401k Plan data: WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS PLAN plan

WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	001

WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS 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

WOLF ROBOTICS LLC has sponsored the creation of one or more 401k plans.

Company Name: WOLF ROBOTICS LLC

Employer identification number (EIN): 562379710

NAIC Classification: 333900

Additional information about WOLF ROBOTICS LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3684663

More information about WOLF ROBOTICS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 CHERYL BROWN 2019-09-27 CHERYL BROWN 2019-09-27
001 2017-01-01 CHERYL BROWN 2018-04-10 CHERYL BROWN 2018-04-10
001 2016-01-01 CHERYL BROWN 2017-04-10
001 2015-01-01 CHERYL BROWN 2016-05-10 CHERYL BROWN 2016-05-10
001 2014-01-01 CHERYL BROWN 2015-03-25 CHERYL BROWN 2015-03-25
001 2013-01-01 CHERYL BROWN 2014-03-07
001 2012-01-01 CHERYL BROWN 2013-03-28
001 2011-01-01 CHERYL BROWN 2012-06-14
001 2010-01-01 CHERYL BROWN 2011-08-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01	CHERYL BROWN	2019-09-27	CHERYL BROWN	2019-09-27
001	2017-01-01	CHERYL BROWN	2018-04-10	CHERYL BROWN	2018-04-10
001	2016-01-01	CHERYL BROWN	2017-04-10
001	2015-01-01	CHERYL BROWN	2016-05-10	CHERYL BROWN	2016-05-10
001	2014-01-01	CHERYL BROWN	2015-03-25	CHERYL BROWN	2015-03-25
001	2013-01-01	CHERYL BROWN	2014-03-07
001	2012-01-01	CHERYL BROWN	2013-03-28
001	2011-01-01	CHERYL BROWN	2012-06-14
001	2010-01-01	CHERYL BROWN	2011-08-24

Plan Statistics for WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2020: WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 100
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 29
Total of all active and inactive participants 2019-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 129
Number of participants with account balances 2019-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7

Measure	Date	Value
2020: WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	100
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	29
Total of all active and inactive participants	2019-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	129
Number of participants with account balances	2019-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7

Financial Data on WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2020 : WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total transfer of assets from this plan	2020-01-06	$10,570,625
Total income from all sources (including contributions)	2020-01-06	$25,805
Value of total assets at end of year	2020-01-06	$0
Value of total assets at beginning of year	2020-01-06	$10,544,820
Total interest from all sources	2020-01-06	$12
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-06	No
Was this plan covered by a fidelity bond	2020-01-06	Yes
Value of fidelity bond cover	2020-01-06	$10,000,000
If this is an individual account plan, was there a blackout period	2020-01-06	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-01-06	$0
Were there any nonexempt tranactions with any party-in-interest	2020-01-06	No
Participant contributions at end of year	2020-01-06	$0
Participant contributions at beginning of year	2020-01-06	$41
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-06	No
Value of net income/loss	2020-01-06	$25,805
Value of net assets at end of year (total assets less liabilities)	2020-01-06	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-01-06	$10,544,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-06	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-06	No
Were any leases to which the plan was party in default or uncollectible	2020-01-06	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-06	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-06	$85,823
Interest earned on other investments	2020-01-06	$12
Value of interest in master investment trust accounts at end of year	2020-01-06	$0
Value of interest in master investment trust accounts at beginning of year	2020-01-06	$10,377,481
Value of interest in common/collective trusts at end of year	2020-01-06	$0
Value of interest in common/collective trusts at beginning of year	2020-01-06	$81,455
Net investment gain/loss from pooled separate accounts	2020-01-06	$25,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-06	No
Was there a failure to transmit to the plan any participant contributions	2020-01-06	Yes
Has the plan failed to provide any benefit when due under the plan	2020-01-06	No
Employer contributions (assets) at end of year	2020-01-06	$0
Employer contributions (assets) at beginning of year	2020-01-06	$20
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	2020-01-06	Yes
Did the plan have assets held for investment	2020-01-06	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	2020-01-06	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-06	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-01-06	Yes
Opinion of an independent qualified public accountant for this plan	2020-01-06	Disclaimer
Accountancy firm name	2020-01-06	PLANTE & MORAN, PLLC
Accountancy firm EIN	2020-01-06	381357951
2019 : WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,000,537
Total of all expenses incurred	2019-12-31	$1,924,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,909,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$886,656
Value of total assets at end of year	2019-12-31	$10,544,820
Value of total assets at beginning of year	2019-12-31	$9,468,663
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,955
Total interest from all sources	2019-12-31	$11,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$694,373
Participant contributions at end of year	2019-12-31	$81,455
Participant contributions at beginning of year	2019-12-31	$39,559
Participant contributions at end of year	2019-12-31	$41
Participant contributions at beginning of year	2019-12-31	$23,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,076,157
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,544,820
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,468,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$10,377,481
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,904,493
Interest on participant loans	2019-12-31	$3,633
Interest earned on other investments	2019-12-31	$7,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$85,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$492,078
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,102,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$192,283
Employer contributions (assets) at end of year	2019-12-31	$20
Employer contributions (assets) at beginning of year	2019-12-31	$8,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,909,425
Contract administrator fees	2019-12-31	$14,955
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	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2019-12-31	381357951

Form 5500 Responses for WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS PLAN

2020: WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS 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	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WOLF ROBOTICS LLC 401(K) RETIREMENT SAVINGS 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G37644

Policy instance

Insurance contract or identification number	G37644
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-01-06
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G37644

Policy instance

Insurance contract or identification number	G37644
Number of Individuals Covered	83
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WOLF ROBOTICS LLC
Employer identification number (EIN):	562379710
NAIC Classification:	333900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3684663