WIRTGEN AMERICA, INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : WIRTGEN EMPLOYEE 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $-4,970,356 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,769,055 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,690,675 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,952,588 |
Value of total assets at end of year | 2022-12-31 | $38,347,755 |
Value of total assets at beginning of year | 2022-12-31 | $46,087,166 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $78,380 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $632,794 |
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 | $632,794 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
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 | $1,837,133 |
Participant contributions at end of year | 2022-12-31 | $50,065 |
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 | $-7,739,411 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $38,347,755 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $46,087,166 |
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 |
Investment advisory and management fees | 2022-12-31 | $74,975 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $34,535,431 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $43,091,839 |
Interest on participant loans | 2022-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,425,328 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,753,430 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-8,615,439 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $59,701 |
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 | $1,115,455 |
Employer contributions (assets) at end of year | 2022-12-31 | $336,931 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $241,897 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,690,675 |
Contract administrator fees | 2022-12-31 | $3,405 |
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 | LBMC, PC. |
Accountancy firm EIN | 2022-12-31 | 621199757 |
2021 : WIRTGEN EMPLOYEE 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $8,591,283 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,541,916 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,462,003 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,752,369 |
Value of total assets at end of year | 2021-12-31 | $46,087,166 |
Value of total assets at beginning of year | 2021-12-31 | $41,037,799 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $79,913 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $557,291 |
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 | $557,291 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
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 | $1,703,475 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $26,679 |
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 | $5,049,367 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $46,087,166 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $41,037,799 |
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 |
Investment advisory and management fees | 2021-12-31 | $76,958 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $43,091,839 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $38,195,863 |
Interest on participant loans | 2021-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,753,430 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,534,448 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,234,672 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $46,951 |
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 | $1,022,215 |
Employer contributions (assets) at end of year | 2021-12-31 | $241,897 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $307,488 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,462,003 |
Contract administrator fees | 2021-12-31 | $2,955 |
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 | 2021-12-31 | Yes |
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 | LBMC, PC. |
Accountancy firm EIN | 2021-12-31 | 621199757 |
2020 : WIRTGEN EMPLOYEE 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $8,779,416 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,168,174 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,096,310 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,639,427 |
Value of total assets at end of year | 2020-12-31 | $41,037,799 |
Value of total assets at beginning of year | 2020-12-31 | $33,426,557 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $71,864 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $473,694 |
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 | $473,694 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
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 | $1,640,946 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $16,680 |
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 | $7,611,242 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $41,037,799 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $33,426,557 |
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 |
Investment advisory and management fees | 2020-12-31 | $68,494 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $38,195,863 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $31,624,937 |
Interest on participant loans | 2020-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,534,448 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,522,447 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,627,084 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $39,211 |
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 | $981,801 |
Employer contributions (assets) at end of year | 2020-12-31 | $307,488 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $279,173 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,096,310 |
Contract administrator fees | 2020-12-31 | $3,370 |
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 | LBMC, PC. |
Accountancy firm EIN | 2020-12-31 | 621199757 |
2019 : WIRTGEN EMPLOYEE 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $8,687,520 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,708,289 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,642,251 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,627,080 |
Value of total assets at end of year | 2019-12-31 | $33,426,557 |
Value of total assets at beginning of year | 2019-12-31 | $26,447,326 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $66,038 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $539,566 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $539,566 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 | $1,527,106 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $133,677 |
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 | $6,979,231 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $33,426,557 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $26,447,326 |
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 |
Investment advisory and management fees | 2019-12-31 | $64,463 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $31,624,937 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $24,567,986 |
Interest on participant loans | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,522,447 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,601,974 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,487,068 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $33,806 |
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 | No |
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 | $966,297 |
Employer contributions (assets) at end of year | 2019-12-31 | $279,173 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $277,366 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,642,251 |
Contract administrator fees | 2019-12-31 | $1,575 |
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 | LBMC, PC. |
Accountancy firm EIN | 2019-12-31 | 621199757 |
2018 : WIRTGEN EMPLOYEE 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,120,114 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $932,893 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $866,619 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,292,827 |
Value of total assets at end of year | 2018-12-31 | $26,447,326 |
Value of total assets at beginning of year | 2018-12-31 | $26,260,105 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $66,274 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $468,640 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $468,640 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,359,759 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $20,837 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $187,221 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $26,447,326 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $26,260,105 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $64,774 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $24,567,986 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $24,213,596 |
Interest on participant loans | 2018-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,601,974 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,784,796 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,676,118 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $34,765 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $912,231 |
Employer contributions (assets) at end of year | 2018-12-31 | $277,366 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $261,713 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $866,619 |
Contract administrator fees | 2018-12-31 | $1,500 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | LATTIMORE, BLACK, MORGAN & CAIN, P. |
Accountancy firm EIN | 2018-12-31 | 621199757 |
2017 : WIRTGEN EMPLOYEE 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $6,279,321 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $476,624 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $415,635 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,465,048 |
Value of total assets at end of year | 2017-12-31 | $26,260,105 |
Value of total assets at beginning of year | 2017-12-31 | $20,457,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $60,989 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $365,525 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $365,525 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,295,421 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $303,311 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,802,697 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $26,260,105 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $20,457,408 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $56,295 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $24,213,596 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $17,809,425 |
Interest on participant loans | 2017-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,784,796 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,362,486 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,409,201 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $39,547 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $866,316 |
Employer contributions (assets) at end of year | 2017-12-31 | $261,713 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $285,497 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $415,635 |
Contract administrator fees | 2017-12-31 | $4,694 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | LATTIMORE, BLACK, MORGAN & CAIN, P. |
Accountancy firm EIN | 2017-12-31 | 621199757 |
2016 : WIRTGEN EMPLOYEE 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,143,376 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $569,519 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $513,796 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,978,717 |
Value of total assets at end of year | 2016-12-31 | $20,457,408 |
Value of total assets at beginning of year | 2016-12-31 | $17,883,551 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $55,723 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $271,557 |
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 | $271,557 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
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 | $1,154,310 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $4,238 |
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 | $2,573,857 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $20,457,408 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $17,883,551 |
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 |
Investment advisory and management fees | 2016-12-31 | $46,222 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $17,809,425 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $15,806,969 |
Interest on participant loans | 2016-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,362,486 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,813,962 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $850,121 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $42,981 |
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 | $820,169 |
Employer contributions (assets) at end of year | 2016-12-31 | $285,497 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $262,620 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $513,796 |
Contract administrator fees | 2016-12-31 | $9,501 |
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 | LATTIMORE, BLACK, MORGAN & CAIN, P. |
Accountancy firm EIN | 2016-12-31 | 621199757 |
2015 : WIRTGEN EMPLOYEE 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,976,269 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,202,121 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,149,194 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,759,819 |
Value of total assets at end of year | 2015-12-31 | $17,883,551 |
Value of total assets at beginning of year | 2015-12-31 | $17,109,403 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $52,927 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $253,677 |
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 | $253,677 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
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 | $1,009,612 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $9,253 |
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 | $774,148 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $17,883,551 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $17,109,403 |
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 |
Investment advisory and management fees | 2015-12-31 | $42,771 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $15,806,969 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $15,584,826 |
Interest on participant loans | 2015-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,813,962 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,340,168 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-68,647 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $31,420 |
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 | $740,954 |
Employer contributions (assets) at end of year | 2015-12-31 | $262,620 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $184,409 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,149,194 |
Contract administrator fees | 2015-12-31 | $10,156 |
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 | CROSSLIN & ASSOCIATES, P.C. |
Accountancy firm EIN | 2015-12-31 | 621336737 |
2014 : WIRTGEN EMPLOYEE 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 | $2,672,624 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $563,162 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $514,678 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,606,146 |
Value of total assets at end of year | 2014-12-31 | $17,109,403 |
Value of total assets at beginning of year | 2014-12-31 | $14,999,941 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $48,484 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $255,995 |
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 | $255,995 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
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 | $957,234 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $14,607 |
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 | $2,109,462 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $17,109,403 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,999,941 |
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 |
Investment advisory and management fees | 2014-12-31 | $39,326 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $15,584,826 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $13,418,339 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,340,168 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,412,255 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $791,498 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $18,985 |
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 | $634,305 |
Employer contributions (assets) at end of year | 2014-12-31 | $184,409 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $169,347 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $514,678 |
Contract administrator fees | 2014-12-31 | $9,158 |
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 | CROSSLIN & ASSOCIATES, P.C. |
Accountancy firm EIN | 2014-12-31 | 621336737 |
2013 : WIRTGEN EMPLOYEE 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 | $3,975,434 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $743,660 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $704,837 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,461,761 |
Value of total assets at end of year | 2013-12-31 | $14,999,941 |
Value of total assets at beginning of year | 2013-12-31 | $11,768,167 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $38,823 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $243,399 |
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 | $243,399 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
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 | $883,512 |
Participant contributions at beginning of year | 2013-12-31 | $26,415 |
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 | $3,231,774 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $14,999,941 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,768,167 |
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 |
Investment advisory and management fees | 2013-12-31 | $31,537 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $13,418,339 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,576,366 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,412,255 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,248,505 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $21,769 |
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 | $578,249 |
Employer contributions (assets) at end of year | 2013-12-31 | $169,347 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $165,386 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $704,837 |
Contract administrator fees | 2013-12-31 | $7,286 |
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 | Yes |
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 | CROSSLIN & ASSOCIATES, P.C. |
Accountancy firm EIN | 2013-12-31 | 621336737 |
2012 : WIRTGEN EMPLOYEE 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 | $2,634,736 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $789,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $756,213 |
Value of total corrective distributions | 2012-12-31 | $537 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,260,325 |
Value of total assets at end of year | 2012-12-31 | $11,768,167 |
Value of total assets at beginning of year | 2012-12-31 | $9,922,666 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $32,485 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $207,587 |
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 | $207,587 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
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 | $743,711 |
Participant contributions at end of year | 2012-12-31 | $26,415 |
Participant contributions at beginning of year | 2012-12-31 | $18,707 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $7,144 |
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 | $1,845,501 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $11,768,167 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,922,666 |
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 |
Investment advisory and management fees | 2012-12-31 | $26,007 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $11,576,366 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,726,671 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $87 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $87 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,166,824 |
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 | $509,470 |
Employer contributions (assets) at end of year | 2012-12-31 | $165,386 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $177,201 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $756,213 |
Contract administrator fees | 2012-12-31 | $6,478 |
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 | CROSSLIN AND ASSOCIATES, P.C |
Accountancy firm EIN | 2012-12-31 | 621336737 |
2011 : WIRTGEN EMPLOYEE 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $1,937,990 |
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 | $1,413,682 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $857,387 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $839,094 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,398,642 |
Value of total assets at end of year | 2011-12-31 | $9,922,666 |
Value of total assets at beginning of year | 2011-12-31 | $7,428,381 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $18,293 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $171,950 |
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 | $171,950 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $654,047 |
Participant contributions at end of year | 2011-12-31 | $18,707 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $128,818 |
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 | $556,295 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,922,666 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,428,381 |
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 |
Investment advisory and management fees | 2011-12-31 | $14,708 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $9,726,671 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,428,293 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $87 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $88 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $88 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-156,910 |
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 | $615,777 |
Employer contributions (assets) at end of year | 2011-12-31 | $177,201 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $839,094 |
Contract administrator fees | 2011-12-31 | $3,585 |
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 | CROSSLIN AND ASSOCIATES, P.C. |
Accountancy firm EIN | 2011-12-31 | 621336737 |