WILSON MACHINE & WELDING, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILSON MACHINE & WELDING, INC. 401(K) RETIREMENT PLAN
401k plan membership statisitcs for WILSON MACHINE & WELDING, INC. 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2022 : WILSON MACHINE & WELDING, INC. 401(K) RETIREMENT 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 | $-455,606 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $197,582 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $164,177 |
Value of total corrective distributions | 2022-12-31 | $3,145 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $418,263 |
Value of total assets at end of year | 2022-12-31 | $4,414,461 |
Value of total assets at beginning of year | 2022-12-31 | $5,067,649 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $30,260 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
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 | $349,328 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $34,000 |
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 | $-653,188 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,414,461 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,067,649 |
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 | $14,401 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $4,413,185 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $5,066,659 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,276 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $990 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $990 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-873,869 |
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 | $34,935 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $164,177 |
Contract administrator fees | 2022-12-31 | $15,859 |
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 | JONES & KIRKPATRICK, P.C. |
Accountancy firm EIN | 2022-12-31 | 631128247 |
2021 : WILSON MACHINE & WELDING, INC. 401(K) RETIREMENT 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 | $991,749 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $500,094 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $468,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $422,272 |
Value of total assets at end of year | 2021-12-31 | $5,067,649 |
Value of total assets at beginning of year | 2021-12-31 | $4,575,994 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $31,806 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
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 | $347,651 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $39,854 |
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 |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $491,655 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,067,649 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,575,994 |
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 pooled separate accounts at end of year | 2021-12-31 | $5,066,659 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $4,575,383 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $990 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $611 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $611 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $569,477 |
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 | $34,767 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $468,288 |
Contract administrator fees | 2021-12-31 | $31,806 |
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 | JONES & KIRKPATRICK, P.C. |
Accountancy firm EIN | 2021-12-31 | 631128247 |
2020 : WILSON MACHINE & WELDING, INC. 401(K) RETIREMENT 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 | $991,081 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $445,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $417,762 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $378,385 |
Value of total assets at end of year | 2020-12-31 | $4,575,994 |
Value of total assets at beginning of year | 2020-12-31 | $4,030,257 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $27,582 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
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 | 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 | $343,985 |
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 | $545,737 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,575,994 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,030,257 |
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 | $13,199 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $4,575,383 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $4,030,244 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $611 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $13 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $13 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $612,696 |
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 | $34,400 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $417,762 |
Contract administrator fees | 2020-12-31 | $14,383 |
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 | JONES & KIRKPATRICK, P.C. |
Accountancy firm EIN | 2020-12-31 | 631128247 |
2019 : WILSON MACHINE & WELDING, INC. 401(K) RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 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 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 | $1,081,891 |
Total income from all sources (including contributions) | 2019-12-31 | $1,081,891 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $231,871 |
Total of all expenses incurred | 2019-12-31 | $231,871 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $221,172 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $221,172 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $325,914 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $325,914 |
Value of total assets at end of year | 2019-12-31 | $4,030,257 |
Value of total assets at end of year | 2019-12-31 | $4,030,257 |
Value of total assets at beginning of year | 2019-12-31 | $3,180,237 |
Value of total assets at beginning of year | 2019-12-31 | $3,180,237 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $10,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $10,699 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $14,703 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $14,703 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $14,703 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $14,703 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $296,284 |
Contributions received from participants | 2019-12-31 | $296,284 |
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 |
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 | $850,020 |
Value of net income/loss | 2019-12-31 | $850,020 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,030,257 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,030,257 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,180,237 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,180,237 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $4,030,244 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $4,030,244 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,106,009 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,106,009 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $13 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $13 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $74,228 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $74,228 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $741,274 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $741,274 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $29,630 |
Contributions received in cash from employer | 2019-12-31 | $29,630 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $221,172 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $221,172 |
Contract administrator fees | 2019-12-31 | $10,699 |
Contract administrator fees | 2019-12-31 | $10,699 |
Did the plan have assets held for investment | 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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | JONES & KIRKPATRICK, P.C. |
Accountancy firm name | 2019-12-31 | JONES & KIRKPATRICK, P.C. |
Accountancy firm EIN | 2019-12-31 | 631128247 |
Accountancy firm EIN | 2019-12-31 | 631128247 |
2018 : WILSON MACHINE & WELDING, INC. 401(K) RETIREMENT 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 | $38,867 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $332,957 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $332,083 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $313,320 |
Value of total assets at end of year | 2018-12-31 | $3,180,237 |
Value of total assets at beginning of year | 2018-12-31 | $3,474,327 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $874 |
Total interest from all sources | 2018-12-31 | $3,866 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $110 |
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 | $110 |
Administrative expenses professional fees incurred | 2018-12-31 | $874 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
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 | $271,396 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $14,784 |
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 | $-294,090 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,180,237 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,474,327 |
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 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $3,106,009 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $3,257,650 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3,866 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $74,228 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $216,677 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-278,429 |
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 | $27,140 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $332,083 |
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 | JONES & KIRKPATRICK, P.C. |
Accountancy firm EIN | 2018-12-31 | 631128247 |
2017 : WILSON MACHINE & WELDING, INC. 401(K) RETIREMENT 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 | $1,024,332 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $18,769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $12,520 |
Value of total corrective distributions | 2017-12-31 | $6,009 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $601,673 |
Value of total assets at end of year | 2017-12-31 | $3,474,327 |
Value of total assets at beginning of year | 2017-12-31 | $2,468,764 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $240 |
Total interest from all sources | 2017-12-31 | $3,380 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $240 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
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 | $276,778 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $297,215 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,005,563 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,474,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,468,764 |
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 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $3,257,650 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,212,419 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $3,380 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $216,677 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $256,345 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $419,279 |
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 | $27,680 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $12,520 |
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 | JONES & KIRKPATRICK, P.C. |
Accountancy firm EIN | 2017-12-31 | 631128247 |