401k Plan data: PELLA CAROLINA 401(K) PLAN plan

PELLA CAROLINA 401(K) PLAN 401k Plan overview

Plan Name	PELLA CAROLINA 401(K) PLAN
Plan identification number	001

PELLA CAROLINA 401(K) PLAN 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

PELLA CAROLINA, INC. has sponsored the creation of one or more 401k plans.

Company Name: PELLA CAROLINA, INC.

Employer identification number (EIN): 562280814

NAIC Classification: 327210

Additional information about PELLA CAROLINA, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2002-01-25

Company Identification Number: F149760

Legal Registered Office Address: 4701 Cox Rd Ste 285

Glen Allen
United States of America (USA)
23060-6808

More information about PELLA CAROLINA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PELLA CAROLINA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01 ED YATES 2020-05-17
001 2018-01-01 MARK WILSON
001 2017-01-01 MARK WILSON MARK WILSON 2018-06-20
001 2016-01-01 MARK WILSON MARK WILSON 2017-04-05
001 2015-01-01 MARK WILSON MARK WILSON 2016-05-20
001 2014-01-01 MARK WILSON MARK WILSON 2015-10-12
001 2013-01-01 MARK WILSON MARK WILSON 2014-10-07
001 2012-01-01 MARK WILSON MARK WILSON 2013-10-07
001 2011-01-01 LEE MCALLISTER LEE MCALLISTER 2012-08-08
001 2009-01-01 LEE MCALLISTER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01	ED YATES	2020-05-17
001	2018-01-01	MARK WILSON
001	2017-01-01	MARK WILSON		MARK WILSON	2018-06-20
001	2016-01-01	MARK WILSON		MARK WILSON	2017-04-05
001	2015-01-01	MARK WILSON		MARK WILSON	2016-05-20
001	2014-01-01	MARK WILSON		MARK WILSON	2015-10-12
001	2013-01-01	MARK WILSON		MARK WILSON	2014-10-07
001	2012-01-01	MARK WILSON		MARK WILSON	2013-10-07
001	2011-01-01	LEE MCALLISTER		LEE MCALLISTER	2012-08-08
001	2009-01-01	LEE MCALLISTER

Plan Statistics for PELLA CAROLINA 401(K) PLAN

401k plan membership statisitcs for PELLA CAROLINA 401(K) PLAN

Measure Date Value
2022: PELLA CAROLINA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 179
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 212
Number of participants with account balances 2022-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 14
2021: PELLA CAROLINA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 138
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 35
Total of all active and inactive participants 2021-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 173
Number of participants with account balances 2021-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 16
2020: PELLA CAROLINA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 119
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 22
Total of all active and inactive participants 2020-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 141
Number of participants with account balances 2020-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: PELLA CAROLINA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 113
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 20
Total of all active and inactive participants 2019-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 133
Number of participants with account balances 2019-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: PELLA CAROLINA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 104
Number of retired or separated participants receiving benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 11
Total participants 2018-01-01 115
Number of participants with account balances 2018-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: PELLA CAROLINA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 98
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 109
Number of participants with account balances 2017-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PELLA CAROLINA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 81
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 14
Total of all active and inactive participants 2016-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 95
Number of participants with account balances 2016-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: PELLA CAROLINA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 78
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 18
Total of all active and inactive participants 2015-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 96
Number of participants with account balances 2015-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PELLA CAROLINA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 76
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 20
Total of all active and inactive participants 2014-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 96
Number of participants with account balances 2014-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: PELLA CAROLINA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 74
Number of retired or separated participants receiving benefits 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 103
Number of participants with account balances 2013-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PELLA CAROLINA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 76
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 35
Total of all active and inactive participants 2012-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 111
Number of participants with account balances 2012-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: PELLA CAROLINA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 87
Number of retired or separated participants receiving benefits 2011-01-01 9
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 121
Number of participants with account balances 2011-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PELLA CAROLINA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 105
Number of retired or separated participants receiving benefits 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 129
Number of participants with account balances 2009-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: PELLA CAROLINA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	179
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	212
Number of participants with account balances	2022-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	14
2021: PELLA CAROLINA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	138
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	35
Total of all active and inactive participants	2021-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	173
Number of participants with account balances	2021-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	16
2020: PELLA CAROLINA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	119
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	22
Total of all active and inactive participants	2020-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	141
Number of participants with account balances	2020-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: PELLA CAROLINA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	113
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	20
Total of all active and inactive participants	2019-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	133
Number of participants with account balances	2019-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: PELLA CAROLINA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	104
Number of retired or separated participants receiving benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	11
Total participants	2018-01-01	115
Number of participants with account balances	2018-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: PELLA CAROLINA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	98
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	109
Number of participants with account balances	2017-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PELLA CAROLINA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	81
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	14
Total of all active and inactive participants	2016-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	95
Number of participants with account balances	2016-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: PELLA CAROLINA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	78
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	18
Total of all active and inactive participants	2015-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	96
Number of participants with account balances	2015-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PELLA CAROLINA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	76
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	20
Total of all active and inactive participants	2014-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	96
Number of participants with account balances	2014-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: PELLA CAROLINA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	74
Number of retired or separated participants receiving benefits	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	103
Number of participants with account balances	2013-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PELLA CAROLINA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	76
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	35
Total of all active and inactive participants	2012-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	111
Number of participants with account balances	2012-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: PELLA CAROLINA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	87
Number of retired or separated participants receiving benefits	2011-01-01	9
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	121
Number of participants with account balances	2011-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PELLA CAROLINA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	105
Number of retired or separated participants receiving benefits	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	129
Number of participants with account balances	2009-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on PELLA CAROLINA 401(K) PLAN

Measure	Date	Value
2022 : PELLA CAROLINA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,298,289
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$563,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$530,504
Value of total corrective distributions	2022-12-31	$2,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,105,062
Value of total assets at end of year	2022-12-31	$7,280,568
Value of total assets at beginning of year	2022-12-31	$9,142,039
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$30,424
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$356,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$356,333
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$797,188
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$89,284
Other income not declared elsewhere	2022-12-31	$8
Administrative expenses (other) incurred	2022-12-31	$30,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,861,471
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,280,568
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,142,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,057,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,027,189
Value of interest in common/collective trusts at end of year	2022-12-31	$223,046
Value of interest in common/collective trusts at beginning of year	2022-12-31	$114,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,762,874
Net investment gain or loss from common/collective trusts	2022-12-31	$3,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$218,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$530,504
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BERNARD ROBINSON & COMPANY
Accountancy firm EIN	2022-12-31	560571159
2021 : PELLA CAROLINA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,229,605
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,289,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,232,798
Value of total corrective distributions	2021-12-31	$32,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$961,419
Value of total assets at end of year	2021-12-31	$9,142,039
Value of total assets at beginning of year	2021-12-31	$8,201,613
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$23,654
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$626,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$626,515
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$668,304
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$109,132
Administrative expenses (other) incurred	2021-12-31	$23,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$940,426
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,142,039
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,201,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,027,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,066,402
Value of interest in common/collective trusts at end of year	2021-12-31	$114,850
Value of interest in common/collective trusts at beginning of year	2021-12-31	$135,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$639,900
Net investment gain or loss from common/collective trusts	2021-12-31	$1,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$183,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,232,798
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BERNARD ROBINSON & COMPANY
Accountancy firm EIN	2021-12-31	560571159
2020 : PELLA CAROLINA 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,092,498
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,130,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,063,469
Value of total corrective distributions	2020-12-31	$53,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$622,025
Value of total assets at end of year	2020-12-31	$8,201,613
Value of total assets at beginning of year	2020-12-31	$8,239,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$13,127
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$206,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$206,272
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$501,033
Administrative expenses (other) incurred	2020-12-31	$13,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-37,879
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,201,613
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,239,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,066,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,239,492
Value of interest in common/collective trusts at end of year	2020-12-31	$135,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,262,101
Net investment gain or loss from common/collective trusts	2020-12-31	$2,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$120,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,063,469
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	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BERNARD ROBINSON & COMPANY
Accountancy firm EIN	2020-12-31	560571159
2019 : PELLA CAROLINA 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,329,303
Expenses. Total of all expenses incurred	2019-12-31	$1,804,829
Benefits paid (including direct rollovers)	2019-12-31	$1,778,989
Total plan assets at end of year	2019-12-31	$8,239,492
Total plan assets at beginning of year	2019-12-31	$7,715,018
Value of fidelity bond covering the plan	2019-12-31	$3,000,000
Total contributions received or receivable from participants	2019-12-31	$496,076
Expenses. Other expenses not covered elsewhere	2019-12-31	$750
Other income received	2019-12-31	$1,718,768
Net income (gross income less expenses)	2019-12-31	$524,474
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,239,492
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,715,018
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$100,703
Total contributions received or receivable from employer(s)	2019-12-31	$114,459
Value of corrective distributions	2019-12-31	$25,090
2018 : PELLA CAROLINA 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$248,170
Expenses. Total of all expenses incurred	2018-12-31	$130,117
Benefits paid (including direct rollovers)	2018-12-31	$129,620
Total plan assets at end of year	2018-12-31	$7,715,018
Total plan assets at beginning of year	2018-12-31	$7,596,965
Value of fidelity bond covering the plan	2018-12-31	$3,000,000
Total contributions received or receivable from participants	2018-12-31	$454,833
Expenses. Other expenses not covered elsewhere	2018-12-31	$300
Contributions received from other sources (not participants or employers)	2018-12-31	$47,112
Other income received	2018-12-31	$-354,766
Net income (gross income less expenses)	2018-12-31	$118,053
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,715,018
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,596,965
Total contributions received or receivable from employer(s)	2018-12-31	$100,991
Value of corrective distributions	2018-12-31	$197
2017 : PELLA CAROLINA 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,738,304
Expenses. Total of all expenses incurred	2017-12-31	$119,284
Benefits paid (including direct rollovers)	2017-12-31	$119,034
Total plan assets at end of year	2017-12-31	$7,596,965
Total plan assets at beginning of year	2017-12-31	$5,977,945
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Total contributions received or receivable from participants	2017-12-31	$376,389
Expenses. Other expenses not covered elsewhere	2017-12-31	$250
Other income received	2017-12-31	$1,282,395
Net income (gross income less expenses)	2017-12-31	$1,619,020
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,596,965
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,977,945
Total contributions received or receivable from employer(s)	2017-12-31	$79,520
2016 : PELLA CAROLINA 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$727,913
Expenses. Total of all expenses incurred	2016-12-31	$444,327
Benefits paid (including direct rollovers)	2016-12-31	$443,927
Total plan assets at end of year	2016-12-31	$5,977,945
Total plan assets at beginning of year	2016-12-31	$5,694,359
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Total contributions received or receivable from participants	2016-12-31	$327,131
Expenses. Other expenses not covered elsewhere	2016-12-31	$400
Other income received	2016-12-31	$334,444
Net income (gross income less expenses)	2016-12-31	$283,586
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,977,945
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,694,359
Total contributions received or receivable from employer(s)	2016-12-31	$66,338
2015 : PELLA CAROLINA 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$486,152
Expenses. Total of all expenses incurred	2015-12-31	$321,215
Benefits paid (including direct rollovers)	2015-12-31	$320,890
Total plan assets at end of year	2015-12-31	$5,694,359
Total plan assets at beginning of year	2015-12-31	$5,529,422
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$291,303
Expenses. Other expenses not covered elsewhere	2015-12-31	$325
Other income received	2015-12-31	$132,484
Net income (gross income less expenses)	2015-12-31	$164,937
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,694,359
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,529,422
Total contributions received or receivable from employer(s)	2015-12-31	$62,365
2014 : PELLA CAROLINA 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$671,427
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$432,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$432,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$337,907
Value of total assets at end of year	2014-12-31	$5,529,422
Value of total assets at beginning of year	2014-12-31	$5,290,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$350
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$376,431
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	$376,431
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$257,820
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$24,749
Administrative expenses (other) incurred	2014-12-31	$350
Total non interest bearing cash at end of year	2014-12-31	$27,406
Total non interest bearing cash at beginning of year	2014-12-31	$22,388
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	$238,726
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,529,422
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,290,696
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 master investment trust accounts at end of year	2014-12-31	$5,446,678
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$5,213,040
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	No
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	$55,338
Employer contributions (assets) at end of year	2014-12-31	$55,338
Employer contributions (assets) at beginning of year	2014-12-31	$55,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$432,351
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	POTTER & COMPANY
Accountancy firm EIN	2014-12-31	561220683
2013 : PELLA CAROLINA 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
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	$1,377,146
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$158,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$158,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$314,294
Value of total assets at end of year	2013-12-31	$5,290,696
Value of total assets at beginning of year	2013-12-31	$4,071,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$223,685
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	$223,685
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
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$243,066
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$9,791
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$15,864
Total non interest bearing cash at end of year	2013-12-31	$22,388
Total non interest bearing cash at beginning of year	2013-12-31	$11,613
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	$1,219,004
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,290,696
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,071,692
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 master investment trust accounts at end of year	2013-12-31	$5,213,040
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$4,001,578
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	$55,364
Employer contributions (assets) at end of year	2013-12-31	$55,268
Employer contributions (assets) at beginning of year	2013-12-31	$48,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$158,142
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	POTTER & COMPANY
Accountancy firm EIN	2013-12-31	561220683
2012 : PELLA CAROLINA 401(K) PLAN 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	$824,991
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$352,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$352,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$268,348
Value of total assets at end of year	2012-12-31	$4,071,692
Value of total assets at beginning of year	2012-12-31	$3,599,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$62,296
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	$62,296
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	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$217,100
Participant contributions at end of year	2012-12-31	$9,791
Participant contributions at beginning of year	2012-12-31	$10,742
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$2,538
Total non interest bearing cash at end of year	2012-12-31	$11,613
Total non interest bearing cash at beginning of year	2012-12-31	$11,656
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	$472,350
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,071,692
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,599,342
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 master investment trust accounts at end of year	2012-12-31	$4,001,578
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$3,521,000
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	$48,710
Employer contributions (assets) at end of year	2012-12-31	$48,710
Employer contributions (assets) at beginning of year	2012-12-31	$55,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$352,641
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	POTTER & COMPANY
Accountancy firm EIN	2012-12-31	561220683
2011 : PELLA CAROLINA 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$190,000
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$194,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$194,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$306,316
Value of total assets at end of year	2011-12-31	$3,599,342
Value of total assets at beginning of year	2011-12-31	$3,603,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$44,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$44,905
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$224,994
Participant contributions at end of year	2011-12-31	$10,742
Participant contributions at beginning of year	2011-12-31	$10,014
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$25,378
Other income not declared elsewhere	2011-12-31	$0
Total non interest bearing cash at end of year	2011-12-31	$11,656
Total non interest bearing cash at beginning of year	2011-12-31	$17,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-4,330
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,599,342
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,603,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in master investment trust accounts at end of year	2011-12-31	$3,521,000
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$3,513,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$55,944
Employer contributions (assets) at end of year	2011-12-31	$55,944
Employer contributions (assets) at beginning of year	2011-12-31	$63,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$194,330
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	POTTER & COMPANY
Accountancy firm EIN	2011-12-31	561220683
2010 : PELLA CAROLINA 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$687,377
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$255,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$254,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$302,703
Value of total assets at end of year	2010-12-31	$3,603,672
Value of total assets at beginning of year	2010-12-31	$3,171,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$191
Total interest from all sources	2010-12-31	$249
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$47,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$47,703
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$236,315
Participant contributions at end of year	2010-12-31	$10,014
Participant contributions at beginning of year	2010-12-31	$26,858
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$2,934
Administrative expenses (other) incurred	2010-12-31	$191
Total non interest bearing cash at end of year	2010-12-31	$17,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$432,213
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,603,672
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,171,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Interest earned on other investments	2010-12-31	$249
Value of interest in master investment trust accounts at end of year	2010-12-31	$3,513,112
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$3,079,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$63,454
Employer contributions (assets) at end of year	2010-12-31	$63,454
Employer contributions (assets) at beginning of year	2010-12-31	$65,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$254,973
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	POTTER & COMPANY
Accountancy firm EIN	2010-12-31	561220683

Form 5500 Responses for PELLA CAROLINA 401(K) PLAN

2022: PELLA CAROLINA 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PELLA CAROLINA 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PELLA CAROLINA 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PELLA CAROLINA 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PELLA CAROLINA 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PELLA CAROLINA 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PELLA CAROLINA 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PELLA CAROLINA 401(K) PLAN 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	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PELLA CAROLINA 401(K) PLAN 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	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PELLA CAROLINA 401(K) PLAN 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	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PELLA CAROLINA 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
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	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PELLA CAROLINA 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PELLA CAROLINA 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PELLA CAROLINA, INC.
Employer identification number (EIN):	562280814
NAIC Classification:	327210

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2002-01-25
Company Identification Number:	F149760
Legal Registered Office Address:	4701 Cox Rd Ste 285 Glen Allen United States of America (USA) 23060-6808