401k Plan data: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST plan

PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 401k Plan overview

Plan Name	PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST
Plan identification number	005

PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PW STOELTING LLC has sponsored the creation of one or more 401k plans.

Company Name: PW STOELTING LLC

Employer identification number (EIN): 455163386

NAIC Classification: 333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2016-01-01 TINA KREIDLER TINA KREIDLER 2017-10-12
005 2015-01-01 TINA KREIDLER TINA KREIDLER 2016-10-14
005 2014-01-01 TINA KREIDLER TINA KREIDLER 2015-10-08
005 2013-01-01 TOM IGNATOWSKI TOM IGNATOWSKI 2014-10-14
005 2012-01-01 TOM IGNATOWSKI

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
005	2016-01-01	TINA KREIDLER	TINA KREIDLER	2017-10-12
005	2015-01-01	TINA KREIDLER	TINA KREIDLER	2016-10-14
005	2014-01-01	TINA KREIDLER	TINA KREIDLER	2015-10-08
005	2013-01-01	TOM IGNATOWSKI	TOM IGNATOWSKI	2014-10-14
005	2012-01-01	TOM IGNATOWSKI

Plan Statistics for PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST

401k plan membership statisitcs for PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST

Measure Date Value
2016: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 163
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 28
Total of all active and inactive participants 2016-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 191
Number of participants with account balances 2016-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 173
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 176
Number of participants with account balances 2015-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 169
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 17
Total of all active and inactive participants 2014-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 186
Number of participants with account balances 2014-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 227
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 237
Number of participants with account balances 2013-01-01 189
2012: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 206
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 217
Number of participants with account balances 2012-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1

Measure	Date	Value
2016: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	163
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	28
Total of all active and inactive participants	2016-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	191
Number of participants with account balances	2016-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	173
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	176
Number of participants with account balances	2015-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	169
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	17
Total of all active and inactive participants	2014-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	186
Number of participants with account balances	2014-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	227
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	237
Number of participants with account balances	2013-01-01	189
2012: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	206
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	217
Number of participants with account balances	2012-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1

Financial Data on PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST

Measure	Date	Value
2016 : PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$414,196
Total unrealized appreciation/depreciation of assets	2016-12-31	$414,196
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,420
Total income from all sources (including contributions)	2016-12-31	$1,142,046
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$224,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$204,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$621,263
Value of total assets at end of year	2016-12-31	$7,732,283
Value of total assets at beginning of year	2016-12-31	$6,814,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$19,866
Total interest from all sources	2016-12-31	$5,494
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$101,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$101,093
Administrative expenses professional fees incurred	2016-12-31	$19,866
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$427,218
Participant contributions at end of year	2016-12-31	$119,319
Participant contributions at beginning of year	2016-12-31	$123,641
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$40,887
Liabilities. Value of operating payables at end of year	2016-12-31	$2,065
Liabilities. Value of operating payables at beginning of year	2016-12-31	$1,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$917,288
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,730,218
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,812,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,170,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,524,413
Interest on participant loans	2016-12-31	$5,494
Value of interest in common/collective trusts at end of year	2016-12-31	$1,442,815
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,166,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$153,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$204,892
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	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SCHENCK SC
Accountancy firm EIN	2016-12-31	391173131
2015 : PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$197,141
Total unrealized appreciation/depreciation of assets	2015-12-31	$197,141
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,420
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,437
Total income from all sources (including contributions)	2015-12-31	$500,955
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$637,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$617,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$582,658
Value of total assets at end of year	2015-12-31	$6,814,350
Value of total assets at beginning of year	2015-12-31	$6,950,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$19,572
Total interest from all sources	2015-12-31	$4,982
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$97,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$97,641
Administrative expenses professional fees incurred	2015-12-31	$19,572
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$426,383
Participant contributions at end of year	2015-12-31	$123,641
Participant contributions at beginning of year	2015-12-31	$124,007
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$5,500
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$2,026
Liabilities. Value of operating payables at end of year	2015-12-31	$1,420
Liabilities. Value of operating payables at beginning of year	2015-12-31	$1,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-136,337
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,812,930
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,949,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,524,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,475,737
Interest on participant loans	2015-12-31	$4,982
Value of interest in common/collective trusts at end of year	2015-12-31	$1,166,296
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,343,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-367,951
Net investment gain or loss from common/collective trusts	2015-12-31	$-13,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$156,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$617,720
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SCHENCK SC
Accountancy firm EIN	2015-12-31	391173131
2014 : PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$518,220
Total unrealized appreciation/depreciation of assets	2014-12-31	$518,220
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,437
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,327
Total income from all sources (including contributions)	2014-12-31	$931,073
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$182,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$163,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$578,999
Value of total assets at end of year	2014-12-31	$6,950,704
Value of total assets at beginning of year	2014-12-31	$6,201,773
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$18,638
Total interest from all sources	2014-12-31	$4,866
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$99,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$99,228
Administrative expenses professional fees incurred	2014-12-31	$18,638
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$421,163
Participant contributions at end of year	2014-12-31	$124,007
Participant contributions at beginning of year	2014-12-31	$125,977
Participant contributions at end of year	2014-12-31	$5,500
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,557
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$2,026
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$1,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$748,821
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,949,267
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,200,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,475,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,994,378
Interest on participant loans	2014-12-31	$4,866
Value of interest in common/collective trusts at end of year	2014-12-31	$1,343,434
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,080,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-268,230
Net investment gain or loss from common/collective trusts	2014-12-31	$-2,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$156,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$163,614
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	2014-12-31	No
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$1,437
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$1,327
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SCHENCK SC
Accountancy firm EIN	2014-12-31	391173131
2013 : PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$431,513
Total unrealized appreciation/depreciation of assets	2013-12-31	$431,513
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,447,862
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$359,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$343,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$645,015
Value of total assets at end of year	2013-12-31	$6,201,773
Value of total assets at beginning of year	2013-12-31	$5,112,427
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$16,248
Total interest from all sources	2013-12-31	$4,317
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$68,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$68,798
Administrative expenses professional fees incurred	2013-12-31	$16,248
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$462,047
Participant contributions at end of year	2013-12-31	$125,977
Participant contributions at beginning of year	2013-12-31	$101,529
Participant contributions at beginning of year	2013-12-31	$16,922
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$15,410
Liabilities. Value of operating payables at end of year	2013-12-31	$1,327
Total non interest bearing cash at beginning of year	2013-12-31	$4,987,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,088,019
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,200,446
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,112,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,994,378
Interest on participant loans	2013-12-31	$4,317
Value of interest in common/collective trusts at end of year	2013-12-31	$1,080,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$271,357
Net investment gain or loss from common/collective trusts	2013-12-31	$26,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$167,558
Employer contributions (assets) at beginning of year	2013-12-31	$5,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$343,595
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	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SCHENCK SC
Accountancy firm EIN	2013-12-31	391173131
2012 : PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,196,021
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$302,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$282,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$647,742
Value of total assets at end of year	2012-12-31	$5,089,510
Value of total assets at beginning of year	2012-12-31	$4,196,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$20,183
Total interest from all sources	2012-12-31	$3,393
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$104,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$104,351
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$408,351
Participant contributions at end of year	2012-12-31	$101,529
Participant contributions at beginning of year	2012-12-31	$55,266
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$92,675
Liabilities. Value of operating payables at end of year	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$14,669
Total non interest bearing cash at end of year	2012-12-31	$4,987,981
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$893,084
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,089,510
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,196,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,562,199
Interest on participant loans	2012-12-31	$3,393
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$578,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$4,987,981
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$436,301
Net investment gain or loss from common/collective trusts	2012-12-31	$4,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$146,716
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$282,754
Contract administrator fees	2012-12-31	$20,183
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	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SCHENCK SC
Accountancy firm EIN	2012-12-31	391173131

Form 5500 Responses for PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST

2016: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PW STOELTING LLC UNION EMPLOYEES 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	PW STOELTING LLC
Employer identification number (EIN):	455163386
NAIC Classification:	333900