180 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-11-30 | $569,963,215 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-11-30 | No |
Investment advisory and management fees | 2013-11-30 | $1,846 |
Interest on participant loans | 2013-11-30 | $804,876 |
Value of interest in master investment trust accounts at end of year | 2013-11-30 | $433,451,521 |
Value of interest in master investment trust accounts at beginning of year | 2013-11-30 | $366,802,238 |
Value of interest in common/collective trusts at end of year | 2013-11-30 | $168,319,866 |
Value of interest in common/collective trusts at beginning of year | 2013-11-30 | $164,152,048 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-11-30 | $1,500,737 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-11-30 | $1,433,317 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-11-30 | $1,433,317 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-11-30 | No |
Contributions received in cash from employer | 2013-11-30 | $13,708,584 |
Employer contributions (assets) at end of year | 2013-11-30 | $13,840,557 |
Employer contributions (assets) at beginning of year | 2013-11-30 | $11,142,204 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-11-30 | $34,384,693 |
Contract administrator fees | 2013-11-30 | $142,263 |
Did the plan have assets held for investment | 2013-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-11-30 | Disclaimer |
Accountancy firm name | 2013-11-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2013-11-30 | 366055558 |
2012 : PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-11-30 | $1,150,093 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-11-30 | $1,852,348 |
Total income from all sources (including contributions) | 2012-11-30 | $70,536,080 |
Total loss/gain on sale of assets | 2012-11-30 | $0 |
Total of all expenses incurred | 2012-11-30 | $55,181,920 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-11-30 | $55,019,448 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-11-30 | $18,694,519 |
Value of total assets at end of year | 2012-11-30 | $571,113,308 |
Value of total assets at beginning of year | 2012-11-30 | $556,461,403 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-11-30 | $162,472 |
Total interest from all sources | 2012-11-30 | $892,277 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-11-30 | No |
Was this plan covered by a fidelity bond | 2012-11-30 | Yes |
Value of fidelity bond cover | 2012-11-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-11-30 | No |
Contributions received from participants | 2012-11-30 | $7,665,608 |
Participant contributions at end of year | 2012-11-30 | $26,357,079 |
Participant contributions at beginning of year | 2012-11-30 | $29,088,009 |
Participant contributions at end of year | 2012-11-30 | $578,269 |
Participant contributions at beginning of year | 2012-11-30 | $1,647,687 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-11-30 | $365,080 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-11-30 | $1,150,093 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-11-30 | $1,852,348 |
Total non interest bearing cash at end of year | 2012-11-30 | $648,153 |
Total non interest bearing cash at beginning of year | 2012-11-30 | $897,143 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-11-30 | No |
Value of net income/loss | 2012-11-30 | $15,354,160 |
Value of net assets at end of year (total assets less liabilities) | 2012-11-30 | $569,963,215 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-11-30 | $554,609,055 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-11-30 | No |
Investment advisory and management fees | 2012-11-30 | $2,661 |
Interest on participant loans | 2012-11-30 | $892,277 |
Value of interest in master investment trust accounts at end of year | 2012-11-30 | $366,802,238 |
Value of interest in master investment trust accounts at beginning of year | 2012-11-30 | $337,919,130 |
Value of interest in common/collective trusts at end of year | 2012-11-30 | $164,152,048 |
Value of interest in common/collective trusts at beginning of year | 2012-11-30 | $178,812,384 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-11-30 | $1,433,317 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-11-30 | $1,284,702 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-11-30 | $1,284,702 |
Net investment gain or loss from common/collective trusts | 2012-11-30 | $5,772,789 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-11-30 | No |
Contributions received in cash from employer | 2012-11-30 | $10,663,831 |
Employer contributions (assets) at end of year | 2012-11-30 | $11,142,204 |
Employer contributions (assets) at beginning of year | 2012-11-30 | $6,812,348 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-11-30 | $55,019,448 |
Contract administrator fees | 2012-11-30 | $159,811 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-11-30 | No |
Did the plan have assets held for investment | 2012-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-11-30 | Disclaimer |
Accountancy firm name | 2012-11-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2012-11-30 | 366055558 |
2011 : PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-11-30 | $1,852,348 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-11-30 | $1,393,042 |
Total income from all sources (including contributions) | 2011-11-30 | $35,234,750 |
Total loss/gain on sale of assets | 2011-11-30 | $0 |
Total of all expenses incurred | 2011-11-30 | $49,377,335 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-11-30 | $49,336,639 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-11-30 | $15,598,516 |
Value of total assets at end of year | 2011-11-30 | $556,461,403 |
Value of total assets at beginning of year | 2011-11-30 | $570,144,682 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-11-30 | $40,696 |
Total interest from all sources | 2011-11-30 | $1,148,442 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-11-30 | No |
Was this plan covered by a fidelity bond | 2011-11-30 | Yes |
Value of fidelity bond cover | 2011-11-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-11-30 | No |
Contributions received from participants | 2011-11-30 | $8,803,066 |
Participant contributions at end of year | 2011-11-30 | $29,088,009 |
Participant contributions at beginning of year | 2011-11-30 | $31,521,749 |
Participant contributions at end of year | 2011-11-30 | $1,647,687 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-11-30 | $459,244 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-11-30 | $1,127,235 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-11-30 | $1,852,348 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-11-30 | $1,393,042 |
Total non interest bearing cash at end of year | 2011-11-30 | $897,143 |
Total non interest bearing cash at beginning of year | 2011-11-30 | $530,649 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-11-30 | No |
Value of net income/loss | 2011-11-30 | $-14,142,585 |
Value of net assets at end of year (total assets less liabilities) | 2011-11-30 | $554,609,055 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-11-30 | $568,751,640 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-11-30 | No |
Interest on participant loans | 2011-11-30 | $1,148,442 |
Value of interest in master investment trust accounts at end of year | 2011-11-30 | $337,919,130 |
Value of interest in master investment trust accounts at beginning of year | 2011-11-30 | $352,327,206 |
Value of interest in common/collective trusts at end of year | 2011-11-30 | $178,812,384 |
Value of interest in common/collective trusts at beginning of year | 2011-11-30 | $168,992,332 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-11-30 | $1,284,702 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-11-30 | $1,202,760 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-11-30 | $1,202,760 |
Net investment gain or loss from common/collective trusts | 2011-11-30 | $4,354,184 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-11-30 | No |
Contributions received in cash from employer | 2011-11-30 | $6,336,206 |
Employer contributions (assets) at end of year | 2011-11-30 | $6,812,348 |
Employer contributions (assets) at beginning of year | 2011-11-30 | $14,442,751 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-11-30 | $49,336,639 |
Contract administrator fees | 2011-11-30 | $40,696 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-11-30 | No |
Did the plan have assets held for investment | 2011-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-11-30 | Disclaimer |
Accountancy firm name | 2011-11-30 | GRANT THORNTON |
Accountancy firm EIN | 2011-11-30 | 366055558 |
2010 : PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-11-30 | $0 |
2009 : PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-11-30 | $0 |
2021: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2021 form 5500 responses | ||
---|---|---|
2021-12-01 | Type of plan entity | Single employer plan |
2021-12-01 | Submission has been amended | No |
2021-12-01 | This submission is the final filing | No |
2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-12-01 | Plan is a collectively bargained plan | No |
2021-12-01 | Plan funding arrangement – Trust | Yes |
2021-12-01 | Plan benefit arrangement - Trust | Yes |
2020: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-12-01 | Type of plan entity | Single employer plan |
2020-12-01 | Submission has been amended | No |
2020-12-01 | This submission is the final filing | No |
2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-12-01 | Plan is a collectively bargained plan | No |
2020-12-01 | Plan funding arrangement – Trust | Yes |
2020-12-01 | Plan benefit arrangement - Trust | Yes |
2019: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-12-01 | Type of plan entity | Single employer plan |
2019-12-01 | Submission has been amended | No |
2019-12-01 | This submission is the final filing | No |
2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-12-01 | Plan is a collectively bargained plan | No |
2019-12-01 | Plan funding arrangement – Trust | Yes |
2019-12-01 | Plan benefit arrangement - Trust | Yes |
2018: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-12-01 | Type of plan entity | Single employer plan |
2018-12-01 | Submission has been amended | No |
2018-12-01 | This submission is the final filing | No |
2018-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-12-01 | Plan is a collectively bargained plan | No |
2018-12-01 | Plan funding arrangement – Trust | Yes |
2018-12-01 | Plan benefit arrangement - Trust | Yes |
2017: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-12-01 | Type of plan entity | Single employer plan |
2017-12-01 | Submission has been amended | No |
2017-12-01 | This submission is the final filing | No |
2017-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-12-01 | Plan is a collectively bargained plan | No |
2017-12-01 | Plan funding arrangement – Trust | Yes |
2017-12-01 | Plan benefit arrangement - Trust | Yes |
2016: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-12-01 | Type of plan entity | Single employer plan |
2016-12-01 | Submission has been amended | No |
2016-12-01 | This submission is the final filing | No |
2016-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-12-01 | Plan is a collectively bargained plan | No |
2016-12-01 | Plan funding arrangement – Trust | Yes |
2016-12-01 | Plan benefit arrangement - Trust | Yes |
2015: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-12-01 | Type of plan entity | Single employer plan |
2015-12-01 | Submission has been amended | No |
2015-12-01 | This submission is the final filing | No |
2015-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-12-01 | Plan is a collectively bargained plan | No |
2015-12-01 | Plan funding arrangement – Trust | Yes |
2015-12-01 | Plan benefit arrangement - Trust | Yes |
2014: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-12-01 | Type of plan entity | Single employer plan |
2014-12-01 | Submission has been amended | No |
2014-12-01 | This submission is the final filing | No |
2014-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-12-01 | Plan is a collectively bargained plan | No |
2014-12-01 | Plan funding arrangement – Trust | Yes |
2014-12-01 | Plan benefit arrangement - Trust | Yes |
2013: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-12-01 | Type of plan entity | Single employer plan |
2013-12-01 | Submission has been amended | No |
2013-12-01 | This submission is the final filing | No |
2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-12-01 | Plan is a collectively bargained plan | No |
2013-12-01 | Plan funding arrangement – Trust | Yes |
2013-12-01 | Plan benefit arrangement - Trust | Yes |
2012: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-12-01 | Type of plan entity | Single employer plan |
2012-12-01 | Submission has been amended | No |
2012-12-01 | This submission is the final filing | No |
2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-12-01 | Plan is a collectively bargained plan | No |
2012-12-01 | Plan funding arrangement – Trust | Yes |
2012-12-01 | Plan benefit arrangement - Trust | Yes |
2011: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-12-01 | Type of plan entity | Single employer plan |
2011-12-01 | Submission has been amended | No |
2011-12-01 | This submission is the final filing | No |
2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-12-01 | Plan is a collectively bargained plan | No |
2011-12-01 | Plan funding arrangement – Trust | Yes |
2011-12-01 | Plan benefit arrangement - Trust | Yes |
2009: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-12-01 | Type of plan entity | Single employer plan |
2009-12-01 | Submission has been amended | No |
2009-12-01 | This submission is the final filing | No |
2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-12-01 | Plan is a collectively bargained plan | No |
2009-12-01 | Plan funding arrangement – Trust | Yes |
2009-12-01 | Plan benefit arrangement - Trust | Yes |
2008: PELLA CORPORATION EMPLOYEES' PROFIT SHARING PLAN 2008 form 5500 responses | ||
2008-12-01 | Type of plan entity | Single employer plan |
2008-12-01 | Submission has been amended | No |
2008-12-01 | This submission is the final filing | No |
2008-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-12-01 | Plan is a collectively bargained plan | No |
2008-12-01 | Plan funding arrangement – Trust | Yes |
2008-12-01 | Plan benefit arrangement - Trust | Yes |